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2025-06-05
SIA Applauds TSMC’s Expanded Investment in U.S. Semiconductor Manufacturing
WASHINGTON—March 7, 2025— The Semiconductor Industry Association (SIA) today released the following statement from President and CEO John Neuffer regarding the announcement this week by C.C. Wei of TSMC and President Trump. The company plans to incr…
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2025-05-28
U.S. Chip Tariffs Self-Inflicted Economic Damage
Proposed U.S. tariffs on imported semiconductors and equipment are generating considerable apprehension among industry leaders and policy experts. They contend that these measures, intended to bolster domestic manufacturing, risk triggering substantia…
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2025-05-12
Semiconductor Market Post Growth but Face Slowdown
Despite robust year-over-year growth in global semiconductor sales, a recent quarter-over-quarter decline indicates a potential market slowdown or return to normal levels. This dip suggests an underlying complexity masked by the strong annual figures.…
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2025-05-05
China Semiconductor Ambition and Adversity
China’s semiconductor market is at a pivotal moment, characterized by an aggressive state-driven ambition for self-sufficiency and rapid indigenous technological development. This forceful drive grows against persistent geopolitical pressures and sig…
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2025-04-24
SK Hynix profits double on memory chip stockpiling ahead of US tariffs
Chipmaker SK Hynix’s quarterly operating profit has more than doubled on strong sales of advanced memory chips used in artificial intelligence products, amid stockpiling ahead of looming US tariffs.Analysts said SK Hynix toppled arch-rival Samsung El…
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2025-03-20
Musk Says Chip Capacity Will Decide Winner of AI Race
Elon Musk believes the nation that controls advanced chipmaking capacity will win the AI race.“In the next few years, I think America is likely to win,” Musk said in a March 17 interview with U.S. Senator Ted Cruz. “Then it will be a function of wh…
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2025-02-25
Semiconductor Industry Faces a Seismic Shift
The semiconductor industry is undergoing a period of dramatic upheaval, marked by the potential breakup of Intel and sale to Broadcom and/or TSMC, the rise of Arm as a chip manufacturer, and increasing geopolitical tensions. This seismic shift will ha…
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2025-02-10
2025 Foundry Growth Forecast at 20%, Slowing from 2024
Chip foundry growth is likely to reach 20% in 2025, led mainly by TSMC and smaller rivals that have caught the AI wave, according to Counterpoint Research.That projection shows growth slowing slightly from last year. The foundry segment of the chip in…
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2025-01-28
Deepseek Ripple Effect on AI and Supply Chains
Deepseek AI breakthrough sparks market disruption, challenges chip supply chain dominance as China’s innovative ecosystem fuels advancements, raising questions about the future of AI development, shifting focus toward efficiency and open source.Over …
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2024-12-18
Components Channel: Good Riddance, 2024
The electronics components industry is ending the year on a down note, according to the ECIA’s November Electronic Components Sales Trend (ECST) survey. The December outlook for most component categories reached the lowest level since the period betw…
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