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Global Silicon Wafer Shipments to Rebound in 2025 10/30/2025 Global shipments of silicon wafers are projected to increase by 5.4% in 2025, followed by steady growth through 2028. Infineon Launches Secured Prepaid Tag Solutions for Gift Cards 10/30/2025 Infineon's latest security solutions replace visible codes, barcodes, or magnetic stripes with a secured chip using cryptographic mechanisms. MacDermid Alpha to Acquire Micromax 10/30/2025 The acquisition strengthens MacDermid Alpha's presence in advanced electronics materials and process technologies. Microsoft, OpenAI Sign New AI Deal, Paving Way for More Investments 10/30/2025 Paving Way for More Investments Microsoft emerges as the winner with significant concessions that make its original OpenAI investment well worthwhile. 2H 2025 Foundry Utilization Exceeds Expectations 10/29/2025 Wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. TSMC Continues To Enjoy A Surge In 3nm Chipset Orders 10/29/2025 In 2026, it is estimated that 33 percent of all smartphone chipsets produced will leverage TSMC’s 3nm and 2nm processes AMD, Department of Energy announce $1 billion AI supercomputer partnership 10/29/2025 ?Oak Ridge National Laboratory is getting two new supercomputers powered by AMD chips. US inks Southeast Asia trade pacts, touts China negotiation progress 10/29/2025 The White House reached reciprocal tariff deals or frameworks with Vietnam, Thailand, Cambodia and Malaysia while hinting at a potential trade truce with China. DRAM Prices to Continue Rising in 4Q 2025 10/28/2025 Conventional DRAM prices are expected to rise by 8–13% on quarter in 4Q 2025. When HBM is included, the increase could widen to 13-18%. Infineon Launches Secured Prepaid Tag Solutions for Gift Cards 10/28/2025 Infineon's latest security solutions replace visible codes, barcodes, or magnetic stripes with a secured chip using cryptographic mechanisms. Tariffs anxiety prompts US importers to place spring orders early 10/28/2025 Small importers for large U.S. retailers rushed in China-made strollers and wares meant for spring and are storing the goods in their own warehouses to avoid the big tariff bills that had been threatened over the next month. Trump to raise Canada tariffs by 10% 10/28/2025 The announcement comes days after trade talks with Canada were suspended over an anti-tariff TV ad featuring parts of a 1987 speech by then-President Ronald Reagan. Intel’s Q3 earnings surge following US government investment 10/27/2025 Intel’s turnaround efforts gained momentum in the third quarter, marked by billion-dollar investments from the U.S. government, Nvidia and Softbank Group, underlying strength from its semiconductor business, ongoing layoffs, restructuring and more. UMC introduces 55nm BCD platform for power management 10/27/2025 United Microelectronics Corp. has unveiled a 55-nanometer bipolar-CMOS-DMOS platform that targets the performance and power efficiency of next-generation devices across various sectors. The platform features three process variants: Non-Epitaxy for cost-effective power efficiency, Epitaxy for automotive applications up to 150V, and Silicon-on-Insulator for industrial and high-grade automotive systems. UMC introduces 55nm BCD platform for power management 10/27/2025 United Microelectronics Corp. has unveiled a 55-nanometer bipolar-CMOS-DMOS platform that targets the performance and power efficiency of next-generation devices across various sectors. The platform features three process variants: Non-Epitaxy for cost-effective power efficiency, Epitaxy for automotive applications up to 150V, and Silicon-on-Insulator for industrial and high-grade automotive systems. Amazon Reveals Cause of Major AWS Internet Outage Earlier Last Week 10/27/2025 Millions around the world found themselves unable to access popular services thanks to a Domain Name System issue with Amazon Web Services. SE Asia Production Capacity Expansion to Fuel Global Notebook Shipment Growth in 2025 10/24/2025 Despite challenges from geopolitical tensions and tariff uncertainties, the global notebook market is showing signs of recovery in 2025. Texas Instruments’ earnings outlook stirs confusion, signals soft demand 10/24/2025 A number of Wall Street analysts identified a “tone” shift in how executives were describing where Texas Instruments was in the semiconductor recovery cycle compared to Q1, raising questions about what happened to change the messaging. Chipmaker CXMT eyes US$42 billion Shanghai listing, sources say 10/24/2025 IPO plans come as China’s semiconductor stocks surge, with the benchmark CSI CN semiconductor index rallying 49 per cent year-to-date Amazon Reportedly Wants Robots to Replace 600,000 Human Hires 10/24/2025 Amazon's robot push promises to cut costs and automate operations at warehouses, according to The New York Times. Amazon says it's a 'misleading picture of our plans.' Eos Energy to spend $353M to establish factory, relocate HQ to Pittsburgh area 10/23/2025 The project will create at least 735 jobs and retain 265 positions, according to the release. It also brings Eos geographically closer to new strategic partner Talen Energy Corporation, which plans to partner with the battery maker to develop storage capacity for artificial intelligence infrastructure across Pennsylvania. Samsung, SK hynix showcase latest HBM4 chips at 2025 SEDEX 10/23/2025 SK Hynix and Samsung Electronics touted their latest high-bandwidth memory chips at the 2025 Semiconductor Exhibition in Seoul. SK Hynix is getting ready for mass production of HBM4, while Samsung is hoping to regain its competitive edge with its new HBM4 lineup. JEDEC says SOCAMM2 compact DRAM module for AI servers boasts higher speeds and broader compatibility 10/23/2025 JEDEC is nearing completion of the SOCAMM2 memory standard, which is based on Nvidia's design but expanded for broader industry adoption. SOCAMM2 uses LPDDR5X memory and offers higher transfer rates of up to 9,600 megatransfers per second. NASA Reopens Lunar Lander Contract, and Elon Musk Is Big Mad 10/23/2025 Acting Administrator Sean Duffy calls out SpaceX’s Starship for falling 'behind schedule,' and suggesting that Blue Origin could get astronauts there first. SpaceX Expands 'Free' Starlink Dish Offer Across US 10/22/2025 In some parts of the US, SpaceX is also offering free professional installation. But You Don't Actually Own It.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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