Subject


Semiconductors


2025-04-11

[News] STMicroelectronics Announces 2,800 Layoffs Amid CEO Backlash, Insider Trading Denied

European semiconductor heavyweight STMicroelectronics is facing mounting challenges on multiple fronts. As noted by The Wall Street Journal, the company plans to cut 2,800 jobs by 2027 in an effort to improve performance after several months of sluggish sales. STMicroelectronics stated that the job ...

2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

2025-04-10

[News] Tariffs on Chip Gear Could Spike U.S. Fab Costs: TSMC Reportedly to Spend $6B or More

Trump may have hit the brakes on tariffs for 90 days, but concerns still linger. If they go into effect later, chipmakers like Intel and TSMC could face 20% higher costs for ASML gear if they plan to use it in U.S. fabs, according to BITS & CHIPS. The BITS & CHIPS report highlights that w...

2025-04-10

[News] Intel Acts on 25% U.S. Tariff on Aluminum and Steel: New Compliance Policies for Suppliers

Though Trump has announced a 90-day pause for nations hit by the latest round of U.S. tariffs, tech giants have already been making moves in terms of the potential impact. According to Tom’s Hardware, Intel is rolling out new compliance policies for its suppliers, following the U.S. decision to im...

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