Subject


Semiconductors


2025-10-30

[News] GlobalFoundries CFO Departs Ahead of €1.1 Billion Expansion in Germany

U.S.-based semiconductor manufacturer GlobalFoundries is undergoing a major leadership change. The company announced that, effective immediately, John Hollister, its Chief Financial Officer, has departed. Hollister leaves the chipmaker after just over a year in the role, having been appointed as Glo...

2025-10-29

[News] CXMT Confirms LPDDR5X Mass Production Began in May, High-speed Variant Under Customer Trials

As China races to catch up with South Korea’s memory leaders in cutting-edge products such as DDR5 and HBM3e, domestic DRAM champion CXMT unveiled the latest updates on its LPDDR5X lineup on October 28. The company reported that its 8533Mbps and 9600Mbps products entered mass production in May, wh...

2025-10-29

[News] U.S. Startup Substrate Unveils X-Ray Lithography to Rival ASML — Eyes TSMC Next

ASML’s extreme ultraviolet (EUV) lithography tools have long been essential to advanced chip manufacturing, with foundries such as TSMC, Samsung, and Intel investing heavily to acquire them. Now, a U.S. startup is looking to challenge the Dutch company’s dominance — and ultimately seek to rep...

2025-10-29

[News] NVIDIA Dismisses AI Bubble Concerns, Reportedly Projects $500B in GPU Sales from Blackwell and Rubin

At NVIDIA’s first-ever Washington GTC from October 27-29, CEO Jensen Huang pushed back against AI bubble concerns while unveiling the next-generation Vera Rubin superchip. According to CNBC, he projected combined GPU revenue of $500 billion from the Blackwell lineup and next year’s Rubin release...

2025-10-29

[News] Apple Suppliers Skyworks and Qorvo Unite to Form $22 B U.S. RF Chip Powerhouse

A major shake-up is underway in the RF chip industry as Qorvo and Skyworks—two of Apple’s key suppliers—agree to merge. According to Reuters, Skyworks Solutions said on Tuesday that it will acquire smaller rival Qorvo, creating a combined company valued at around $22 billion. The deal will for...

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