Author Archives: TrendForce

[News] TSMC, Broadcom Reportedly Explore Breaking Up Intel: Key Scenarios and Impacts in a Nutshell

With Trump pushing tariffs to boost U.S. chipmaking, rumors swirl about a TSMC-Intel deal. Now, Wall Street Journal and Reuters report that while TSMC eyes Intel’s foundry unit, Broadcom may join in, targeting Intel’s chip design and marketing business. Broadcom …

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[News] Global Semiconductor Equipment Market Continues to Expand

Recently, Tokyo Electron (hereinafter referred to as “TEL”) announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL’s manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as …

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[News] SK hynix at Full Throttle for HBM Expansion with Engineers Reportedly Set for M15X Fab in March

With HBM demand soaring, SK hynix is reportedly ramping up capacity expansion, as it accelerates progress at its M15X fab in Cheongju. According to NewDaily, the company will begin deploying engineers to prepare for operations at the site as soon …

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[News] Major Carmakers Porsche and Nissan Cut Jobs Amid Market Slowdown

Major auto companies have announced layoffs. According to a report from Reuters, citing sources, Porsche AG has decided to cut an additional 1,900 jobs across the company in the next four years after determining that a previously implemented program was …

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[News] Arm Might Unveil First Chip as early as This Summer 2025, Reportedly Manufactured by TSMC

According to a report from Financial Times, Arm Holdings is preparing to launch its own chip in 2025, with Meta Platforms being one of its initial customers. Sources indicate that Arm could unveil its first chip as early as this summer, …

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