Semiconductors


2025-02-07

[News] Outgoing GlobalFoundries CEO Caulfield Rumored for Intel’s New Leader

While Intel is still hunting for a new CEO, one candidate stands out to revive its foundry business. Following the leadership shake-up of GlobalFoundries, the new arrangement has fueled speculation that the outgoing CEO Thomas Caulfield could take over at Intel or its foundry division, whether spun ...

2025-02-07

[News] Where is the “Spring” of the Memory Market?

As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...

2025-02-07

[News] China Restricts Exports of Five Key Metals: Their Role in Major Industries Explained

After U.S. President Donald Trump’s 10% additional tariffs on Chinese goods came into effect, China announced on Tuesday the imposition of export controls on five metals. According to a report from ijiwei, these metals play vital roles in key industries such as defense, clean energy, and more, ...

2025-02-06

[News] Chip Industry Shake-Up: GF, Skyworks, and Arm China Name New CEOs amid Headwinds

While Intel is still in its quest of finding a new CEO to turn the tables, it may not be the only tech giant in this position. On February 5th, three semiconductor heavyweights—GlobalFoundries, Skyworks, and Arm China—appointed new leaders as they work to overcome the headwinds. GlobalFoundri...

2025-02-06

[News] Murata Predicts AI server-related MLCC Demand to Double, Sparking Market Rebound in 2025

AI remains a rare bright spot in the tech industry in 2025, and the passive component sector is set to benefit. Murata, the top MLCC (multilayer ceramic capacitor) maker, predicts demand will soar with AI’s rapid growth. President Norio Nakajima expects AI server-related MLCC demand to more than d...

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