Today: 7 February 2026
Subscribe
Browse Category

Semiconductors News 22 June 2025 - 9 July 2025

Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal and RF Components: June–July 2025 Industry Report

MS4022 RF synthesizer from Mixed-Signal Devices, unveiled on June 16, 2025, generates 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm with GlobalFoundries achieved 50% PAE in a Ku-band (13 GHz) power amplifier built on GF’s 130 nm CMOS process. Tower Semiconductor and pSemi unveiled a 0–110 GHz SPDT RF switch using a phase-change material switching element with CMOS drivers, delivering <2 dB insertion loss and up to 30 dBm. Qorvo introduced the QM45508 Wi‑Fi 7 front-end module for 5–7 GHz, delivering up to ~18 dBm output and low EVM for Wi‑Fi 7 operation. Analog Devices showcased the Apollo
9 July 2025
Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3 nm and other new clients for older nodes. TSMC and Samsung are racing toward 2 nm (N2-class) technology, with TSMC’s 2 nm on track for risk production and high-volume manufacturing in late 2025 or early 2026. Intel detailed an 18A process (approximately 1.8 nm class) at the mid-June VLSI Symposium, promising >30% logic density scaling and up to ~20% higher
1 July 2025
··
Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
····
100 Semiconductor Giants Powering the Modern World

100 Semiconductor Giants Powering the Modern World

TSMC is the world’s largest contract chip fab, handling about 61% of global foundry revenues. NVIDIA is the largest fabless chip company in 2024, with data-center GPUs and AI accelerators generating $124.3 billion in revenue. Samsung Electronics is the world’s largest memory chip maker and, in 2024, regained the #1 position in overall semiconductor revenue at US$66.5 billion, with its foundry division offering 5nm and 4nm processes. Intel Corporation is an IDM (logic, x86 CPUs) with $49.2 billion in 2024 revenue, pursuing a dual IDM and external-foundry strategy via Intel Foundry Services and advancing 3nm and 2nm process technology. Synopsys
22 June 2025
··
1 … 47 48 49

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop