Dutch semiconductor manufacturing equipment maker ASM released its latest financial report, expressing optimism that sales related to gate-all-around (GAA) technology will see robust growth in 2025. The company projected total annual revenue to increase by double-digit percentages. Regarding tariffs, ASM stated it is still too early to evaluate their potential impact on the semiconductor market.
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from key customers like Nvidia, according to industry supply chain sources.
At its inaugural Intel Foundry Direct Connect 2025 event on April 29 in the US, Intel laid out its vision for reclaiming semiconductor leadership—anchored by next-generation 14A and 18A process nodes, advanced packaging integration, and a fortified ecosystem of design and manufacturing partners.
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted period of sustained losses in the company's history since 1990.
Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips.
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.
Chang Wah Electromaterials (CWE) founder Canon Huang described Donald Trump's tariff policies as highly unpredictable but expressed confidence that market conditions for CWE and its lead frame subsidiary Chang Wah Technology (CWTC) have bottomed out.
NXP Semiconductors released its first-quarter 2025 financial results, reporting revenue of US$2.84 billion, a 9.3% decline compared to the same period last year but aligned with the midpoint of its guidance. The company also announced that President and CEO Kurt Sievers will retire at the end of 2025, with Rafael Sotomayor named his successor.
Sony Group Corp. is considering spinning off its semiconductor unit, according to people familiar with the matter, marking the PlayStation maker's latest effort to streamline its business and focus on entertainment.
Cadence's first-quarter results highlight its resilience and strategic expansion into new growth areas. Strong recurring revenue and stable margins position the company to navigate global uncertainties, while investments in IP, AI tools, and deeper ties with Intel and China support its cautious yet deliberate push beyond core software and services.
On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The company also raised its full-year earnings and revenue outlook, boosting investor confidence and lifting shares in after-hours trading.
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