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.
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
At Auto Shanghai 2025, Shenzhen Longsys Electronics Co. unveiled its full range of automotive-grade memory solutions, including two new in-house products: the eMMC Full-chip Custom Edition and a next-gen LPDDR4x, underscoring its growing presence in intelligent vehicles.
Singapore's Deputy Prime Minister and Minister for Trade and Industry, Gan Kim Yong, held a phone call with US Commerce Secretary Howard Lutnick on April 25, 2025 to address the critical issue of Singapore's access to advanced artificial intelligence (AI) chips and semiconductors, as the United States implements new tariffs and tightens export controls.
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