|
|
|
|
|
|
|
29.12.25 - 05:06
|
Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth (Digitimes)
|
|
|
The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated US$84.8 billion in revenue in the third quarter of 2025, up 17% year over year. Growth was driven by a simultaneous surge in advanced-node wafer output and AI-led demand for advanced packaging, according to Counterpoint Research....
|
|
|
|
|
|
|
|
|
|
|
|
|
26.12.25 - 06:06
|
SK Hynix targets February HBM4 ramp-up with TSMC, ships final samples to Nvidia (Digitimes)
|
|
|
SK Hynix is scheduled to deliver final samples of its next-generation high-bandwidth memory to Nvidia in early January 2025. This comes as the South Korean chipmaker nears a February target for mass production of HBM4. The delivery follows a revised wafer run intended to resolve technical issues identified during earlier integration testing, according to DealSite. It marks a critical step in supporting Nvidia's next wave of artificial intelligence accelerators....
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
24.12.25 - 05:06
|
TSMC′s N-2 restrictions hand Samsung US advanced chip opening (Digitimes)
|
|
|
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia. The company is testing its second-generation 2nm process with AMD and collaborating with Google for 2026 production, outpacing TSMC's planned 3nm output in 2027....
|
|
|
|
|
|
|
23.12.25 - 13:00
|
Edgewater Wireless Reports Fiscal 2026 Q2 Results and Advances PrismIQ™ Wi-Fi Spectrum Slicing™ Silicon Program (Business Wire)
|
|
|
OTTAWA, Ontario--(BUSINESS WIRE)--Edgewater Wireless Systems Inc. (TSXV: YFI) (OTC: KPIFF) (“Edgewater” or the “Company”), the industry pioneer of AI-powered Wi-Fi Spectrum Slicing™ silicon solutions and IP, today reported financial results for the three and six months ended October 31, 2025 (Fiscal 2026 Q2). The Company's interim financial statements and related Management's Discussion and Analysis (“MD&A”) are available on SEDAR+. All figures are in Canadian dollars and prepared in accordance with IFRS unless otherwise stated.
“Our progress this quarter reflects disciplined, capital-efficient execution across our PrismIQ™ roadmap—advancing AI-enabled capabilities and hitting key silicon program milestones,” said Andrew Skafel, President & CEO. “Just as importantly, our growing visibility—through invitations to speak alongside Silicon Catalyst and Arm at TSMC, and at Canada's premier semiconductor symposium—signals that Edgewater's star is rising as the industry shifts tow...
|
|