Chip Industry Week in Review

$60B fab buildout; Chinese automakers tout 100% homemade chips; 2nm custom SRAM; Cadence’s virtual platform buy; multi-chiplet NoC; HBM roadmap; MIT’s GaN fab technique; 30% tax credit; Taiwan export restrictions, power vulnerability; global memory market; rad-tolerant memory; 2D, non-silicon computer.

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Texas Instruments will invest more than $60 billion to build and expand seven semiconductor fabs in Texas and Utah, supporting more than 60,000 U.S. jobs.

Chinese automakers — including SAIC Motor, Changan, Great Wall Motor, BYD, Li Auto and Geely — are aiming to launch new models with 100% homemade chips, some as early as 2026, reports Nikkei Asia.

Marvell introduced 2nm custom SRAM tailored for AI and cloud data center applications, with up to 6 Gb of high-speed memory, 3.75 GHz operating frequency, and a 66% reduction in standby power compared to standard SRAM.

Cadence acquired VLAB Works, maker of ultra-high-performance virtual platforms, which Cadence plans to integrate into its verification flow. VLAB Works is a division of Australian Semiconductor Technology Corp. Terms of the deal were not disclosed.

Arteris expanded its multi-die network on chip (NoC) IP, adding cache-coherent read/write across multiple chiplets, which makes multi-die systems look like a single device, as well as optimized connectivity and registers, and standards-based support for die-to-die controllers and PHYs.

A number of EDA companies, including Siemens, Cadence and Synopsys, announced product certifications on Samsung Foundry’s advanced process nodes and other joint development agreements.

MIT researchers introduced a fabrication technique that selectively bonds tiny GaN transistors onto standard silicon CMOS chips using low-temperature copper bonding. This approach enables high-speed performance with minimal cost and heat, and maintains compatibility with existing foundry processes.

KAIST’s TERALAB published a 371-page deep-dive HBM roadmap, detailing enhancements through HBM8.


Fig.1: Next-Gen HBM Architecture Roadmap. Source: KAIST TERALAB, under supervision of professor Joungho Kim

Quick links to more news:

Global
In-Depth
Markets and Money
Product News
Research
Education and Training
Security
Quantum
Automotive
Events and Further Reading


Global

Americas:

  • The U.S. Senate aims to boost the semiconductor manufacturing tax credit from 25% to 30%, as an incentive for chipmakers to start on new facilities prior to a 2026 deadline. Negotiations are ongoing.
  • Intel recently notified employees it plans to cut up to 20% of global factory workers beginning next month (originally announced in April).
  • Think tank CSET offers practical, people-centric recommendations to best utilize AI in the US Air Force, including embedding AI engineers in operational and support units.

Europe:

  • The EU now requires energy labeling on smartphones and tablets, including energy efficiency, battery longevity, and repairability score.
  • Eindhoven University of Technology is establishing a new research institute dedicated to semiconductors, quantum, photonics, and the development of high-tech systems and chips of the future.
  • Applied Materials and CEA-Leti announced an expansion of their joint lab in Grenoble, France, to develop full-flow specialty semiconductor devices and advanced packaging solutions for energy-efficient AI data center infrastructure.

Asia

  • Taiwan added China’s Huawei and SMIC to its entity list, requiring local companies to get government approval before shipping to them.
  • Taiwan imports more than 96% of its energy via ship, making it a key vulnerability in the event of a China blockade, reports NYT. TSMC’s and other companies’ buildout of more power-hungry factories makes the issue worse, projecting that 13% more electricity will be needed over the next 5 years.
  • Hamamatsu Photonics completed its new front-end opto-semiconductor factory in Hamamatsu City, Japan.

In-Depth

Semiconductor Engineering published its Manufacturing, Packaging and Materials newsletter this week, featuring these top stories:

More reporting:


Markets and Money

Reports:

  • The global memory market is expected to exceed $200 billion in 2025, driven by AI/ML demand and rapid adoption of HBM, reports Yole. 
  • Enterprise SSD revenues dropped sharply in Q1, with a nearly 20% plunge in average selling prices due to AI production delays and excess inventory, reports TrendForce.
  • Other analyst reports this week: ALD/CVD precursor market (TECHCET) and MEMS (Yole).

Deals and collaborations:

  • Imec and Tokyo Electron extended their R&D partnership, focusing on tools and processes for sub-2nm logic, high-NA EUV, 3D integration, and sustainable manufacturing.
  • Norway’s Nordic Semiconductor acquired Neutron.AI, maker of TinyML solutions for edge devices.
  • TDK acquired SoftEye, a San Diego maker of custom chips, cameras, software and algorithms for use in smart glasses.
  • UK‘s TechWorks and Canada’s Semiconductor Council signed an MoU to strengthen collaboration.

Education and Training

SEMI University published its June 2025 newsletter with updates on new instructor-led trainings as well as on-demand courses.  Upcoming trainings include:

A research team at Pasadena City College found a solution to the growing demand for innovative training for future semiconductor engineers, technicians, and scientists by developing AI-powered VR to create learning simulations.


Product News

Cadence upgraded its flagship Xtensa LX8 Platform with symmetric multiprocessing capability to ease the programming of multiple DSPs. The new platform will allow SoC designers to automatically generate a cluster of up to eight DSPs devices with hardware cache coherency.

EUV Tech introduced the FALCON Photoresist Flood Exposure Tool, a fully automated EUV metrology system designed for high-throughput resist sensitivity testing and diagnostics.

Infineon introduced a radiation-tolerant memory portfolio for low-Earth orbit missions, which deliver internet access, observations, and weather information back to earth. Infineon also provided its EZ-USB FX10 and FX5controllers to CIS Corporation for its new USB 5 Gbit/s and 10 Gb/s camera for enhanced data transfer and performance.

Nevada-based I/ONX emerged from stealth mode with an AI heterogeneous compute platform, which it said can orchestrate any chipset —CPU, GPU, ASIC, and/or FPGA— within a rack system.

A world record data rate of 280 Gbps in the 300 GHz band was achieved with sub-THz for 6G in a collaboration with Keysight’s vector component analyzer and NTT’s InP-based J-band power amplifier.


Research

University of California San Diego engineers developed a fiber membrane that passively removes heat through evaporation. This could improve the energy efficiency of data centers and high-powered electronics.

Researchers at Penn State created a CMOS computer without silicon, using molybdenum disulfide for n-type transistors and tungsten diselenide for p-type transistors.

Researchers from Northeastern University conducted a two-stage differential temperature sensor study using a chopped cascode transistor technique. The research examined its potential use for anomaly detection in emerging wireless IoT systems.

Find more chip industry research here.


Security

CEA-Leti and Soitec struck a deal to use FD-SOI to secure against physical attacks, from the substrate level up to circuit design.

DARPA and the US Air Force are leveraging formal methods to deploy on the MQ-9 Reaper pilot weapon system program, which will help eliminate exploitable vulnerabilities before software is deployed.

The UK government posted its Cyber Growth Action Plan, including up to £16 million in new investment to boost cyber startups and R&D.

Infineon introduced two new solutions to address the growing demand of electronic IDs (eID), offering local security printers and card manufacturers greater flexibility in selecting the right solution for their specific project requirements.

Recent security research:

CISA issued a number of new alerts/advisories.


Automotive

NXP completed its acquisition of TTTech Auto, a safety-critical systems and middleware SDV company. NXP also co-developed a centralized vehicle architecture for advanced domain and zonal control with Rimac Technology.

Murata issued a new series of automotive-compliant chip ferrite beads for wide-band noise suppression of high-frequency (5.9GHz) 5G vehicle-to-everything (5G-V2X) applications that exhibit high impedance.

Recent automotive research:


Quantum

Researchers at MIT’s Plasma Science and Fusion Center created a superconducting circuit claiming it could eventually replace semiconductor components in quantum and high-performance computing systems. The researchers made SD-based superconducting rectifiers that can convert AC to DC on the same chip, allowing for the efficient delivery of the DC current necessary to operate superconducting classical and quantum processors.

DARPA’s new OASIC program is developing advanced quantum testbeds that rapidly test, evaluate, and prototype integrated chip-scale quantum technologies for practical use by smaller businesses.

Canada-based Photonic Inc. will open a quantum R&D facility in the UK.

Funding and projects:

  • Orange Quantum Systems raised €12 million for its quantum chip test
  • QuantWare raised an additional $4.5 million for its VIO technology that addresses bottlenecks in scaling quantum processors.
  • IQE and Quinas Technology completed a £1.1 million project to jointly develop a scalable production method for a quantum-powered universal memory ULTRARAM.

Events and Further Reading

Upcoming webinars are here, including:

Find upcoming chip industry events here, including:

Date Location
EVENTS
CadenceCONNECT: Tech Days Europe 2025 Jun 10 – Jul 3 Multiple
International Symposium on Computer Architecture (ISCA) Jun 21 – 25 Tokyo, Japan
DAC: The Chips to Systems Conference 2025 Jun 22 – 25 San Francisco
ALD/ALE 2025 Jun 22 – 25 Jeju Island, South Korea
Strategic Materials Conference—SMC Jun 23 – 25 San Jose, CA
3D & Systems Summit Jun 25 – 27 Dresden, Germany
ESD Alliance Master Class: Introduction to Chip Design and Electronic Design Automation Jun 25 Virtual
Inaugural SMART USA Summit Jun 26 – 27 Arlington, VA
Realize LIVE Europe (Siemens) Jun 30 – Jul 2 Amsterdam
GSA TECH Summit Jul 1 San Jose, CA
IMAPS CHIPcon 2025 Jul 7 – 10 San Jose, CA
SNUG India Jul 10 Sheraton Grand Bengaluru Whitefield
Semiconductor Ecosystem Overview Virtual Training Jul 14 – 15 Virtual (US and EU)
Ansys: Simulation World 2025 Jul 16 -17 Virtual and some in-person events
Understanding Semiconductor Technology and Business Jul 16 Virtual (Asia)
Overview Of Semiconductor Manufacturing: Virtual Training Jul 17 – 18 Virtual (Asia)
Smart Manufacturing & AI Jul 21 – 22 Virtual (US & EU)
Find all events here.

Semiconductor Engineering’s latest newsletters:

Automotive, Security and Pervasive Computing
Systems and Design
Low Power-High Performance
Test, Measurement and Analytics
Manufacturing, Packaging and Materials



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