Chip Industry Startup Funding: Q3 2025


The third quarter of 2025 was dominated by massive rounds for companies developing AI chips and quantum computers. Over $2.5 billion went to AI, with wafer-scale chip maker Cerebras leading the pack with a $1.1 billion raise. While several edge AI companies received backing, the quarter saw a marked shift towards solutions for the data center as firms seek to reduce the cost and power consumpti... » read more

Chip Industry Week In Review


U.S. Trade Representative Jamieson Greer warned Southeast Asian semiconductor manufacturers that they must shift production to the U.S. or face new punitive tariffs, reports the South China Morning Post. President Trump previously floated a 100% tariff on imported chips. Malaysia and other regional economies are offering large concessions and promises of U.S. goods purchases in hopes of securin... » read more

Navigating The Challenges Of Group Design Projects


All over the world, governments and industry have come together to solve large-scale chip design challenges. Groups such as the U.S. Department of Defense’s Microelectronics Hubs (ME Commons), the EU Chips Act pilot lines, and Japan’s government-backed Rapidus consortium often consist of established companies, research institutes, academia, and startups – each of which brings different sk... » read more

Chip Industry Week in Review


Amkor, TSMC, and Cadence partnered with Tesoro VC, which will serve as the lead operator of a new Global AI + Semiconductor Startup Hub and a Global Design Center in Phoenix, Arizona, aimed at chip innovation, startup growth, and advanced manufacturing. Nvidia will invest $5 billion in Intel common stock at a purchase price of $23.28 per share and the companies will collaborate on AI infrastru... » read more

Chip Industry Week in Review


The U.S. is considering annual approvals for Samsung and SK hynix to export chipmaking tools and materials to their factories in China, replacing perpetual waivers granted under the validated end user system, reports Bloomberg. The proposal, presented by the U.S. Commerce Department to South Korean officials, would require the companies to reapply each year for specific quantities of restricted... » read more

Chip Industry Week in Review


Cadence plans to buy Hexagon AB's design and engineering business to accelerate expansion in physical AI and system design and analysis. Cadence will pay ~US$3.1 billion in cash and issue stock, with the deal expected to close in early 2026. PWC issued a 104-page in-depth analysis of semiconductor technology and markets, highlighting a broad swath of changes: $1T in annual revenue by 2030, ... » read more

Chip Industry Week in Review


Lines are blurring between government and industry: On the heels of last week's resignation demand, Intel CEO Lip-Bu Tan met with President Trump on Monday, with the President later saying, "The meeting was a very interesting one. His success and rise is an amazing story."  Now, Bloomberg reports the Trump administration is in talks with Intel for the U.S. government to take a stake in th... » read more

Chip Industry Week in Review


Apple plans to increase its U.S. investment by an additional $100 billion over four years, which includes the launch of an advanced manufacturing supply chain program, spurring a number of related chip industry announcements, including: Apple will invest in Amkor's new packaging and test facility in Arizona as its first and largest customer, and Amkor will package and test Apple silicon pr... » read more

Chip Industry Week in Review


The U.S. government announced new import tariff actions and deals this week, including: The EU: 15% tariff on most goods including semiconductors. According to the EU's president, the action excludes semiconductor equipment. Copper: 50% tariff on all imports of semi-finished copper products and intensive copper derivative products, effective Aug. 1, but raw input material is excluded. ... » read more

Chip Industry Week in Review


Intel reported flat year-over year revenue for Q2, exceeding Wall Street's pessimistic expectations. In a message to employees, CEO Lip-Bu Tan said the company will: Cut about 15% of its staff, ending the year with about 75,000 employees, down from a high of nearly 132,000 in 2022; Scrap projects in Poland and Germany, consolidate other sites in central America and Southeast Asia, and s... » read more

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