Navigating Geopolitical Shifts And AI-Driven Growth: Insights From The SEMICON West 2025 Market Symposium


By Clark Tseng and Nishita Rao The 2025 SEMICON West Market Symposium brought together leading analysts and strategists to decode the powerful forces shaping the global semiconductor market. Building on last year’s focus on fabless growth and workforce initiatives, this year’s sessions centered on the rising influence of geopolitics, trade policy, and AI-driven investment. Experts from... » 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

Week In Review: Manufacturing, Test


Trade wars In recent testimony before a U.S. government panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines. These items are central to the semiconductor manufacturing process. “SEMI asserts that these tariffs will harm not only companies operating in the U.S., but other companies as well in the semiconductor supply chain... » read more

SEMI Calls For U.S.-China Tariff Removals


In testimony today before a U.S. government interagency panel considering tariffs on $300 billion worth of Chinese goods, SEMI called for the removal of about 30 tariff lines, which cover items central to the semiconductor manufacturing process. Mike Russo, vice president of global industry advocacy at SEMI, explained in his testimony that while SEMI strongly supports efforts to better... » read more

Week in Review: IoT, Security, Auto


Products/Services Achronix Semiconductor selected the Rambus GDDR6 PHY for its next-generation Speedster7t line of field-programmable gate arrays. The Rambus GDDR6 PHY is used in advanced driver-assistance systems, artificial intelligence, graphics, machine learning, and networking applications. Arm and Marvell Technology Group will work together on design and development of Marvell’s nex... » read more

Week in Review: IoT, Security, Auto


Internet of Things Verizon Communications launched its nationwide narrowband Internet of Things network, saying it covers more than 92% of the U.S. population. “There is a whole universe of smart solutions needing scalable and affordable connections,” Jeffrey Dietel, senior vice president of business marketing and products, said in a statement. “By launching our NB-IoT network, Verizon i... » read more

Mixed Outlook For Silicon Wafer Biz


After a period of record growth, the silicon wafer industry is off to a slow start in 2019 and facing a mixed outlook. Generally, 200mm silicon wafer supply remains tight. But demand for 300mm silicon wafers is cooling off in some segments, causing supply to move toward equilibrium after a period of shortages. On average, though, silicon wafer prices continue to rise despite the slowdown. ... » read more

China’s Foundry Biz Takes Big Leap Forward


China continues to advance its foundry industry with huge investments in new fabs and technology, despite trade tensions and a slowdown in the IC market. China has the most fab projects in the world, with 30 new facilities or lines in construction or on the drawing board, according to data from SEMI’s World Fab Forecast Report. Of those, 13 fabs are targeted for the foundry market, accordi... » read more

Trade Disputes Increase Market Uncertainty


The World Semiconductor Trade Statistics (WSTS) organization held its bi-annual forecast meeting in Scottsdale, Arizona last month, and one of the topics that seemed to be on everyone’s mind is the impact of tariffs and the trade tensions between the United States and China. The need to impose tariffs on U.S. imports of semiconductors is perplexing and frequently confusing. President Trum... » read more

The Hidden Cost Of Tariffs


The impact of tariffs on the semiconductor industry is just now being assessed, but there's a lot more to this picture than import and export duties. In fact, the biggest and longest-lasting effects may have less to do with taxing imports than what happens across the global supply chain that includes everything from manufacturing equipment to materials to investment capital. Import duti... » read more

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