Positive Signals from Semiconductor ICs! Texas Instruments Sees Growth for the First Time in Two Years, Driven by Non-Tariff Concerns

Texas Instruments is one of the earliest chip manufacturers to release its financial report after the U.S. announced reciprocal tariffs, and the company recently provided positive signals for the chip industry in its first-quarter financial report!As a major semiconductor manufacturer with the broadest product line and the largest customer base in the industry,Texas Instruments’ financial … Read more

Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025

Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025 Texas Instruments (TI) CEO Haviv Ilan revealed in the latest earnings call that, aside from a seasonal decline in personal electronics, all other business sectors achieved quarterly growth. This positive performance is primarily attributed to the continued recovery in … Read more

NXP: From the Split of PHILIPS to the Acquisition of Freescale and the Strategic Transformation of Nexperia

Opportunities from the Split of PHILIPS Semiconductor Division: NXP In 2006, PHILIPS split its semiconductor division into NXP for 7.9 billion euros. This decision was driven by Siemens’ recent split of its semiconductor division into Infineon Technologies, which yielded significant profits, prompting PHILIPS to accelerate its own split. It was also based on a precise … Read more

China’s Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

About a month ago, we shared an article discussing the sharp decline in the success rate of first-time chip tape-outs, which can be referenced in the article “Chips at Historical Lows”. In response to this issue, Brian Bailey, editor of Semiconductor Engineering, stated that this is just the tip of the iceberg for chips. In … Read more

What Does the New Semiconductor Policy ‘Place of Wafer Fabrication Equals Place of Origin’ Mean? What Are Its Impacts?

The latest semiconductor policy in China, “Place of Wafer Fabrication Equals Place of Origin,” directly changes the rules for determining the “nationality” of chips. Previously, the “nationality” of a chip could be influenced by its packaging location or the location of the design company; now it only considers the country where it is manufactured in … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

Semiconductor engineering editor Brian Bailey states that for chips, the success rate of first tape-outs is plummeting, and this is just the tip of the iceberg. In his view, as the success rates in the semiconductor industry decline, it may be time to reconsider our priorities. He cites statistics from the latest functional verification survey … Read more

Detailed Explanation of New Regulations on the Origin of Integrated Circuits

This article is approximately 5,900 words long, recommended for saving and reading. Author | Beiwai Nanchang Produced by | Automotive Electronics and Software On April 11, 2025, the China Semiconductor Industry Association issued an official notice regarding the “Rules for the Determination of the Origin of Semiconductor Products,” clearly stating:The origin of integrated circuits will … Read more

SiC Device Brands in the U.S. Beyond onsemi and CREE

According to search results, in addition to onsemi, CREE (Wolfspeed), Microchip, and Navitas Semiconductor, the following brands are involved in the production or foundry cooperation of silicon carbide (SiC) devices within the United States. X-FAB serves as a SiC foundry in the U.S., catering to clients in the automotive, industrial, and energy sectors. Although some … Read more

Lenovo’s First 5nm Self-Developed Chip Successfully Taped Out; Accelerating In-Vehicle Storage Applications for Smart Cars; The Rise of MEMS Requires Comprehensive Strategies

1. Reports indicate that Lenovo’s first self-developed 5nm chip has successfully taped out, aimed at tablet computers. 2. The smart car sector is accelerating the application of in-vehicle storage, with domestic EEPROMs entering the market. 3. The Ministry of Foreign Affairs responds to the U.S. plan to expand chip export restrictions to China. 4. The … Read more