Why PCB Prices Are Rising? Focus on the ASIC Supply Chain!

Why PCB Prices Are Rising? Focus on the ASIC Supply Chain!

On June 17, Nomura Securities released a latest research report stating that Meta is expected to launch its next-generation AI ASIC chip MTIAT-V1 as early as the fourth quarter of 2025. This chip is designed by Broadcom and utilizes high-spec 36-layer PCBs and hybrid cooling technology, with specifications exceeding those of NVIDIA’s next-generation AI chip … Read more

Semiconductor Equipment Market: A Tale of Two Extremes

Semiconductor Equipment Market: A Tale of Two Extremes

Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more

Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

On March 28, 2025, global semiconductor giant Texas Instruments (TI) announced layoffs at its Lehi, Utah facility, involving adjustments to certain positions. This announcement comes as the company receives $1.61 billion in funding support from the U.S. CHIPS and Science Act, accelerating the expansion of its second 300mm wafer fab (LFAB2) in Utah, sparking widespread … Read more