In recent months, the global semiconductor market has experienced dynamic changes driven not only by the rapid development of artificial intelligence but also by fundamental geopolitical and economic factors. Recently, AMD's CEO, Lisa Su, confirmed that the company is set to intensify its microchip production at TSMC's manufacturing facility, one of the world’s leading contract chip producers. Her announcement during a visit to the National Taiwan University in Taipei signals a strategic shift towards increasing server production that integrates cutting-edge AI technologies—a move that could significantly reshape the competitive landscape.
The planned merger between United Microelectronics, one of Taiwan’s leading semiconductor manufacturers, and GlobalFoundries, a major US-based company, is creating quite a buzz in the high-tech world. According to two sources familiar with the matter, as reported by Reuters, the combined entity is set to become a global powerhouse with production facilities spanning Asia, the US, and Europe. This potential merger comes at a time when the United States is eager to secure its semiconductor supply chain amid rising geopolitical tensions around the Taiwan Strait and intensifying competition from China in the mature chip market.
Recent news reports indicate that the Malaysian company SkyeChip Sdn is contemplating an initial public offering (IPO) as early as the second half of this year. This potential move highlights the country’s ambition to foster its own semiconductor industry. Founded in 2019, SkyeChip is focused on developing semiconductor technologies. The company aims to achieve a valuation exceeding 1 billion ringgit (approximately 226 million USD) during its IPO.
Recent news about Intel $INTC, the largest chip manufacturer, has garnered significant attention once again. The company announced a delay in the opening of its much-publicized semiconductor plant in Ohio, marking another setback in its ambitious expansion plans. This postponement highlights the challenges Intel faces in the current market.
