News
Intel Foundry is a Low Risk Alternative to TSMC
Intel has positioned itself as a strategic alternative to TSMC in the foundry market, emphasizing a partnership approach and a focus on execution. CFO Dave Zinsner noted that while Intel’s 18A technology is not fully developed as a foundry process, the company aims to leverage its design and foundry services for competitive advantage. The foundry market is expected to be a critical growth area for Intel, with a breakeven target set for 2027.
Launches
CEA-Leti Reports Co-Integration of GaN MicroLED and Organic Photodetectors for Multifunctional Display Applications
CEA-Leti has successfully demonstrated the co-integration of GaN microLED technology and organic photodetectors, paving the way for multifunctional display applications. This integration enables advanced functionalities such as fingerprint sensing and bio-monitoring, addressing the growing demand for interactive displays in consumer electronics.
Charts
SEMI Reports Typical Q1 2025 Semiconductor Seasonality with Potential for Atypical Shifts Due to Tariff Uncertainty
SEMI’s Q1 2025 Semiconductor Manufacturing Monitor highlights typical seasonal patterns in semiconductor sales, while also noting potential disruptions caused by global trade policies. The report emphasizes a significant year-over-year increase in capital expenditures, especially in AI and high-performance computing sectors.
Research
Self-Positioning Microdevices with Circularly Polarized Luminescence Enable Adaptable 3D Display
Researchers have developed a novel 3D display technology utilizing circularly polarized luminescence, which allows for interactive manipulation through hand movements. This advancement could revolutionize human-computer interaction, significantly improving applications in medical and aerospace systems.
Insight
Alchip’s Technology and Global Talent Strategy Deliver Record Growth
Alchip Technologies is making strides in 2nm and 3nm technology advancements, with a focus on expanding its engineering resources globally. The company’s CEO Johnny Shen highlights the importance of innovative packaging solutions and the strategic shift towards locations like Taiwan and Southeast Asia to tap into local talent and enhance semiconductor capabilities.
Stay tuned for more insights and updates from the semiconductor industry as we continue to explore how innovation and strategic partnerships shape the future.