如果您希望可以时常见面，欢迎标星收藏哦~ 全球半导体行业正面临诸多挑战，多家知名晶圆厂已停止运营、推迟建设或关闭生产线。这些事态 发展已对整个行业造成重大冲击。 近期媒体报道显示，由于电动汽车市场需求疲软以及需求复苏时间表的不确定性，日本住友电工已 决定取消其新建碳化硅（SiC）晶圆厂项目。该项目于2023年宣布，计划投资300亿日元，选址在 富山县高冈市，预计于2027年投产。 住友电工原本计划在兵库县伊丹市新建一条生产线，目标是在2027年前实现年产18万片碳化硅晶 片的目标。然而，这项计划现已全部取消。 最 近 ， 位 于 法 国 克 罗 勒 的 GlobalFoundries-STMicroelectronics 晶 圆 厂 和 住 友 电 工 的 碳 化 硅 (SiC) 晶圆厂项目突然停止。 此前，Wolfspeed和英特尔也宣布了多个晶圆厂的延期或停产计划。为了应对这些挑战，相关公司 正在积极调整投资策略、优化成本结构并寻求融资。 格罗方德-意法半导体位于法国克罗尔的工厂 据彭博社1月7日报道，GlobalFoundries和STMicroelectronics在法国的联合晶圆厂项目已经停 滞。该 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 全球半导体行业正面临诸多挑战，多家知名晶圆厂已停止运营、推迟建设或关闭生产线。这些事态发 展已对整个行业造成重大冲击。 最近，位于法国克罗勒的 GlobalFoundries-STMicroelectronics 晶圆厂和住友电工的碳化硅 (SiC) 晶圆厂项目突然停止。 此前，Wolfspeed和英特尔也宣布了多个晶圆厂的延期或停产计划。为了应对这些挑战，相关公司正 在积极调整投资策略、优化成本结构并寻求融资。 格罗方德-意法半导体位于法国克罗尔的工厂 据彭博社1月7日报道，GlobalFoundries和STMicroelectronics在法国的联合晶圆厂项目已经停滞。 该项目在过去18个月中进展缓慢，目前已暂停建设。 2022年7月，格罗方德（GlobalFoundries）和意法半导体（STMicroelectronics）签署协议，将在法 国克罗勒现有工厂旁新建一座12英寸半导体晶圆厂。该项目总投资预计达75亿欧元，资金来自法国 的"欧洲芯片法案"。该晶圆厂最初计划于2026年全面投产，年产能为62万片晶圆。 住友电工碳化硅晶圆厂 近期媒体报道显示， ...

USAR’s announcement also clipped MP Materials (NYSE: MP) in the short term, and Lango argued it was more about narrative than fundamentals.Lango’s “why” is the durable part. Rare earths aren’t just another commodity cycle in his view. They’re a strategic input across the AI buildout, including motors, magnets, data center hardware, and physical AI devices. In addition, the United States is trying to reduce dependence on China, which controls most of the processing market.Big, fast repricings like that tend ...

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

GlobalFoundries Inc. (NASDAQ:GFS) is one of the new stocks on the rise. On January 15, following a transfer of coverage, Citi raised its price target on GlobalFoundries to $42 from $35 with a Neutral rating on the shares. As part of this update, the firm rolled forward its valuation model to 2027 estimates, shifting from 2026. In other news, on January 14, GlobalFoundries Inc. (NASDAQ:GFS) executed a definitive agreement to acquire Synopsys Inc.’s (NASDAQ:SNPS) ARC Processor IP Solutions business, includ ...

Company Overview - GlobalFoundries operates in the semiconductor space as a pure-play foundry, meaning it does not engage in designing its own chips, unlike integrated chip companies [1] Business Model - The company's business model focuses solely on semiconductor manufacturing without any design involvement, positioning it uniquely in the semiconductor industry [1] Investment Focus - The company is geared towards long-term and medium-term value investments, emphasizing firms with strong fundamentals and a sector-agnostic approach [1]

Core Viewpoint - World Advanced has signed a technology licensing agreement with TSMC for high-voltage (650V) and low-voltage (80V) GaN process technology, aiming to accelerate the development of next-generation GaN power components for various applications, enhancing its position in high-efficiency power conversion [2][3] Group 1: Technology Development - The licensing agreement will enable World Advanced to expand its GaN-on-Si process to high-voltage applications, providing a complete GaN-on-Si platform alongside its existing GaN-on-QST platform, making it the only company globally to offer both types of GaN wafer manufacturing services [2] - The development work is set to begin in early 2026, with mass production expected in the first half of 2028 [2] Group 2: Market Applications - GaN technology is becoming a key material for next-generation power technology due to its high efficiency, high power density, and miniaturization characteristics, addressing the limitations of traditional silicon-based processes [2] - World Advanced is constructing GaN process technology covering a range from 15V to 1200V, providing customers with flexible and competitive options [2] Group 3: Company Operations - World Advanced operates five 8-inch wafer fabs located in Taiwan and Singapore, with an average monthly capacity of approximately 286,000 8-inch wafers expected in 2025 [3] - The company and its subsidiaries employ over 7,000 people [3]

On Wednesday, Shares of New York-based chip manufacturer GlobalFoundries (GFS) jumped amid an acquisition, and a push deeper into the AI chip sector. On Jan. 14, the chip foundry announced it's buying a business unit from chip design software maker Synopsys (SNPS) that will enhance GlobalFoundries capability to make artificial intelligence chips. GlobalFoundries Joins Elite Stock Group On Wednesday, GFS… ...

Core Insights - GlobalFoundries has appointed Ganesh Moorthy to its board of directors, effective immediately, bringing extensive experience in the semiconductor industry [1][2] Group 1: Leadership Experience - Mr. Moorthy has over four decades of experience in the semiconductor sector, including transformative leadership roles at Microchip Technology, where he served as CEO and president until November 2024 [2] - He held senior leadership positions at Microchip, including COO and executive vice president, and spent 19 years at Intel in engineering and executive roles [2] Group 2: Strategic Importance - Dr. Thomas Caulfield, Executive Chairman of GlobalFoundries, emphasized that Mr. Moorthy's expertise in semiconductor technology and corporate growth will be a significant asset as the company executes its strategy and expands its leadership [3] - Mr. Moorthy expressed enthusiasm about advancing GlobalFoundries' strategy and deepening customer partnerships to deliver essential technologies [3] Group 3: Commitment to Growth - Mr. Moorthy's appointment reinforces GlobalFoundries' commitment to its long-term growth strategy, focusing on resilient manufacturing and delivering power-efficient, differentiated technologies to customers globally [4]

Group 1 - GlobalFoundries announced a final agreement to acquire Synopsys' ARC processor IP solutions business, including its engineering and design teams [2] - The acquisition aims to strengthen GlobalFoundries and its subsidiary MIPS's physical AI layout [2]