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Applied Materials and Arizona State University Celebrate Opening of ‘Materials-to-Fab’ Center
Globenewswire· 2025-10-09 15:30
Core Insights - The official opening of the Materials-to-Fab Center, a $270 million facility, was celebrated by Applied Materials and Arizona State University (ASU) [1][2] - The center aims to enhance the U.S. semiconductor manufacturing industry by facilitating collaboration among universities, industry partners, and government entities [3][4] Company Overview - Applied Materials is the largest U.S. producer of semiconductor manufacturing equipment, with major production facilities in Texas, Massachusetts, Montana, and a new site in Chandler, Arizona [4] - The company is focused on advancing semiconductor technologies crucial for AI and high-performance computing [4] Industry Impact - The Materials-to-Fab Center is expected to accelerate innovation in semiconductor processes and technologies, positioning Arizona as a national leader in semiconductor R&D [8] - The center will support both small and large companies in the semiconductor ecosystem, enhancing connections between research and manufacturing investments [8][6] Academic Collaboration - ASU is recognized as a leading institution in microelectronics, contributing to workforce development and innovation across the microelectronics ecosystem [5][6] - The collaboration between Applied Materials and ASU is designed to foster breakthroughs in semiconductor technology, benefiting the entire industry [3][4]
Intel Approached Apple For Possible Investment, Report Says
Forbes· 2025-09-25 13:30
ToplineIntel has held talks with Apple about a possible investment, Bloomberg reported Thursday, the latest effort by the beleaguered chipmaker to reinforce its business in recent weeks with funding from Nvidia, SoftBank and partial ownership by the U.S. government. The beleaguered chipmaker has received financial backing from the U.S. government, Nvidia and SoftBank in recent weeks.AFP via Getty ImagesKey FactsDiscussions between Intel and Apple are at an early stage and include talks about the two compani ...
CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies
ZACKS· 2025-08-21 14:45
Core Insights - Cirrus Logic Inc. has expanded its collaboration with GlobalFoundries to enhance semiconductor technology development and commercialization, impacting various industries including consumer electronics and automotive [1][10] Group 1: Collaboration and Technology Development - The partnership focuses on developing BCD (Bipolar-CMOS-DMOS) process technology, which integrates three semiconductor processes on a single chip, leading to more compact and efficient devices [2] - The BCD technology will be manufactured at GlobalFoundries' facility in Malta, NY, providing a U.S.-based manufacturing option alongside existing production in Singapore and Germany, enhancing supply chain resilience [3] - Cirrus Logic and GlobalFoundries are also collaborating on Gallium Nitride (GaN) technology, which offers high power density and energy efficiency, allowing Cirrus Logic to expand into new markets [4] Group 2: Market Position and Growth Opportunities - Cirrus Logic is gaining traction in the laptop and next-gen smartphone markets, driven by the launch of new amplifiers and a 22nm smart codec in fiscal 2025, which broadens its revenue opportunities [5] - The partnership with Intel on Arrow Lake enhances Cirrus Logic's presence in laptops, with new solutions improving audio quality and contributing to the growth of the mixed-signal market, projected to expand from $6.8 billion in 2025 to $8.5 billion in 2029 [6] Group 3: Risks and Challenges - Customer concentration poses a significant risk, as losing a major customer or facing a decline in sales could adversely affect revenue and margins [7] - Cirrus Logic is also contending with macroeconomic uncertainties, tariffs, and currency fluctuations, which could disrupt operations and impact growth [8] Group 4: Stock Performance - Cirrus Logic currently holds a Zacks Rank of 3 (Hold) and has experienced a stock price decline of 19.3% over the past year, contrasting with a 35.1% growth in the Zacks Electronics-Semiconductors industry [9]
Intel Shares Pop 7% As SoftBank Invests $2 Billion And Trump Administration Weighs Stake
Forbes· 2025-08-19 13:45
Topline Shares of Intel rose more than 7% as trading opened Tuesday, following an announcement that SoftBank would invest $2 billion in the company and a report the Trump administration was holding talks about becoming the chipmaker's largest shareholder. The company's latest success comes after Trump briefly called for CEO Lip-Bu Tan to resign. Key Background Intel's stock has spiked in recent weeks as the company now appears to have the support of the Trump administration. Earlier this month, President Do ...
Intel Shares Pop 5% As SoftBank Invests $2 Billion And Trump Administration Weighs Stake
Forbes· 2025-08-19 13:30
Core Viewpoint - Intel's shares rose over 7% following SoftBank's announcement of a $2 billion investment and reports of the Trump administration considering a significant stake in the company [1][2]. Group 1: Investment Details - SoftBank's $2 billion investment represents approximately a 2% stake in Intel, making it the fifth-largest shareholder [2]. - A potential 10% stake by the U.S. government would be valued at about $10.4 billion based on Monday's share price [2]. Group 2: Stock Performance - Intel's stock increased by 23.6% last week, marking the best weekly performance since January 2000 [4]. Group 3: Political Context - Intel's recent stock surge is attributed to perceived support from the Trump administration, despite previous calls for CEO Lip-Bu Tan to resign due to concerns over his ties to Chinese firms [5]. - The White House has not confirmed any official investment discussions, emphasizing that no deal is official unless announced by the Trump administration [3].
AmpliTech Group's AGMDC Division Joins the Texoma Semiconductor Tech Hub Initiative (TSTH)
Prism Media Wire· 2025-07-28 12:30
Core Insights - AmpliTech Group's AGMDC division has joined the Texoma Semiconductor Tech Hub (TSTH), enhancing semiconductor innovation and manufacturing capabilities in North Texas and Southern Oklahoma [1][4] - The collaboration aims to foster partnerships with regional leaders, share best practices, and contribute to the growth of the domestic semiconductor industry [2][3] Company Overview - AmpliTech Group, Inc. specializes in designing, developing, and manufacturing advanced signal processing components for various communication networks, including satellite and 5G systems [1][5] - The company operates five divisions, focusing on radio frequency (RF) microwave components and ORAN 5G network solutions, serving markets such as telecommunications, space exploration, and defense [5] Industry Context - The Texoma Semiconductor Tech Hub is a regional initiative led by SMU, covering 29 counties and designated as one of the inaugural Tech Hubs by the U.S. Department of Commerce under the CHIPS and Science Act [7] - TSTH aims to strengthen the U.S. semiconductor supply chain, reduce dependence on foreign sources, and promote long-term economic growth and national security [7]
AmpliTech Group’s AGMDC Division Joins the Texoma Semiconductor Tech Hub Initiative (TSTH)
Globenewswire· 2025-07-28 12:30
Core Insights - AmpliTech Group, Inc. has joined the Texoma Semiconductor Tech Hub (TSTH), enhancing its semiconductor innovation and manufacturing capabilities in North Texas and Southern Oklahoma [1][3]. Company Overview - AmpliTech Group specializes in designing, developing, and manufacturing advanced signal processing components for various communication networks, including satellite, 5G, and 6G systems [1][4]. - The company operates through five divisions, focusing on radio frequency (RF) microwave components and ORAN 5G network solutions, serving global markets such as telecommunications, space exploration, and defense [4]. Industry Context - The Texoma Semiconductor Tech Hub is a regional initiative aimed at revitalizing the U.S. semiconductor supply chain, designated as one of 31 inaugural Tech Hubs by the U.S. Department of Commerce under the CHIPS and Science Act [5]. - TSTH encompasses 29 counties and aims to strengthen the semiconductor manufacturing capabilities in the region, positioning it as a key player in the global semiconductor landscape [5].
Soitec Held Its Annual General Meeting
GlobeNewswire News Room· 2025-07-22 13:30
Company Overview - Soitec is a world leader in innovative semiconductor materials, generating sales of €0.9 billion in fiscal year 2024-2025 [6] - The company serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [6] - Soitec employs over 2,200 individuals from 50 different nationalities and has registered nearly 4,300 patents [6] Annual General Meeting Highlights - The Annual General Meeting was chaired by Frédéric Lissalde and took place on July 22, 2025 [2] - Shareholders approved various key items, including the re-election of certain Directors and compensation policies for corporate officers [8] - The 27th resolution regarding the amendment to the bylaws defining shareholding disclosure thresholds received 60.15% of the votes but was not adopted [2] Board Composition - Following the non-renewal of Kai Seikku's term, Soitec's Board of Directors now consists of 13 members, with 45% being women and 64% independent [3] - Françoise Chombar has replaced Kai Seikku on the Sustainability Committee [3] Additional Information - Detailed voting results and the presentation from the General Meeting are available on the company's website [4]
Texas Instruments to webcast Q2 2025 earnings conference call
Prnewswire· 2025-07-01 16:15
Core Viewpoint - Texas Instruments Incorporated (TI) will host a webcast for its second quarter 2025 earnings conference call on July 22, 2025, at 3:30 p.m. Central time, where key executives will discuss financial results and answer investor questions [1]. Company Overview - Texas Instruments is a global semiconductor company that designs, manufactures, and sells analog and embedded processing chips for various markets, including industrial, automotive, personal electronics, enterprise systems, and communications equipment [3]. - The company aims to make electronics more affordable through its semiconductor innovations, focusing on reliability, affordability, and lower power consumption [3].
ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand?
ZACKS· 2025-06-30 13:36
Core Insights - ASML Holding N.V. is advancing its High-NA EUV lithography systems, crucial for the future of advanced chipmaking, with the fifth NXE:5000 system shipped in Q1 2025 and deliveries of the NXE:5200 model starting in Q2 2025 [1][9] Group 1: Technology and Customer Feedback - The High-NA systems enable chipmakers to produce smaller and more complex features with fewer steps and improved yields, receiving positive feedback from major clients like Intel and Samsung [2] - Intel reported over 30,000 wafers exposed in a single quarter using the High-NA tool, reducing process steps from 40 to less than 10, while Samsung achieved a 60% reduction in cycle time on one layer [3] Group 2: Adoption Phases and Future Outlook - ASML's High-NA technology is currently in phase one, focused on research and development, with mass production expected to begin around 2026-2027, followed by full adoption in later phases [4][9] - The company is working to enhance tool productivity and reliability in real-world applications, positioning itself to lead the next phase of semiconductor innovation [5] Group 3: Competitive Landscape - Competitors like Applied Materials and KLA Corporation are also significant players in advanced chipmaking tools, focusing on complementary technologies that could benefit from ASML's High-NA rollout [6][7] Group 4: Financial Performance and Valuation - ASML's shares have increased approximately 14.8% year-to-date, outperforming the Zacks Computer and Technology sector's 6.1% gain [8] - The Zacks Consensus Estimate for ASML's earnings indicates a year-over-year increase of about 31.6% for 2025 and 11.1% for 2026, with recent upward revisions for 2025 estimates [11] - ASML trades at a forward price-to-sales ratio of 8.2, higher than the sector average of 6.62 [13]