AI Growth, Tariffs, and New Chip Alliances
The semiconductor industry is seeing a wave of developments driven by AI demand, strategic partnerships, and shifting trade policies. CEVA is gaining attention for its AI focused IP, especially in embedded NPUs that power edge and IoT devices. SK Hynix projects the AI memory market, particularly high bandwidth memory, to grow about 30% annually through 2030, fueled by hyperscale cloud providers. Meanwhile, Intel faces leadership uncertainty as its CEO prepares for a high stakes meeting with President Trump, who has also proposed 100% tariffs on imported chips, a move that could reshape global supply chains.
On the manufacturing side, GlobalFoundries is strengthening its role in U.S. semiconductor production. It is expanding its relationship with Apple to provide more chips for wireless and power management, while also forming a new channel partnership with Cyient Semiconductors to broaden access to advanced manufacturing services. These moves align with industry trends toward securing domestic supply, improving energy efficiency, and positioning for growth in the AI era.
Unlocking CEVA's Undervalued Potential in the AI Semiconductor Boom
Ainvest dives into CEVA’s rising role in the AI era, exploring how its IP portfolio, especially in embedded NPUs, positions the company as a key player in powering edge and AIoT applications. The analysis argues CEVA is underappreciated by investors despite its strategic importance.
Intel CEO to Meet With Trump: How It Could Make or Break the Stock
Barron’s reports that Intel CEO Lip-Bu Tan is slated for a White House meeting amidst mounting pressure after President Trump called for his resignation. The meeting is seen as critical for Intel’s bid to secure federal support for its domestic manufacturing initiatives.
Read the full article Barron's
SK Hynix Expects AI Memory Market to Grow 30% a Year to 2030
Reuters highlights SK Hynix’s projection that the global high-bandwidth memory market, critical for AI workloads, will expand at an annual rate of around 30% through 2030. This growth is driven by surging AI demand, especially from cloud giants like Amazon and Google, and underscores Hynix’s strong position in the AI memory space.
GlobalFoundries Deepens Relationship with Apple on Chip Supply
MSN and other outlets report that GlobalFoundries is expanding its partnership with Apple, increasing its role in supplying chips, particularly for wireless connectivity and power management, with strong backing from U.S. manufacturing initiatives.
Read the full article Times Union
Semiconductor Sector on Edge Over Tariffs: Trump Threatens 100% Tariffs on Chip Imports
Ainvest covers President Trump’s announcement of a proposed 100% tariff on imported semiconductors, intended to boost U.S. manufacturing. Exemptions may apply for companies investing in or building chip facilities in the U.S.
Cyient Semiconductors Enters Strategic Partnership with GlobalFoundries
New Electronics reports that India’s Cyient Semiconductors has become an official channel partner to GlobalFoundries, serving as an authorized reseller of GF’s manufacturing services. This strategic alliance aims to extend the availability of advanced, energy efficient semiconductor technologies across industries.