GlobalFoundries & UMC: A Game-Changing Merger in the Global Chip Race

U.S. chipmakers GlobalFoundries and United Microelectronics are reportedly eyeing a merger to strengthen their position against China’s growing semiconductor influence.
The semiconductor industry’s news holds immense significance due to its pervasive influence on modern technology. From smartphones and computers to automotive and medical devices, semiconductors are integral to numerous products and sectors worldwide. Staying updated on international semiconductor news allows businesses and consumers to understand market trends, product developments, and potential disruptions in supply chains, impacting global industries.
U.S. chipmakers GlobalFoundries and United Microelectronics are reportedly eyeing a merger to strengthen their position against China’s growing semiconductor influence.
Despite a massive $41 billion investment, China could not overcome ASML’s monopoly on extreme ultraviolet (EUV) lithography technology.
Huawei’s 2024 results show a 22.4% revenue increase but a 28% profit drop, driven by significant R&D investments in AI, cloud, and semiconductors, despite strong growth in consumer business and ICT infrastructure.
The shortage threatens to slow AI advancements in China and could push domestic companies toward alternative chip solutions. With demand surging and supply dwindling, NVIDIA faces increasing risks in one of its largest markets.
Taiwan’s semiconductor industry, home to TSMC, is facing a new challenge as SMIC is accused of using a Samoa-based entity to recruit top engineers and extract trade secrets.
Texas’ $7.87M grant to DSM Semichem boosts U.S. chip manufacturing, doubling production and creating 40 jobs. This move strengthens supply chains and reinforces national security.
The European Union is backing away from imposing massive fines on Apple and Meta, choosing smaller penalties instead of a full-scale crackdown under the Digital Markets Act (DMA).
Intel is making a bold move with its 18A process, aiming to challenge TSMC and Samsung. With NVIDIA showing interest, could this signal a major shift in the semiconductor industry?
Semiconductor stocks are under pressure as U.S.-China trade tensions escalate. Nvidia, with 13% of its revenue tied to China, faces a $17 billion risk due to strict U.S. export controls.
With local manufacturing, affordable pricing, and superior battery technology, BYD is poised to challenge Tesla’s dominance. Will Tesla fight back or lose ground