Siliconspot

  [Posting: 2025.04.26] Taiwan’s PSMC (Powerchip Semiconductor Manufacturing Corporation) , which excels in legacy processes, operates both 200mm and 300mm FABs . The company is expanding specialty processes such as Power IC BCD (Bipolar-CMOS-DMOS) , embedded NVM (Non-Volatile Memory)  for MCU application and CIS into the automotive sector . Its major clients include prominent IDMs and fabless companies like Infineon and ON Semiconductor , which together account for approximately 30% of its revenue , indicating PSMC's strong process competitiveness. PSMC possesses mass production capabilities for planar transistors (up to the 28nm technology node ) within its legacy processes, suggesting stable future revenue growth in the automotive sector. Currently, there is a strong trend among fabless companies to seek NCNT (Non-China, Non-Taiwan) foundry options to mitigate geopolitical risks. This factor is expected to significantly influence PSMC’s future sales. I will cont...

  [Posting: 2025.04.24] Tower Semiconductor is a foundry company headquartered in Israel. It owns 200mm fabs and some 300mm fabs , and is highly specialized in specialty processes , generating profit through applications that others typically do not pursue—such as sensors and silicon photonics for optical communications . Its technology nodes extend down to the 40nm range, and the company is particularly strong in power-related BCD processes , image sensors , and RF analog devices , with Silicon Photonics standing out as a key differentiator . In 2022, Intel attempted to acquire Tower for $5.4 billion , but the deal fell through due to the lack of approval from the Chinese government . Tower Semiconductor’s strategy is to dominate niche markets through specialized foundry processes , thereby maximizing operating profit . Let’s take a closer look at Tower Semiconductor. [Semiconductor] Tower Semiconductor Company Analysis & Silicon Photonics Technology Strategy (2025) ...

  [Posting: 2025.04.22] The company Qualcomm , which became widely known in the early 2000s through the licensing of CDMA (Code Division Multiple Access) technology , played a pivotal role in the mobile era by beginning to equip Android phones with its Snapdragon APs  (Application Processor) . Today, Qualcomm is expanding its market presence by replacing Intel Core processors in PCs with Snapdragon X Elite , and is also entering the fields of Edge AI and automotive applications . It is currently the sole supplier of APs for the Galaxy S25 series , highlighting its strong position in the premium market . However, as Taiwan’s MediaTek is steadily capturing market share not only in the premium segment but also in the mid- and low-end markets , it remains to be seen whether Qualcomm has the technological capabilities to maintain its solid footing in the Android mobile space. 📊 [Semiconductor] Qualcomm Company Analysis – 2024 Earnings, Product Line, Foundry Partners, and Sal...

  [Posting: 2025.04.22] Global fabless giant Broadcom was acquired by AVAGO in 2015, yet due to its strong brand power, the company changed its name to "Broadcom Inc." , highlighting its dominance in the networking market. In 2024, the company recorded a revenue of $51.5 billion , with 56% coming from semiconductor solutions driven by AI and network switches, and 44% from VMware, which it acquired in 2023 — achieving a balanced portfolio between hardware and software as a major player. Its key foundry partners include TSMC (for AI XPU and high-performance network chips) and GlobalFoundries (for RF and analog chips). By utilizing silicon photonics processes in its network switches, Broadcom is enabling high-bandwidth data transfer and continues to lead technological innovation in the networking market. [Semiconductor] Broadcom Inc. Company Analysis (2024) – Revenue, History, Product Lineup, Foundries, VMware Integration, and Salary Overview Broadcom Inc. is a leading...