1. Qualcomm acquires Ventana, betting heavily on RISC-V
Qualcomm announces acquisition of RISC-V processor manufacturerVentana Micro Systems, strengthen the research and development capabilities of high-performance RISC-V CPU, and form technical complementarity with the self-developed Oryon CPU, further consolidating its technical leadership in the fields of AI terminals and data centers.
2. Broadcom’s Q4 net profit surged 97%, AI order backlog reaches US$73 billion
- Fourth quarter net profitUS$8.518 billion, year-on-year **+97%**
- AI chip business revenue$8.2 billion, year-on-year **+74%**
- The order backlog is as high as$73 billion, to be delivered over the next 18 months
- Q1 revenue forecast for fiscal year 2026$19.1 billion, +28% year-on-year
3. TE connector prices increase by 5%–12% across the board
Tyco Electronics (TE) announced that it
January 5, 2026Starting from 2019, prices for all global product lines increased by a wide margin
5%~12%。
Main reasons: Historically high copper prices, rising costs + explosive demand for AI servers/electric vehicle connectors.
4. NXP closes its ECHO fab and exits the 5G GaN PA business
Due to lower-than-expected 5G base station deployment and long-term losses in the RF power amplifier (PA) business, NXP decidedECHO 6-inch wafer fab to be closed in Q1, 2027, exited the GaN 5G PA market and focused on core automotive and industrial businesses.
5. Memory inventory is in short supply and prices will continue to rise until 2027
UBS data:
- DDR memory stock is only enough9 weeks, SSD only8 weeks, server DRAM11 weeks
- Q1 2026: DDR rises again30%, NAND rose20%
- DRAM shortage continues untilQ1 2027, NAND toQ3 2026
6. Global semiconductor revenue exceeded US$200 billion in a single quarter for the first time
Omdia: Global semiconductor revenue in Q3 2025
$216.3 billion, +14.5% month-on-month, exceeding 200 billion for the first time in history.
With AI and storage as the core engines, full-year revenue is expected to exceed
$800 billion, +20% year-on-year.
7. Top ten wafer foundries Q3 revenue + 8.1%
TrendForce: Advanced processes (7nm and below) drive revenue growth, with Q3 total revenue reaching nearly
$45.1 billion。
Affected by rising storage prices and conservative demand, Q4 capacity utilization growth is expected to slow down significantly.
8. China takes the lead in releasing two international standards for power semiconductors
IEC officially released the revised version led by my countryRectifier diodes, thyristorsInternational standards cover home appliances, new energy vehicles, industrial control, aerospace and other fields, marking a significant increase in China's voice in the field of power semiconductor standards.
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