The Policy Tug-of-War: 2026 Market Outlook Targets 12% Growth Amid Fed Pivot and Tariff ShocksAs of January 16, 2026, the financial markets are navigating a complex "policy-driven tug-of-war" that has set the stage for a volatile yet potentially lucrative year. Investors are balancing the tailwinds of a Federal Reserve that is nearing the end of its easing cycle against the headwinds of an administration
The Silicon Surcharge: Inside President Trump’s 25% Tariff on Advanced Computing ChipsIn a move that has sent shockwaves through the global technology sector, President Donald Trump officially enacted a 25% ad valorem tariff on a specific class of advanced computing and artificial intelligence (AI) chips, effective January 15, 2026. Invoking Section 232 of the Trade Expansion Act of 1962, the administration
The Graphene Revolution: Georgia Tech Unlocks the Post-Silicon Era for AIThe long-prophesied "post-silicon era" has officially arrived, signaling a paradigm shift in how the world builds and scales artificial intelligence. Researchers at the Georgia Institute of Technology, led by Professor Walter de Heer, have successfully created the world’s first functional semiconductor made from graphene—a single layer of carbon atoms known for its extraordinary strength and [...]
The $250 Billion Re-Shoring: US and Taiwan Ink Historic Semiconductor Trade Pact to Fuel Global Fab BoomIn a move that signals a seismic shift in the global technology landscape, the United States and Taiwan have officially signed a landmark Agreement on Trade and Investment this January 2026. This historic deal facilitates a staggering $250 billion in direct investments from Taiwanese technology firms into the American economy, specifically targeting advanced semiconductor fabrication, [...]
GlobalFoundries Appoints Ganesh Moorthy to Board of DirectorsSeasoned semiconductor industry leader brings decades of operational and strategic expertise to GF’s Board
GlobalFoundries to Acquire Synopsys’ Processor IP Solutions Business, Expanding Capabilities to Accelerate Physical AI ApplicationsAcquisition will strengthen GF’s leadership in Physical AI, enhances compute capabilities, expands company’s RISC-V and AI portfolio and software tools and accelerates custom silicon development
The Open Silicon Revolution: RISC-V Emerges as the Third Pillar of Automotive ComputingAs of January 2026, the global automotive industry has reached a pivotal turning point in its architectural evolution. What was once a landscape dominated by proprietary instruction sets has transformed into a competitive "three-pillar" ecosystem, with the open-source RISC-V architecture now commanding a staggering 25% of all new automotive silicon unit shipments. This shift was [...]
The 2027 Cliff: Washington and Beijing Enter a High-Stakes ‘Strategic Pause’ in the Global Chip WarAs of January 12, 2026, the geopolitical landscape of the semiconductor industry has shifted from a chaotic scramble of blanket bans to a state of "managed interdependence." Following the landmark "Busan Accord" reached in late 2025, the United States and China have entered a fragile truce characterized by a significant delay in new semiconductor tariffs [...]
The Great Silicon Homecoming: How Reshoring Redrew the Global AI Map in 2026As of January 8, 2026, the global semiconductor landscape has undergone its most radical transformation since the invention of the integrated circuit. The ambitious "reshoring" initiatives launched in the wake of the 2022 supply chain crises have reached a critical tipping point. For the first time in decades, the world’s most advanced artificial intelligence processors [...]
Beyond Silicon: Georgia Tech’s Graphene Breakthrough Ignites a New Era of Terahertz ComputingIn a milestone that many physicists once deemed impossible, researchers at the Georgia Institute of Technology have successfully created the world’s first functional semiconductor made from graphene. Led by Walter de Heer, a Regents’ Professor of Physics, the team has overcome the "band gap" hurdle that has stalled graphene research for two decades. This development [...]
Powering the Future: Onsemi and GlobalFoundries Forge “Made in America” GaN Alliance for AI and EVsIn a move set to redefine the power semiconductor landscape, onsemi (
NASDAQ: ON) and GlobalFoundries (
NASDAQ: GFS) have announced a strategic collaboration to develop and manufacture 650V Gallium Nitride (GaN) power devices. This partnership, finalized in late December 2025, marks a critical pivot in the industry as it transitions from traditional 150mm wafers to high-volume [...]
The Human Wall: Global Talent Shortage Threatens the $1 Trillion Semiconductor MilestoneAs of January 2026, the global semiconductor industry finds itself at a paradoxical crossroads. While the demand for high-performance silicon—fueled by an insatiable appetite for generative AI and autonomous systems—has the industry on a clear trajectory to reach $1 trillion in annual revenue by 2030, a critical resource is running dry: human expertise. The sector [...]
The Power Revolution: Onsemi and GlobalFoundries Join Forces to Fuel the AI and EV Era with 650V GaNIn a move that signals a tectonic shift in the semiconductor landscape, power electronics giant onsemi (
NASDAQ: ON) and contract manufacturing leader GlobalFoundries (
NASDAQ: GFS) have announced a strategic partnership to develop and mass-produce 650V Gallium Nitride (GaN) power devices. Announced in late December 2025, this collaboration is designed to tackle the two most pressing [...]
GlobalFoundries Announces Conference Call to Review Fourth Quarter and Full-Year 2025 Financial ResultsMALTA, N.Y., Jan. 07, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (
NASDAQ: GFS) today announced that it will host a conference call on Wednesday, February 11, 2026, at 8:30 a.m. ET following the release of the company’s fourth quarter and full-year 2025 financial results.
Europe’s Silicon Shield: The EU Reinvigorates its Strategy for Semiconductor IndependenceAs the calendar turns to early 2026, the European Union is standing at a critical crossroads in its quest for technological sovereignty. The European Commission has officially initiated a high-stakes review of the European Chips Act, colloquially dubbed "Chips Act 2.0," aimed at recalibrating the bloc's ambitious goal of doubling its global semiconductor market share [...]
The 2027 Silicon Cliff: US Sets June 23 Deadline for Massive Chinese Semiconductor TariffsIn a move that has sent shockwaves through the global technology sector, the United States government has officially established June 23, 2027, as the "hard deadline" for a massive escalation in tariffs on Chinese-made semiconductors. Following the conclusion of a year-long Section 301 investigation into China’s dominance of the "mature-node" chip market, the U.S. Trade [...]
Geopolitics and Silicon: Trump Administration Delays New China Chip Tariffs Until 2027In a significant recalibration of global trade policy, the Trump administration has officially announced a new round of Section 301 tariffs targeting Chinese semiconductor imports, specifically focusing on "legacy" and older-generation chips. However, recognizing the fragile state of global electronics manufacturing, the administration has implemented a strategic delay, pushing the enforcement of these new duties [...]
The High-Voltage Revolution: How ON Semiconductor’s SiC Dominance is Powering the 2026 EV SurgeAs 2025 draws to a close, the global automotive industry is undergoing a foundational shift in its power architecture, moving away from traditional silicon toward wide-bandgap (WBG) materials like Silicon Carbide (SiC) and Gallium Nitride (GaN). At the heart of this transition is ON Semiconductor (Nasdaq: ON), which has spent the final quarter of 2025 [...]
US Delays China Chip Tariffs to 2027 as Geopolitical ‘Silicon Nationalism’ Reshapes Global TradeIn a move that signals a tactical recalibration of the ongoing trade war, the United States government has officially delayed the implementation of aggressive new tariffs on Chinese legacy semiconductors until June 2027. This decision, announced just days before Christmas 2025, establishes a 0% tariff window for mature-node chips (28nm and above), providing American industries—from [...]
The High-Stakes Gamble: Can Intel’s Foundry Resurgence Finally Dent TSMC’s Dominance in 2026?As 2025 draws to a close, the global semiconductor landscape stands at a precarious crossroads. Intel Corp. (
NASDAQ: INTC), once the undisputed king of silicon, is currently navigating the final stages of its most ambitious transformation in history. After years of bleeding market share and technical prestige, the company has
Intel 18A & The European Pivot: Reclaiming the Foundry CrownAs of December 23, 2025, Intel (
NASDAQ:INTC) has officially crossed the finish line of its ambitious "five nodes in four years" (5N4Y) roadmap, signaling a historic technical resurgence for the American semiconductor giant. The transition of the Intel 18A process node into High-Volume Manufacturing (HVM) marks the culmination of a multi-year effort to regain transistor [...]
The 800V Revolution: How Navitas Semiconductor is Electrifying the Future of AI and MobilityAs of December 19, 2025, the global energy landscape is undergoing a silent but high-voltage transformation, driven by the shift from legacy 400V systems to the 800VDC (Direct Current) standard. At the heart of this transition is Navitas Semiconductor (
NASDAQ: NVTS), which has pivoted from a niche player in mobile fast-charging to a dominant force [...]
Powering the Future: onsemi Navigates a Pivotal Shift in the EV and Industrial Semiconductor LandscapeAs of December 19, 2025, ON Semiconductor (
NASDAQ: ON), commonly known as onsemi, finds itself at a critical juncture in the global semiconductor market. After navigating a challenging 2024 and a transitional 2025, the company is emerging as a stabilizing leader in the power semiconductor space. While the broader automotive and industrial sectors have faced [...]
The Silicon Renaissance: How CMOS Manufacturing is Solving the Quantum Scaling CrisisAs 2025 draws to a close, the quantum computing landscape has reached a historic inflection point. Long dominated by exotic architectures like superconducting loops and trapped ions, the industry is witnessing a decisive shift toward silicon-based spin qubits. In a series of breakthrough announcements this month, researchers and industrial giants have demonstrated that the path [...]
onsemi to Develop Next-Generation GaN Power Devices with GlobalFoundriesCollaboration expands onsemi’s power portfolio to include high-performance 650V lateral GaN solutions for AI data centers, automotive, aerospace, and other critical markets
