Two years ago, the semiconductor sector faced difficulties as RF-SOI inventory levels reached their highest during a downturn in the smartphone market. Nevertheless, France’s Soitec, a supplier of semiconductor materials, projects a significant turnaround. The company anticipates that RF-SOI inventory will return to essential levels. This expected recovery in the market is being attributed to advancements in technology and the investigation of new applications, which are likely to drive forthcoming growth.

In early 2025, the China Securities Regulatory Commission (CSRC) website announced that MetaX Integrated Circuits (Shanghai) Co., Ltd. has completed its listing filing and plans to go public with an A-share IPO. This makes MetaX the fourth Chinese semiconductor giant to initiate an IPO in the past six months, following Enflame, Biren Tech, and Moore Threads.

The 90-day tariff suspension is a tactical move to stabilize the US economy while ramping up pressure on China, says DIGITIMES VP Eric Huang, who sees the move as the start of a new phase in trade negotiations.