Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors, with the company’s revenue from this segment growing over 50% annually. He projects that in 2025, data center operations will generate US$1-1.2 billion in revenue.

Intel has confirmed to South Korean media that it will proceed with its semiconductor glass substrate commercialization plans as originally outlined, dismissing reports of potential withdrawal amid operational challenges. The company reaffirmed its commitment to developing glass substrates, key to next-generation semiconductor manufacturing, despite recent market speculation linked to financial setbacks and workforce reductions.

Nitto Denko has entered a joint development agreement with IBM to explore advanced packaging technologies and materials for semiconductor applications. The partnership will focus on evaluating new polymeric materials to address the growing demands of AI-driven chip designs.

After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging brand vendors to increase their procurement efforts.