Major investments, policy debates, and sustainability efforts are reshaping the semiconductor industry. TSMC’s $100 billion U.S. expansion carries geopolitical significance, while Broadcom’s strong earnings highlight AI’s growing role. Siemens is investing $285 million in U.S. manufacturing, adding to its long-term growth. Meanwhile, the CHIPS Act faces scrutiny, with Trump calling for its repeal. The Semiconductor…
R&D Market Pulse: Investors retreat despite spikes in AI and biotech investments
The R&D World Index plummeted last week, dragged down by significant losses across most of its constituents, despite a surge in AI chip demand and major R&D investments signaling continued industry shifts. The R&D World Index (RDWI) for the week ending November 15, 2024, closed at 3,708.90 for the 25 companies in the RDWI. The…
R&D Market Pulse: Chip wars heat up with TSMC curbing AI chip exports to China as DuPont rides semiconductor surge
![Intel Core Ultra 200S series processor family [Intel]](https://www.rdworldonline.com/wp-content/uploads/2024/11/newsroom-intel-arl-chip-4_1920-1080-368x300.avif)
The R&D World Index climbed modestly this week thanks to Intel’s substantial gains and strategic expansions in Asia. At the same time, automotive heavyweight Honda faced significant setbacks, highlighting a week of contrasting fortunes in the R&D landscape. The R&D World Index (RDWI) for the week ending November 8, 2024, closed at 3,918.29 for the…
Intel’s latest layoffs of 15,000 are part of a recent pattern in tech
Intel’s announcement of 15,000 layoffs is the latest in a wave of workforce reductions impacting the tech sector. Since 2020, major players like Amazon (27,000), Meta (21,000), and Microsoft (14,000) have all significantly reduced their headcounts. Amazon’s cuts have come in several waves, including 18,000 announced in January 2023. Meta’s reductions, part of CEO Mark…