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Contents — June 2025




                           FEATURES
        Foxconn’s turbulent Wisconsin odyssey.                  20-Semiconductor materials post $67.5B revenue
        It was a glorious day for Foxconn, the largest electronics   21-Notebook industry remains cautious
        contract assembler in the world, and for President Don-  22-OSATs: double-digit growth for China players
        ald J. Trump in 2017. Trump took to every media outlet   24-ESD posts $4.9 billion revenue in Q4 2024
        to announce that Foxconn would be investing $10 billion   28-Raytheon  to pay $8.4M for “false claims”
        of dollars in an LCD panel plant in Wisconsin. What could   28-Justice won’t prosecute USRA
        go wrong? Editor Ron Iscoff, 3.                         29-first images of “free-range” atoms captured
                                                                30-QD-OLED to dominate OLED monitors in 2025
        Foundry “Direct Connect” extravagan-                    34-Local automation becomes a tariff safe haven

        za introduces Intel’s new chief. Intel                  36-Litho materials market may reach $5.08B
                                                                37-Global chip sales rose 18.8% in Q1 2025
        admirers and critics came from all directions to spend   37-NVIDIA and Saudi Arabia to cooperate on AI
        times with Lip-Bu Tan, the newly minted CEO. Wearing a      Advertisers 18 — Events 23 — Business Cards 38
        brand, spanking new coat of Intel trademark blue paint,
        the San Jose Convention Center welcomed about 1,000
        eager security analysts, media types and customers, 30.        Socket Buyer’s Guide 26-27

                              NEWS                                                             Cover
        15-Silicon wafer shipments up slightly for Q1 2025           TAP TIMESTM  Taiwan’s global giant Foxconn got more
        16-Amkor Q1 sales dip from prior quarter                   Trouble in the dairyland:  (or less) than it bargained for when it
                                                                   Foxconn’s turbulent Wisconsin odyssey
        17-ASE posts Q1 2025 sales of $4.62 billion                            decided  to  open  an  LCD  panel  plant  in
        11-Global Foundries bounces back after Q4 2024                         America’s  dairyland  of  Wisconsin.    To
        18-AMD reports blockbuster Y/Y sales for Q1 2025                 T TSMC warns SMC warns   the residents, and to some politicians, it

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        19-TSMC warns: tariffs may impact investments                    may impact y impact   seemed a blessing.
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                                                                         investmentsvestments
                                                                          June 2025
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