Market Insights for April 1 - Flipbook - Page 5
Company Specific Updates
AMD
• AMD expects double-digit growth in 2025 fuelled by strong AI-driven $26 billion revenue, despite broader
market volatility from new US tariffs.
• AMD and Samsung achieved the world’s first 8K 120Hz gaming demo over HDMI 2.1 using an AMD PC and
a modified Samsung Neo QLED 8K TV.
• AMD’s upcoming RX 9080M mobile GPU is rumoured to feature 64 CUs, 16 GB VRAM, and 64 MB cache,
likely debuting at Computex 2025.
Infineon
• Infineon’s XMC7000 MCU now natively supports six major industrial protocols, streamlining real-time
system development and connectivity.
• Rochester Electronics and Infineon are expanding support for HOTLink, HOTLink II, and a popular USB
microcontroller to meet ongoing market demand.
• Infineon is acquiring Marvell Technology’s automotive division for $2.5 billion to strengthen its Ethernet
connectivity offerings for applications like smart vehicles and humanoid robots.
Intel
• Intel reported a Q1 2025 loss of $821 million and, under new CEO Lip-Bu Tan, signaled workforce cuts
potentially exceeding 20% as part of a broader effort to streamline operations and revamp company
culture.
• Intel announced that multiple customers are developing test chips using its upcoming 18A process, as the
company pushes to rival TSMC and CEO Lip-Bu Tan reinforces its foundry ambitions with high-volume
production set for 2025.
• At Auto Shanghai 2025, Intel debuted its second-gen AI-enhanced system-on-chip (SoC) for softwaredefined vehicles—the industry’s first multi-node chiplet architecture—while announcing new strategic
collaborations with ModelBest and Black Sesame Technologies to boost AI-powered cockpit and ADAS
innovation.
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