Market Insights - Taiwan Earthquake 2 (1) - Flipbook - Page 7
Company-Specific Updates
AMD
• Continued to ride strong AI and data centre demand, with production heavily reliant on leading-edge
foundry capacity amid tight supply conditions.
• Strengthened its position in high-performance compute chips, benefiting from industry-wide
prioritisation of AI workloads over consumer segments.
• Maintained close alignment with advanced-node capacity at TSMC, reinforcing long-term supply security.
Infineon Technologies
• Implemented price increases of at least 10% on power semiconductors, reflecting sustained demand from
EV and industrial sectors.
• Continued to benefit from strong electrification demand, particularly in automotive and energyefficient applications.
• Aligned with broader industry moves to prioritise high-margin power and SiC solutions amid
supply constraints.
Intel
• Announced a $14.2 billion deal to regain full ownership of its Ireland fab stake, strengthening control over
manufacturing assets.
• Continued executing its IDM 2.0 strategy with focus on internal capacity and foundry services expansion.
• Positioned itself to stabilise capital structure while maintaining long-term fab investment commitments.
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