May 2025 Monthly Market Insights - Flipbook - Page 3
Company Specific Updates
AMD
• AMD unveiled cutting-edge Threadripper 9000 CPUs and Radeon RDNA 4 GPUs at Computex 2025,
targeting AI PCs, workstations, and high-end desktops with major performance boosts across the board.
• Nvidia and AMD plan to release export - compliant AI GPUs for China in Q3 2025, Nvidia with its B20 and
AMD with the Radeon AI Pro R9700 - adapting to US restrictions while remaining active in the critical
market.
Infineon
• Infineon has introduced a new line of radiation-hardened GaN transistors for space applications, including
one of the first fully in-house manufactured GaN devices to achieve DLA JANS certification.
• Ather Energy and Infineon Technologies have partnered to accelerate EV innovation in India, combining
advanced semiconductor tech with Ather’s engineering to enhance performance, efficiency, and rider
experience in electric two-wheelers.
• Addverb has partnered with Infineon Technologies to integrate Bluetooth Low Energy (BLE) safety systems
into its robotic fleet, enhancing emergency response, remote power control, and overall reliability in
warehouse automation.
Intel
• At Computex 2025, Intel launched its new Arc Pro B60 and B50 GPUs, Gaudi 3 AI accelerators, and made
its AI Assistant Builder publicly available, expanding its AI and professional computing portfolio.
• Intel has reportedly secured a major 18A foundry deal with Microsoft, while Google and NVIDIA are also
in talks, signalling rising interest in its advanced process node as Intel ramps up domestic and global
semiconductor production.
• Intel’s bold bet on its new 18A chip manufacturing technology, featuring gate-all-around transistors
and backside power, could revive its competitive edge and foundry ambitions, but also poses a major
execution risk due to its technical complexity and high stakes.
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