Q2 2025 Quarterly Market Insights 1 - Flipbook - Page 8
Toshiba
• Bain Capital led a consortium to acquire Toshiba Memory Corporation, ensuring its technology and operations
remain in Japan while attracting major U.S. tech investors under restricted governance terms.
• Toshiba has completed delivery of four 350MW hydro turbines and generators for China’s Ninghai Pumped-Storage
Power Plant, now fully operational to support renewable energy integration and grid stability.
• Toshiba America Business Solutions has secured a new national cooperative contract with Region 4–ESC through
OMNIA Partners, enabling U.S. schools, universities, nonprofits, and government entities to access discounted pricing
on its technology products and services.
Texas Instruments
• Texas Instruments has announced a historic $60 billion investment to expand semiconductor manufacturing across
Texas and Utah, aligning with U.S. efforts to boost domestic chip production and create 60,000 jobs.
• UBS has raised its price target on Texas Instruments to $255 from $245 while maintaining a Buy rating.
TSMC
• TSMC is delaying its second Japan plant to fast-track U.S. investments and avoid potential Trump-era semiconductor
tariffs, prioritising Arizona expansion amid shifting geopolitical pressures.
• TSMC faces an expanded U.S. class-action lawsuit with over 30 plaintiffs alleging racism, discrimination, and unsafe
working conditions at its Arizona fab, including claims of bias against American workers and disturbing incidents of
workplace harassment.
• TSMC reported June 2025 revenue of NT$263.71 billion, down 17.7% from May but up 26.9% year-over-year, with H1
2025 revenue rising 40% to NT$1.77 trillion.
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