RE383 Monthly Market Insights - August 2025 1 - Flipbook - Page 6
Texas Instruments
• Texas Instruments reported a post-tariff slowdown in chip demand following early 2025 order surges,
noting that CHIPS Act funding remains as traditional grants without a government equity stake,
contrasting with Intel’s recent deal.
• Texas Instruments’ $60 billion U.S. megaproject will build seven new fabs, including four in Sherman,
Texas, to produce iPhone and other critical chips domestically, backed by CHIPS Act funding and state
incentives, aiming to expand capacity, create 60,000 jobs, and leverage 300mm wafers for cost and
energy efficiency.
TDK
• ASICS and TDK have launched a joint research project to develop next-generation sensing devices that
visualise athletes’ movements in real time, connecting coaches, developers, and athletes to enhance
performance, support technical improvement, and accelerate sports product innovation, with practical
implementation expected from 2027.
• TDK Ventures has invested in Bangalore-based Ultraviolette to support the growth of high-performance
electric motorcycles, leveraging TDK’s expertise in energy solutions and electronics to scale sustainable
mobility in India and global markets.
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