➀ TrendForce's research indicates a polarized trend in the global foundry industry in 4Q24;

➁ Advanced process nodes are benefiting from strong demand in AI servers, flagship smartphone application processors, and new PC platforms;

➂ This demand has helped to counterbalance the slowdown in mature process demand, leading to a new revenue record for the top 10 foundries;

➃ TSMC leads in advanced process nodes.

➀ SkyWater Technology has entered into an agreement with Infineon Technologies AG to purchase Infineon's 200 mm fab in Austin, Texas, known as Fab 25.

➁ The acquisition includes a corresponding long-term supply agreement.

➂ SkyWater plans to operate the fab as a foundry to expand U.S. foundry capacity for foundational chips.

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➀ SkyWater, a pure-play foundry based in Minnesota, is set to acquire Infineon's 200mm fabrication facility in Austin, Texas;

➁ The acquisition aims to strengthen SkyWater's market diversity, focusing on automotive and industrial demand;

➂ SkyWater has also entered into a long-term supply agreement with Infineon, ensuring a steady revenue stream for the site;

➃ The fab will operate with 130-65nm processes for ICs used in industrial, automotive, and defense applications;

➄ Additional capabilities such as expanded copper processing and high-voltage BCD technology will be added;

➅ All current 1,000 manufacturing jobs at the fab will transfer to SkyWater.

➀ Applications for the third cohort of ChipStart UK, a government-funded early-stage semiconductor incubator, are now open.

➁ Eligible startups include those developing semiconductor technologies and are incorporated in the UK with less than $1.5 million in private VC or Angel funding.

➂ The incubation programme, focused on investor readiness, is funded by the DSIT UK Government department and is free for participants.

➀ A summary table of the full-year 2024 performance is provided, including revenue, year-over-year growth, and relevant notes for each company.

➁ TSMC, the world's leading foundry, has reported exceptional growth, though specific Q4 figures are not detailed.

➀ Intel has adopted a 'get real' approach to its product roadmap, scrapping Falcon Shores and slowing down the introduction of 18A.

➁ Analyst Stacy Rasgon believes Intel's AI accelerator story is 'dead'.

➂ Intel is considering moving more products to foundry, which may reduce margins.