Semiconductor Industry Faces a Seismic Shift

Intel’s potential sale and split, Arm’s own chip, supply chain geopolitics, and Europe’s ambitions

By Pablo Valerio, EETimes (February 25, 2025) .

The semiconductor industry is undergoing a period of dramatic upheaval, marked by the potential breakup of Intel and sale to Broadcom and/or TSMC, the rise of Arm as a chip manufacturer, and increasing geopolitical tensions. This seismic shift will have far-reaching implications for the semiconductor supply chain, the balance of power within the industry, and the future of technological innovation.

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