AMD collaborates with MediaTek to enter the smartphone SoC market

Key Insights and Signals in Semiconductor

Centre Setup and Expansion  
Intel breaks ground on USD 20 Bn expansion in Chandler
 The two new factories, or fabs, will complement four existing ones on Intel’s 700-acre Ocotillo campus and collectively will mark the company’s largest manufacturing complex anywhere in the world. The additional USD 20 Bn Intel plans to spend will bring the company’s total Arizona investment over the past four decades to more than USD 50 Bn. Read More>>
Deals and Deal Renewal
SiBionics uses Nordic’s nRF52832 SoC to provide wireless connectivity between diabetes wearable sensor and smartphone
GS1 CGM System is designed to enable patients with Type 1 diabetes, and those with Type 2 diabetes who are dependent on insulin or oral medications, to continuously monitor and record their interstitial fluid glucose levels in real-time for up to fourteen days before replacement. Read More>>
Rambus and Kioxia renew patent license agreement
Under the terms of the agreement, Rambus patented memory technologies will continue to be licensed to Kioxia Corporation. Specific terms of the agreement are confidential. Read More>>
Showa Denko to supply SiC epitaxial wafers to Toshiba
This long-term contract will further strengthen technical cooperation between SDK and Toshiba on improvement in the performance of SiC epi-wafers. In addition, SDK expects that Toshiba’s adoption of SiC epi-wafers manufactured by SDK will help SDK to expand its SiC epi-wafer business further. Read More>>
Executive Movement 
AMD hires former Intel executive
Lynn Comp will report to Dan McNamara, another Intel veteran who has been leading AMD’s Server Business Unit since the beginning of 2020. Comp will oversee all go-to-market activities for cloud and “mega data center” customers. She will also run AMD’s engineering, optimization, and benchmarking functions. Read More>>
Mitsubishi Electric Automation, Inc. promotes Senior Vice President of Sales and Marketing
The company announced the promotion of Milton Coleman to SVP of Sales and Marketing. Coleman has nearly thirty years of experience in the automation industry and previously held the position of vice president of sales at the company. In his new role, Coleman will focus on improving the alignment between sales and marketing. Read More>>
Cirrus Logic appoints Marvell Technology’s Raghib Hussain to Board of Directors 
Hussain currently serves as president, Products and Technologies, for Marvell Technology, Inc. Prior to joining Marvell in 2018 as chief strategy officer, Hussain served as co-founder, chief technology officer and chief operating officer of Cavium, Inc., which was acquired by Marvell in 2018. Read More>>
Ambarella , Dongfeng Fengshen tie-up to build DMS
Ambarella will build Driver Monitoring System (“DMS”) for the newly launched Yixuan Max vehicle. Per the deal, Ambarella’s CV25 AI vision System-on-Chip (“SoC”) and development platform will be utilized to build the DMS, which will monitor fatigue, distraction, smoking, telephoning, and other behaviors affecting driving safety and will give the driver a reminder. Read More>>
Infineon & Blixt collaborate to accelerate the growth of SSCB’s
The new solid-state circuit breakers have the potential to disrupt the USD 38 Bn market for circuit breakers by providing superior electrical safety, real-time circuit-level metering, and full control of the power flow. The companies say a strong global demand for faster, safer, and smarter circuit breakers, supporting the power grid to handle the increasingly diverse mix of energy sources and peak loads. Read More>>
AMD is all set to enter the smartphone SoC market in collaboration with MediaTek
The two fabless chipmakers may be in talks to set up the JV to work on chip solutions combining Wi-Fi, 5G, and high transmission technologies for notebook applications. The partnership could be beneficial for AMD, as it would have an alternative to Intel-produced data communications solutions, while MediaTek could increase its standing in the notebook sector. Read More>>
Nvidia cozies up to Open Robotics for hardware-accelerated ROS
The non-exclusive agreement will see Open Robotics extending ROS 2, the latest version of the open-source robotics framework, to better support Nvidia hardware – and in particular its Jetson range, low-power parts which combine Arm cores with the company’s own GPU and deep-learning accelerator cores to drive edge and embedded artificial intelligence applications. Read More>>
Zyter collaborates with Zurich North America, Qualcomm, and Everguard to enhance construction safety
Zyter’s SmartSpaces™ platform, analytics, and front-end dashboard is being integrated with Everguard’s Sentri360® AI platform, made possible through the Qualcomm® Smart Cities Accelerator Program and Qualcomm® IoT Services Suite. Read More>>
Synaptics accelerates Low Power Edge AI Deployment with Edge Impulse Partnership
The Edge Impulse Embedded ML Platform allows developers to create production-ready models faster and efficiently. Additionally, it enables easy testing, training, and model optimization in a complete MLOps environment. For example, developers can create new tinyML models in as little as five minutes using an innovative and interactive cloud-based platform without writing a single line of code. Read More>>
Mergers and Acquisitions
Heico acquires RH Laboratories
The company acquired 80.1% of the stock of RH Laboratories, Inc. (“RH”) for cash paid at closing. RH’s founders will continue to own the balance of the company. RH is a designer and manufacturer of RF and microwave integrated assemblies, sub-assemblies and components used in a broad range of defense applications operating in harsh environments including Space. Read More>>
Qualcomm confirms the acquisition of Augmented Reality SDK provider Wikitude
Wikitude, headquartered in Salzburg, Austria, offers an augmented reality SDK that enables developers to build more sophisticated and immersive AR solutions that can be deployed across multiple platforms, including Android, iOS, Windows, and smart glasses. Read More>>
Mass Hiring
Applied Materials, ASML, and Lam Research list over 19,000 jobs in 2021 amid semiconductor crisis 
In efforts to meet demand, Lam Research, Applied Materials, and ASML Holding have more than doubled the number of job advertisements in August 2021, compared to 2020. Job postings saw the highest increase in Q2 2021 and continued strong momentum in Q3 2021. Lam Research is ramping up hiring globally, with a particular focus on manufacturing and operations at its Lam Manufacturing Malaysia (LMM) facility. The company listed over 8,000 roles between January and September 2021 across its facilities. Read More>>
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Latest Industry Insights from Draup Braindesk

Insights: Nvidia 

  • Focus on developing AI-based software applications and platforms to accelerate enterprises’ Cloud Computing Solutions and Cybersecurity Services 

  • Focus on providing gaming applications to improve the 3D experience for users and players. 

Use cases: 

AI-based Infrastructure: Nvidia introduced Nvidia AI LaunchPad to provide immediate access to Nvidia-powered infrastructure and software to streamline the entire AI lifecycle for enterprises. 

Deep-Learning Software Solutions: Nvidia introduced the Nvidia Jarvis framework to provide pre-trained deep learning models and software tools to create interactive conversational AI services easily adaptable for every industry and domain 

5G Innovation Lab-Nvidia partnered with Google Cloud to establish the industry’s first AI-on-5G Innovation Lab, enabling network infrastructure players and AI software partners. It develops, test, and adopt solutions to accelerate the creation of smart cities, smart factories, and others advanced 5G and AI applications.

Data Processing Service-Nvidia introduced the Nvidia Bluefield-3 DPU, the next-generation data processing unit, to deliver the most powerful software-defined Networking, storage, and cybersecurity acceleration capabilities available for data centers

Key Funding Alert

AlixLabs Raises USD 1 Mn in Seed Funding AlixLabs is advancing a new method for manufacturing semiconductor components, which build up the computer chips in virtually all electronic products, such as smartphones, servers, game consoles, computers, and cars. The company intends to use the funds for product development and validation of the APS technology. Read more>>

Startup Spotlight

Company – Agile Analog 
Total Funding  USD 24.05 Mn
About: With its COMPOSA™ methodology, Agile Analog has solved the problem of automating the design of analog circuitry – an achievement that had eluded the semiconductor industry for decades. Read more>>

Latest Reports Published in Draup

NXP Semiconductors Account Intelligence Report: NXP aims to revolutionize 5G and Wi-Fi 6 offerings in their modules for implementation across automobile units, smart city applications, and networking solutions. Read More>>
North America Semiconductor Industry Analysis: Top Semiconductor companies are leveraging other technologies like IoT, AI/ML, Cloud, and 3D Printing for Home Automation, Autonomous Cars, 5G Network Optimization, Smart Energy Meters. Read More>>
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