This week in Semicon: America’s boost to semiconductor manufacturing stokes anxiety in traditional players

Latest Industry Insights from Draup Braindesk

Commercial solutions with a focus on 5G & military applications gain focus despite the threat of increasing geo-political restrictions.

  • Analog Devices integrates fundamental oscillators to provide low-phase noise and enhance radio platforms to helps customers across broad range of commercial and military applications 
  • Ampere Computing has partnered with telecom company for implementation universal Customer Premise Equipment to add, change and replace virtual network functions, and to introduce new services to build new revenue streams. 
  • Qualcomm is accelerating the 5G to transform industries with reliable, low-latency links like remote control of critical infrastructure, vehicles, and medical procedures. 

Automotive solutions prime motivator as key Semicon players invest heavily into new-age technologies 
  • Analog Devices focuses on increasing software advancement in the industry. They partnered with Volvo Cars to launch electric SUV integrated circuits which support the Battery Management system and Automotive Audio Bus.
  • Qualcomm also leveraged digital intelligent platforms to improve automotive experiences for its clients and is widely collaborating across industries for the development of secure, smart, and connected vehicles to enhance the driving experience of all its clients. 

As interest in cloud solutions peak, the industry develops custom solutions to attract new clients 
  • Ampere Computing focuses on implementing Hyper-scale cloud computing solution by developing and expanding the Cloud Ecosystem and by accelerating the development opportunities. 

Latest Reports Published in Draup

Harman Semiconductor Segment Analysis – Jan 2021: Harman provides end-to-end software engineering, IoT, silicon, and embedded technology and data analytics services unlocking new opportunities. Harman’s Silicon and devices technologies offer end-to-end services in SOC development, virtual and physical prototyping, IC testing & validation, and board design.
Read More>>
Samsung Electro-Mechanics Account Intelligence Report – Feb 2021: Samsung Electro-Mechanics developed the 0.65mm ultra-slim 3-socket for 5G Smartphones by applying independent thin layer molding technology and the superfine dielectric layer. It is designed with a 3-socket structure to reduce high-frequency power noise and minimize components lab. Read More>>

Key Funding Alert

EU approves Austria’s plan to give Infineon, NXP, and AT&S USD 172.4 Mn in R&D funding.
The nation financially supports those providers as part of an Important Project of Common European Interest (IPCEI) initiative to improve the region’s microchip sector.
The European Commission, the EU’s administrative body, believes the public capital infusion will be followed by €530 million ($623.8 million) in private investments. Read more>>

Startup Spotlight

Company – Density
HQ Location – San Francisco Bay Area, USA
Total Funding  USD 67.2 Mn
Type – Semiconductor
Year of Inception – 2014
About: Density measures how people use space in real-time without invading privacy. Using proprietary depth sensors and deep learning algorithms, the platform accurately and anonymously counts people in real-time. Read more>>

Key Insights and Signals in Semiconductor 

Executive Movement
MaxLinear appoints Tsu-Jae King Liu to its Board of Directors
Dr. Liu has been appointed a Class I director with a term continuing until the 2022 annual meeting of stockholders, effective immediately. Read More>>
SK Hynix appoints Park Jung-ho as co-CEO
As co-CEO, Park will assume the role of building the corporate culture and leading the establishment of long-term strategies for the chipmaker to strengthen global competitiveness and find new growth opportunities. Read More>>
NeoPhotonics appoints Kimberly Y. Chainey to its Board of Directors
Her extensive legal and regulatory affairs background will provide the Board with valuable insights into the complex compliance requirements for the key markets they address worldwide. Read More>>
Center setup and expansion
SK Hynix to build USD 106 Bn Fab cluster
The new cluster will house four huge semiconductor fabrication plants, which will be located on a 4.15 million square-meter site. The four fabs will have a planned capacity of around 800,000 wafer starts per month (WSPM), which will make the site one of the world’s biggest semiconductor production hubs.
Read More>>
Taiwan Semiconductor slips as Intel announces plans to spend USD 20 Bn on new chip factories
Intel’s Arizona factories will create over 3,000 permanent high-tech jobs, 3,000 construction jobs, and roughly 15,000 local long-term jobs for the region. Read More>>
TT Electronics expands state of the art Facility in Bedlington, UK
The recent work completed increases TT’s manufacturing and operational capability to support the enhanced production of the microelectronics, sensors and specialist components designed and developed on site. Read More>>
Mergers and Acquisitions
Wise Road acquires Magnachip Semiconductor Corporation for USD 1.4 Bn
Under the terms of the deal, which is fully backed by equity commitments, Magnachip shareholders will receive $29.00 in cash for each Magnachip’s common stock share. The transaction is expected to close during the second half of 2021, subject to customary closing conditions and regulatory approvals.
Read More>>
European Commission clears USD 21 Bn for Analog, Maxim deal
Analog Devices added that Maxim’s strengths in developing technologies for the automotive and data centre markets complemented its general industrial, communications and digital healthcare products.
Read More>>
Micron and Western Digital Corp interested in buying major Japanese chip maker Kioxia
Kioxia could be an interesting fit for either Micron or Western Digital, especially with an expected push by the US government to encourage companies to expand semiconductor production in the country to reduce reliance on foreign production.
Read More>>
Korean startup Bitsensing Inc. announces the launch of in-cabin sensing solution; partners with Infineon Technologies
Designed by bitsensing engineers and enabled by Infineon, the MOD620 comprehensive monitoring solution matches the specific in-cabin requirements for any vehicle offering continuous and limitless detection, regardless of clothes or blankets. Read More>>
Rockley Photonics goes public in a merger with SC Health – valuing the group at USD 1.2 Bn
The transaction will result in Rockley becoming a publicly traded company on the NYSE and values the joint company at a pro forma enterprise value of $1.2 billion. The transaction is intended to accelerate the commercial launch of Rockley’s sensing platform. Read More>>
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