Intel and SAP embark on Strategic collaboration to expand cloud capabilities

Key Insights and Signals – Semiconductor

Centre Setup and Expansion
Applied Materials to build USD 4 Billion R&D site with US Aid
The EPIC Center, located on an existing Applied Materials campus in Sunnyvale, will be the industry’s biggest R&D facility dedicated to semiconductor equipment and processes. It is the largest seller of chipmaking gear, and the project will let the company and its customers rapidly develop new production techniques. Read More>>
Quectel breaks ground for new innovation headquarters and prepares for aggressive growth with the most advanced Smart Factory
The new smart factory will ensure product quality and production capacity to meet their global customers’ demanding needs. Read More>>
Intel and SAP embark on Strategic collaboration to expand cloud capabilities
The collaboration expands Intel’s focus on powerful and secure SAP instances powered by 4th Gen Intel Xeon Scalable processors to help customers improve SAP software landscape scalability, agility, and consolidation. Read More>>
Executive Movements
Cirrus Logic nominates Duy-Loan T. Le for election to the Board of Directors
Her technical prominence and deep semiconductor expertise spanning chip design, silicon manufacturing technology development, and advanced technology manufacturing will provide valuable insights as a member of the Cirrus Logic team. Read More>>
NXP Semiconductors announces changes to its Board of Directors
The Board of Directors of the company has appointed Ms. Julie Southern to serve as its Chair, effective immediately. At the AGM, shareholders overwhelmingly elected all nominated directors to the Company’s Board of Directors, including Mr. Moshe Gavrielov, who joins the Board as a non-executive director. Read More>>
Analog Devices announces CFO transition
After six years as ADI’s Executive Vice President & Chief Financial Officer, Prashanth Mahendra-Rajah has resigned to explore other opportunities. Read More>>
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Latest Industry Insights from Draup Braindesk

Semiconductor Ecosystem:
  • Solutions providers focusing on areas such as IoT, AI/ML, Big Data, Computer Vision, Digital Twin, Sensors, Cloud, and Voice Recognition are major deal winners. 
  • Several specialized solution providers and start-ups have emerged, offering niche solutions such as Pre and Post Silicon Validation, Semiconductor Test Services, and VLSI Services. 
  • Top technology providers such as HCL, Infosys, and UST Global offer sophisticated solutions like Cloud Infrastructure, Automation, and Embedded Software. 
  • Semiconductor companies focused on developing Chip Factories, New Semiconductor modules, and Memory-Centric Computing Solutions, and the APAC region dominate semiconductors’ global Technology workforce landscape. 
  • Embedded Software, Automation, Advanced Analytics, Robotics, Hardware/ Software Product Realization, and Semiconductor Manufacturing are identified as some of the major focus areas for service/solution providers.

Key Funding Alert

Micron Technology plans USD 3.7 Bn investment in Japan 
The investment aims to accelerate technology innovation, including generative artificial intelligence applications. To make its 1-gamma node DRAM, Micron will bring extreme ultraviolet technology to Japan. This makes Micron the first semiconductor company to manufacture EUV technology in Japan. Read More>>

Start-up Spotlight 

Company – GreenWaves Technologies
Total Funding – USD 32.33 Mn
GreenWaves Technologies is a fabless semiconductor start-up designing disruptive ultra-low power application processors for image and sound processing and analysis. GAP processors excel at multi-dimensional computing (AI, DSP, ultra-low latency DSP). GAP8 primarily serves IoT. GAP9 serves hearables and IoT. Read More>>

Latest Reports Published in Draup

Renesas Electronics Corporation Account Intelligence Report
The company intends to advance smart glasses and 5G-based infrastructure by leveraging new-age technologies like AI, Augmented Reality, and IoT. Read More>>
Integra Technologies Inc. Account Intelligence Report
The company focuses on developing highly specialized, mission-critical semiconductor components and related value-added services for Hi-Rel applications. Read More>>
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IT Spend analysis in an account’s financials view
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