Intel embarks on a major expansion drive with USD 95 Bn investment to boost EU chip capacity

Key Insights and Signals in Semiconductor

Centre Setup and Expansion  
Lam Research expands in Oregon
Lam Research plans to expand its manufacturing footprint in Oregon with a new 45,000 square foot facility in the city of Sherwood, planned to open in December 2021. Lam expects its new facility to create approximately 300 new jobs in the Sherwood and Washington County communities. Read More>>
Intel may spend up to USD 95 Bn on chip plants in Europe over next ten years
Intel is looking to build fabrication facilities in France, Germany, Belgium, Poland, or the Netherlands and is expected to announce by the end of the year where it hopes to put two plants on the continent. Read More>>
Semiconductor Manufacturing International Corp (SMIC) to invest USD 8.8 Bn in developing a new chip plant in Shanghai
The announcement will see SMIC build a production line with a monthly capacity of 100,000 12-inch wafers in the Lingang Free Trade Zone (FTZ) in the Pudong district of China’s business hub. Read More>>
Deals and Deal Renewal
Showa Denko finalizes long-term contract to supply SiC epitaxial wafers for ROHM Co., Ltd
ROHM decided to conclude this long-term contract because the company appreciated the high-quality and stable supply system of SDK’s SiC epi-wafers. Read More>>
Intel wins deal with DoD for domestic chip production
The new program, called Rapid Assured Microelectronics Prototypes – Commercial (RAMP-C), will allow Intel to expand its chip production capabilities and start to take on orders for prototype silicon devices and produce devices in low volumes (i.e., specialist applications). Read More>>
Executive Movement 
Analog Devices appoints Janene Asgeirsson as Chief Legal Officer 
Analog Devices, Inc. has appointed Janene Asgeirsson as the company’s new Senior Vice President, Chief Legal Officer, and Corporate Secretary. Asgeirsson is a highly accomplished legal advisor with more than 20 years of experience in corporate law. Read More>>
Benchmark Electronics appoints Dave Clark as Chief Procurement Officer
Prior to this role, Clark was the vice president for supply chain at Celestica and Plexus. Clark brings more than 25 years of experience in providing comprehensive customer supply chain solutions across the entire product lifecycle, including innovative technology and engineering design services. Read More>>
Intel appoints Dr. Wang Rui as Senior Vice President and Chairman of Intel China 
Wang will be overseeing all of the firm’s subsidiary businesses and teams. Wang Rui holds a doctorate in electrical engineering and a double master’s degree in electrical engineering and philosophy. Additionally, Wang has held several senior management positions in the United States and China and has led international teams with diverse talent from Britain, India, Malaysia, Israel, the United States, and China. Read More>>
Ligentec and X-FAB sign partnership agreement
The companies announced a strategic partnership for the large-scale supply of integrated photonic devices. Photonic integrated circuits (PICs) are set to repeat the success story of electronic integrated circuits (ICs). Working with light instead of electrons, PICs will play a key role in tomorrow’s infrastructure for communication, biosensing, and transportation. Read More>>
TCS, NXP Semiconductors announce tie-up for digital transformation
NXP Semiconductor works in automotive, industrial, and Internet of Things, mobile, and communication infrastructure markets. It selected TCS as its strategic partner to drive its integrated IT services strategy across applications, IT infrastructure, and workplace services spanning enterprise, manufacturing, and engineering functions. Read More>>
Continental AG, NXP, and GAC join hands to create intelligent connected products
The three companies adopted a “strong binding” co-development model to fully utilize their advantages in the field to create world-leading intelligent connected products that are suitable for GAC Motor’s ICV development needs. NXP and Continental will assign certain members from their Chinese research and development teams to collaborate based on their localization strategies. Read More>>
Mergers and Acquisitions
Renesas and Dialog offer combined products via Digi-Key 
As an immediate benefit of the completed merger, Digi-Key Electronics has announced five new powerful product combinations from Renesas and Dialog that are now available to customers. Read More>>
Veoneer takes acquisition deal with Magna despite Qualcomm outbid
Despite the bigger price tag from Qualcomm, Veoneer said its merger agreement with Magna remains “in full force and the company’s board has not withdrawn its recommendation favoring a deal with Magna. Read More>>
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Latest Industry Insights from Draup Braindesk

Insights: European Semiconductor and Design Landscape Ecosystem 

Europe is enhancing the semiconductor industry through investments to get a stronger market  position by 2030 and continues to invest money & resources into development activities 

  • Europe’s increased investments in memory devices and integrated circuits components are driving technological components in the semiconductor sector. Partnerships with non-European providers and the EU’s new initiative have the potential to create a global powerhouse.  

  • Rising demand from electronics appliances such as smartphones and the proliferation of applications, including the Internet of Things and cloud computing, will play a key factor in the growth of Semiconductors in the Europe Region.   

  • Implementation of a 5G network in the region will lead to the increased demand of 5G chips to process data 100 or 200 times faster than current 4G chips, thus increasing the growth of semiconductors in the region. 

Market Drivers: 

  • Rising Utilization of Markets: The growth of the semiconductor market is attributed to the increasing consumption of consumer electronics and automotive.  

  • AI Application in Automotive: Automakers are pushing forward with driverless vehicles, advanced driver assistance systems (ADAS), and graphics processing units (GPUs) which is estimated to boost the semiconductor market size.  

  • Changing Functionality of Chipsets: The semiconductor market is being held back by the constantly changing functionality of semiconductor chips and the unique demands of end-users from various industries. The factors such as Power efficiency, unrealistic schedules, and cost-down considerations are hindering the semiconductor market analysis 

Market Challenges: 

  • The lack of cutting-edge chip designs in the EU directly translates into minuscule demand for cutting-edge contract chip manufacturing.  

  • European automakers (particularly Germany), who are suffering badly from the current chip shortage, are pressing strongly for funding production of 300 millimeter and 20 nm chips, which are increasingly used in cars and trucks.  

  • Europe would need to expand its manufacturing capacity of mid-level chips before it could achieve a goal of doubling Europe’s share of global semiconductor production to 20% and producing leading-edge 2-nanometer chips by 2030.

Key Funding Alert

Intel to Invest USD 3.5 Bn in New Mexico to Boost US Chipmaking  
Intel just recently announced a massive USD 3.5 Bn upgrade to a certain chip manufacturing plant in Rio Rancho, New Mexico, that will reportedly help boost a processor stacking technology known as Foveros. The spending, along with USD 20 Bn in order to build two new facilities in Arizona, is actually part of a major effort by Intel to be able to rejuvenate its manufacturing. Read more>>

Startup Spotlight

Company – Agile Analog 
Total Funding  USD 24.05 Mn
About: Agile Analog is the company behind a new approach: to give the designers of ASICs and SoCs the analog IP that they really want. And to enable this new approach, they have developed a unique COMPOSA™ methodology for the generation of customer-specified IP fresh for every new chip design. Read more>>

Latest Reports Published in Draup

Nvidia Corporation Account Intelligence Report: Nvidia focuses on developing AI-based software applications and platforms to accelerate enterprises’ Cloud Computing Solutions and Cybersecurity Services. Read More>>
Digitization of Semiconductor Industry: In this report, Draup analyses major trends, theme-wise breakdowns, key industries deep-dive, and major outsourcing engagements of the Semiconductor Ecosystem. Read More>>
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