Key Insights and Signals in Semiconductor
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Center Setup and Expansion
US chip equipment maker LAM Research to open its second R&D center in India in Sep
The new center will include a state-of-the-art hardware engineering lab consisting of deposition, etching, and wet processing, along with AR/VR-enabled capabilities. The company has over 2,000 employees in India, and the new facility will help bring most of its work to the country. Read More>>
Deals
Italy, Intel close to USD 5 Bn deal for chip factory
Italy is close to clinching a deal initially worth USD 5 Bn with Intel to build an advanced semiconductor packaging and assembly plant in the country. Intel and the government have shortlisted possible sites in two Italian regions, with one of them adding they are located in the northern regions of Piedmont and Veneto. Read More>>
TSMC receives orders from major clients for its 3nm chip manufacturing technology
According to reports, the orders for the 3nm devices have been placed by Intel, Apple, MediaTek of Taiwan, NVIDIA, Broadcom, AMD, and Qualcomm. If true, this would give TSMC an advantage over Samsung as the company could rapidly increase 3nm production and capture a larger market share. Read More>>
Advantest selects Rohde & Schwarz to verify high-speed SoC testers
The R&S RTP is part of Advantest’s continuous efforts to improve quality and was a key factor in updating the company’s verification environment to meet the latest requirements. The decision for Rohde & Schwarz indicates that the long-term relationship between Advantest and Rohde & Schwarz will continue. Read More>>
Merger and Acquisition
Littelfuse completes acquisition of C&K Switches
The transaction is subject to customary closing conditions and regulatory approvals and is expected to close during the second calendar quarter of 2022. This is a further strengthening of Littelfuse’s switching portfolio. It acquired switching and circuit protection specialist Carling Technologies in November last year. Read More>>
Executive Movement
Intel elects Lip-Bu Tan to its Board of Directors
Tan has served since 2021 as executive chairman of Cadence, a computational software company providing solutions used to design and develop complex semiconductor chips and electronic systems, and since 2004 as a member of its board. He served as chief executive officer of Cadence from 2009 to 2021 and as president from 2009 to 2017. Read More>>
Financial and Market Activity
Applied Materials Inc.’s Q3 profit decreases but beats estimate
The company revealed a profit for the third quarter that decreased from last year but beat the Street estimates. The company’s quarterly revenue rose 5.2% to USD 6.52 Bn from USD 6.20 Bn last year. Read More>>
Analog Devices’ shares decline after Q3 results
The company just reported its Q3 2022 results, and the market did not like what it heard. Analog Devices is, however, guiding for slight sequential revenue growth to USD 3.15 Bn, plus or minus USD 100 million, despite bookings, backlog, and higher supply that would all suggest stronger growth. Read More>>
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Latest Industry Insights from Draup Braindesk
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- Qualcomm is keen on developing connected intelligent edge solutions, EV charging solutions, mobile platform solutions, and wireless network solutions to increase the Company’s diversity.
- Qualcomm’s partnership focuses on providing cockpit platform solutions, Automotive Platforms, RAN networks, and connectivity solutions to enhance customer experience.
- Qualcomm works to innovate snapdragon platform packs, industry-leading mobile innovations in 5G with artificial intelligence (AI), gaming, and camera technologies.
- Greater San Diego Area, United States, serves as Qualcomm’s critical location, focusing on IT Consulting and System Integration-related engagements.
- Product Engineering Services, the highly outsourced segment, holds approximately 72% of the total outsourcing headcount. TCS is the critical strategic outsourcing partner for Qualcomm.
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Startup Spotlight
Company – Sharper Shape
Total Funding – USD 23.3 Mn
About: Sharper Shape provides innovative solutions for infrastructure asset owners such as power distribution companies to help to manage their assets using the most cost-efficient methods utilizing advanced optimization based on remote sensing data such as LIDAR. Read more>>
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Latest Reports Published in Draup
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Samsung Electronics Co. Ltd. Account Intelligence Report
Samsung Electronics focuses on delivering end-to-end 4G and 5G private network solutions to U.S. enterprises to help businesses across key industries leverage next-generation communications applications and services. Read More>> |
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