OEMs move to chip production, triggers anxiety among Semicon players
Key Insights and Signals in Semiconductor
Centre Setup and Expansion Brooks Instrument opens new manufacturing, service, and applications support center in Korea The new facility, located in Yongin, Gyeonggi Province, significantly increases the company’s operational footprint in Korea. It includes a substantially larger Class 100 cleanroom manufacturing area and increased space for engineering, service, and sales support. Read More>> Lam Research strengthens global manufacturing network by opening its largest manufacturing facility in Malaysia The new manufacturing site will allow Lam to work closely with key customers and supply chain partners in the region, while fortifying the resiliency of the company’s manufacturing network and supporting growth amid rising demand for semiconductor technology. Read More>> STMicroelectronics manufactures first 200mm Silicon Carbide wafers The transition to 200mm SiC wafers marks an important milestone in the capacity build-up for ST’s customer programs in automotive and industrial sectors and will consolidate ST’s lead in the disruptive semiconductor technology that allows for smaller, lighter, and more efficient power electronics with a lower total cost of ownership. Read More>>Deals and Deal Renewal Samsung SDI reinforces internal cathode material supply chain The Korean battery maker will transfer its ~USD 94 Mn (109.7 billion won) worth of cathode materials production lines and auxiliary facilities currently under construction at its Ulsan complex in Korea to STM, its wholly owned subsidiary specializing in cathode materials business. Samsung SDI will also inject 150 billion won into STM by acquiring the subsidiary’s new 15 million common shares to be issued next month. Read More>>Executive Movement Synaptics appoints Patricia Kummrow to board of directors Ms. Kummrow has had a distinguished career in senior management roles in the semiconductor industry. She is currently Vice President, Network and Edge Group, and General Manager, Ethernet Division, at Intel Corporation, and has served in senior engineering leadership roles at Intel, including Vice President, Platform Engineering Group. Read More>> Silicon Labs initiates CEO transition plan amid strong growth and increased demand of wireless technology The company announced the board-approved succession plan to elect company President Matt Johnson as the new chief executive officer when Tyson Tuttle retires on January 1, 2022. Tuttle joined Silicon Labs in 1997 as the 10th employee and has held a variety of roles in design engineering and product management, including CTO and COO, before being named CEO in 2012. Read More>> ASM INTERNATIONAL N.V. nominates two new supervisory board members The Supervisory Board proposes to appoint Mrs. Pauline van der Meer Mohr and Mr. Adalio Sanchez as members of the Supervisory Board. Their appointment will be proposed to shareholders during an Extraordinary General Meeting (EGM). The EGM is planned for September 29, 2021, and further details of the EGM will be announced in due course. Read More>> Identiv appoints Amir Khoshniyati as Vice President of Business Development, Americas Khoshniyati brings exceptional experience across all facets of near-field communication (NFC), RFID, and the Internet of Things (IoT) on a global scale, most recently serving in senior-level business operations positions with leading RFID manufacturers, including Avery Dennison and Smartrac Technology. Read More>>Partnerships Resolve Biosciences and ZEISS announce co-development collaboration to enhance the highest-resolution view of subcellular spatial biology The companies are working together to optimize advanced microscopy and 3D imaging solutions for subcellular spatial analysis. ZEISS microscopy technology is part of Resolve’s current Molecular Cartography service offering and will be incorporated into the commercial spatial transcriptomics system scheduled to launch later this year. Read More>> Infineon, KPIT and Subaru join AVCC to collaborate on the future of AV and assisted driving compute This increase in membership comes at a great time as the work around cybersecurity heats up, and software portability work is launched. These new members will contribute greatly to the AVCC’s work to develop autonomous vehicle (AV) ecosystem consensus and aligned requirements for automated and assisted driving compute systems worldwide. Read More>> RMIT partners with Intel and AARNet for new AWS cloud supercomputing facility RMIT said using the cloud would also provide it with the capability to run high-performance computing (HPC) applications with seamless access. The hubs have a focus in the areas of “Industry 4.0”, advanced manufacturing, space, fintech, digital health, and creative technologies. Read More>> PNY extends partnership with Nvidia PNY Technologies has enhanced its partnership with Nvidia, extending its solutions portfolio into accelerating compute and cloud data. As part of this, it now has available to order the latest Nvidia networking products, including ConnectX SmartNICs, Ethernet switching solutions, InfiniBand Switches and more. Read More>>Mergers and Acquisition Marvell Tech to acquire Innovium for USD 1.1 Bn as it courts more cloud customers
Marvell’s rival, Broadcom Inc, currently dominates the market for chips that go into the switches that help move digital information around inside massive data centers owned by cloud players like Amazon Web Services, Microsoft Corp and others. Marvell took a step toward getting into that market last year with its USD 10 Bn purchase of Inphi Corp, whose chips help connect the switches with fiber optic cables. Read More>>
Allegro MicroSystems finalizes sale of Thailand manufacturing facility The AMTC purchase price was approximately USD 27 Mn before fees and expenses. This sale is an important milestone in the execution of Allegro’s manufacturing transformation to streamline back-end operations and enhance gross margin. Read More>>New Product Development MediaTek’s first 4nm 5G SoC will launch by the end of 2021, smartphones out by 1q22
The company announced that its flagship 5G chipset, built on the Taiwan Semiconductor Company’s (TSMC’s) 4nm process technology, will be out by the end of the year. China might be the primary target for the chipset. The chipset will be going after the flagship smartphone segments that are priced around USD 1000. Read More>> Google will abandon Qualcomm and build its own smartphone processors this year
The company said that it would build its own smartphone processor, called Google Tensor, that will power its new Pixel 6 and Pixel 6 Pro phones this fall. The move follows Apple, which is using its own processors in its new computers instead of Intel chips. And like Apple, Google is using an Arm-based architecture. Read More>>
Latest Industry Insights from Draup Braindesk
The rise in the technological advancement of consumer electronics, applications in autonomous cars, and 5G-led demand for Internet of Things components is driving the growth of the semiconductor industry. The global semiconductor market is expected to reach USD 575 Bn by 2022, with a CAGR of 6.92% from 2020 to 2022.
Key Trends in the Semicon industry:
Medical Industry:
Connected & Remote Healthcare: Sensors and wireless technology enable connected devices to provide a whole new world of remote patient monitoring and virtual service delivery. Solutions are being developed to harness the data from connected devices and integrate patient data securely across the entire healthcare ecosystem.
Chip Technology: Modern medical equipment is now using sensors and motion micro-electromechanical systems, microcontrollers, memory power management devices, and discrete devices to yield better quality testing outcomes in medicine. Semiconductor-enabled equipment such as magnetic resonance imaging (MRI) machines, pacemakers, blood pressure monitors, chemistry/blood gas analyzers, and bedside and wireless patient monitors are changing lives today.
Manufacturing Industry:
Data & Interconnectivity: The semiconductor industry is a leader in the data collection process. Industry 4.0 tools can help factories mine their vast stores of knowledge for the first time, providing the detailed, practical insights needed to identify solutions. Preventive maintenance: Industry 4.0 tools use advanced analytics to assess machine function in real-time and predict failures before they occur.
Human-machine interaction: The availability of low-cost automation options and advanced robotics makes it easier for chip manufacturers to reduce human error or accelerate production. Connectivity between products and machines provides more visibility into production steps to make the process easier.
Trending use cases among key Semicon players:
Computational drug discovery: NVIDIA partnered with Schrödinger to accelerate drug discovery worldwide that enables rapid, accurate evaluation of billions of molecules for potential development of therapeutics.
Drug and Vaccine Discovery: NVIDIA partnered with GSK, to leverage GSK’s significant genetic and genomic data to improve the process of designing and developing transformational medicines and vaccines.
Self-Driving Technologies: NVIDIA partnered with Uber and Volkswagen on the further deployment and development of self-driving technologies for the AI computing systems within its fleet of autonomous vehicles, including self-driving cars and freight trucks.
Media Control Unit: AMD partnered with Tesla to use processors and graphics chips from AMD in the infotainment systems of the newly updated Tesla Model S and Model X electric cars.
Latest Reports Published in Draup
Veeco Instruments Account Intelligence Report: Veeco Instruments is engaged in enhancing its offerings through the integration of technologies such as Artificial Intelligence, Cloud And Edge Computing, 5G, and Machine Learning to produce the most efficient electronic components. Read More>>
Renesas Electronics Corporation Account Intelligence Report: Renesas aims to develop high-performance microcontroller chip with equipment control and networking function combined on a single chip and to support industrial automation. Read More>>
Key Funding Alert
Wiliot raises USD 200 Mn, licenses its ultralight, ambient-power chip technology to third parties
In the coming months, Wiliot will make a move into a SaaS model — which they like to say refers not to “software as a service,” but “sensing as a service,” using its AI to read and translate different signals on the object attached to the chip — to run and sell its software. Read more>>
Startup Spotlight
Company – Omnitron Sensors Total Funding– USD 2.4 Mn HQ Location – San Francisco Bay Area, USA Year of Inception – 2019 About: Omnitron Sensors enable full autonomy of self-driving cars and drones with novel silicon photonics processes for sensors in safety-critical systems. Read more>>
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