STMicroelectronics Launches New Product Line for Industry 4.0 Applications

Key Insights and Signals – Semiconductor

Cipher Mining purchases 11,000 new Mining Machines from Canaan Inc
The new A1346 model mining machines are set to be delivered in Q3 2023 and will be used at Cipher’s Odessa, Texas, facility to expand its bitcoin mining capacity. Read More>>
World-Leading Semiconductor Manufacturers place multiple orders for Veecos laser spike annealing platform
The deal is significant for Veeco as it expands its presence in the semiconductor market and reinforces its position as a provider of advanced manufacturing solutions. Read More>>
Infineon Technologies further diversifies its silicon carbide supplier base; a new supplier agreement with SICC on wafers and boules
SICC will supply high-quality 150mm wafers and boules for manufacturing SiC semiconductors, covering a double-digit share of the forecasted demand in the long term. Read More>>
Infineon and Foxconn partnering on silicon carbide for EVs
Infineon and Foxconn collaborate to develop advanced electro-mobility for electric vehicles. The partnership will focus on developing silicon carbide (SiC) with a system application center in Taiwan. The companies aim to innovate to meet the rapid growth of the EV market. Read More>>
rFpro announces collaboration with Sony Semiconductor Solutions
Through this partnership, rFpro aims to develop high-fidelity sensor models for ADAS perception system developers. Sony’s sensor model is based on the architecture of its image sensors, achieving automotive-grade fidelity. Read More>>
Qualcomm and Reliance Jio partners to bring 5G fixed wireless access to India
Qualcomm is providing its chipset platforms for the 5G FWA and Open RAN 5G network. Reliance Jio is locally building the 5G network, covering the core and 5G radios. Read More>>
Centre Setup and Expansion
Infineon Smart Power Fab in Dresden
Infineon Technologies has started building a new Smart Power Fab in Dresden. The investment in semiconductor manufacturing is significant news for Europe amid geopolitical risks. The expansion of production capacity at the existing site will enable Infineon to complete the project quickly. Read More>>
Merger and Acquisition
Qualcomm acquires Autotalks to boost road safety division
The acquisition will enable Qualcomm to expand its Autotech business by integrating Autotalks’ vehicle-to-everything (V2X) communication technology into its Snapdragon Digital Chassis. Read More>>
Intel plans more layoffs
The layoffs are to be part of the company’s ongoing restructuring efforts. Intel has not yet confirmed the exact number of job cuts or which departments will be affected. Read More>>
Product Launch
STMicroelectronics launched the STM32MP25 product line for Industry 4.0 applications
The MPU features 64-bit core processing units, edge AI acceleration, multimedia features, and digital connectivity. The Cortex-A35 cores run at 1.5GHz, and a Cortex-M33 embedded core handles real-time processing. Read More>>
New Vishay Intertechnology Gen 3 650 V SiC Schottky Diodes increase efficiency and reliability for switching power designs
The new Schottky diodes have a merged PIN Schottky design for high efficiency and reliability. The diodes have a low forward voltage drop and reverse leakage current, with virtually no recovery tail, resulting in improved efficiency compared to ultrafast diodes. Read More>>
Nexperia launches e-mode GAN FETs
Nexperia has developed a range of seven GaN FETs for low and high-voltage applications. The range includes five 650 V rated e-mode GaN FETs in DFN 56 mm and DFN 88 mm packages. The e-mode GaN FETs are fabricated on a 200mm wafer line and qualified for industrial applications according to JEDEC standards. Read More>>
Financial and Market Activity
CEVA, Inc. announces first quarter 2023 financial results
Total revenue for the quarter was USD 28.7 million, a 16% decrease compared to the same period in 2022. Licensing and NRE revenue decreased by 7%, while royalty revenue decreased by 33%. Despite the decline in revenue, CEVA, Inc. increased its GAAP gross margin to 82%, compared to 81% for the same period in 2022. Read More>>
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Latest Industry Insights from Draup Braindesk

Algorithmic Chips
  • The general-purpose chips have improved sufficiently to grow up for a new generation of AI technology, as it has an exponential increase in the volume of data that AI systems process.  
  • This has given rise to the advent of hardware-based acceleration via algorithmic-specific chips.
IoT-based Chip Architecture
  • The real-time data IoT will spew out, driving significantly into new chip architectures, materials, and areas like silicon photonics.  
  • An increasing number of IoT devices will be armed with microcontrollers and analytics to make them less vulnerable.
Chip security
  • The deployment of IoT devices significantly expands the potential attack surface for increasingly sophisticated state and private cyber attackers.  
  • The Meltdown and Spectre scandals of exposed chips’ weaknesses to cyberattacks.
In-house Design
  • The tech giants are abandoning traditional suppliers in favor of their proprietary designs. They will move from general-purpose processors to specific hardware focused on software and algorithm optimization. The tech giants will increasingly design chips in-house.
Chip Foundries
  • The key challenges for foundries are the increasing height of 3D stacked architectures deployed beyond Flash memories and standard functional chiplets designed into application-specific chipsets.  
  • Foundries will benefit from the profusion of design-only companies for making their chips.

Key Funding Alert

TSMC approves USD 366 Mn in the capital appropriation for fab construction and installation of fab facility systems
This decision has come amidst inventory adjustments faced by the global semiconductor industry, making the Taiwanese capital appropriation plans crucial to watch closely. Notably, this latest capital appropriation plan is over 90% lower than the previous one approved in February, which was worth USD 6.96 billion. Read More>>

Start-up Spotlight 

Company – Veridas
Total Funding – USD 20.52 Mn
About – Veridas is a computer software company that specializes in the fields of artificial intelligence, document authentication, and biometrics. Its technologies are designed as a SaaS model and can be combined modularly in any way to combat fraud, increase security, and improve user experience. The company was founded in 2017 and headquartered in Tajonar, Navarra. Read More>>
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