This week in Semicon: Recent IoT developments motivate chipmakers to forge strategic partnerships

Latest Industry Insights from Draup Braindesk

Artificial Intelligence and Augmented Reality are emerging domains for semiconductor players as the Automotive industry increases investments to develop cutting-edge solutions

  • Analog Devices develops innovative augmented reality applications to enable smart vehicle integration and enhance battery platform for automotive manufacturers across multiple models to improve design flexibility and manufacturability
  • Intel launched an innovation Center in Dubai, a hub for future technological development in the region that will feature artificial intelligence (AI), Autonomous Driving, Blockchain and Video analytics.

Companies focus on delivering 5G and IoT hardware solutions with the aim to remediate network congestion concerns
  • Skylo and Sony partner to develop and deploy cellular IoT chipsets that can connect via geostationary satellites by leveraging the standardized, 5G-ready, NB-IoT protocol
  • Broadcom provides next-generation high-scale monitoring operations that simplify 5G, IoT, Cloud, and SD-WAN deployments by applying AI and ML to rich granular data captured at the chip level

Latest Reports Published in Draup

HCL Semiconductor: HCL witnessed a 4.4% Q-o-Q and 2.9% Y-o-Y growth in Dollar revenues in the Q3 of FY2021. Technology and services verticals have experienced 6.8% Q-o-Q and 20.2% Y-o-Y Dollar in Q3 of FY2021. Read More>>
Harman Semiconductor segment analysis: Harman has seen consistently launching products under the brands AKG, AMX, Bang & Olufsen Automotive, Becker, BSS Audio, Harman Kardon, Infinity, JBL, Mark Levinson, Martin, Revel, Studer, and many more. Read More>>

Key Funding Alert

VergeSense raises USD 12 Mn Series B for its workplace analytics service | TechCrunch 
– VergeSense
The sensor-as-a-system platform consists of sensing devices containing a series of different sensor hardware, including an image sensor, coupled with a cloud platform for pre-training machine learning models that run on the hardware, process data and report occupancy analysis back to VergeSense’s cloud.

Startup Spotlight

Company – Morse Micro 
HQ Location – Sydney, Australia  
Total Funding  USD 33.59 Mn
About: Morse Micro is a fast-growing wireless integrated circuit solutions company that is reinventing Wi-Fi for the Internet of Things (IoT). Morse Micro enables Wi-Fi HaLow connectivity across the complete IoT ecosystem, from surveillance systems and access control to industrial automation and mobile devices, allowing connected devices to reach farther. Draup Application>>

Key Insights and Signals in Semiconductor 

Mergers and Acquisition 
Intel sells NAND business to SK Hynix  
Intel has consented to a USD 9 Bn deal to offer a large portion of its memory business to South Korea’s SK Hynix. The exchange could make SK Hynix the world’s second-biggest supplier of NAND streak memory chips behind Samsung Electronics, another South Korean chip monster. Read More>>
Silicon Labs explores breakup, sale of analog chip unit
The analog chip business could be worth USD 2 Bn to USD 3 Bn or more. The deal could attract interest from other semiconductor companies, and Silicon Labs is working with a financial adviser on selling the unit. Read More>>
Sophos announces collaboration with Qualcomm for PC security  
They will combine Sophos Intercept X with Qualcomm Snapdragon compute platforms. Snapdragon compute platforms by Qualcomm enable 5G connectivity and build on smartphone technology to deliver performance and efficiency to 4G and 5G cellular-connected thin and light fanless laptops. Read More>>
Avenet partners with ON Semiconductor on IoT development framework   
The collaboration is intended to simplify the process of building IoT-enabled devices through rapid prototyping solutions preconfigured to connect to IoT application developers and service providers via the cloud.  Read More>>
Achronix and Mobiveil announce partnership to deliver high-speed controller IP and FPGA engineering services 
As the only independent, high-end FPGA semiconductor company that offers both high-end standalone FPGAs and eFPGA IP technology, Achronix is uniquely positioned to address the needs of high-performance applications that require programmable hardware accelerators. Read More>>
ProteanTecs Joins the TSMC IP Alliance Program  
The alliance includes major and leading IP companies, providing the semiconductor industry’s largest catalog of silicon-verified, production-proven, and foundry-specific intellectual property (IP). Read More>>
Aspinity Joins STMicroelectronics partner program  
Aspinity has joined the ST Partner Program to accelerate the integration of Aspinity’s ultra-low-power analog machine learning (analogML™) core with STMicroelectronics’ high-performance microcontrollers (MCUs) into small, power-constrained always-on sensing devices. Read More>>
Executive Movement
Kulicke & Soffa appoints Jon Olson to its board of directors  
Mr. Olson, a seasoned executive with over 40 years of semiconductor industry experience, has provided strategic insight and financial decision making at Intel Corporation and later at Xilinx, Inc. Read More>>
Micron Appoints Raj Hazra as SVP and GM  
Hazra will work as SVP & GM of Micron’s Compute and Networking Business Unit. Hazra succeeds Tom Eby, who plans to retire following more than a decade of leadership at Micron. Read More>>
Microchip Technology announces changes to its board of directors 
Karlton Johnson, currently the Chief Executive Officer of DeLaine Strategy Group LLC, will join the Board of Directors of Microchip. Read More>>
Infineon Technologies appoints inaugural Digital-Transformation Officer 
Infineon Technologies AG said that it is creating a new board position of chief digital transformation officer, effective April 15 and that Constanze Hufenbecher has been appointed to the new post. Read More>>
Patrick Gelsinger takes Helm as Intel’s next CEO 
Patrick Gelsinger has officially replaced Bob Swan as Intel’s CEO. Gelsinger has over 40 years of experience in the tech industry – including 30 years at Intel as a key engineer and leader. He was CEO of VMWare before returning this year. Read More>>
Product Launch
NVIDIA and Harvard create new AI Deep Learning genomics tool  
Researchers from NVIDIA Corporation and Harvard University’s Department of Stem Cell and Regenerative Biology create an AI deep learning tool called AtacWorks that denoises genomic sequencing data and find areas with accessible DNA that may help speed up new diagnostics, de novo drugs, and treatments for diseases in the future. Read More>>
Infineon launches AIROC for IoT and streaming devices 
The newly developed AIROC brand now includes the industry’s first 1×1 Wi-Fi 6/6E and Bluetooth 5.2 combo SoC for the IoT, enterprise, and industrial applications, and its first 2×2 Wi-Fi 6/6E and Bluetooth 5.2 combo SoC for multimedia, consumer, and automotive applications. Read More>>
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