Samsung raises foundry chip prices for key clients including Qualcomm & Tesla
Key Insights and Signals in Semiconductor
Mergers and Acquisitions Samsung backs off from NXP deal The global chip shortage, particularly in automotive, has boosted the value of the company as a potential acquisition. Since February 1, 2021, NXP’s market capitalization has moved from USD 48 Bn to USD 60 Bn, and with an acquisition premium, Samsung would have to pay USD 70 Bn to buy the company. Read More>> Dialog now officially part of Renesas The Dialog acquisition primarily brings Renesas more thematic and geographical diversity. The company, which previously had its R&D focus on Japan and the Far East, now gains around 1800 additional developers with a focus primarily in Europe. In total, the chipmaker expects the acquisition to generate synergies worth USD 325 Mn. Read More>> Synaptics boosts voice business with DSP acquisition Synaptics is acquiring the DSP Group in an effort to round out its biometric portfolio. The DSP group is best known as a maker of wireless chipsets, with a particular focus on low-power chipsets that can enable voice applications in IoT devices. Synaptics believes that the combination could generate USD 30 Mn in synergies in the first 12 months after the completion of the deal. Read More>>Partnerships Juniper (JNPR) and Intel ink deal to boost ORAN ecosystem Juniper is an active member of the O-RAN Alliance, contributing to six working groups and serving as chair and co-chair of the slicing and use-case task groups, respectively. The stock has gained 26% in the past year compared with the industry’s growth of 30%. A major portion of service providers’ capital expenditures is for RAN, primarily due to limited vendor choice and closed architectures. Read More>> Analog Devices and TWAICE work together to advance battery lifecycle optimization The combination of Analog Devices sensor technology and wireless connectivity with TWAICE’s battery analytics software will benefit customers in the mobility and energy sectors. The alliance will be instrumental in significantly reducing warranty risks and recalls, optimizing battery life, and enhancing battery value. Read More>>Executive Movement Chairman of Chipmaker SMIC quits due to health issues Semiconductor Manufacturing International Corp. said its chairman, Zhou Zixue, has resigned due to health reasons after serving in the position for more than six years. Zhou will continue to serve as an executive director of the Shanghai- and Hong Kong-listed company, SMIC said in a filing posted Friday. Gao Yonggang, the chief financial officer of the Chinese chipmaker, has been appointed as the acting chairman of the company, the filing shows. Read More>>Deals and Deal Renewal Samsung raises foundry chip prices for Qualcomm, Tesla Samsung Electronics has notified key clients of price increases of up to 20 percent for contract chip fabrication, following hikes by Taiwanese rival TSMC that are some of the steepest in its history. The maximum rate suggested is 20 percent, but specific rates for each company could differ depending on the type of chip after each party negotiates. Despite Samsung’s efforts, TSMC has a commanding dominance of the foundry business with a 52.9 percent market share in the second quarter. Read More>> AMD beats Intel in powering a massive internet network Cloudflare, one of the largest networks powering the internet today, announced that it would continue using AMD’s Epyc server CPUs instead of Intel Xeon for its next generation of servers. For these new servers, Cloudflare is moving from second-generation Epyc Rome processors to third-generation Epyc Milan processors. Cloudflare tested Intel’s Ice Lake Xeon processors against the latest AMD Epyc chips and found that the power consumption was just too high. Read More>> Intel wins Pentagon semiconductor contract Intel has won a major contract to design and build electrical chips for the US Department of Defense. Intel will work in partnership with technology giants like IBM, Cadence, Synopsys and other companies on the RAMP-C project. Intel is the sole American company both designing and manufacturing logic semiconductors at the leading edge of technology. Read More>>Center setup and expansion China’s SMIC to build a GigaFab for USD 8.87 Bn The company announced plans to build China’s first GigaFab, a 300 mm production facility with a planned capacity of around 100,000 wafer starts per month (WSPM). The new fab will be located near Shanghai, in the Lingang Free Trade Zone (FTZ), and will be built as a partnership between SMIC and the Shanghai Municipal Peoples Government. The fab will process 300 mm wafers using mature production technologies, such as 28 nm and above. Read More>> Samsung second-guessing potential NXP acquisition If Samsung acquires NXP, then it can sell vehicle components to its existing clients such as BMW and Ford, but a high price and expected tough antitrust review are cited as the two major points pushing Samsung to reconsider its assessment of taking over NXP. Read More>>
Latest Industry Insights from Draup Braindesk
Major innovations and technology adoption in the semiconductor industry are driven by the intention of enabling vehicle electrification, autonomy, and connectivity solutions
Qualcomm has introduced the 4th Generation Qualcomm Snapdragon Automotive Cockpit Platforms. It provides software scalability and flexibility with support for several high-level and real-time operating systems in hypervisor and container software configurations.
Micron Technology collaborated with ultra-highspeed in-vehicle connectivity provider Valens and introduced the automotive industry’s first 1TB remote, centralized storage solution.
ON Semiconductor collaborated with Pony.ai to develop next-generation image sensing and processing technologies for machine vision to enhance the reliability and scalability of mass-produced autonomous vehicles
Semiconductor companies are collaborating on areas like Supercomputers, Next Generation CPUs, and Home Automation
AMD introduced the beta availability of Confidential Virtual Machines for Google Compute Engine powered by 2nd Gen AMD EPYC processors
AMD Joined the National Energy Research Scientific Computing Center, Lawrence Berkeley National Laboratory, and others in unveiling the new Perlmutter supercomputer powered by AMD EPYC 7003 Series processors
Qualcomm launched Qualcomm Snapdragon Sound technology to provide seamless, immersive audio in and across, devices including smartphones, wireless earbuds, and headsets.
Intelligent 5G network, Cloud-native Infrastructure, and Multi-antenna Radio Units are some of the key partnership areas
Nokia partnered with Intel to develop custom-built ASIC solutions that will come equipped with Nokia’s 5G “powered by ReefShark” radio offerings
Qualcomm launched Qualcomm RF Front End solutions for designing high-performance 5G mobile devices. It’s RF Front End solutions enabled OEMs to create best-in-class 5G devices in sleek form factors without sacrificing performance, connectivity, or battery life.
Marvell’s partnership with Samsung has unveiled system-on-a-Chip (SoC) to enhance 5G network performance used in Samsung’s Massive MIMO and other advanced radios.
Key Funding Alert
Dutch audio tech startup Axign raises USD 3 Mn to develop its audio chips for earbuds, smart speakers
The funding expands Axign’s previously announced USD 10 Mn (approx €8.53M) venture round led by FORWARD.one in March 2021. Founded in 2014 by Jeroen Langevoort, currently also its CTO, Axign is a fabless semiconductor company serving worldwide audio markets in professional, consumer, and automotive audio. Read more>>
Startup Spotlight
Company – Newsight Imaging Total Funding– USD 7 Mn About: Newsight Imaging develops advanced CMOS image sensor chips for two main market segments: machine vision – laser lidar-based devices, and spectral analysis for portable food inspection and medical devices. Newsight’s disruptive innovative technology enables the design of ultra-sensitive and low-power sensors at an entirely different and affordable price point. Read more>>
Latest Reports Published in Draup
Mitsubishi Electric Corporation Account Intelligence Report – Aug 2021: Mitsubishi Electric Corporation focuses on a market expansion strategy that includes Industrial Mechatronics Systems Works, Malaysia FA Center, 5G OPEN INNOVATION lab, and a net-zero-energy building test facility for technical advancement to increase production and sustainability. Read More>>
NXP Semiconductors Account Intelligence Report: NXP aims to revolutionize 5G and Wi-fi 6 offerings in their modules for implementation across automobile units, smart city applications, and networking solutions. The company also intends to enhance its digital payment solutions further by integrating them with third-party devices through IoT. Read More>>
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