Leandro Jose G.

For those asking me about my presentation at Semiconductor Australia, where I talked not only about Weebit Nano Ltd, but also about the semiconductor industry in general, the (missed) potential of semiconductors in Australia, and more, here it is.

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We were thrilled at the great response to the "Hybrid SuperCapacitor Innovation Forum" hosted by Musashi in Japan last week. More than 120 industry participants joined us for a keynote presentation from Flex, followed by a panel discussion and Q&A exploring the potential applications of HSC energy storage devices, including groundbreaking technology developed by Musashi. The panelists also addressed the energy challenges arising from the growing number of data centers required to support the peak demands of generative AI. In addition to Musashi's Hiroshi Otsuka and Koji Takahashi from Musashi Energy Solutions, presenters included executives from Flex, NVIDIA, and Sakura Internet Inc. https://lnkd.in/e2d3yaUT #HybridSuperCapacitors #HSC #DataCenters #AI #GenerativeAI #EnergyStorage #hyperscaler #powersolutions

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Pat Gelsinger has stepped down as Intel’s CEO after less than four years, following board dissatisfaction with the slow progress of his ambitious turnaround plan. His tenure saw Intel’s market value plummet, losing its edge to competitors like Nvidia and TSMC. Gelsinger’s strategy to revive Intel focused on heavy investments in manufacturing and AI chips, including a $20 billion factory expansion, but it coincided with a market slump and failed to yield significant results. Under his leadership, Intel lost over 60% of its stock value, leading to tensions within the board. The company has appointed CFO David Zinsner and senior executive Michelle Johnston Holthaus as interim co-CEOs while searching for a permanent replacement. Intel faces mounting challenges, including a collapsing PC market, underperforming AI chips, and fierce competition, as it works to regain investor confidence and deliver on its manufacturing goals.

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Micron have recently launched a pilot to bring Core Flex to their relocation policy globally, and we’re super excited to say that Nikki Thomas, Global Mobility & Immigration Program Manager,  has sat down for an episode of PerchPeek Pods with CEO Paul Bennett to walk through every step of the process from her perspective. It’s a super interesting conversation, covering all things Core Flex, including: How do you consolidate a major global relocation program? What are the benefits for Mobility and broader HR teams of Core Flex? How do you structure a Core Flex program to be globally relevant? How do you run a pilot for meaningful policy pilot? We would love to hear people’s thoughts on it, and let us know if you have any questions about the topic of Core Flex or making it happen in your own Mobility program! It’s titled: PerchPeek Pods #24 - with Micron’s Nikki Thomas: Revamping Micron’s Global Mobility Program into Core-Flex You can listen to the full chat in the link in the comments, and on all channels! #relocation #globalmobility #relocationpolicy #coreflex

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We are excited to share this upcoming webinar where Brian Rudary and Doug Nordstrom will share insights on how semiconductor fabricators can maximise yield in their wafer manufacturing process by optimising the thermal loop system. Learn about, proper component selection, optimal installation techniques, comprehensive performance testing Click below to register for this webinar. https://lnkd.in/enCtbNVF #SemiconductorManufacturing #ThermalManagement

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We are excited to share this upcoming webinar where Brian Rudary and Doug Nordstrom will share insights on how semiconductor fabricators can maximise yield in their wafer manufacturing process by optimising the thermal loop system. Learn about, proper component selection, optimal installation techniques, comprehensive performance testing Click below to register for this webinar. https://hubs.la/Q02xVZ0c0 #SemiconductorManufacturing #ThermalManagement

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Renesas Electronics and Altium® Limited announced the successful completion of the acquisition of Altium by Renesas. The combination sets the foundation for Renesas and Altium to create an innovative electronics system design and lifecycle management platform. https://lnkd.in/dk9h8eVw #TechNews #StayInformed #StayAhead #dailydose #followus #staytuned #stayconnected #technews #technology #trending #trendingnow #trendingnews #explore #explorepage #techdogs

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⚡ onsemi is strategically phasing out less-profitable products and outdated technology components, leading to extended lead times as the company transitions its manufacturing focus and capacity. This shift has already begun to impact their ASIC and Diodes business, reflecting onsemi's commitment to innovation and profitability in a rapidly evolving market. 📬 Sign up for bi-weekly updates like these by subscribing to Fusion’s Industry Insider. You’ll get valuable market insights so you can stay #OutInFront of risk and supply disruption. >>> https://hubs.la/Q02BrcVq0    #FWWIndustryInsider #FusionInsights #FusionWW #SupplyChainManagement #ElectronicComponents 

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🗞 Electronic News! 🗞 Renesas Electronics, a leading semiconductor company based in Japan, has successfully finalized the acquisition of Altium, an Australian design tool developer. The acquisition, valued at A$9.1 billion , was first announced in February. This strategic move will bring together Altium's expertise in electronics system design and lifecycle management with Renesas' development tools. By integrating and standardizing various electronic design data and functions, the collaboration aims to enhance component lifecycle management and streamline the digital iteration of design processes. The ultimate goal is to boost overall productivity and provide an improved user experience for electronics system designers. #electricalengineering #electronics #embedded #embeddedsystems #electrical #computerchips Follow us on LinkedIn to get daily news: HardwareBee - Electronic News and Vendor Directory

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Renesas Electronics has launched an evaluation kit that puts its RRH47000 single-channel non-dispersive infrared carbon dioxide sensor on a carrier board for ease of experimentation — delivering high-accuracy CO₂ measurements along with temperature and relative humidity over USB, USART, and I2C connections.

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🧠 They're the brains behind our devices, but how exactly do semiconductor chips work, and how are they made? In our latest blog, we take a closer look at the manufacturing process of semiconductor chips, their importance in IT and AI, and how Australia could play a key role in the production of their fundamental material - silicon. Take a look here 👉 https://lnkd.in/g5brfZwU

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ESD Protection: Alpha and Omega Semiconductor's Game-Changing Innovation! Alpha & Omega Semiconductor (AOS) has unveiled the AOZ8S205BLS Series, a groundbreaking line of ultra-low capacitance TVS diodes. This innovation is set to redefine ESD protection for high-speed interfaces, enhancing device reliability and aligning with the demands of advanced electronic systems. Why It Matters: 🔹 Ultra-Low Capacitance: At just 0.075pF, AOS’s new series meets the critical needs of high-speed data and antenna-based applications, crucial for devices like USB4 v2.0 and Thunderbolt 5. 🔹 High-Trigger Voltage: Ensures robust protection against electrostatic discharges without compromising signal integrity, a pivotal enhancement over traditional ESD solutions. Strategic Impact: 💡 AOS is poised to set new industry standards, potentially reshaping market dynamics as competitors and partners alike might seek to either collaborate or innovate parallel technologies. 💡 The shift towards more efficient ESD protection could expand the market for advanced TVS diodes, influencing customer expectations and pushing for higher performance benchmarks. Investor Insights: 💼 Market Leadership Potential: AOS’s pioneering technology positions it as a leader in the TVS diode market, suggesting a promising avenue for growth and influence. 💼 Competitive Advantage: The unique features of the AOZ8S205BLS Series provide AOS with a distinct competitive edge, likely boosting adoption rates among major electronics manufacturers and driving revenue growth. 💼 Industry Impact: With the potential to set new standards in ESD protection, AOS could become a key player in the semiconductor industry, making it an attractive option for investors looking for exposure to innovative technology sectors. As we witness this exciting development, the implications for the semiconductor industry and beyond are profound. For those keen on the intersection of innovation and market leadership, AOS represents a compelling narrative worth following. Read More: https://lnkd.in/gWjXTnHw #AlphaOmegaSemiconductor #Semiconductors #Innovation #Technology #ESDProtection #InvestmentOpportunity #MarketLeadership #AOZ8S205BLS #TechNews #BusinessStrategy

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Amkor's Myungwoon (brian) Hwang, VP & Fellow Global R&D, recently participated in the Semiconductor Engineering article "Precision Patterning Options Emerge For Advanced Packaging." Read the article here https://lnkd.in/dPtTvFUU This article explores the challenges and emerging technologies in #AdvancedPackaging, focusing on innovative patterning techniques, new materials, and #Lithography solutions to address issues like interconnectivity, #ThermalManagement, and mechanical stress in increasingly complex chip designs. #Semiconductor #Semiconductors #SemiconductorIndustry #Patterning #SemiconductorManufacturing #Innovation #Technology

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How GaN is revolutionising power supply design Gallium Nitride (GaN) is presently in a position that will see it, alongside Silicon Carbide (SiC), revolutionise power supply design as a whole, moving away from traditional purely silicon (Si)-based analogue designs. So how is this design revolution happening, and where is GaN having the most impact? Read more here 👉 https://bit.ly/4c4juM6 #ElectronicSpecifier #Engineering #Tech #GaN #Electronics #GalliumNitride #SiliconCarbide

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The development of any industry is always a "Chicken and Egg" situation. Semiconductor industry has two important catalysts; (1) Presence of Global Companies (it brings the proper knowledge and inspire the local entrepreneurs) and (2) Skilled Engineers. Focusing on the both area at a time is mandatory. To attract the global companies and investments, a great number of skilled design engineers are essential. Govt. supports like innovation initiatives, incentives and collaboration or partnership make the growth faster. Australia has better control and exposures on AI research and developments and that's a huge advantage. Thanks Justin Hendry for pointing out the big business, IC Design. Fabless IC Design companies play a big role in the whole ecosystem. We see countries who have better control, have a great pool of IC Design Talents. Semiconductor Sector Service Bureau (S3B) InnovationAus.com

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According to reports Qualcomm is likely to use UMC (note: another foundry) for its advanced packaging needs likely WoW (Wafer on Wafer) Hybrid bonding. Trial product likely starting in mid-2025 with full production expected in 2026.

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