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STMicroelectronics to Build €5 Billion Plant in #Italy with #EU Chips Act Aid STMicroelectronics NV said it plans to spend €5 billion ($5.4 billion) on a #manufacturing plant for #chips and packaging in #Catania, #Italy in a multi-year project that’s being partly funded by the #EuropeanUnion's #ChipsAct. The Italian government, within the Chips Act framework, will give STMicro €2 billion in #subsidies, the company said in a statementon Friday. The plant, which will specialize in silicon-carbide manufacturing as well as testing and packaging, will start production in 2026 and targets hitting full capacity by 2033, it said. Thanks again to Jillian Deutsch and Bloomberg News for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eDircssY #semiconductorindustry #semiconductor #semiconductors #technology #tech #innovation #geopolitics #automotiveindustry #chip #car #ev #evs

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Great article with insights by Bernard Murphy at SemiWiki.com, "Arteris Frames Network-On-Chip Topologies in the Car." "... while there is plenty of complexity in evolving car architectures and the consequent impact on subsystem chip/chiplet designs, connected on-chip through both coherent and non-coherent networks, the intent behind these systems is quite clear. We just need to start thinking about total car system architecture rather than individual chip functions." #Arteris #NetworkOnChip #Automotive https://bit.ly/3UiKqls

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CALL THIS WEEK FOR EUROPEAN CHIPS ACT 2.0. WHAT?? I am looking forward to chairing a very topical panel at the Optica GLOBAL PHOTONICS ECONOMIC FORUM in Malaga on Day One (Oct 1st). I will be quizzing the following specialists. Gregg Bartlett, CTO, GlobalFoundries;  Burkhard Slischka, Co-founder & CEO, ALLOS Semiconductors;  Ed Bailey, GM/VP, Jabil;  Martin Schell, Executive Director, Fraunhofer Heinrich Hertz Institute HHI; Torsten Vahrenkamp, CEO, ficonTEC; M. Ashkan Seyedi, Principal, NVIDIA. I expect this week’s story to come up. ESIA Calls for a Chips Act 2.0 The European Semiconductor Industry Association (ESIA), representing major players like NXP Semiconductors, Infineon Technologies, imec, and Fraunhofer, is urging the European Union to fast-track a second phase of its semiconductor strategy through a "Chips Act 2.0." The goal? To keep the region competitive in the fast-moving global race for semiconductor dominance. The original EU Chips Act, which became law in September 2023, seeks to mobilize €43 billion in public and private investment to strengthen Europe’s semiconductor capabilities, targeting 20% of the global market share by 2030. However, in a statement released Monday, ESIA warned that Europe must do more. While acknowledging the significance of the Chips Act as a "fundamental building block," the group emphasized the need to refine the scope, streamline funding processes, and fill existing gaps. Accelerating State Aid for Global Attractiveness One of the critical mechanisms under the Chips Act is providing state aid to attract global semiconductor manufacturers. Yet, delays in approval are hampering progress. For example, Intel’s proposed €30 billion mega-fab in Germany is still awaiting final approval. By contrast, Taiwan’s TSMC received €5 billion in support from the EU for its new chip facility in Dresden, but this came a year after the company’s commitment to invest in the bloc. ESIA advocates for the EU to fast-track these funding approvals to ensure Europe remains an attractive destination for chipmakers. Open Trade and Strategic Cooperation Beyond funding, ESIA calls for a more open trade policy to maintain global partnerships. They argue for a proactive approach to economic security rather than relying on protectionist measures. The Dutch government, under pressure from the US, has now announced further limits on the export of chipmaking machinery to China. The machines in question are ASML's 1970i and 1980i DUV (Deep Ultraviolet) immersion lithography tools. Toward a Coordinated Industrial Strategy Finally, ESIA recommends a coordinated, long-term industrial strategy led by a "Chips Envoy," an official tasked with aligning Europe’s semiconductor (and photonics?) goals across multiple industries. For the photonics industry, staying close to these developments is essential. Curious on the details?: read the attached document. Credit to Ioanna Lykiardopoulou of TNW for spotting this development.

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Great OFC coverage by LightCounting. TeraSignal’s Intelligent Re-Driver in CMOS is changing the power, reliability and performance calculus between DSP and LPO modules.

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Worldwide Silicon Wafer shipments increase 7% in Q2 2024 SEMI reports 💡 Worldwide #silicon #wafer shipments increased 7.1% quarter-over-quarter to 3,035 million square inches (MSI) in the second quarter of 2024, but saw an 8.9% decline from the 3,331 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry. “The silicon wafer market is recovering driven by strong demand related to products for data centers and generative AI,” said Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. “While the recovery is uneven across different applications, 300mm wafer Q2 shipments indicated 8% quarter-over-quarter growth for the best performance among all wafer sizes. There are a growing number of new #semiconductor fabs under construction or ramping production volume. This expansion, along with the longer-term trend toward a $1 trillion semiconductor market, will inevitably require more silicon #wafers.” Thanks again to SEMI for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eZ9ZVVeY #semiconductorindustry #semiconductors #semiconductormanufacturing #it #smartphones #datacenter #automotiveindustry #computer #ai #tech #innovation #geopolitics #subsidies #tradewar #usa #china #memory #ic

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"Yet despite these good products, the company lost money throughout the entirety of the 1970s - $20 million in a good year, $50 million in a bad one. Each year, the government compensated them for exactly the amount of that loss. The government did this because they - like many other people in Europe - thought that semiconductors would always lose money. You must do them because they support critical things like nuclear weapons and other strategic industries. But don't expect to make money from it. In an atomic bomb, who cares if a transistor costs one dollar or a thousand dollars? So just make the best darn transistor you can make, and forget about the cost. So volumes cratered, product lines expanded, and costs rose. This arrangement made sure that everyone stayed employed - not unimportant in Italy those days with its leftist bent - and some high quality products got made. But it also left the company in limbo. They were perfectly satisfied to sell small numbers of chips solely into Europe - itself a declining semiconductor market. .... In 1979, the company hired a new CEO - Pasquale Pistorio. .... Over many years, he worked his way up to be vice president of Motorola's international semiconductor division and the most senior non-American in the world's second largest semiconductor company. The SGS job offered a 40% pay cut and required him to take an armored car thanks to terrorists. But Pistorio embraced the professional challenge of turning around what he called a "basically broken" company that still held national importance to his home country. It would also allow him to move home to be with his aging parents." Extract from excellent article on STMicroelectronics by Jon Y

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🛡️ #NXP is synonymous with top-notch quality and dependability in the realm of functional safety. Through our SafeAssure program, we facilitate collaboration between specialists and designers to exchange extensive expertise in automotive and appliance safety, access a wealth of product development resources, and forge strategic partnerships with leading industry players. Discover more today!

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Nexperia Invests $200 Million in #Hamburg #Chip Facility 🇩🇪 #Semiconductors manufacturer #Nexperia announced plans to invest $200 million (appx. 184 million Euros) to develop the next generation of wide bandgap semiconductors (#WBG) such as #siliconcarbide (#SiC) and #galliumnitride (#GaN), and to establish production infrastructure at the #Hamburg site. At the same time, #wafer fab capacity for silicon (Si) #diodes and #transistors will be increased. The investments are jointly announced with Hamburg’s Minister for Economic Affairs, Dr. Melanie Leonhard, on the occasion of the 100-year anniversary of the production site. Thanks to EPS News for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eRJAYVqV #semiconductorindustry #semiconductor #semiconductormanufacurting #geopolitics #chips #batterytechnology #technology #tech #innovation

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📺 👩‍💻 Our SKiiP 4 SiC Webinar in March created quite a buzz! Many now understand the significant potential of silicon carbide-based converters/inverters in boosting efficiency. Even a 1% efficiency improvement on a 10MW converter system, at $50/MWh, translates to over €40k in additional annual revenue for the utility! 💡 This excitement centres around the Semikron Danfoss SKiiP 4 SiC and the stacks utilizing this new technology. It's Time-to-Market, it's Time-to-Profit! For OEMs delivering value through control electronics and software, this is the solution to outpace the competition. 📼 The webinar is still available on our website. 📆 Better yet, visit us in Hall 7 during PCIM Europe from June 11th-13th in Nuremberg. Come and meet Anastasia Schiller, Emilio Meza, or Andreas Winterholler — 😀 😀 😉 they are eager to understand your needs, challenges and timelines. #skiip4sic #siliconcarbide #P2X #hydrogen #hydrogenstorage #greentransition #powerelectronics #stacks #timetoprofit

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Worldwide Silicon Wafer shipments dip 5% in Q1 2024, SEMI reports 💡 Worldwide silicon wafer shipments decreased 5.4% quarter-over-quarter to 2,834 million square inches in the first quarter of 2024, a 13.2% drop from the 3,265 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry. “The continuing decline in IC fab utilization and inventory adjustment led to negative growth across all #wafer sizes in Q1 2024, with polished wafer shipments falling slightly more year-over-year than EPI wafer shipments,” said Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. “Notably, utilization by some fabs bottomed out in Q4 2023 as growing #AI adoption fueled rising demand for advanced node logic products and #memory for #datacenters.” Thanks again to SEMI for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/e_xtsdv9 #semiconductorindustry #semiconductors #semiconductormanufacturing #technology #tech #it #artificialintelligence #geopolitics #chip #chips #ic

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#HBM3e Production Surge Expected to Make Up 35% of Advanced Process #Wafer Input by End of 2024, Says TrendForce Corporation 🤯💡 TrendForce 集邦科技 reports that the three largest #DRAM suppliers are increasing wafer input for advanced processes. Following a rise in #memory contract prices, companies have boosted their capital investments, with capacity expansion focusing on the second half of this year. It is expected that wafer input for 1alpha nm and above processes will account for approximately 40% of total DRAM wafer input by the end of the year. #HBM production will be prioritized due to its profitability and increasing demand. However, limited yields of around 50–60% and a wafer area 60% larger than DRAM products mean a higher proportion of wafer input is required. Based on the TSV capacity of each company, HBM is expected to account for 35% of advanced process wafer input by the end of this year, with the remaining wafer capacity used for #LPDDR5(X) & #DDR5 products. Regarding the latest developments in HBM, TrendForce indicates that HBM3e will become the market mainstream this year, with shipments concentrated in the second half of the year. Currently, SK hynix remains the primary supplier, along with Micron Technology, both utilizing 1beta nm processes and already shipping to NVIDIA. Samsung Electronics, using a 1alpha nm process, is expected to complete qualification in the second quarter and begin deliveries mid-year. Thanks again to Ellie Wang and TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/egZzu8eY #semiconductorindustry #semiconductors #chips #icdesign #ic #ai #aiot #it #computing #computer #semiconductormanufacturing #hpc #micron #samsung #skhynix #usa #taiwan #southkorea #japan #chipsact

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The European #electronics industry risks falling behind 💡 (by Dennis Dahlgren) Key segments of the EU's #electronicsmanufacturing industry are set to decline – undermining Europe’s #security, #industrial resiliency, and global competitiveness. A recent analysis by IPC reveals Europe's increasing reliance on foreign regions for electronics manufacturing in critical and strategic sectors such as #aerospace and #defence. Even with the adoption of the European Chips Act, the report – Securing EU’s Electronics Ecosystem – shows that the EU’s market share in critical electronics components other than #chips, such as #PCBs, electronic manufacturing services #EMS, and #advancedpackaging, will fall to 15% by 2035. Evertiq - Global has previously reported on the challenging situation the European industry is facing – especially the PCB industry. Over the previous two decades, the PCB industry in Europe has seen a severe decline, one could even call it an erosion. In passing the Chips Act, the EU made a strategic, but narrowly crafted commitment to the electronics industry – but rebuilding a robust and sustainable European electronics ecosystem requires revitalising and expanding electronics production beyond chips. According to the IPC, a "#silicon to systems" strategy is required – even necessary – to support ongoing EU technological leadership and achieve strategic objectives. Thanks again to Dennis Dahlgren and Evertiq - Global for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eQSr5hmu #semiconductors #semiconductor #semiconductorindustry #technology #it #tech #innovation #geopolitics #chip #chips #ic #ai #computer #iot

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Daily News ⑤Intel has a wafer-level assembly problem, hurting Core Ultra sales. "Seasonal client revenue is constrained by wafer level assembly supply, which is impacting our ability to meet demand for our Core Ultra-based AI PCs," Gelsinger said during the earnings call. Gelsinger acknowledged that demand will only intensify with Microsoft's expected update to Windows 11 and AI boom. The sales of AI PC CPUs are predicted to beat 40 million units. ⑥Apple plans to spend more in Vietnam.  According to Retail News Asia, as of FY23, the number of Apple suppliers in Vietnam increased to 35, an increase of 10 from the previous year, ranking fourth globally. Apple CEO Tim Cook recently visited Vietnam and met with Prime Minister Pham Minh Chinh, pledging to ramp up procurement of components from local suppliers and support their innovation. ⑦Murata secures $2.6 billion-worth orders in 24Q1, up 30.8%. Murata Chairman Tsuneo Murata said that the smartphone market has shown a recovery in components shipments with demand growth in lower-end and high-end clients. The company's MLCC utilization rate is expected to rise to 85-90% this year. In addition, Murata received $2.6 billion worth of orders during the first three months this year, soaring by 30.8% from a year earlier. ⑧Desay SV, GAC's Hyper, NVIDIA to co-develop cockpit-driving integrated L4 solutions. On April 26, Desay SV, GAIC AION's Hyper brand, and NVIDIA signed a tripartite cooperation agreement at the Auto China 2024 in Beijing. The trio aims to manufacture L4 production vehicles jointly, providing power support for advanced autonomous driving functions, confident views, digital clusters, and AI-powered cockpits. Hyper plans to mass-produce L4 models by 2025, achieving an industry-leading 2,000 TOPS computing power. #randa #electroniccomponents #semiconductors #ic #cpu #mcu #gpu #chips #autoparts #vehicles #materials #trends #AI #supplychains #Intel #Apple #Murata #Desay #EV #DDR #NVIDIA #procurementstrategies

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#Intel: the chronicle of a death foretold or the revival of the phoenix Following Intel Corporation’s recent announcement of a two-year delay in the construction of its #chip factories in #Germany and #Poland, Yole Group experts, Emilie Jolivet and Guillaume Girardin review today the reasons that have placed Intel in such an uncertain position. Today’s chronicle is based on Yole Group’s collection of reports focused on the #processor industry. Including the annual report, Status of the Processor Industry(2024 edition coming soon), the Processor Market Monitor, and many more, Yole Group’s analysts offer a comprehensive overview of this industry, highlighting the market evolution and business issues, all linked to the latest innovations. Have a break and deep dive into Intel’s fortunes. A big hanks again to Yole Group and to Emilie Jolivet and Guillaume Girardin for the full article with the background and insights via the link below 🙏💡👇 https://lnkd.in/eZ3F2QYe #semiconductorindustry #semiconductormanufacturing #tech #it #ic #innovation #computer #computing #datacenter #cloud #mobile #chip

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STMicroelectronics Maintains Top Spot with 32.6% Market, onsemi Rises to Second Place in 2023 Revenue Ranking for #SiC Power Devices, Says TrendForce Corporation 💡 TrendForce 集邦科技 reports that the SiC power devices industry maintained strong growth in 2023, driven by the application of #BEVs. The top five suppliers accounted for approximately 91.9% of total revenue; ST lead the pack with a 32.6% market share while onsemi rose from fourth place in 2022 to second place. TrendForce’s analysis indicates that demand from #AI #servers and other fields will significantly increase in 2024. However, the noticeable slowdown in the sales growth of BEVs and weakening #industrial demand are affecting the SiC #supplychain. It is expected that the annual growth rate of industry revenue for SiC power devices will significantly decelerate in 2024 compared to previous years. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/ePiyY-nw #semiconductorindustry #semiconductors #semiconductor #technology #semiconductormanufacturing #innovation #automotiveindustry #chip #chips #geopolitics #batterytechnology #battery #electricvehicles #evs

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