Trends of benchmark companies in the semiconductor industry by Lansheng Technology

 

【Infineon】 #infineon 's Dresden 300mm fab was approved to start ahead of schedule, the largest single investment in the company's history


【STMicroelectronics】#stmicroelectronics 's capital expenditure will reach 4 billion U.S. dollars this year to expand industrial MCU production capacity, and the 12-inch MCU production capacity will double by 2025


【NVIDIA】Next year BYD will use the #nvidia Drive Orin high-performance computing platform in all its vehicles


【Tesla】#Tesla's next-generation platform will reduce silicon carbide by 75%, and the next-generation motor will not require any rare earth components


【Ford】#Ford plans to build 500,000 electric trucks a year at its upcoming Tennessee plant (Wall Street Journal)


【Toshiba】#Toshiba accepts JIP's $15.3 billion takeover offer


【Mitsubishi Electric】#Mitsubishi Electric plans to double its investment within five years and build a new 8-inch SiC fab


【Samsung Electronics】#Samsung Electronics' Samsung Foundry has been producing MOSFETs for Infineon since last year (DigiTimes)


【TSMC】#TSMC will invest more than 200 billion US dollars in Taiwan to build more than ten 2/3 nanometer fabs (Business Times)

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