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)

Comments

Post a Comment

Popular posts from this blog

Infineon launches new CoolMOS S7T with integrated temperature sensor

Image
  【Lansheng Technology News】In order to improve the accuracy of junction temperature sensing, Infineon Technologies has launched a new CoolMOS™ S7T product series with integrated temperature sensor. Integrating this family of semiconductor products into systems can improve the durability, safety and efficiency of many electronic applications. CoolMOS™ S7T features excellent on-resistance and high-precision embedded sensors, making it ideal for improving the performance and reliability of solid-state relay applications. SSR is a basic configuration of various electronic devices, and if the sensor and super-junction MOSFET can be integrated into the same package, customers can gain many benefits. Infineon's innovative solutions improve the performance of relays and enable them to operate reliably even under overload conditions. The integrated temperature sensor provides up to 40% better accuracy and 10x faster response time than a standard stand-alone on-board sensor at the drain...
Read more

The global automotive semiconductor sensor market will reach $14 billion in 2028

Image
  Yelo predicts that by 2028, global automotive semiconductor sensor shipments will reach 8.3 billion, and the market size will reach 14 billion US dollars, an increase compared to 2022, with a compound annual growth rate (2022 to 2028) of 10%. How Automotive Market Trends Are Affecting Semiconductor Sensor Manufacturers As vehicles become more electrified and include higher ADAS and safety component content, sensor makers will grow or shrink depending on their positioning. The transition to fully electric vehicles will have a negative impact on manufacturers of sensors for traditional internal combustion engine applications such as engine pressure sensing, emission control and engine control (EGR, throttle, shaft...), etc. Over the next five years, these players will start to see the effects of this shift, but by the end of the century, the impact will be even greater, especially after Europe bans new internal combustion engine vehicles in 2035. Suppliers of MEMS pressure and gas ...
Read more

ON Semiconductor and BorgWarner Expand Silicon Carbide Strategic Cooperation, the Total Agreement Value Exceeds $1 Billion

Image
  【Lansheng Technology Information】 ON Semiconductor  and BorgWarner have expanded their strategic cooperation in silicon carbide (SiC), with a total value of more than 1 billion US dollars. BorgWarner plans to integrate ON Semiconductor's EliteSiC 1200 V and 750 V power devices into its VIPER power modules. For a long time, the two parties have carried out strategic cooperation in a wide range of product areas, including EliteSiC devices. ON Semiconductor  offers high-performance EliteSiC technology while maintaining the high standards of quality, reliability and supply stability required by the EV drive market. ON Semiconductor has decades of experience in the design, development and manufacture of power semiconductor products, proven in high-volume automotive applications. BorgWarner's silicon carbide main drive inverters offer higher energy efficiency, better cooling performance, faster charging and more compact packaging than other competing solutions. BorgWarner's u...
Read more