Yu YANG

According to Joe Easton from the equities team at Bloomberg News on stocks to watch, yesterday ASML fell 10% together with a number of stocks in the semiconductor sector such as Tokyo Electron US and TSMC resulting in a global asian semiconductor sell off and stocks falling to a 2.5 year low, due to an exogenous event from the Biden administration considering severe kerbs if they continue to give advanced semiconductor technology access to China. https://lnkd.in/ehbWPChQ This was contrary to TSMC announcing bumper results yesterday, with sales more than doubling since 2020 https://lnkd.in/eqwUfszJ The example dashboard below shows location insights on TSMC Fab 3 for July 2024 compared against July 2023. As you can see activity has increased significantly. Please contact marketing@yellowsubmarine.io or our partners Neudata, or QUICK Corp. - Japan Financial Information - for further information. Yellow Sub AI is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker or Financial Planner. See our disclaimer here https://lnkd.in/gNaBj6nv

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The #automotive industry is undergoing a transformation with the rise of #electrification. This revolution is impacting two-wheeled vehicles ranging from motorcycles to scooters and e-bikes of all classes and price points. As fuel prices rise and consumer demands for efficiency and convenience increase, electric vehicle (EV) models are gaining widespread popularity. Find out more about the electrification revolution in this blog post by NXP Semiconductors💡

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𝗡𝗼 𝗖𝗵𝗶𝗽𝘀, 𝗡𝗼 𝗚𝗹𝗼𝗿𝘆! The national semicon consortium ChipNL makes an urgent appeal to the new cabinet to invest 100-150 million euros per year over the next six years in an innovation programme for the Dutch chip industry. As a consortium partner, we think it is important to strengthen this call and therefore let our voice be heard here too. The Dutch chip industry is of great value to the geopolitical position of the Netherlands and Europe. However, the lack of focus, public investment and a joint strategy mean that we are in danger of falling behind. Investing in innovation of the Dutch semicon sector means investing in the Netherlands' competitive position on the world stage, in the global companies of tomorrow and thus in the jobs of the future! Read our letter and feel free to share to make your voice heard too. Brainport Development, TNO, Oost NL, High Tech NL

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imec #ITF2024 - USING PHOTOACOUSTICS TO LOOK DEEPER INSIDE THE BODY: Let's continue our coverage of interesting optical technologies we saw at the recent imec ITF2024 two-day conference in the heart of #Antwerp. On day two, I wandered around the exhibition looking for demos – you know that I love demos. I renewed contact with Hilde Jans, who is R&D Project Manager at imec. Watch the video! She brings us up to date on what Optica Corporate member imec is doing in the field of photoacoustics for (mainly) biomedical applications. This is a non-invasive sensing technique for biomedical applications, such as tumour imaging or glucose sensing. It is based on the photoacoustic principle discovered by Alexander Graham Bell (yes, him), where incoming light is absorbed by a sample and generates sound waves. Looking deeper inside the body Because it focuses with sound, photoacoustics is able to image deeper in tissue than light-based alternatives. When imaging biological tissue, the choice of modality depends on the contrast used for imaging and the trade-off between resolution and depth. Light waves, e.g. used in endoscopy or microscopy, can generate high-resolution images but don’t travel far unperturbed. Deeper in tissue, the light gets scattered, resulting in blurry images. High-energy X-rays form a special case as they penetrate deep into the tissue and yield high-resolution images, but this ionizing radiation limits their use. To circumvent these drawbacks, other options that don’t rely on unperturbed light propagation have also been explored. Acoustic or sound waves are well known to safely monitor foetuses in the womb using ultrasound imaging. These mechanical waves are less scattered than electromagnetic waves of comparable frequencies or wavelengths, so they can reach objects deeper in the tissue. However, ultrasound images typically suffer from a low resolution. MRI images have greater detail than ultrasound images, but they are typically not real-time and static. In the soft spot between these established imaging methods emerges a novel technique with the resolution of light-based imaging and the good depth penetration of sound-based imaging, called photoacoustics (PA). It is capable of imaging finer blood vessels than other techniques without the need for contrast agents or X-ray. More info here: https://lnkd.in/dH2mNMb2

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FOLLOW THE MONEY AGAIN – MORE imec.xpand INVESTMENTS IN MEDTECH & LIFE SCIENCES TO DISCUSS. In the run-up to the Optica Global Photonics Economic Forum on October 1-2, 2024, (more info here: https://lnkd.in/ddAx2G2A) we are sharing some more investor-related interviews made during the recent imec ITF2024. If you are a running a med-tech startup, you should definitely watch today’s interview! I feel that medtech (in Europe at least) could do with a push. There are lots of startups with very good ideas. But I remember Fokko Pieter Wieringa from imec the Netherlands (busy with developing the artificial kidney) explaining to me that medical startups have two valleys of death – first funding the prototype, then finding a system integrator to help fund the clinical trials. It can take decades! He also pointed out that many startups spend too long convincing doctors and surgeons they have a winner. But the doctors don’t buy their products. Seek support instead from those who will buy your machines, who will pay for it (insurance companies?) and patient organisations that may help support your quest for #FDA approval. As well as keynote speakers in Antwerp last week, we were eager to talk with imec.xpand, to understand how they interact with startups and scaleups in 7 European countries plus the US and beyond. They recently announced a new fund of 300 million Euro. So, in the second half of our chat with imec.xpand, co-founder Peter Vanbekbergen we discussed the following companies. Azalea Vision, Axithra, Nagi Bioscience, and Morrow Eyewear (including an interview we made a while back with Jelle De Smet CTO of Morrow at their first launch – in 2024 they are entering the commercial market with autofocal glasses. I also made reference to an excellent talk given by Gosia Jurczak, MD Lam Research at imec who gave one of the most interesting presentations on the first day (ITF World). Not sure if it was recorded. We’re also delighted that imec president Luc Van den hove will give a keynote at our Forum in Malaga, where we hope to learn about imec’s plans for manufacturing in that part of southern Spain. Onward!

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We live in a world where nearly every aspect of our lives is touched by technology, creating a cycle where increasing capabilities drive growing demand, and growing demand fuels further technological progress. With the rise of graphics and AI applications, the need for advanced compute workloads, expansive storage, and high-speed data transfer has never been greater.     At Intel, we are dedicated to pushing the boundaries of semiconductor technology at all levels of computing through dimensional scaling, innovative materials, novel architectures, and groundbreaking advancements. Our relentless pursuit of these innovations ensures that Moore’s Law, which has revolutionized computing for almost 60 years, continues to drive progress forward.     Join me at imec on Wednesday, May 22, as I speak about empowering the future of compute and the importance of semiconductor research for the continuation of Moore’s Law. Check out the event page here: https://lnkd.in/eHfCYDu9   #Intel  #IamIntel #IntelFoundry #AI

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Discover Belgium's Semiconductor Sector: A Hub of Innovation and Opportunity 🌍💡 🚀 Why is Belgium a Key Player? Belgium stands at the forefront of the semiconductor industry, particularly celebrated for its innovation hubs in Leuven, Ghent, and Antwerp. This sector is pivotal, driving not only local but global advancements in technology and contributing significantly to the economic landscape. 🔍 Career Opportunities Awaiting You Research and Development: Spearhead the creation of cutting-edge semiconductor technologies. Engineering Roles: Dive into roles ranging from design to manufacturing engineering. Sales and Marketing: Bridge the gap between groundbreaking technologies and global markets. Supply Chain Management: Optimize the flow from production to distribution. Quality Assurance: Ensure products meet the rigorous standards necessary for global competitiveness. 🌟 Whether you're a fresh graduate or a seasoned professional, the semiconductor sector in Belgium offers a wealth of opportunities to innovate and excel. Join this vibrant community and be at the forefront of technological advancement! 📈 Let's Connect! Are you active in the semiconductor industry or interested in exploring career opportunities in this sector? Connect and discuss how we can drive growth and innovation together in Belgium's dynamic landscape.

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Kickstart the week in California:   Imec's ITF USA not only gave insight's into the next generations of semiconductor packaging but also addressed the topic of women in tech and the environmental impact of the #semiconductor industry. Emily Gallagher of imec beatifully showed: The more processing steps you have in your fab, the more emissions you generate!   Meeting my dear friend Salah Nasri, the man behing International Semiconductor Executive Summits , gave me the opportunity to dive into the buzzling ecosystem of the Stanford University campus. The density of talent and decision makers you can meet here is just breathtaking. Deep discussions about tech, funding, politics all within a couple of hours. It also gave me the opportunity to sneak into a presentation of Sara Spangelo, formerly Swarm Technologies (acq. by SpaceX) now SpaceX X, on how to sucessfully scale and sell a hardware, deep tech #startup! Inspiring!!!!   Now, off to #SemiconWest, where we will present Scrona Ltd.’s third generation of high precision, high throughput multi-nozzle printheads to disrupt micron-scale manufacturing by moving from a subtractive to an additive mode, significantly reducing the necessary processing steps. Which, as Emily demonstrated, will significantly reduce emissions!   Let’s see what Tuesday will bring: Reach out if you are at Semicon West and let’s meet! SEMI SEMI Sustainability

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RIP to one of the greats of analog IC design

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#DDR3 Price Rebound Expected in the Upcoming Quarters, Benefiting #Taiwanese Manufacturers - check out at MEMPHIS Electronic for best options for your design in... 🤩 As the standard #DRAM market experiences an unprecedented cycle of supply-demand imbalance, the #shortage of DDR3 production capacity has become even more severe. According to a report from the Economic Daily News, with leading #manufacturers like #Samsung exiting DDR3 production, while demand for DDR3 from #AI and #edgecomputing devices continuing to increase, the storage capacity per single device is rising sharply. This is expected to drive a rebound in DDR3 prices, potentially benefiting related #Taiwanese manufacturers such as Winbond, Elite Semiconductor Microelectronics Technology (#ESMT), and Etron Technology Inc. 鈺創科技. In response to the shift of operational focus to high-bandwidth #memory (#HBM) and #DDR5, the world’s top three memory manufacturers are gradually phasing out the #DDR3 market. You can reach out to MEMPHIS Electronic the MEMORY COMPETENCE CENTER of the industry, to find alternatives that will fit your requirements and are also long term available. MEMPHIS Electronic - WE KNOW MEMORY A big thank you to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/dTG9kVbj Neumonda Intelligent Memory

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21 May 2024 - imec in Belgium is to host a pilot line to develop 1nm CMOS SoC and chiplet technologies with an investment of €2.5bn. The NanoIC pilot line will focus on sub-2nm CMOS technology, which will be key for the Intel 16A process with features as small as 1.6nm and below. Prototyping chiplets is expected to be a key technology for the line. The funding was announced at the imec technology forum (ITF) in Antwerp today with €1.4bn expected to come from Horizon Europe and Digital Europe through the Chips Joint Undertaking(Chips JU) and the Flanders state government

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In many regards, the current state of the electronic component and semiconductor market is quite positive. According to ECIA’s Electronic Component Sales Trend (ECST) released in March, for example, February saw overall electronic component sales move into positive territory for the first time in 21 months on the back of momentum from interconnected, passive, and electromechanical (IP&E) devices. The trend continued into March, with nearly all major electronic segments surpassing the 100-point threshold that indicates positive growth. However, just because current news is positive does not mean the market — or the manufacturers purchasing within it — should become complacent. The largest reason: continued geopolitical tensions. Learn more: https://lnkd.in/eM4_fmUh

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In many regards, the current state of the electronic component and semiconductor market is quite positive. According to ECIA’s Electronic Component Sales Trend (ECST) released in March, for example, February saw overall electronic component sales move into positive territory for the first time in 21 months on the back of momentum from interconnected, passive, and electromechanical (IP&E) devices. The trend continued into March, with nearly all major electronic segments surpassing the 100-point threshold that indicates positive growth. However, just because current news is positive does not mean the market — or the manufacturers purchasing within it — should become complacent. The largest reason: continued geopolitical tensions. Learn more: https://lnkd.in/eM4_fmUh

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Belgian research lab imec has recently achieved a significant milestone in semiconductor technology by demonstrating the first electrically functional CMOS complementary FET devices with stacked bottom and top source/drain contacts. CFET devices are considered a promising candidate for next-generation process technologies below 1nm, offering potential advancements in transistor design and performance. These CFET devices consist of two transistors stacked on top of each other, each featuring an 18nm gate length, 60nm gate pitch, and 50nm vertical separation between n and p devices. The electrical functionality of these devices was successfully showcased on a test vehicle containing nFET and pFET devices with a common gate, and top and bottom contacts connected from the front side. #electricalengineering #electronics #embedded #embeddedsystems #electrical #computerchips Follow us on LinkedIn to get daily news: HardwareBee - Electronic News and Vendor Directory

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On July 11th, join me for a FREE webinar on the future of connectivity: Always Connected: Next-Gen NTN Technology and its Impact. We'll be exploring the revolutionary potential of NTN alongside industry leaders from Murata and Skylo Technologies. In this session, you'll discover: ✅ How NTN expands global coverage, eliminating those frustrating connectivity gaps. ✅ Strategies for maximizing network efficiency and unlocking the true power of your cellular network. ✅ The exciting world of next-generation hybrid devices that combine cellular and NTN thanks to GEO satellites. This webinar is perfect for anyone who wants to stay ahead of the curve in connectivity. Register now>> https://hubs.ly/Q02D8FLs0 GSMA Mobile World Live #ntn #cellularconnectivity

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Last week, I had the privilege of having lunch with some colleagues of the Gen Z team at Melexis- the future of our industry. Their perspectives are as refreshing as they are enlightening. Here's what resonates with them: 🤝 Trust & Flexibility: They value the trust they receive from team leads and the company. The freedom to work remotely or in the office is not just a plus; it's essential. 📚 Continuous Learning: They are eager to grow, tapping into internal resources and having experiences at external events like keynotes and conferences. 💻Tech Savvy: Technical skills are a must-have, but it's the collaborative spirit and positive atmosphere among team members that truly drives innovation. 🌱 Purpose-Driven Work: Engagement comes from meaningful work that is in line with their values. Our colleagues are confirming the global trends I often read about. They’re shaping a future where work adapts to people, not the other way around. #Melexis #GenZ #WorkplaceCulture #FutureOfWork Anastasiia Besova Brecht Van Roy Cedric Debien Thomas Gielis Jeroen Goelen Lana Lazareva Liese Hubrechtsen

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THANK YOU AND CONGRATULATIONS TO imec, ASML and ZEISS Group. Hello from the plane to Boston. I’m heading to the Massachusetts Institute of Technology for the spring meeting of IPSR-I, which Optica is supporting. More on this to follow. But the long journey gives me a chance to thank you for the many positive responses over the last few days as we’ve shared the outcomes of several important meetings affecting the photonics industry. Photonics21 AGM and the spectacular imec ITF2024, which drew 2000+ people to Antwerp, Belgium just over a week ago. Today, I’m sharing a fun last interview on child presence detection with Sharada Prasad Shantharam from imec the Netherlands, which symbolises the international character of this meeting. I’m also sharing some overall impressions. I noticed a marked improvement on many of the exhibition stands this year with live demos straight from the lab, many close or ready to manufacture. And people willing to share their excitement and insights. And as we learned at ITF, June 3, 2024 is an important date for both imec and ASML. Today they officially opened the High NA EUV Lithography Lab in Veldhoven, in the heart of the Brainport Eindhoven region. This state-of-the-art lab offers partners unparalleled access to the first prototype High NA EUV scanner. It marks a crucial step towards integrating High NA EUV technology into high-volume manufacturing, anticipated around 2025-2026. They will provide leading logic and memory chip manufacturers, as well as advanced materials and equipment suppliers, with access to this pioneering technology. Is this the most sophisticated demo ever? The lab aims to mitigate risks and develop practical applications before the scanners are widely available. In preparation since 2018, the milestones involve intensive collaboration with ZEISS Group to overcome technical challenges related to the scanner's source, optics, and precision. imec, alongside its supplier network, has been instrumental in developing the patterning ecosystem, including advanced resist materials and photomasks. Luc Van den hove, President and CEO of Imec, emphasized the significance of this milestone: “High NA EUV is a game-changer in optical lithography, promising advanced patterning capabilities that will push Moore’s Law into the ångström era. The High NA EUV Lithography Lab will enhance our 300 mm cleanroom capabilities in Leuven, driving the patterning ecosystem to new heights.” Definitely something to think about. Safe journeys....

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