Frank Foerster

Collaborative Innovation is mandatory for a European Resilient Future The latest figures from the Semiconductor Industry Association reveal telling trends about the future of semiconductor manufacturing and its geopolitical ramifications. What's Changed and What's Next? Over the past year, we've observed a seismic shift in semiconductor capital expenditures. The data points to a notable increase in investments across Taiwan, the U.S., and China, which collectively account for over half of the global semiconductor capex projected for 2024-2032. Europe, despite its strategic efforts to ramp up capabilities, is positioned to account for just 10% of the global capex. Strategic Consequences This investment distribution has profound implications for regional strategic positioning in the semiconductor industry. As Asia and the U.S. continue to expand their dominance, Europe's modest increase, while significant in relation to its past performance, does not position it to compete on equal footing with the leading regions. This underscores a persistent strategic challenge for Europe — scaling up sufficiently in a domain where geopolitical tensions and technological sovereignty are increasingly intertwined. Geopolitical Tensions The concentration of semiconductor capacity in Asia, particularly in Taiwan and China, alongside aggressive U.S. investments, highlights the geopolitical stakes associated with technological leadership in semiconductors. Europe’s smaller slice of the investment pie not only reflects its limited leverage in the semiconductor market but also illustrates the broader geopolitical implications: as dependencies on Asian and American chips persist, Europe remains vulnerable to external supply chain disruptions. Europe's Role: A Critical View Even with significant advancements compared to previous years, Europe's role in the semiconductor arena is unlikely to transform into a leadership position soon. The region's growth, although commendable, is insufficient to mitigate the heavy influence of established powers or to significantly alter the global semiconductor landscape in the near future. My personal view is that European industrial clusters (not just semiconductor manufacturers but users of semiconductors) should do more to create ecosystems that understand the strategic implications for their industries. The lessons from COVID-19 have not yet solved age-old problems: chip makers are still too often seen as mere suppliers with whom to discuss costs, without appreciating the power of innovation they bring. At the same time, chip makers should come together more effectively to increase their global influence and help Europe plan investments that do not further fragment the landscape. A more collaborative and strategically integrated approach between chip producers and their users could not only mitigate supply risks but also enhance the entire European industrial value chain. #IndustrialInnovation #EuropeanStrategy #Semiconductors

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IDC: Global #Automotive #Semiconductor Market Revenue to Surpass $85 Billion by 2027 💡 According to IDC’s Worldwide Semiconductor Automotive Ecosystem and #SupplyChain, IDC expects unprecedented growth in the global automotive semiconductor market as the #automotive sector progresses toward digitalization and intelligence. IDC predicts escalating demand for #semiconductors such as high-performance computing (#HPC) #chips, image processing units (IPUs), #radar chips, and #lidar #sensors along with the popularity of advanced driver assistance system (#ADAS), #electric vehicles (#EV), and Internet of Vehicles (#IoV). These technological advancements enhance automotive #safety and bring new growth opportunities for the #semiconductorindustry. According to IDC, the demand for automotive semiconductors will rise substantially in the coming years. Globally, the #vehicle #emission restrictions and supportive policies for new energy #vehicles by governments around the world have further fuelled the market demand for #EVs and #hybrid #electricvehicles (#HEVs). Particularly in #China, #Europe, and #NorthAmerica, stringent environmental standards and policy backing are propelling rapid development in this field. Thanks again to IDC for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eMFSSAWQ #semiconductormanufacturing #electrification #automotiveindustry #ic #chip #foundry #technology #tech #innovation #auto #car #sensors

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Infineon Technologies is on schedule with the construction of the Smart Power Fab in Dresden and is initiating the final construction phase. During a visit, the Prime Minister of the Free State of Saxony, Michael Kretschmer, officially handed over the last outstanding building permit for the new fab issued by the State Directorate of Saxony. With a total investment of 5 billion euros, the company is making a significant contribution to the European Commission goal to increase the EU’s share of global #semiconductor production to 20 percent by 2030. The semiconductors manufactured in Dresden will secure future value chains in key European industries. The products manufactured in the new production facility will be used in the #automotive and #renewable energy industries. The interaction of #powersemiconductors and analog/mixed-signal components enables particularly energy-efficient and intelligent system solutions – hence the name Smart Power Fab.

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As a semiconductor company, we are a fundamental part of digitalization and decarbonization. You could say that neither would work without us 😉 And of course this has special implications for us as #HR function. I had the opportunity to talk to Personalwirtschaft magazine about what the HR function looks like at a large chip manufacturer. You can read the whole #interview in German as paid content on the Personalwirtschaft website (see link in the comments). Let me share one of my main thoughts from the interview with you – and I look forward to hearing your perspectives on it! #WomenInTech: It's not always easy for our industry to live up to our own standards to significantly increase the share of women in (leadership) positions with a still low percentage of female graduates in STEM fields. However, it's no secret that in order to increase the female share, we need to have inclusive talent development programs in place. But from my perspective, it's just as important to make sure to keep the conversation about diversity and inclusion going – especially at the executive level: What's going well, what's not? What conclusions can we draw and where do we need to take action? What do you think about it? Thank you to Personalwirtschaft for the opportunity to talk about our HR work at Infineon Technologies. #People #Diversity

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How does AI help to solve real-world problems in our industry? Listen to the latest episode of the "AI Applied" podcast, featuring our Merck Electronics CEO Kai Beckmann and hosts Jaeden Schafer and Conor Grennan. They discuss how Artificial Intelligence is revolutionizing chip manufacturing and changing the semiconductor manufacturing landscape. With the demand for chips booming and AI driving innovations all around us, tune in to find out how AI is already reshaping how we operate: https://lnkd.in/ghMK3PxT #Innovation #AI #Semiconductor #Podcast #Chips #Intelligence

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Online and offline, nearly 40 participants attended our workshop on "Development of Time-Critical Systems with Automotive Ethernet." Jürgen Scheuring and Robby Gurdan continuously support our customers with consulting in #zonalarchitecture #timesensitivenetworks and #automotiveethernet. #tsnsystems #timematters 

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I recently had a chat with Mark Vena of TechNewsWorld on #AI being the potential to Infineon Technologies’ future of #IoT. The article is a great summary of the evolution of #IoT and its future. You can read the full article here: https://lnkd.in/gQKqNr7c #IoT #WeMakeIoTWork #AI #semiconductors #Edge

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https://lnkd.in/dZtaknFH " The German government has slightly upgraded its growth forecast for this year, as it sees early signs of a recovery in household spending power and industrial output in Europe’s largest economy. " #economy #germany #inflation #growth #europe #growthforecast #gdp

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“When the winds of change blow, some people build walls and others build windmills.” – Chinese proverb #AI is a widely discussed topic these days - and as #semiconductors and #software are both very relevant drivers for AI, of course we at Silicon Saxony do as well. And together with our members, we build windmills, to stay in the picture. :) You will have the opportunity to talk to many of them as well as to a lot of international guests in exactly 4 weeks from now - during the Silicon Saxony Day at Dresden Airport, on June 11th. Check out the full programme here: https://lnkd.in/eQ9KyFEq (please note that there are separate stages :) ) Personally, I am in particular looking forward to 3 great keynotes from Christian Koitzsch / #ESMC, Michael Woittennek / X-FAB #Dresden and of course to the one by Nigel Toon / Graphcore. Nigel's key note is titled as his book: How AI thinks (reading it at the moment, enjoyed it very much already, page 103 from more than 200 at the moment, full review will follow). And of course semiconductors and software play a relevant role in it :). For all those that are not located in #Saxony - actually, the entire week offers reasons to plan a trip: 1. World Trade Centers Association Open #Investor Day on Monday (June 10th) -> https://lnkd.in/erHTFsQb 2. Silicon Saxony Day on Tuesday (June 11th) 3. SEMI 3D & Systems Summit Wednesday to Friday (12th-14th) ->https://lnkd.in/ddnU599m Of course, you could also stay for the weekend and enjoy the Long Night of Science (Dresdner Lange Nacht der Wissenschaften) on Friday :)

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As the application of security in modern electronics evolves, understanding the impact on both hardware and software is critical to addressing the need for security by design.

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At Infineon, we believe that Diversity & Inclusion is a shared responsibility at all levels of the organization. It is essential that everyone feels responsible for fostering an inclusive work environment. This collective responsibility is what makes D&I successful and a lived reality. Our annual Diversity Days, which take place in two weeks, play an important role in promoting understanding and awareness of the power of difference. They consist of a variety of activities, including in-person events, virtual training sessions, networking events, and get-togethers at our global locations. And the impressive number of more than 8,000 registrations for these events reflects our commitment. From my perspective, it is critical to maintain an ongoing dialog about D&I. The Diversity Days are an important part of that, but we also do it through a number of other channels, from our people philosophy to management workshops. In this way, we make D&I an integral part of everyday life at Infineon Technologies. And what do our managers think makes D&I a "lived reality" at Infineon? You can find their thoughts and statements below. Thank you, Helena Saige, Peter Schiefer, Branka Gamber, Elisabeth Tyroller, Adam White and Elena Evangelista for sharing your perspectives. The active participation and engagement of our employees – during Diversity Days and throughout the year, at all levels and across all functions – makes me proud. It shows that fostering and promoting D&I is truly seen as a shared responsibility. Let's continue to work together to create the best Infineon for everyone. 🌈 #DiversityAndInclusion #DiversityMatters #PeopleCreateValue #Diversity #Inclusion

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🚀 Exciting Panel Discussion on ‘’AI @ scale in Networks’’ : Telekom Campus Fair 2024! 🚀   This Telekom Campus Fair, themed "Discover, Innovate, Transform - Reimagine the Network." We’re bringing together the brightest minds in the industry to explore the transformative power of AI in networking and telecommunications.   One of the highlights - An electrifying panel discussion on "AI @ scale for Networks," featuring our esteemed partners (#Nokia #IBM #Qualcomm #Viavi ). We discovered how AI is revolutionizing the network landscape, driving unprecedented innovation and efficiency.   On the topic of Gen AI vs Predictive AI, whilst these are of equal importance, bringing them together is the key to solving most problems, and to help in scaling AI for Networks.   The essential vectors are the Use-cases, AI Platforms, Foundation Models and HW Infrastructure. We see the use-case pillar  as the foremost driver, the kind of platforms and how these can help to scale are of key essence, the criticality of using the appropriate Foundation Models and the need to continually evaluate, evolve, retrain and retune the Foundation Models are important.   Remember that this is a marathon and not a sprint. !   A heartfelt ‘Thank you’ to our panelists (Sameh Yamany, @Steve Canepa, @Aloke Tusnial,  @George Tsirtis ), and our host Ahmed Hafez   This is more than just an event; it’s a unique opportunity to reconnect with partners, friends, and ex-colleagues, and to forge new collaborations that will shape the future of our industry. Let’s harness the power of AI together and transform the way we think about networking.   Stay tuned for more details. Get ready to reimagine the network with us !   Arash Ashouriha Saima Ansari, Jasmina Boumaza, Pablo Brito, Aleksandar Chekorov, Andreana Ciuffreda, Carlos Fernandes, Elena Cvetkovska, Tihomir Dragaš Basma Driss, Holger Erkens, Daniel Ezekiel, Anyue Gao, Jens P. Hartmann, Robert Jeschonnek, Daniel Meredith Céline-Sophie Müller Jakub Serafin, Dr. Antje Wichmann, Gorden Witzel, Christine Böhmer   #telekomcampusfair2024 #leadingdigitaltelco #technology #innovation #AI #sustainability #APIs #disaggregation #security #openran #greentelco #takepart #wewontstop #telekomwall #semiconductorsintelecom #TelekomCampusFair2024 #AIinNetworking #DiscoverInnovateTransform #ReImagineTheNetwork #TelecomInnovation #AIRevolution  

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Oops, We did it again! #Memory companies #investment strategy 💡 We are in the #semiconductor market phase where everybody disagrees about what is happening. The market is up; the market is down. #Mobile #phones are up…. oh no, now they are down. The #PC market is up—oh no, we must wait until we can get an #AI PC. The #inflation is high—the consumer is not buying. For us in the industry, the 13-week financial analyst cycle is the entire universe - time did not exist before this quarter, and it will cease to exist after it. Sell, sell, sell, pull, push, cheat, steal, fake, blame! Anything to make the guidance number. If you are in the hamster wheel, there is no oxygen, and you lose the overview. The bottom line is that it does not matter, and the quarterly cycles are a (sometimes expensive) distraction from achieving long-term business success. The #semiconductor business does not rotate around a quarter or a financial year. It is orientated around a four-year cycle, as can be seen below. A very big thank you again to Claus Aasholm and Semiconductor Business Intelligence for the full article with more background, insights and charts via the link below 💡🙏👇 https://lnkd.in/eTeEe3qs? #semiconductorindustry #semiconductors #semiconductormanufacturing #technology #tech #memory #dram #nand #nandflash #flashmemory #ic #chip #usa #japan #southkorea #taiwan #china #singapore #computer #it

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Post-quantum cryptography is supported and performance limitations are removed by the security paradigm. A Cybersecurity Satellite (CSS) and a Cybersecurity Real-time Module (CSRM) with dedicated memory are part of the controller family. When used in combination with ESCRYPT CycurHSM 3.x, the CSS offers accelerators for cryptographic services that may be processed in parallel and greatly increase throughput.

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The latest issue of Mouser Electronics' technology and solutions journal, Methods, is equipping engineers with comprehensive insights into how #quantum technology will improve the future by solving complex problems. Check out the first issue, "Engineering the Quantum Future," below!

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Can investment from TSMC, Infineon Technologies and others revive #Europe's #chip dreams? Skeptics say more government subsidies, skilled workers and end customers are needed 💡🇩🇪 New arrivals include Taiwan Semiconductor Manufacturing Co. The world's largest contract #chipmaker plans to start construction later this year on a 10 billion euro chip facility -- its first in Europe -- right next to #Bosch's factory, with investments from #NXP, #Infineon and Bosch. #Globalfoundries is also mulling a several billion euro expansion in the city of Dresden. #Fraunhofer, #Europe's top application-oriented #research institute, is expanding its R&D facilities for next-generation advanced #chip packaging technologies and computing in memory solutions in #Dresden. This rush to expand is raising hopes that Europe can become a major player in advanced #semiconductors, vital components that power everything from #smartphones to fighter jets. But local industry veterans question whether the sudden surge in #investment and recent government support will pay off. A very big thank you again to Cheng Ting-Fang and Nikkei Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eHGD7NAk #semiconductorindustry #semiconductormanufacturing #technology #ai #it #chips #geopolitics #semiconductors #semiconductor #foundry #tech Silicon Saxony Frank Bösenberg ❤️

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By introducing unprecedented PSU performance classes, Infineon enables cloud data center and AI server operators to reduce their energy consumption for system cooling. The innovative PSUs reduce power consumption and CO₂ emissions, resulting in lower lifetime operating costs.

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