Stella Duzsar

Did you know that we’re expecting an average of more than 40 Bosch semiconductor chips to be integrated in every new vehicle by 2035? What already sounds like quite a lot is only likely to increase in the years to come. 🚀 According to Bosch estimates, 70 percent of all new cars in Europe will likely be purely electric by 2030. Of course, we are well-prepared. We are systematically reinforcing our semiconductor business and expanding our global semiconductor manufacturing network. 🌎 Bosch is specialized in producing semiconductors for the automotive industry in both Dresden and Reutlingen. And we will soon also manufacture these demanded chips in Roseville, California. More precisely, our American colleagues will produce first silicon carbide (SiC) chips on 200-millimeter wafers starting in 2026. Until then, we are ensuring the knowledge exchange between our new fab in California and our wafer fab in Reutlingen, where the first samples on 200-millimeter wafers are currently being produced for customer trials. Read all about this ongoing success story here: https://lnkd.in/eiGexgPR

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The Missing Strategy in Europe's Chip Ambitions 💡 Member States Must Drive the Next Steps 👏 by stiftung neue verantwortung - NOW: interface! #European #semiconductor #technology suppliers hold market-leading—sometimes monopolistic—positions at various points in the global semiconductor value chain. #Europe is home to competitive suppliers of #semiconductormanufacturing equipment, #chemicals, #sensors, #automotive #chips, and power #semiconductors, to name just a few. Because of the steep barriers to entry and close customer–supplier relationships, these are not easy markets to enter and successfully compete as a new company. The world depends on semiconductor technologies from European companies, and just as Europe depends on front- and back-end manufacturing in #Asia, Asian fabrication plants (fabs) depend on #manufacturing equipment and chemicals from European suppliers. Furthermore, manufacturers of #electricvehicles all over the world depend on chips from Europe. The list goes on. Semiconductors are a strategic asset to Europe, one that provides #geopolitical leverage—as other countries depend on access to our #technology. Because #semiconductors are at the epicenter of the #USA – #China technology rivalry, it is crucial for the #EuropeanUnion (#EU) to have a clear-eyed, well-informed semiconductor strategy rooted in current geopolitical reality. Unfortunately, the EU #ChipsAct is not a long-term semiconductor strategy with meaningful policy objectives but a collection of ideas and initiatives. This necessitates EU member states filling in the blanks—understand the competitive position of their domestic semiconductor industries; articulate why and to what end they want to support this sector, and what their long-term policy objectives are; and invest in their national administrative resources and brainpower. Doing all of that is a prerequisite to being able to engage in, as well as shape, policy discourse meaningfully at the EU level, vis-à-vis the United States and at the international level. If EU member state governments fail to enhance and intensify their efforts, there is a very real risk that the European #semiconductorindustry will lose its prominence in the global semiconductor value chain, and Europe would consequently have lost a strategic asset. A very big thank you to Jan-Peter Kleinhans and stiftung neue verantwortung (now: interface) for the full article/perspective and free PDF download via the link below 💡🙏👇 https://lnkd.in/e2NqVpWX #innovation #tech #chip #geopolitics #ic #icdesign #foundry #ai #auto #automotiveindustry #automotivetechnology #industrial #iot #aiot #ml

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semiStocks: The Week's Leaders, Laggards, Regional & Sector Performance                     ... for the week ending Jul 5, 2024 Plc W/W Chg 5-Jul 1 21.3% Aixtron 2 10.5% Semtech 3 8.9% Allegro 4 8.6% MaxLinear 5 8.3% Renesas 6 8.0% STM 7 7.7% SiTime 8 7.6% Ambarella 10.1% Average 83 -3.4% Bruker 84 -3.6% MediaTek 85 -3.8% Valens 86 -4.0% Giga Device 87 -4.3% UMC 88 -4.6% GalaxyCore 89 -5.5% Unigroup GM 90 -6.3% Hua Hong -4.4% Average W/W 2.8% America -1.4% China 5.1% EMEA 4.2% Japan 1.9% Korea -0.3% Taiwan -1.7% Other Asia 1.4% Logic 3.2% AI 5.2% Auto 3.3% Mobile 2.1% Memory 2.4% Analog & Power 0.7% Foundry 0.0% OSAT Can you help me out? Please click the like button so I know these write-ups are of value for you. This for the greater good as I have no investments in these stocks. Also, no guarantees here. I am not a stock analyst. These are just observations and opinions. My opinions here are subject to many unknowns that will cause actual results and outcomes to be different from what is written. This is not investment advice and is not tailored to your specific investment needs. Do your homework and consult a professional investment advisor. #Semiconductor #StockstoWatch #stockmarket #techstocks

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Great recap #CadenceLive #Cadence #semiwiki “The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest.” — Bernard Murphy, SemiWiki Check out Bernard’s #CadenceLIVE recap here: ⤵️ https://ow.ly/K0Lr50RFXWm

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100 Years of Innovation in Hamburg and What’s Next for Team Nexperia It was a distinct honor to celebrate a century of innovation in Hamburg, from the manufacturing of Valvo tubes to becoming the world's largest factory for small-signal diodes and transistors producing 100 billion semiconductors annually. But now we turn our attention to the future. Nexperia is ecstatic to announce a $200 million investment in our Hamburg Fab which will allow the expansion of our current production of standard diodes and transistors made of silicon, and fuel R&D and the production of next-generation Wide Bandgap (WBG) semiconductors utilizing SiC and GaN, solidifying Hamburg's position as a key European hub for innovation. We share our enthusiasm with Hamburg's Senator for Economic Affairs, Dr. Melanie Leonhard. "In addition to technological progress, this investment also promises economic stimulus for the region and makes an important contribution to securing and creating jobs. Companies like Nexperia benefit from our robust research and development ecosystem in Hamburg and Northern Germany and contribute to European semiconductor sovereignty. At the same time, the exchange of skills between business and science is driving the training of urgently needed specialists." A special thank you to everyone on #TeamNexperia for being part of our journey so far and tackling one of the greatest challenges of our generation: meeting the increasing energy demand while reducing the ecological footprint. #100YearsHamburg

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It is all about #MEMORY , for me and for MEMPHIS Electronic - We care for our customers engineers , and purchasers to provide the best fit for their product designs for more than 33 YEARS 🦖 - Please vote for us 🙏 #appreciation What’s the name of the only MEMORY COMPETENCE CENTER and best specialty distributor in the world? If you ask me - it is MEMPHIS Electronic, quite obviously. If you agree, then cast your vote for us in the reader’s choice award of the publication Elektronik: https://bit.ly/3Hw7B5c (1 is the best grade 🙏) - Thank you ver much 😉 Not quite convinced? Then put us to the test! Here’s a quick overview of why we are more than just a distributor: https://bit.ly/3QtIILE We are just a phone call, DM or an email away. #semiconductorindustry #semiconductors #semiconductor #technology #ai #tech #dram #nand #nandflash #flashmemory #chip #chips #ssd #ssds #distribution #memorycompetencecenter #embeddedsystems #computer Intelligent Memory Neumonda

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Despite our differences, our strength lies in what we share: our commitment to liberal democracy and all fundamental values, that come along with it. At Infineon, we collaborate with European and global partners and together, we create value across national borders. For us, a united Europe is essential, and we take pride in the diversity of our employees, customers and business partners. We live in a time where extremist and racist movements are rising, threatening the values critical for the economic strength and societal well-being of our country. We cannot allow this to happen. At Infineon, we stand against extremism and racism. We stand for tolerance, democracy, and freedom. We stand for Europe. Membership in the EU strengthens our economy and society. The EU has brought Western Europe the longest period of peace in its history. It has created 56 million jobs through its internal market. A Germany firmly anchored in the EU is vital for the prosperity of us all, benefiting Infineon and many other companies significantly. From June 6 to 9 more than 370 million people in the 27 EU member states will be called upon to vote in the European Parliament elections. Be one of them. Every single vote is the key to shaping the Europe of tomorrow. Use your voice! #UseYourVoice #UseYourVote #Europe #EuropeanElections #StrongerTogether

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Uncover the power-efficient MPU featuring advanced graphics and audio capabilities, along with EdgeLock® Secure Enclave, SESIP, and PSA Level 2 certifications in this special whitepaper from #NXP!

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THE BEST #Semiconductor Equipment Supplier Rankings for 2023 The 2023 TechInsights Customer Satisfaction Survey TechInsights received feedback from more than 60% of the #chip market and 66% of subsystems customers for this year’s survey. The survey spans 2 ½ months and covers five languages. Worldwide participants were asked to rate equipment suppliers among fourteen categories based on three key factors: supplier performance, customer service, and product performance. 1,859 surveys were returned, resulting in 25,489 total responses. The TechInsights annual Customer Satisfaction Survey is the only publicly available opportunity since 1988 for customers to provide feedback for suppliers of: semiconductor equipment and subsystems. The 10 BEST and THE BEST awards provide special recognition to suppliers that are rated highest by their customers. A big thank you to TechInsights for evaluating this every year and for the full article with more background and details via the link below 💡🙏👇 https://lnkd.in/eMuuYdTm #semiconductorindustry #semiconductors #technology #innovation #ai #foundry #tech #semiconductormanufacturing #chip #chips #ic Advantest AMEC (Advanced Micro-Fabrication Equipment Inc. China) Applied Materials ASML Edwards Vacuum EV Group FormFactor Inc. HANMI Semiconductor Hitachi High-Tech Corporation Kokusai Electric Lam Research Plasma-Therm Technoprobe TOKYO ELECTRON LIMITED

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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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Daily News ①The United States Revokes Export Licenses for Qualcomm and Intel to Huawei.  The Biden administration has revoked export licences that allow Intel and Qualcomm to supply Huawei with semiconductors as Washington increases pressure on the Chinese telecoms equipment company. According to people familiar with the situation, the U.S. Department of Commerce's move affects the supply of chips for Huawei's laptop computers and mobile phones. ②Tesla bought over $2 million worth of lidar sensors from Luminar in Q1. In its quarterly earnings report released today, Luminar, headquartered in Orlando, USA, disclosed that Tesla was its "largest laser radar customer in the first quarter," comprising more than 10 percent of its revenue. That translates to around $2.1 million of lidar, based on Luminar's $21 million in revenue for the quarter. ③UMC sees growth in April revenue. Recently, Taiwan-based semiconductor foundry UMC secured NT$19.741 billion ($609 million) in April revenue, a year-on-year increase of 6.93% and a month-on-month rise of 8.67%, hitting a new high during nearly 16 months. The firm stated that despite a slowdown in demand in the mobile phone market, strong demand in the PC market provided significant support for the company's revenue growth. ④US to boost local EV parts manufacturing with fresh $100M in funding. The U.S. government has announced $100 million in federal grants for automotive suppliers as the White House looks to accelerate the car industry's transition toward electric vehicles. Half will be distributed by the Automotive Conversion Grant program, which aims to help companies upgrade existing ICE-focused factories to support electric vehicle manufacturing. #randa #electroniccomponents #semiconductors #ic #cpu #gpu #mcu #materials #supplychains #trends #procurementstrategies #chips #Qualcomm #Intel #Tesla #Luminar #UMC #PC #EV #Automotive #vehicles 

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Heroes of #Hardware world. Giles Lowe, CEO of Spanner. Few people can build a successful consumer electronics product. Even fewer can build multiple successful products. Giles Lowe, Arne Lang-Ree and Spanner team have been developing amazing products for the best of Bay Area corporations 🍏 and startups 🚀 for over a decade. Industrial Design, Mechanical Engineering, Product Strategy. We had a pleasure working together in the past. Spanner team was an example for AJProTech when we were getting started adding Mechanical design services. That was the time when we started offering one-stop product development, from idea to production. It's always great to meet and discuss trends, opportunities, and where industry is going. Looking forward to continue building future gems together! #industrialdesign #productdesign #mechanicaldesign #design

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The 2SP0230 dual-channel gate driver boards with advanced protection features can work with 62 mm SiC and IGBT modules up to 1700 V. These scalable, plug-and-play drivers reduce system design and sourcing challenges for railway, EV charging and STATCOM applications. #GateDrivers https://okt.to/458suw

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semiStocks: The Week's Leaders, Laggards, Regional & Sector Performance                     ... for the week ending Jul 12, 2024 Plc W/W Chg 12-Jul 1 39.5% Aehr Test 2 18.3% Rockchip 3 16.1% Navitas 4 14.5% SiTime 5 12.9% Alpha and Omega Semi 6 11.5% Will Semi 7 11.1% Montage 8 9.0% Hua Hong 16.6% Average 83 -1.7% Cadence 84 -1.8% Tokyo Electron 85 -2.4% Silicon Motion 86 -2.6% Advantest 87 -3.1% Samsung 88 -3.8% FormFactor 89 -4.1% Aixtron 90 -10.4% Valens -3.7% Average W/W Chg 3.8% America 5.3% China 1.1% EMEA -0.6% Japan 1.0% Korea 1.3% Taiwan 5.0% Other Asia 4.4% Logic 5.0% AI 0.4% Auto -1.6% Mobile -0.6% Memory 4.3% Analog & Power 2.8% Foundry 5.1% OSAT 0.7% WFE 13.4% Test 3.6% Assembly Can you help me out? Please click the like button so I know these write-ups are of value for you. This for the greater good as I have no investments in these stocks. Also, no guarantees here. I am not a stock analyst. These are just observations and opinions. My opinions here are subject to many unknowns that will cause actual results and outcomes to be different from what is written. This is not investment advice and is not tailored to your specific investment needs. Do your homework and consult a professional investment advisor. #Semiconductor #StockstoWatch #stockmarket #techstocks

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Sales of #Galaxy #foldables drop heavily, a cause for concern for #Samsung Samsung Electronics had the first movers advantage in the foldable #smartphone segment. Its Galaxy Z #smartphones were way ahead of the competition, but that isn't the case anymore. The company is falling behind in terms of #hardware improvements, and that has started to show up in sales charts. The sales of Samsung's foldable smartphones dropped sharply this year. According to the latest figures from market research firm Counterpoint Technology Market Research Research, the shipments of Samsung's Galaxy Z series foldable #phones dropped 42% in Q1 2024 compared to last year. Samsung dropped from the first rank to the second position in the list of top foldable smartphone brands. Huawei overtook Samsung and reached a market share of 35%. The shipments of the #Chinese brand's foldable phones rose by 257% (2.57x) compared to Q1 2023. Thanks again to Asif Iqbal Shaik and SamMobile for the full article with more background and insights via the link below (Special thanks also to Counterpoint Technology Market Research 😉) 💡🙏👇 https://lnkd.in/e3KDJRa3 #semiconductorindustry #semiconductor #semiconductors #technology #tech #innovation #foundry #mobile #southkorea #china #it #ic #chips #motorola #honor #samsung #honor

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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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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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