Marco Mezger’s Post

In Pictures: #India's #EV market gaining momentum Electric two- and three-wheelers also catching on In the smoggy capital city of #NewDelhi, there is an increasing number of green-plated cars on the roads. These are #electricvehicles and even outside of #Delhi, they are gaining popularity. Combustion-engine #vehicles are still the norm in the country, but #EVs are now a common sight in major cities. Ride-hailing services that employ EVs like BluSmart are also increasingly common. Approximately 90,000 #electriccars were sold in fiscal 2023, according to India's Federation of Automobile Dealers Associations (FADA). That figure is still tiny -- at 2% of the total number of vehicles sold in that year -- but it represents a near doubling from the previous year. Thanks again to RYOSUKE HANADA, SUZU TAKAHASHI, SHINYA SAWA and Nikkei Asia for the full article with more background, insights and lots of pictures via the link below 💡🙏👇 https://lnkd.in/esQ86Pmu #semiconductorindustry #semiconductors #semiconductor #chip #ic #it #ai #semiconductormanufacturing #automotiveindustry #auto #car #iot

#Semiconductor technologies evolving to meet #generativeAI demand Power and processor-hungry #AI set to drive next stage of #chip development – Generative #artificialintelligence (AI) is redefining the value of work, and its exponential need for performance is driving demand for power consumption and processing capacity in ways that it is not yet clear how this will be met. Tools based on generative AI have moved beyond niche technical applications to consumer use, changing the way images, video, music, and other content are produced. The impact is expected to reach almost every professional role, including #lawyers, #architects, #doctors and more. The AI #server market is expected to expand at a compound annual growth rate of 36% from 2023 to 2029, outpacing overall #datacenter growth. Thanks again to Yole Group for the full article with more background , charts and insights via the link below 💡🙏👇 https://lnkd.in/evN2XkmD #semiconductormanufacturing #semiconductorindustry #technology #it #tech #chip #chips #technology #tech #innovation #ic #icdesign #dram

#AI Booming is Fueling Interface #IP 17% YoY Growth 💡 AI explosion is clearly driving semi-industry since 2020. AI processing, based on #GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system parts (#memory, #processor, co-processor, #network) need to be connected with interface links with ever more bandwidth and lower latency: #DDR5 or #HBM memory controller, #PCIe and #CXL, #224G SerDes and so on. When you design a #supercomputer, raw processing power is important, but the way you access memory, latency and network speed optimization will allow you to succeed. It’s the same with AI, that’s why interconnects protocols are becoming key. Thanks again to Eric Esteve , IPnest and SemiWiki.com for the full article with more background, charts and insights via the link below 💡🙏👇 https://lnkd.in/eqwNi7p3 #semiconductor #semiconductors #semiconductormanufacturing #ic #it #icdesign #technology #tech #innovation #intellectualproperty #ic #aiot

Will #Semiconductor earnings live up to the Investor hype? The state of the #SemiconductorIndustry before the earnings season June 2024 is history, and most of the Semiconductor industry has closed its second quarter books. Within the next few weeks, most of the supply chain will report, giving the next peek into the Semiconductor ecosystem, which is the direct or indirect driver of almost all economic growth. This is an important period for the entire industry, its customers and owners. It will define the supply and demand situation for the complex supply chain and it will cause ripples in the stock market as analysts get surprised. Thanks again to Claus Aasholm and Semiconductor Business Intelligence for their full article view on the industry's status before the results are revealed via the link below 💡🙏👇 https://lnkd.in/evXcXNqy #semiconductors #chip #chips #technology #tech #innovation #ai #aiot #iot #automotiveindustry #foundry #geopolitics #datacenter #it #cpu

Apple’s Vision Pro Won’t Cross 500,000 Sales This Year, IDC Says - The pricey headset’s US sales are expected to plummet - A more affordable model in a year’s time should help momentum Apple Inc.’s biggest new product in years is not expected to shake off its slow sales start until the release of a cheaper model next year. The $3,500 #VisionPro mixed-reality headset has yet to sell 100,000 units in a quarter since its launch in the US in February, and it faces a 75% drop in domestic sales in the current quarter, according to market tracker IDC. The gadget’s international launch at the end of June will offset weakness in the US. A more affordable edition — which IDC estimates would cost roughly half as much — should rekindle interest in 2025, but sales may not rise meaningfully over the coming year, IDC said. Thanks again to Vlad Savov and Bloomberg News for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eJ3xPQNg #semiconductorindustry #semiconductors #semiconductor #technology #tech #consumerelectronics #apple #tsmc #virtualreality #clifornia #usa

TSMC may increase wafer pricing by 10% for 2025: Report #Chips are getting more expensive 💰 Due to the high demand for advanced #processors in #consumerelectronics and #highperformancecomputing, #TSMC is looking to hike its #wafer pricing for all types of customers in 2025, according to a Morgan Stanley note to clients cited by Eric Jhonsa , an #investor. Apparently, the world's largest contract maker of #chips plans to hike its prices by up to around 10% next year. Keep in mind that the information comes from an unofficial source though so apply the required amount of skepticism. Negotiations with #AI and #HPC customers, such as NVIDIA, suggest these clients can tolerate approximately 10% price hikes for 4nm-class #wafers from around $18,000 per wafer to around $20,000 per wafer. As a result, the 4nm and 5nm nodes, primarily used by companies like AMD and NVIDIA, are expected to see an 11% blended average selling price (ASP) hike. This means that prices of N4/N5 wafers may increase by approximately 25% since Q1 2021, at least for some customers. Thanks to Anton Shilov and Tom's Hardware for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eBXPqUxi #semiconductorindustry #semiconductors #semiconductor #technology #tech #it #chip #ic #foundry #taiwan #usa #ai #aiot #datacenter #cpu

China legacy chips face involution before flooding global markets Concerns are mounting among Western governments and #semiconductor companies regarding potential overcapacity in legacy #chips, reminiscent of past issues seen in the #solarindustry. However, before Chinese-made #legacy #chips flood the market, #China-based #chipmakers are bracing for intense internal competition that could significantly impact their profitability. Following US Commerce Secretary Gina Raimondo's April warning that approximately 60% of all new legacy chips entering the market in the coming years will originate from China, the European Commission initiated inquiries among European chipmakers and users in July. Their objective is not just to assess the impact of China's expanding production of legacy chips on supply chains, but also to underscore the crucial need for potential collaboration with the US to address these concerns. Meanwhile, according to CNBC-TV18, Sumit Sadana, Micron Technology's CBO, said that as governments were incentivizing the manufacturing and development of the #semiconductorindustry on their home turfs, there needed to be a well-managed supply-demand balance. Sadana's statement came as China-based chipmakers are expanding their #investments to achieve self-reliance in the strategically important #semiconductors. Although the US export curbs restrict China from acquiring advanced chips and #semiconductorequipment, China is turning its eyes to legacy chips, which are expected to see surging demand in #EVs, #IoT devices, #consumerelectronics, and #homeappliances. Thanks again to Jingyueh H. and DIGITIMES Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e88bu5sg #semiconductorindustry #semiconductors #semiconductor #chip #chips #ic #semiconductormanufacturing #foundry #geopolitics #ai #usa #tech

#SiC #Wafer Cutting Speed Up to 100 Times Faster than Dicing  New Process to Revolutionize SiC Wafer Cutting “Common Sense of Glass Processing” to Challenge #Semiconductor Market 💡 #SiliconCarbide (SiC) is being developed as a material for next-generation power devices. Although SiC has excellent #semiconductor characteristics, it is extremely hard and the dicing process for SiC #wafers takes a considerable amount of time. MITSUBOSHI DIAMOND INDUSTRIAL CO., LTD., which has recently entered the #semiconductorindustry proposes a cutting process called “scribing and breaking,” which is completely different from conventional dicing. The company, which has long been engaged in cutting glass and #LCD panels and has refined its “cutting #technology,” says that its method can speed up the cutting speed of SiC wafers up to 100 times faster than conventional methods. Thanks to MITSUBOSHI DIAMOND INDUSTRIAL CO., LTD. and EE Times | Electronic Engineering Times for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e8bA9i-t #semiconductorindustry #semiconductors #semiconductor #technology #tech #it #chip #chips #electricvehicle #manufacturing #innovation

#PC Recovery Continues as the Market Grows 3% in the Second Quarter, According to IDC 💡 The Traditional PC market delivered its second quarter of growth following seven consecutive quarters of decline. According to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker, worldwide shipments reached 64.9 million units in the second quarter of 2024 (2Q24), representing year-over-year growth of 3.0%. While the overall market benefited from favorable comparisons to 2023, weak results in #China continued to hold the market back. Excluding China, worldwide shipments grew more than 5% year over year. "Make no mistake, the PC market just like other #technology markets faces challenges in the near term due to maturity and headwinds," said Ryan Reith, group vice president with IDC's Worldwide Device Trackers. "However, two consecutive quarters of growth, combined with plenty of market hype around #AI #PCs and a less sexy but arguably more important commercial refresh cycle, seems to be what the PC market needed. The buzz is clearly around AI, but a lot is happening with non-AI PC purchasing to make this mature market show signs of positivity." Thanks to IDC for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/esnix76p #semniconductorindustry #semiconductors #semiconductor #tech #it #it #ic #innovation #ems #geopolitics #chip #memory #dram #nandflash #ml

#Samsung, #SKHynix and #Micron Ramp Up #HBM Production, Reportedly Doubling Output Next Year 🤩 According to a report from Commercial Times, SK hynix, Samsung Electronics, and Micron Technology, the world’s top three #memory #manufacturers, are actively investing in high-bandwidth memory (#HBM) capacity expansion plans. Industry sources cited by the same report estimate that by 2025, the additional production will reach approximately 276,000 units, bringing the total capacity to 540,000 units, an annual increase of 105%. Regarding the latest developments in #HBM, TrendForce Corporation indicates that HBM3e will become the market mainstream this year, with shipments concentrated in the second half of the year. Currently, SK Hynix remains the primary supplier for HBM, along with Micron, both utilizing 1beta nm processes and already shipping to NVIDIA. Samsung, using a 1alpha nm process, is expected to complete qualification in the second quarter and begin deliveries mid-year. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eFJXY9xR #semiconductorindustry #semiconductors #semiconductor #technology #tech #innovation #chip #chips #ic #southkorea #usa #geopolitics #ai