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| Arm may be able to raise $8 billion on U.S. IPO |
3/8/2023 |
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Arm is expected to confidentially submit paperwork for its initial public offering in late April, the sources said, speaking on condition of anonymity because the discussions are confidential. The listing is expected to happen later this year and the exact timing will be determined by market conditions,
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| Sony and Samsung may team up for developing auto ICs |
3/8/2023 |
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Samsung Electronics and Sony are considered rivals in the image sensor market but they are in a cooperative relationship in other areas. Samsung Display Co. supplies quantum dot organic light emitting diodes (QD-OLED) to Sony.
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| AWS to Invest $6B in Cloud Computing Infrastructure in Malaysia |
3/8/2023 |
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Amazon Web Services (AWS) plans to invest approximately RM25.5 billion ($6 billion) by 2037 to open a Cloud Computing Infrastructure in Malaysia. The Malaysian Investment Development Authority (MIDA) views AWS’s plans to establish an AWS Region a testament to their confidence in Malaysia’s promising digital economy and its capacity to drive long-term growth.
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| Global DRAM revenue fell by 32.5% quarter-on-quarter (QoQ) |
3/7/2023 |
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The QoQ decline for 4Q 2022 is larger than the QoQ decline of 28.8% for 3Q 2022 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis.
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| onsemi has inked a long-term supply agreement (LTSA) with BMW AG (BMW) for EV Technology Development |
3/7/2023 |
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The companies’ strategic collaboration during the development and integration of the electric drivetrain enabled onsemi to provide differentiated and application-specific die solutions, including optimized size and layout as well as high performance and reliability. Enhanced electrical and mechanical characteristics produce high efficiency and lower overall losses while delivering the highest system-level performance.
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| Infineon Technologies to grow GaN Systems by acquisitions |
3/6/2023 |
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Infineon will acquire GaN Systems for $830 million. GaN Systems is a global technology leader in the development of GaN-based solutions for power conversion. The company is headquartered in Ottawa, Canada, and has more than 200 employees.
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| Tesla goes from 12-volt to 48-volt |
3/6/2023 |
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A 48-volt system lowers what’s called “resistive loss.” Cramming all of the energy through 12-volt systems means more resistance, so the system needs more electrical energy. Climate control, driver assist systems, and infotainment requirements mean they all need more electricity. So there is less energy loss, and electric components provide quicker results because there is more electric current.
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| Semiconductor to return to robust on second half of 2023 |
3/6/2023 |
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In Q3, lead times for all electronic components will reduce compared to Q3 2022 with nearly 60% of component lead times decreasing versus 1% in Q3 22 with none expected to increase compared to 73% in Q3 22.MIT graphene wafer nickel
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| Companies Should Review and Renew Their Sourcing Strategies in 2023 |
3/3/2023 |
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Businesses need to focus on reviewing their sourcing strategies to ensure a steady supply of goods and materials for their operations. To secure a consistent supply of goods and resources for their operations, firms must concentrate on putting a winning sourcing strategy into practice now that the supply deficit has alleviated. These are a few critical phases organizations must take to develop a fruitful sourcing strategy.
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