Sam L.

Automakers are scaling ADAS across vehicle tiers using Qualcomm’s Snapdragon Ride platform. The architecture supports cockpit integration, safety-certified software, and real-world validation across 60+ countries and 300M+ miles. More than 20 OEMs have announced programs using Snapdragon Ride, including deployments in mass-market vehicles via the Ride Flex SoC. Learn more about the architecture, scalability, and validation metrics behind Snapdragon Ride: https://bit.ly/4oxRAiX

166

Global NEV Sales Grow 30% in 2Q25, BYD Leads While Tesla Declines, Says TrendForce Corp. 💡🚗🚙🔋🤖 TrendForce’s latest research reveals that global NEV sales, including BEVs, PHEVs, and FCVs, reached 4.868 million units in the second quarter of 2025, up 30% YoY. When HEVs are included, total EV sales climbed up to 6.456 million units, accounting for 29% of global auto sales. BEV sales up 39% to hit 3.28 million units #BYD retained its position as the leading BEV brand with an 18.3% market share, posting a robust 43% YoY growth. #Tesla held onto second place but saw declines in key markets, including #China, North #America, and Western #Europe. Growth in South #Korea, #Norway, and #Turkey was insufficient to offset the downturn in its main markets, leading to an overall 14% YoY drop in sales for the quarter. Thanks again to TrendForce Corp. for the full article with more background and insights via the link below 🤩💡👇 https://lnkd.in/eZPgTMwS #semiconductorindustry #semiconductor #semiconductors #technology #it #chip #chips #car #cars #auto #automotive #automotiveindustry #iot GEELY SAIC-General Motors-Wuling Automobile Co.,Ltd. Volkswagen Leapmotor XPENG BMW Group Xiaomi Technology Hyundai Motor Company

60

Today, Ayar Labs and Alchip Technologies announced a strategic partnership to accelerate AI scale-up infrastructure with co-packaged optics. The collaboration fulfills hyperscaler demands for advanced AI accelerators and platforms that deliver enhanced performance, efficiency, and scalability. Using TSMC's packaging and silicon technologies, including COUPE™, TSMC-SoIC®, and advanced process nodes, Ayar Labs and Alchip are addressing critical data movement bottlenecks and enabling new system architectures. The result is a scalable, repeatable path for next-generation AI infrastructure CPO adoption. Learn more during our joint presentation at the 2025 TSMC Global Open Innovation Platform (OIP). https://bit.ly/4niXQcK #optical #photonics #semiconductor #AI #ML

222

5 Comments

🇺🇸 Amkor Expands Arizona Semiconductor Operations to $7 Billion Amkor Technology, Inc. Technology has broken ground on its new advanced semiconductor packaging and test campus in Arizona, expanding its total planned investment to USD 7 billion. The project marks the first high-volume outsourced semiconductor advanced packaging facility in the United States. The expansion adds over $5 billion to the initial plan, bringing the total to two construction phases that will include 750,000+ square feet of cleanroom space and employ up to 3,000 workers. Phase one is expected to finish by mid-2027, with production slated for early 2028. Supported by the CHIPS for America initiative and the Advanced Manufacturing Investment Tax Credit, the Arizona campus will serve key customers including Apple and Nvidia, complementing nearby TSMC wafer fabs. According to CEO Giel Rutten, the project is “a bold step in Amkor’s long-term strategy for growth and innovation.” The facilities will integrate smart factory technologies and scalable production lines to meet surging demand across AI, high-performance computing, mobile, and automotive sectors. Amkor’s expansion reinforces Arizona’s position as a fast-growing hub for advanced semiconductor manufacturing. Thanks to Evertiq - Global for providing the full article with additional background, charts, and insights at the link below. 👇 https://lnkd.in/gNMv4imB #ChipDesign,#SemiconductorManufacturing, #VLSI, #Lithography, #ICPackaging

171

10 Comments

Thrilled to announce that eInfochips (An Arrow Company) has joined the Samsung Advanced Foundry Ecosystem (SAFE™) as a Virtual Design Partner. This further strengthens our 30+ years of Advanced Silicon Engineering expertise and positions us to offer an expanded range of semiconductor design and testing services, utilizing Samsung’s latest technological advancements. https://lnkd.in/dJudnTfe Samsung Semiconductor Arrow Electronics #semmiconductors #siliconengineering #samsungfoundry #foundrymigration #erdservices

153

11 Comments

  I'm excited to share that today Micron announced an expansion to our investments in U.S. semiconductor manufacturing. Our bold vision now includes two leading-edge high-volume fabs in Idaho, advanced HBM packaging capabilities, up to four leading-edge high-volume fabs in New York, and the expansion and modernization of our existing fab in Virginia. And, we have also upped our R&D investments in the U.S. – reaffirming our long-term position as the global memory technology leader.     Our procurement team has been at the forefront of enabling Micron’s global expansions, working closely with our valued supply chain partners. Over the past several years, we have been engaging with our suppliers to build up the semiconductor supply chain in the U.S., and with today’s announcement, their partnership and investment is now more important than ever. We are energized by the challenge ahead and look forward to what we will accomplish together.     Thank you to our supply chain partners and our incredible Micron procurement team members for their continued focus and commitment to enabling our global expansions. Together we are building the future of semiconductor manufacturing in America.  Read our announcement here: https://lnkd.in/g8crbFna

484

8 Comments

We met with NVIDIA and aligned our collaboration plans. Vice President for Global AI Initiatives, Calista Redmond, was pleasantly surprised to learn that our cluster is already operating at 90% capacity. According to her, this is a very good indicator of the country’s AI readiness. The growing demand for computing resources demonstrates real interest from both business and the scientific community in AI technologies. We agreed to continue developing our infrastructure step by step. In the near future, we plan to expand our current cluster by almost two times. This will create new opportunities for scientific research, for businesses, and for government projects. It is important for us to build a sustainable ecosystem where technology drives economic development and improves people’s quality of life.

304

4 Comments

TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom TSMC has pitched U.S. chip designers Nvidia, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories. Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm has also been pitched by TSMC. The Trump administration has reportedly nudged TSMC, the world's leading contract chipmaker, to help rejuvenate Intel, a struggling U.S. tech icon. The administration's approval would be crucial, as it aims to prevent full foreign ownership of Intel's foundry division. Shares of Intel (INTC) are jumping more than 7% in premarket trading Wednesday following a report that TSMC‘s JV move.

90

3 Comments

A Wi-Fi milestone at the Anaheim Ducks Honda Center. Indoor Standard Power 6 GHz Wi-Fi is live, and it’s stunning. At the Honda Center, home of the Anaheim Ducks, Broadcom silicon + Extreme Networks access points delivered rock-solid roaming, sub-10 ms latency, and 25% of devices already on 6 GHz during a sold-out event. This milestone ties together three passions of Dr. Henry Samueli — broadband, the Orange County community, and the hockey experience — and shows how the 6 GHz band unlocks seamless connectivity in high-density venues. Read Christopher Szymanski's firsthand account of the test and results here 👉 https://lnkd.in/geHWZMHH #WiFi #connectedbyBroadcom

64

1 Comment

Nvidia CEO Jensen Huang Addresses US Chip Export Controls, Reaffirms Commitment to Chinese Market Nvidia, a global leader in AI and semiconductor technology, is navigating significant challenges due to tightened US chip export controls, as highlighted by CEO Jensen Huang on 17 April 2025. Huang stated that the “US tightening of chip export control has significant impact on Nvidia’s business,” yet emphasized the company’s resolve to “resolutely provide services to Chinese market.” With China accounting for a substantial portion of Nvidia’s revenue, the company is adapting to new restrictions on its H20 AI chips while exploring innovative strategies to maintain its foothold in one of its largest markets. Despite a $5.5 billion charge due to the controls, Nvidia’s stock price remains robust at $104.75 as of 17 April 2025, reflecting investor confidence in its long-term growth. Full Story: https://lnkd.in/geQK2ztB #Nvidia #CEO #JensenHuang #US #China

23

1 Comment

An important step in improving material quality in next-gen power and RF devices is reducing defect density in GaN-on-silicon. While GaN holds tremendous potential, it also presents challenges; through our collaboration with partners like Sandia National Laboratories we’re using MST technology to continue pushing the boundaries of GaN chip performance. Our CTO/Founder Robert Mears provided a great overview of our progress with GaN in Compound Semiconductor Magazine, give it a read: https://bit.ly/4d1pcAe Compound Semiconductor Magazine & CS International Conference

78

2 Comments

Intel's 18A node is showing promising early progress, with initial wafers rolling out from its Arizona plant and customer evaluations underway, potentially accelerating mass production to mid-year; this advancement, under new interim CEO Lip-Bu Tan's foundry-focused leadership, signifies a significant step towards Intel's goal of regaining its position as a leading chipmaker and attracting major clients like NVIDIA, Broadcom, and AMD to its advanced manufacturing capabilities. #Intel #TechGiants #ChipMaker #Foundry #IntelFoundry #18A #chips #semiconductor #semiconductors #chipmanufacturing #semiconductorindustry #innovation #chipmaking #foundry #technology #technologynews

16

Hyundai Motor Group and the Korean government are partnering with NVIDIA to accelerate the nation’s AI-powered mobility solutions. Announced at APEC Summit, Hyundai Motor Group and NVIDIA are building an AI factory powered by 50,000 Blackwell GPUs. Learn more: https://bit.ly/48WmnRc

18