Weekly Newsletter 3rd Week of April 2025

Semiverse and digital twin: Application of AR/VR in semiconductor fab address shortage of workforce

Semiconductor are vital components automating the man-made world. While semiconductors chips automating various human physical and computing tasks, they are fast-progressing to automate even the human-thinking by powering the AI systems. All the automation capabilities, the semi

AR/VR headsets driven MicroLED and MicroOLED: Market, tech-trends and supplier-base

There is a buzz in media that Apple wanted replace iPhone with wearable Apple Vision Pro. This new human-machine interface trend of moving to AR/VR headset is driving the display industry toward new tech called MicroLED display.

Advancements in QD-OLED technology propel market growth: TrendForce projects 73% share in OLED monitor shipments

TrendForce’s latest investigations reveal that ongoing advancements in OLED displays are propelling the growth of QD-OLED monitor shipments. QD-OLED’s share of OLED monitor shipments is expected to rise from 68% in 2024 to 73% in 2025, highlighting its strong competitiveness in the hi

Tachyum joins UALink to enhance AI data center connectivity with prodigy universal processor

Tachyum announced its membership in Ultra Accelerator Link (UALink), a consortium of industry-leading hyperscalers and AI infrastructure providers, to ensure the Prodigy Universal Processor is compatible with emerging accelerator ecosystems. UALink is a high-speed accelerator interconnec

AI-Enabled XR Devices: AI Glasses to Drive 48% CAGR Growth with 80 Million Shipments by 2030

XR devices, including AR smart glasses and VR headsets, are expected to grow over the next five years. ABI Research estimates more than 80 million shipments by 2030 across these categories. The newest device type included in this forecast is the “no-display smart glass”, often called

AMD tapes out first HPC product on TSMC's advanced 2nm node with next-gen EPYC Venice CPU

AMD announced a significant milestone in high-performance computing with the successful tape-out and bring-up of its next-generation AMD EPYC processor, codenamed Venice, on TSMC’s advanced 2nm (N2) process technology. This achievement underscores the robust partnership between AMD and TSMC

Indian startup Ziroh Labs CPU-fying Gen-AI LLMs as an alternative to expensive GPU processor chips

Year 2017 founded Indian startup Ziroh Labs with around 50+ developers is enabling popular Gen-AI LLMs to run on near-ubiquitous CPUs instead GPUs to help developers use available CPUs with demand and cost of GPUs skyrocketing. The other advantages and features include, these can be deployed eith

Cadence acquires Arm's Artisan foundation IP business to strengthen SoC design capabilities

Cadence announced that it has entered into a definitive agreement with Arm to acquire Arm’s Artisan foundation IP business. This acquisition includes standard cell libraries, memory compilers, and general-purpose I/Os optimized for advanced process nodes at leading foundries. The transactio

Global PC shipments surge by 9% in Q1 2025 amid pre-tariff stockpiling, future market uncertainty looms

According to the latest data from Canalys, now part of Omdia, worldwide shipments of desktops, notebooks, and workstations grew by 9.4% year-on-year, reaching 62.7 million units in Q1 2025. This growth was driven by a significant increase in notebook shipments, which rose by 10% to 49.4 million u

Axiro Semiconductor opens a new fabless design center in Bengaluru

Axiro Semiconductor, a subsidiary of CG Power and Industrial Solutions Ltd under the Murugappa Group, has inaugurated a state-of-the-art fabless semiconductor design centre in Whitefield, Bengaluru. Axiro presently offering range of RF semiconductor devices and intent to paly a key role in

IEEE study: Silicon photonic AI accelerators utilizing ONNs for scalable and sustainable AI hardware

A study published in the IEEE Journal of Selected Topics in Quantum Electronics describes a new AI acceleration platform using photonic integrated circuits (PICs). Led by Dr. Bassem Tossoun of Hewlett Packard Labs, the research focuses on improving scalability and energy efficiency for AI workloa

PsiQuantum and AFRL collaborate to advance quantum chip capabilities with $10.8M contract

PsiQuantum announced a $10.8 million contract with the Air Force Research Laboratory in Rome, N.Y., marking a significant milestone in their ongoing partnership that began in 2022. This new phase will enable AFRL to explore comparative quantum circuits on PsiQuantum’s circuit tapeout, as pa

Vertex invests €10M in Dolphin semiconductor to propel advanced mixed-signal IP solutions

Vertex Growth has announced a commitment of €10M in Dolphin Semiconductor. This investment aims to support and accelerate Dolphin Semiconductor’s growth strategy. Vertex Growth, anchored by Vertex Holdings, a subsidiary of global investment firm Temasek, is dedicated to investi

EDA software and IP industry grew by 11% to $4.9 billion in the fourth quarter of 2024

ESD Alliance of SEMI reported from its latest findings that the Electronic System Design (ESD) industry which basically consists of EDA software and IP businesses grew its revenue by 11% to $4,927.3 million in the fourth quarter of 2024 from the $4440.9 million reported in the fourth

Can India take leap in Quantum Computing? Not in research but in scaling and integration

When TSMC started making semiconductor chips, India too had a fab. The difference was India's first fab did not scale and grow. whereas TSMC reached the peaks of foundry technology. India's progress in quantum computing is now nearly at same stage of what semiconductor IC fabrication was in

Smartphone shipment grew by mere 1% in Q12025 compared to year ago quarter

As per latest research from Canalys worldwide smartphone shipment grew by mere 1% year on year in 1st quarter of 2025 compared to year ago quarter. The reasons found by Canalys includes macroeconomic headwinds, cautious consumer sentiment and delayed channel inventory digestion.

onsemi not to acquire Allegro

onsemi announced that it has terminated its efforts to acquire Allegro and withdrawn its all-cash proposal to acquire Allegro for $35.10 per share, saying company not able to find an actionable path. “onsemi is committed to taking a disciplined approach to capital allocation an

Intel Sells 51% of Altera to Silver Lake, Appoints New CEO

Today on April 14, 2025, Intel announced it will sell 51% of Altera to Silver Lake for $8.75 billion, making Altera the largest independent FPGA semiconductor company. Intel retains 49% ownership. Raghib Hussain was appointed Altera’s CEO, effective May 5, 2025, succeeding Sandra Rivera.

Sparrow Quantum secures €21.5 million to enhance photonic quantum chip fabrication and R&D

Sparrow Quantum has successfully secured €21.5 million in Series A funding. This significant investment will accelerate the development and commercialization of Sparrow Quantum's cutting-edge quantum chip technology. The funding round was led by PensionDanmark, with strong support from EIFO a

BrainChip and Raytheon partner on $1.8M AFRL contract for neuromorphic radar signal processing

BrainChip announced a partnership with Raytheon, an RTX business, to service a $1.8 million contract from the Air Force Research Laboratory on neuromorphic radar signal processing. Raytheon will collaborate with BrainChip to deliver services and support for the completion of the contract

Local enterprises grooving into the semiconductor eco in Gujarat

Gujarat is buzzing with Billions of US$ investments from leaders such as Tata Electronics, Micron, Simmtech, Kaynes, CG Power and more, where GoI and state Goverment investing up to 70% in most of these big ventures. Arrow also operates big design center in Gujarat after it acquired a Gujarat bas

Lip Bu Tan to apply pronged approach to keep the Intel product and foundry growing

On 31st Mar 2025, Lip Bu Tan addressed audience mainly involving customers after 14 days in the office as Intel CEO. Here are his key points: Lip Bu Tan sees lot of hard work ahead focusing on the areas Intel has fallen short of customer expectation. His motto is “under

VeriSilicon launches GCNano3DVG ultra-low power GPU with hybrid 3D/2.5D rendering for wearables

VeriSilicon announced the launch of GCNano3DVG, a ultra-low power graphics processing unit IP designed specifically for wearable and other compact, battery-powered devices requiring dynamic graphics rendering. This innovative GPU IP features both 3D and 2.5D graphics rendering capabilities, deliv

HBM4 standard released by JEDEC improving bandwidth, power efficiency, and capacity for AI and HPC

JEDEC published High Bandwidth Memory DRAM standard JESD270-4 HBM4 further enhancing data processing rates while maintaining essential features such as higher bandwidth, power efficiency, and increased capacity per die and/or stack. The advancements introduced by HBM4 are vital for appli

Navitas launches advanced SiCPAK power modules with Epoxy-Resin potting for superior high-temperature performance and reliability

Navitas announces the release of its latest SiCPAK power modules. These cutting-edge modules, featuring advanced epoxy-resin potting technology, set a new standard for reliability and efficiency in high-temperature environments.

Cadence introduces industry-leading 12.8Gbps HBM4 IP solution for next-gen AI and HPC systems

Cadence has announced the launch of the industry’s fastest HBM4 12.8Gbps memory IP solution, designed to meet the growing memory bandwidth demands of SoCs for next-generation AI training and HPC hardware systems. This new solution, compatible with the JEDEC specification JESD270-4, doubles

High current rectifiers in DFN33A package: Vishay's innovative solution for efficient PCB design

Vishay has announced the release of 27 new standard and Trench MOS Barrier Schottky surface-mount rectifiers in the low-profile DFN33A package with wettable flanks. These rectifiers are designed to provide space-saving, high-efficiency solutions for a variety of applications, including commercial

Keysight's new PXI-based solution simplifies and boosts embedded security testing

Keysight announced the launch of its Next-Generation Embedded Security Testbench, a consolidated and scalable test solution designed to address the increasingly complex security testing demands of modern chips and embedded devices. This innovative solution offers enhanced flexibility, reduces tes

STMicroelectronics introduces Stellar with xMemory for automotive microcontrollers in software-defined vehicles and electrification

STMicroelectronics has launched Stellar with xMemory, a better addition to its Stellar series of automotive microcontrollers. This new generation of extensible memory technology is set to transform the development of software-defined vehicles and platforms for electrification.

Littelfuse launches automotive grade 2kA protection thyristors in DO-214AB package for harsh environments

Littelfuse announced the launch of the Pxxx0S3G-A SIDACtor Protection Thyristor Series. This series marks a significant industry milestone as the first 2 kA thyristors available in a compact DO-214AB package. Designed to protect equipment in harsh environments from severe overvoltage transi

Mitsubishi introduces Full-SiC and Hybrid-SiC SLIMDIP modules for enhanced energy efficiency in home appliances

Mitsubishi Electric announced that it will begin shipping samples of two new SLIMDIP series power semiconductor modules for room air conditioners and other home appliances, the Full SiC SLIMDIP (PSF15SG1G6) and the Hybrid SiC SLIMDIP (PSH15SG1G6), on April 22. Both modules, the first SiC versions

Spin photo detector achieves 20 picoseconds response time for next-gen data transmission

TDK proudly announces the development of the world’s first “Spin Photo Detector,” a groundbreaking photo-spintronic conversion element. This innovative device combines optical, electronic, and magnetic elements to achieve ultra-high-speed responses of 20 picoseconds (20 &t

High-Efficiency 650V SiC Schottky diodes with industry-leading FOM for advanced power switching applications

Diodes announced the expansion of its silicon carbide product portfolio with the introduction of five high-performance, low figure-of-merit 650V SiC Schottky diodes. The new DSCxxA065LP series, available in 4A, 6A, 8A, 10A, and 12A ratings, is designed to deliver exceptional efficienc

TI launches lidar laser driver, BAW-based clocks, mmWave radar sensor for automotive ADAS and IVI

Targeting automotive ADAD and IVI systems. TI announced availability of three new semiconductor devices to improve vehicle safety and autonomy. The portfolio includes a lidar laser driver, bulk acoustic wave (BAW)-based clocks, and a millimeter-wave (mmWave) radar sensor, aimed at advancing advan

STMicroelectronics launches advanced automotive NFC readers ST25R500/501 with enhanced detection range and compact design

STMicroelectronics has announced the launch of its latest automotive NFC readers, the ST25R500 and ST25R501. These new additions to the ST25R portfolio are designed to enhance user experiences with superior wake-up and detection range capabilities, meeting the stringent requirements of the Car Co

Vishay introduces industry's first AEC-Q100 qualified RGBIR color sensor in compact package

The Optoelectronics group of Vishay Intertechnology announced the launch of the industry's first AEC-Q100 qualified RGBIR color sensor, the VEML6046X00. This innovative sensor features a highly sensitive photodiode, low noise amplifier, and 16-bit ADC, all housed in a miniature, opaque 2.67 mm by

Google cloud's new C4D and H4D VMs powered by 5th gen AMD EPYC processors

AMD said Google Cloud's new C4D and H4D virtual machines are powered by AMD's latest 5th Gen AMD EPYC processors. These new instances are set to change cloud computing by delivering unparalleled performance, scalability, and efficiency for a wide range of demanding workloads, from data analytics

TDK introduces industry-leading 100V MLCCs with 10μF capacitance in compact 3225 case size for automotive applications

TDK has announced the expansion of its CGA series of automotive multilayer ceramic capacitors to include a new 10 μF, 100 V product in a compact 3225 case size (3.2 x 2.5 x 2.5 mm – L x W x H). This new MLCC offers the industry's highest capacitance for a 100 V rated product in this size

Omni Design’s new ULP PVT monitor VLSI IP for 3nm semiconductor chips eliminate guardbands

Ultra-low power VLSI IP expert Omni Design has unveiled the ODT-PVT-ULP-001C-3, a new process, voltage, and temperature (PVT) monitor tailored for 3nm CMOS technology. Operating on a single 0.75V core-voltage supply, this ultra-low power IP simplifies integration while delivering unmatched

Enhanced voltage detection for high-temperature 2.3V lithium batteries: Torex XC6142 Series.

Torex launched of its latest product, the XC6142 series voltage detector. This cutting-edge IC is specifically designed for constant voltage charging of secondary batteries, including the latest semi-solid-state batteries, and is optimized for operation at temperatures up to 105°C.

NTT introduces low-power AI chip for real-time 4K video processing at the edge

NTT announced the launch of a large-scale integration chip designed for real-time AI inference processing of ultra-high-definition video up to 4K resolution at 30 frames per second. This innovative technology is tailored for edge devices and terminals with stringent power constraints, marki

ROHM introduces cutting-edge low ON-resistance power MOSFETs for enhanced efficiency in enterprise and AI servers

ROHM announce the development of industry-leading N-channel power MOSFETs featuring exceptionally low ON-resistance and wide Safe Operating Area capability. These advanced MOSFETs are designed to meet the demanding requirements of power supplies in high-performance enterprise and AI s

Tata's 28 nanometer foundry: Import substituting semiconductor chips it can build

The India's only foundry Tata Electronics is planning to start production of 28 nanometer chips in the year of 2028 with a wafer capacity of 50K WSM. Tata electronics has already started engaging with fabless chip design and VLSI design service companies in India by supporting them with PDKs and

Enhancing reliability of GaN MISHEMTs in RF power amplifiers for next-gen communication systems

At the IEEE International Reliability Physics Symposium 2025, imec announced a significant breakthrough in the stability of GaN MISHEMTs (Metal-Insulator-Semiconductor High Electron Mobility Transistors) for RF power amplifiers. Despite challenges with positive bias (on-state) instability, imec's

Demonstration of advanced continuous-variable quantum key distribution system with enhanced LDPC codes for secure quantum communication

In an era where data security is paramount, the advent of quantum computing poses significant threats to traditional encryption methods. Continuous-Variable Quantum Key Distribution emerges as a robust solution, leveraging the principles of quantum mechanics to ensure secure communication. Unlike

Navitas and GigaDevice partner to accelerate GaN & SiC adoption in high efficiency power platforms

Navitas has announced a strategic partnership with GigaDevice. This collaboration aims to create a joint R&D laboratory to accelerate the adoption of GaN and SiC technologies in AI data centers, electric vehicles, solar energy, and energy storage systems. The partnership will integrate Nav

Magnachip to close display business operations by Q2 2025, shifts focus to power semiconductor

Magnachip announced that its Board of Directors has unanimously approved a plan to shut down the Company’s Display business by the end of the second quarter of 2025. This decision follows a thorough review and the Company's previous announcement to explore all strategic options for the Disp

Infineon acquires Marvell’s automotive ethernet business for $2.5 billion

Infineon announced a definitive agreement to acquire Marvell Technology’s Automotive Ethernet business for $2.5 billion in cash. This strategic acquisition will significantly bolster Infineon’s market-leading portfolio of automotive microcontrollers and enhance its system capabilities

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