Drue Freeman

Check out my new blog on using our #radhard #MCU to reconfigure #Space deployed #FPGA. Please reach out if you have interest and we can provide specific details on how to deploy

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Great OFC coverage by LightCounting. TeraSignal’s Intelligent Re-Driver in CMOS is changing the power, reliability and performance calculus between DSP and LPO modules.

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Sahita Technologies is dedicated to empowering companies and nations to gain a competitive edge in the semiconductor and manufacturing sectors. Our comprehensive consulting services encompass: 🔧 Advanced Manufacturing ✅ Quality Assurance 🚚 Supply Chain Optimization 👩‍🏭 Workforce Development 🛠️ Framework Development 🎥 Semiconductor Workforce Documentary Join us in driving the smart manufacturing revolution! We specialize in creating robust semiconductor and manufacturing frameworks, strategic workforce solutions, and fostering vital industry-academic collaborations. 🤝 We're at the forefront of integrating technology and media to engage the next generation of students and professionals. 🚀 Join us in shaping the future of manufacturing and semiconductors! Together, we can drive innovation, excellence, and growth. Current engagements: ▪University of Texas at Dallas - Build workforce strategy for the North Texas Semiconductor Institute ▪Consult with research firms and investors on current needs and future trends ▪Partner: SRC Semiconductor Manufacturing and Advanced Research with Twins (SMART) USA Institute ▪Industry-Academia Collaborations: Fostering partnerships between educational institutions and the semiconductor industry. #Semiconductors #Manufacturing #WorkforceDevelopment #SmartManufacturing https://lnkd.in/gQvH3fwT

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Devices that benefit most from LPDDR4X are those requiring efficient power management and high-speed data processing, such as smartphones, tablets, and other portable or embedded systems. Its low voltage operation and high data rates make it ideal for running advanced applications and handling demanding tasks.

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Tesla in talks with SK hynix for $725 mn #eSSD order #SKHynix is the industry’s only supplier of the largest 60TB eSSDs, and its eSSD sales jumped 430% on-year in Q3 🤯 #Tesla Inc. is in talks with SK hynix Inc. at the US #electricvehicle giant’s request for a possible 1 trillion won ($725 million) order of enterprise solid-state drives (#eSSDs), a core component of #AI #chips alongside high-bandwidth memory (#HBM) chips, confirmed #chip industry sources on last Thursday. Enterprise #SSD, or eSSD, is a #datastorage device for #servers, and #NANDflash is the main component of an eSSD, which also includes dynamic random access memory (#DRAM) chips and a controller. According to Solidigm, SK Hynix’s #NAND #flash #memory developing subsidiary, eSSD can save electricity costs to one-fifth for five years compared to #HDDs, with a 46% reduction in total cost. Thanks to Jeong-Soo Hwang, Chae-Yeon Kim , Eui-Myung Park and The Korea Economic Daily for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/dYHhwvcw #semiconductorindustry #semiconductors #semiconductor #tech #it #chip #chips #ic #innovation #datacenter #korea #usa #datastorage #semiconductormanufacturing #hdd #ssd #cloud #ev #evs #car #cars

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Just as we feared, our January 3 percent growth assumption for Q1-2024 has proved optimistic. The first quarter crashed, wiping US$13 billion off the quarter, which, in turn, has reduced our full year forecast by US$50 billion. Low unit sales, driven by ‘take of pay’ long-term price agreements (LTAs) from the Covid-boom era, are exacerbating industry attempts to rein back excess inventory. Just like the emperor’s new clothes, the supposed 2024 Super-Cycle has evaporated in a puff of smoke. It always was a delusion, Q1 removed all doubt. Visit our website for your copy of the May Industry Update Forecast Webinar side deck and video, see the highlights here: https://lnkd.in/evNyJxNH

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Great CNBC interview from our CEO, Vince Roche, discussing our earnings today! I'm very proud of #teamADI for managing this cycle so well while preparing for a brisk future. ADI holds such a privileged position at the physical/molecular edge, architecting the intelligent edge together with our customers. Our earnings this morning (https://ow.ly/2ENv50RQPA6) provide some highlights of our journey in shaping the future together: - Improving Healthcare: We are gaining momentum in the fast-growing surgical robotics market, where our precise signal processing and connectivity products make a big difference for people around the world. - Advancing Industrial: We’re working with our customers to build the Digital Factory of the future, moving to higher bandwidth industrial Ethernet that can connect up to 10 times more devices on the factory floor. - Using AI: We’re adding AI to our technology to meet customer needs faster. For example, we’re using AI in our power management platform to adjust power trees for changing consumption patterns in data centers. Our solutions make it easier and quicker for power engineers, saving money and time. There were many more examples, such as optical connectivity infrastructure for AI, neural networks for audio, GMSL for ADAS, BMS in Europe.... too many to count! To my team: you know who you are and should enjoy this proud moment! A heartfelt thank you to our brilliant customers. Through our impactful partnerships – with trust, ambition, and courage - we are able to stay ahead of what’s possible and unlock breakthroughs that positively impact people and the planet! Chris W. Shalini Palmer Jerry Fan Katsu Nakamura Jim Mollica Jodi Dahlgard Elise Heffelfinger https://lnkd.in/e7Sf3Nrx

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PCIe Gen6 + 5nm + MRVL SerDes = Lowest Power for AI!!

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China’s binge-buying of chipmaking equipment could yield another overcapacity problem Such over-investment ultimately will lead to “inefficient or under-utilized capacity in the future,” creating pricing pressures to its global industry peers, SEMI’s senior director Clark Tseng said. In the first half of 2024, China splurged a whopping $24.73 billion on procuring chip manufacturing equipment, according to data from SEMI, a global semiconductor industry association. That’s more than the $23.68 billion spent by South Korea, Taiwan, North America and Japan combined, during the same period. The U.S. accounted for most of the spending in North America.

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Interesting takeover bid to take ASMPT private by KKR. There is a lot of movement and potential consolidation in the advance packaging space, that’s growing fast, driven by AI applications. In particular hybrid bonding is of interest due to its use in 3D packaging and upcoming implementation for high bandwidth memory (HBM) stacks that are integrated with logic chips for AI processing. ASMPT has a strong packaging experience and a hybrid bonder with pretreatment modules from EVG on the market. An interesting twist is ASM International’s 25% stake in ASMPT, which has been an activist shareholder target in the past. Activists suggested in the past that there were no synergies between the companies and the stake should be divested for shareholders’ benefit. However, things change and I would argue that there are very strong synergies with ASMI’s deposition technology as ALD and new materials are introduced for advance packaging. Will be interesting to see how this plays out. #ALD, #ASMPT, #ASMI

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The biggest message coming out of this year’s Qualcomm Investor Day is that both the present and the future look bright. How bright? Here are a few of the key takeaways from the event: ✅  We’ve seen strong growth and execution in FY24 ✅ Our recent positive performance is part of a larger trend ✅ We’re well positioned to take advantage of transformative growth opportunities ✅ Revenue growth forecast is strong In short, we are in the process of creating a new Qualcomm that has both a stronger growth profile and lower customer concentration. Important note: since this post has future-looking statements, be sure to check out the Qualcomm Safe Harbor Statement: https://lnkd.in/gW_YSMfE

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#6G is anticipated to deploy in 2030, and there’s a long path ahead. Currently, mobile devices rely on gallium arsenide (GaAs) semiconductors for reliable signal transmission. As we look towards the next step, gallium nitride (GaN) on silicon will better support 6G’s higher frequencies and bandwidth. This is because GaN delivers superior performance characteristics such as higher power density and superior energy efficiency. I’m curious to hear your thoughts — as we prepare for the eventual shift from #5G ➡️ 6G, what should designers do NOW to prepare for next-gen wireless communications?

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yieldHUB has semiconductor customers from 13 countries. Customers have, on average, been with us for 5 years. 33% have been with us for at least 5 years and 20% have been with us for more than 10 years. With few exceptions, customers are well funded private companies or well known and publicly quoted companies. Some dropped off over the years, but we grow net customers every year, this year being the second fastest of net customer growth after 2021 (move to cloud tech for big data accelerated during and just after Covid). 50% of payments by all customers are either on time or ahead of time. The payment average is 4 days over payment terms this year so far, 3 days over being the median. But every one of them has paid what they are supposed to, and that's going back 19 years. Semiconductors is a very honourable industry and it's great to be part of it. #customersuccess #payments #customerretention #semiconductors

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Nice low cost alternative to a fiber cable solution. No costly installation. And, the 60GHz spectrum is Unlicensed so NO spectrum reoccurring data usage costs is great for ROI.

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How does TechSovereign Partners stand out as consultants and contractors to the semiconductor industry? Because we don't bring on experts who "worked" in the industry. We are building a team of technologists who helped build it. Each one of our technologists has 25 years and more developing the tools and processes that the industry runs on. These processes work because we helped get them working in the first place. And we all have something in common. We just. love. solving. problems. We have an incredible amount of firepower for crushing out defects or optimizing processes, or for full integration scheme implementation. And in many cases, the engagement costs less than replacing a filter cartridge. We encounter clients all the time who fought with an issue for weeks (even months) until we engaged and in many cases found the answer within days. Even within hours. Ok, I'm not exaggerating, even within minutes. We say, let the easy stuff be easy. And we can make a LOT of things easy. It's what we're for. #ProcessEngineering #DefectReduction #ManufacturingExcellence #ProblemSolvers #SemiconductorIndustry #SemiconductorManufacturing #SemiconductorSolutions #AdvancedPackaging #PlatingProcesses #SemiconductorConsulting

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In my new role at Sondrel, I wanted to offer my thoughts and views that we are seeing in the current semiconductor industry. I hope you find this article informative.

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In this episode of the "Quick Chip Series" on the Semiconductor Leadership Podcast, we dive into the remarkable journey of Qualcomm, a powerhouse in the semiconductor industry. On Youtube: https://lnkd.in/de6CY2Jw On Spotify: https://lnkd.in/dppbZi5C Join us as we uncover surprising facts and lesser-known stories about the company's rise to prominence. Did you know Qualcomm's name was almost different? What unexpected innovation sparked its success? How did a single invention revolutionize mobile communication forever? Tune in to discover these intriguing details and more. Subscribe to our YouTube and Spotify channels now to stay updated with our latest episodes and never miss an insight into the semiconductor world!

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🚀 Strengthening U.S. Innovation: $825M Semiconductor R&D Facility to Open in Albany, NY! The U.S. government has announced an $825 million investment to create a world-class semiconductor R&D facility in Albany, led by the National Semiconductor Technology Center (NSTC). This facility will focus on advancing Extreme Ultraviolet (EUV) lithography—a breakthrough technology critical to producing next-generation chips. Why does this matter? With this investment, the U.S. is taking a bold step toward bolstering domestic chip production and reducing reliance on foreign technologies. As Commerce Secretary Gina Raimondo emphasized, this project is a "milestone" that strengthens America’s lead in semiconductor innovation, supporting both national security and technological independence. This development aligns with recent measures to secure U.S. interests in high-tech fields, limiting investments in sectors like AI in certain foreign markets to maintain a strategic edge. The new Albany facility is poised to play a key role in building that edge. 💡 What are your thoughts on this move? How will it shape the U.S. role in the global semiconductor landscape? #Innovation #Semiconductor #USManufacturing #NationalSecurity #EUV #TechIndependence #Albany

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Last week, the power management sector witnessed an impactful merger of two PMIC powerhouses, Renesas Electronics, and Transphorm Inc., which highlighted the timeless expression that the whole could indeed be greater than the sum of its parts.   This acquisition is part of Renesas’ long-term strategy for driving growth in the power industry and it follows previous strategic acquisitions of Dialog Semiconductor in 2021, IDT in 2018, and Intersil in 2017. Since acquiring Dialog, the power management sector has seen rapid growth in demand for wide-bandgap materials, primarily driven by the increased adoption of electric vehicles (EVs), industrial applications, and renewable power generation. GaN and SiC have become highly sought after and although WBG adoption is still in its early stages, the industry as a whole recognizes the importance of WBG materials for capitalizing on growing trends and future opportunities. This acquisition is not just a strategic hedge for the future; it has an immediate impact on their customers' businesses. Renesas and Transphorms’ combined portfolio promises to increase access to advanced wide-bandgap (WBG) technologies and aid companies in transitioning to more efficient, cleaner power delivery and management systems. Transphorm’s GaN IP portfolio includes over 1,000 patents and has already enabled Renesas to introduce 15 new “Winning Combinations”—market-ready reference designs combining Transphorm's GaN technologies with Renesas' embedded processing, power, connectivity, and analog portfolios. “Customers instantly benefit from the new GaN products through turnkey reference designs, which integrate technologies from both companies,” said Chris Allexandre, SVP, and GM of Power at Renesas. “Adding GaN into our portfolio also reinforces our commitment to develop products and technology that make people’s lives easier. Providing robust and sustainable power solutions that save energy, reduce cost and minimize environmental impacts does just that.” Renesas’ commitment to investing in WBG space isn’t only demonstrated through buying companies, it’s also shown in the establishment of their Kofu, Japan factory, a facility specializing in manufacturing power products using 300-mm wafers. They’ve also increased their production capacity by setting up a new SiC production line at their Takasaki, Japan factory and they’ve secured a reliable SiC wafer supply for the next decade through a partnership with Wolfspeed. Renesas’ aim to offer more wide-bandgap power solutions to meet the needs of an evolving market is very wise, and I admire the fact that they’re looking at their financial resources and investing toward the proliferation of technologies in the manufacturing sense as well. These moves make them a powerful contender and I believe we’ll see Renesas increasing their market share in the near future as well as climbing the charts of the most respected power semiconductor companies worldwide.

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