Luca Bartolomeo

Our #Semiconductor ecosystem currently has zero funding allocated for later stage, #PCB & #SMT, electronic component manufacturing. While the #CHIPSAct is a positive step forward, it only addresses a segment of semiconductor supply chain challenges. A robust domestic electronics supply chain requires investment in the entire ecosystem, including critical PCBs, and SMT manufacturing. This is essential for our national security and continued US technologic leadership. Our latest innovative AI-based solution, AiCard by Intraratio, provides keen insight into your manufacturing #data outliers allowing real-time process optimization, prevention of scrap of expensive chips, modules, PCBAs, and final products . We're not just leveraging #AI to empower engineers to innovate faster, we're inviting you to be part of the solution, enabling a robust end-to-end semiconductor ecosystem. Please share a comment on your thoughts about this recent article on this topic. https://bit.ly/4aNWkJ0

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🚨 New Article Alert: The DRAM Market is Shifting! 🚨 📊 Micron is Gaining Ground, Samsung Faces New Competition! 📉 The DRAM market is undergoing a major transformation as server DRAM and HBM demand soars. Find out how Micron, SK hynix, and Taiwanese players are reshaping the landscape while Samsung fights to maintain its lead. 🔥 Check out our latest article to understand how these changes will impact the future of the DRAM industry and what it means for AI, cloud computing, and memory prices. 🌍💡 #DRAM #Semiconductors #MemoryMarket #TechTrends #AI #ServerDRAM #HBM #Micron #Samsung #ChipIndustry #TechInnovation #FutureOfMemory

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Optical Interconnect Advances. Ayar Labs, a developer of optical interconnection technologies for chip-to-chip and machine-to-machine connectivity, has received $155 million in Series D funding from venture capitalists, AMD Ventures, Intel Capital, and Nvidia. The participation of industry giants highlights the importance of optical interconnects for next-generation AI and HPC machines. Ayar Labs plans to start commercializing its technology by mid-2026. #AI #HPC #M2M #C2C #OpticalInterconnect

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Without debating the value of the CHIPS for America Act, it's thrilling to see its impacts already taking shape! Kevin Younis, the Chief Operating Officer and Executive Deputy Commissioner of Empire State Development, shared exciting updates at SEMICON West 2024. He highlighted the incredible transformation of upstate New York from a rust belt region to a burgeoning hub for semiconductor manufacturing. This revival is fueled by abundant resources like water, power, land, universities, and a skilled workforce, combined with a rich legacy of innovation from iconic companies like IBM Xerox, and GlobalFoundries. A standout example of this transformation is Micron Technology monumental $100 billion investment in a new fabrication facility, underscoring the region's promising future in the semiconductor industry. #CHIPSforAmericaAct #SEMICONWest2024 #SemiconductorIndustry #Innovation #UpstateNewYorkTransformation 🌟

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🚀 Kioxia Prepares for IPO: A Major Shift in the NAND Flash Market! 📈 Exciting news in the semiconductor industry as Kioxia, the Japanese NAND flash giant, is set to debut on the Tokyo Stock Exchange with its IPO on December 18th, 2024. With an IPO price of ¥1,455 per share, Kioxia’s valuation reaches an impressive ¥784 billion (approx. USD 6.6 billion). 💥 Key Highlights 🔹 Raising USD 800 Million: Kioxia has successfully raised 120 billion yen in its IPO, which will accelerate growth and strengthen its market position. 🔹 Strategic Shifts: As part of the offering, Bain Capital (Kioxia’s largest shareholder) will reduce its stake to 52%, while Toshiba will lower its stake to 32%. 🔹 SK hynix's Growing Influence: Following the IPO, SK hynix is poised to become Kioxia's third-largest shareholder with a 14% stake. This positions SK hynix as a key player in Kioxia’s future strategy, with a significant say in the company’s direction post-2028. 📊 With SK hynix increasing its involvement, this development is set to reshape the competitive landscape within the NAND flash memory market. As global demand for memory continues to rise, Kioxia’s IPO marks a pivotal moment for the company and the entire industry. 🌍 Looking Ahead 🔮 The NAND flash sector is evolving rapidly, and Kioxia's IPO could signal new opportunities for collaborations, investments, and innovations in the semiconductor space. As SK hynix strengthens its ties with Kioxia, we can expect strategic partnerships and market disruptions that will shape the next chapter in memory technologies. ⚡ #Semiconductors #IPO #Kioxia #SK hynix #MemoryTechnology #NANDFlash #InvestmentOpportunities #TechNews #SemiconductorIndustry #FutureOfTech #BusinessGrowth #MarketTrends #Trendforce https://lnkd.in/dMzBx7T5

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Texas Instruments (TI) has secured a $1.6 billion award from the U.S. government under the CHIPS and Science Act to support the construction of three new 300mm wafer fabs in Texas and Utah. This funding will bolster TI's efforts to increase domestic semiconductor production, ensuring a reliable supply of essential analog and embedded processing chips for various industries. The company is committed to sustainable manufacturing practices, including the use of renewable energy and water conservation initiatives. TI's investment in these new fabs will create thousands of jobs and contribute significantly to the U.S. semiconductor industry. #TexasInstruments #TI #CHIPSandScienceAct #chips #chipmanufacturing #semiconductor #semiconductors #semiconductormanufacturing #semiconductorindustry #USA #innovation #technology #technologynews #sustainability

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For the first time, Semicon Taiwan, SEMI.org, hosted a Silicon Photonics Summit and launched the Silicon Photonics Industry Alliance. The event featured keynote addresses from ASE's CEO and TSMC's EVP, who underscored Taiwan's strategic opportunity to build an ecosystem that capitalizes on the surging AI demand for SiPh technology. The Taiwanese General Director of Economic Development also expressed the government's strong support for this initiative. One powerful example of SiPh's impact on industry and society: Co-Packaged Optics (CPO) and optical interconnections can reduce energy consumption per bit by up to 30x.

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CXMT Achieves 80% DDR5 Yield, Eyes 90% by 2025 – Disrupting the DRAM Market 📊🚀 CXMT, China's leading #DRAM #manufacturer, has made significant progress in #DDR5 production, reaching an impressive 80% yield—a major leap from its initial 50% yield. With plans to achieve 90% by 2025, CXMT is poised to make waves in the global #DRAM market. The company’s wafer output is set to reach 300,000 wafers per month by 2025, matching the scale of #Micron and positioning #CXMT to directly challenge the industry’s giants. CXMT currently operates two fabs in #Hefei: 1️⃣ Fab 1 focuses on DDR4 with a 90% yield and a capacity of 100,000 wafers per month. 2️⃣ Fab 2, dedicated to DDR5, uses 17nm technology and produces 50,000 wafers per month. While CXMT is still behind #Samsung and #SKhynix, which manufacture DDR5 chips using the more advanced #12nm node, its progress is notable. The company’s ambitious expansion plans—including adding 50,000 wafers per month to Fab 2 by 2025—could shake up the DRAM market, particularly as it pushes further into HBM2 production for AI hardware. Market Implications and Disruption 💥📉 Increased Competition: As CXMT ramps up DDR5 production, its ability to scale quickly and achieve high yields could force price reductions in the DRAM market. Established players like Micron, Samsung, and SK hynix may need to adjust their strategies in response to this rising competition. Market Share Shifts: With its aggressive cost structure and rapidly growing capacity, CXMT could begin to capture a significant portion of the global DRAM market—particularly in China, where local production is a key priority. This could lead to a shift in market dominance, especially in the low-cost and high-volume segments. Impact on AI Hardware: CXMT's advancements in #HBM2 production are particularly important for the growing #AI #hardware #market. Companies like #Huawei rely on CXMT’s memory products for AI accelerators, such as the #Ascend910 series. If CXMT scales its HBM2 production successfully, it could become a critical player in the global AI hardware supply chain, reducing dependency on Western suppliers. Technological Innovation: As CXMT pushes forward with new technologies, including HBM2 for high-bandwidth applications, it could accelerate innovation in the DRAM and memory sectors, prompting other companies to innovate faster to stay competitive. Looking Ahead 🌍🔮 CXMT’s rapid growth in both DDR5 and HBM2 production signals a changing landscape in the DRAM and memory market. By 2025, with a wafer output matching industry leaders and a target yield of 90% for DDR5, CXMT could dramatically alter the market dynamics, forcing competitors to adapt to a more competitive environment. #CXMT #DRAM #DDR5 #HBM2 #Micron #Semiconductors #AIHardware #TechDisruption #MarketShift #Innovation #ChinaTech 🚀📈 https://lnkd.in/didj5Qcg

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NVIDIA and MediaTek Partner on Gaming Peripheral Chips Amid Industry Growth. On the 21st, China's AAA game "Black Myth: Wukong" was officially released, driving a surge in China's gaming market. The rising market interest, coupled with the continuous issuance of game licenses, has led to a positive outlook for the gaming industry. On the same day, NVIDIA and MediaTek announced a partnership to integrate NVIDIA's full G-Sync technology suite into MediaTek's display controller chips, enhancing gaming experiences with clearer and smoother visuals. The highlight of this collaboration is the introduction of G-SYNC Pulsar, which offers 4x effective motion clarity and tear-free Variable Refresh Rate (VRR) gaming. By integrating G-SYNC into MediaTek's scaler components, the need for separate G-SYNC modules is eliminated, simplifying production and reducing costs. This makes feature-rich G-SYNC monitors more affordable and accessible to a broader audience. G-SYNC Pulsar will debut in new monitors, including ASUS ROG Swift 360Hz PG27AQNR, Acer Predator XB273U F5, and AOC AGON PRO AG276QSG2, all expected to launch later this year with 2560x1440 resolution, 360Hz refresh rate, and HDR support. Prior to this announcement, rumors circulated that the two companies were also collaborating on an Arm-based chip, possibly extending their partnership to the emerging handheld gaming PC market.

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Customizable ASICs (Application-Specific Integrated Circuits) could be considered as a way to avoid tariff implications associated with traditional semiconductor components particularly legacy analog design. By redesigning these analog circuits into micro ASICs - - A single integrated solution that integrates dozens of components. - Replacement of legacy chips with a "China-Plus-One-Strategy" - Your proprietary embedded solution makes reverse engineering your designs difficult for competitors. - Cost saving! The strategic shift enhances functionality, but also enables more tailored solutions tailored to each application. - The process is easy with modern EDA software and you can have your unit part in two to four weeks. Adoption of custom ASIC technology provides a viable pathway to meet evolving market challenges, thereby ensuring continued innovation in the electronics design of your products. Check us out at https://lnkd.in/gsXjh-iG

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Explore how carbon neutrality, tighter environmental rules, and technology drive automotive electrification worldwide. Read this article about the current market and technological developments in automotive traction inverter systems: https://lnkd.in/gSvbX-Pc - with Renesas Electronics #TechnicalResources

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Check out our recent TTI, Inc. MarketEYE article, the first in a new series on power conversion designs. This article focuses on selecting the right passive components for designing efficient power conversion circuits that also meet the demands of modern electronics. https://bit.ly/3Yo8ggy #TTIinc

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Customer and Market Oriented Approach !

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Will the Apple iPad Pro beat all AI PCs because it is equipped with M4 chip? A good AI PC involves some criteria: 1, has a powerful CPU (central processing unit) and GPU (graphics processing unit) capable of handling complex AI algorithms and computations efficiently. 2, Sufficient RAM (random access memory) 3, GPU Acceleration, preferably from NVIDIA's GeForce or Quadro series, which are well-suited for AI workloads. 4, AI Software Compatibility 5, has ample connectivity options 6, has adequate cooling solutions 7, has more budget-friendly options #products #AppleEvent #AIPC https://lnkd.in/gmfViDVm

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