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ROHM Group Company SiCrystal and STMicroelectronics Expand Silicon Carbide Wafer Supply Agreement

　　Kyoto, Japan and Geneva, Switzerland, April 22, 2024 – ROHM (TSE: 6963) and STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced today the expansion of the existing multi-year, long-term 150mm silicon carbide (SiC) substrate wafers supply agreement with SiCrystal, a ROHM group company. The new multi-year agreement governs the supply of larger volumes of SiC substrate wafers manufactured in Nuremberg, Germany, for a minimum expected value of $230 million.　　Geoff West, EVP and Chief Procurement Officer, STMicroelectronics, commented “This expanded agreement with SiCrystal will bring additional volumes of 150mm SiC substrate wafers to support our devices manufacturing capacity ramp-up for automotive and industrial customers worldwide. It helps strengthen our supply chain resilience for future growth, with a balanced mix of in-house and commercial supply across regions”.　　“SiCrystal is a group company of ROHM, a leading company of SiC, and has been manufacturing SiC substrate wafers for many years. We are very pleased to extend this supply agreement with our longstanding customer ST. We will continue to support our partner to expand SiC business by ramping up 150mm SiC substrate wafer quantities continuously and by always providing reliable quality”. said Dr. Robert Eckstein, President and CEO of SiCrystal, a ROHM group company.　　Energy-efficient SiC power semiconductors enable electrification in the automotive and industrial sectors in a more sustainable way. By facilitating more efficient energy generation, distribution and storage, SiC supports the transition to cleaner mobility solutions, lower emissions industrial processes and a greener energy future, as well as more reliable power supplies for resource-intensive infrastructure like data centers dedicated to AI applications.　　About STMicroelectronics　　At ST, we are over 50,000 creators and makers of semiconductor technologies mastering the semiconductor supply chain with state-of-the-art manufacturing facilities. An integrated device manufacturer, we work with more than 200,000 customers and thousands of partners to design and build products, solutions, and ecosystems that address their challenges and opportunities, and the need to support a more sustainable world. Our technologies enable smarter mobility, more efficient power and energy management, and the wide-scale deployment of cloud-connected autonomous things. We are committed to achieving our goal to become carbon neutral on scope 1 and 2 and partially scope 3 by 2027.　　Further information can be found at www.st.com .　　About ROHM　　Founded in 1958, ROHM provides ICs and discrete semiconductor devices characterized by outstanding quality and reliability for a broad range of markets, including automotive, industrial equipment and consumer market via its global development and sales network.　　In the analog power field, ROHM proposes the suitable solution for each application with power devices such as SiC and driver ICs to maximize their performance, and peripheral components such as transistors, diodes, and resistors.　　Further information on ROHM can be found at www.rohm.com .　　About SiCrystal　　SiCrystal, a ROHM group company, is one of the global market leaders for monocrystalline silicon carbide wafers. SiCrystal’s advanced semiconductor substrates provide the basis for the highly efficient use of electrical energy in electric vehicles, fast charging stations, renewable energies and in various fields of industrial applications.　　Further information on SiCrystal can be found at www.sicrystal.de .

Key word：

ROHM

Release time：2024-04-24 11:10 reading：1189 Continue reading>>

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Panasonic Invests in Ubiden, an EV Charging Service Startup, through Panasonic Kurashi Visionary Fund

　　Panasonic Corporation (Head office: Minato-ku, Tokyo; President & CEO: Masahiro Shinada; hereinafter referred to as Panasonic) today announced that it has decided to invest in Ubiden, Inc. (Head office: Minato-ku, Tokyo; Representative: Norio Yamaguchi; hereinafter referred to as Ubiden), a company that provides charging services for electric vehicles, through a corporate venture capital fund, commonly known as the Panasonic Kurashi Visionary Fund, jointly managed by Panasonic and SBI Investment Co., Ltd.　　The number of standard chargers* installed in Japan is expected to increase to 77,000 by 2035, about three times the total installed in 2021. However, the lack of EV charging facilities is still cited as one of the reasons for the slower adoption of EVs in Japan than in other countries.　　Ubiden operates an electric vehicle charging service called WeCharge, which allows customers to use a smartphone app to pay for electricity used at dedicated EV charging outlets based on the amount of electricity used, rather than the time spent charging. It also provides a user-friendly UX (user experience) that enables easy payment between EV users and charger owners, giving the company an advantage in charging service operation at residential complexes, commercial facilities and other locations where multiple EV owners use the service.　　Panasonic provides ELSEEV electric vehicle (EV and PHEV) charging equipment and outdoor EV charging outlets, which are already in use by Ubiden. Through this investment, Panasonic, in conjunction with Ubiden's outstanding software (for system control, platform operation, and other purposes), will explore the potential for installation of EV charging facilities to be expanded to condominiums and other residential complexes, which has up to now been difficult to achieve for both physical and operational reasons. The company aims to develop an optimal charging infrastructure that will support the uptake of EVs in Japan.　　With a mission to contribute to the wellbeing of people, society and the planet, Panasonic aims to be the best partner of people's life with human centric technology and innovation. The company will continue to strengthen its open innovation initiatives based on strong partnerships by investing in promising startups both in Japan and overseas that are competitive in areas that are closely related to people's lives, such as energy, food infrastructure, spatial infrastructure, and lifestyle.

Key word：

Panasonic

Release time：2023-04-27 11:48 reading：3354 Continue reading>>

Trade news

AMEYA360:Onsemi NTH4L028N170M1 Silicon Carbide (SiC) MOSFET

　　Anson Mae NTH4L028N170M1 Silicon Carbide (SiC) MOSFET optimized for fast switching applications. Anson MOSFET uses planar technology to operate reliably when the grid is at a negative grid voltage drive and turn-off peak. The series provides optimum performance when driven by a 20V grid drive, but can also be used in conjunction with an 18V grid drive.　　At a test condition of 1200V at 40A, the 1700V EliteSiC MOSFET achieves a gate charge (Qg) of 200nC, compared to equivalent competitive devices that are closer to 300nC. A low Qg is critical to achieving high efficiency in fast switching, high-power renewable energy applications.　　The onsemi NTH4L028N170M1 1700V EliteSiC MOSFET is housed in a TO247-4L package with a Kelvin source connection on the fourth pin that improves turn-on power dissipation and gate noise.　　Characteristic　　Typical value RDS(on) = 28mΩ (VGS = 20V)　　Ultra-low grid charge (QG(tot)=200nC)　　High speed switch with low capacitance (Coss=200pF)　　100% avalanche tested　　These devices are lead free and comply with the RoHS directive　　Application　　UPS　　Dc/DC converter　　Boost converter

Key word：

AMEYA360,Onsemi,NTH4L028N170M1

Release time：2023-02-24 10:41 reading：3429 Continue reading>>

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Ameya360:Onsemi NVH4L015N065SC1 Silicon Carbide (SiC) MOSFETs

　　According to Ameya 360：onsemi NVH4L015N065SC1 Silicon Carbide (SiC) MOSFETs provide superior switching performance and higher reliability than Silicon. The onsemi NVH4L015N065SC1 features low ON resistance, and the compact chip size ensures low capacitance and gate charge. System benefits include high efficiency, fast operation frequency, increased power density, reduced EMI, and reduced system size.　　FEATURES:　　Qualified for automotive according to AEC?Q101　　650V rated　　Max RDS(on) = 18mΩ at Vgs = 18V, Id = 75A　　High-speed switching and low capacitance　　100% UIL tested　　Devices are RoHS compliant　　APPLICATIONS：　　Automotive DC/DC and PFC　　Automotive traction inverter

Key word：

Ameya360,Onsemi

Release time：2023-01-12 11:18 reading：3186 Continue reading>>

Trade news

Cree and STMicroelectronics Announce Multi-Year Silicon Carbide Wafer Supply Agreement

Cree announces that it signed a multi-year agreement to produce and supply its Wolfspeed silicon carbide (SiC) wafers to STMicroelectronics. The agreement governs the supply of a quarter billion dollars of Cree's advanced 150mm silicon carbide bare and epitaxial wafers to STMicroelectronics during this period of extraordinary growth and demand for silicon carbide power devices."ST is the only semiconductor company with automotive-grade silicon carbide in mass production today, and we want to press forward to grow our SiC business both in terms of volume and breadth of applications served, targeting leadership in a market estimated at more than $3B in 2025," said Jean-Marc Chery, president and CEO of STMicroelectronics. "This agreement with Cree will improve our flexibility, sustain our ambition and plans, and contribute to boosting the pervasion of SiC in automotive and industrial applications.""We remain focused on increasing the adoption of silicon carbide-based solutions, and this agreement is a testament to our mission," said Gregg Lowe, CEO of Cree. "This is the third multi-year agreement that we have signed this past year in support of the industry's transition from silicon to silicon carbide. As the world leader in silicon carbide, Cree continues to expand capacity to meet the growing market needs, particularly in industrial and automotive applications. We are extremely pleased to continue to support STMicroelectronics as we both invest to accelerate this market."

Key word：

Cree,STMicroelectronics

Release time：2019-01-09 00:00 reading：3826 Continue reading>>

AI Gets $100M <span style='color:red'>Bid</span> from Qualcomm

Trade news

AI Gets $100M Bid from Qualcomm

Qualcomm launched a $100 million venture fund at an event here where the level of enthusiasm for machine learning ran high. China’s SenseTime alone talked about taking in $3 billion for its platform, and others gave examples of AI quadrupling productivity and saving lives.The combination of 5G and AI is central to Qualcomm’s corporate strategy in the wake of its failed merger with NXP and slowing smartphone growth. The combination of the two technologies will expand the company’s addressable market to a smart internet of things, said chief executive Steve Mollenkopf.“The funnel of companies we talk to has widened” to include industrial, automotive, and health-care companies, among others, he said.“Today, the premier device that collects and controls data is the smartphone where Qualcomm is the leader, but in time, that will change to IoT,” said Keith Kressin, senior vice president of product management, adding that the company will unveil a Snapdragon next week with expanded DSP, GPU, and custom blocks for AI.The $100 million fund represents a small slice of more than $1 billion that Qualcomm Ventures has invested to date in more than 150 companies, including China handset maker Xiaomi. Qualcomm was also an early investor in Brain Corp., a developer of autonomous navigation systems.The first investment of the new fund went to AnyVision. The software startup’s tools extend traditional image recognition to analyze behaviors to determine, for example, if two people are in conversation.SK Telecom shares Qualcomm’s 5G + AI strategy. It aims to launch 5G services in South Korea on Dec. 1 in Seoul and six other cities, focusing in part on services such as computer vision for business customers such as Myunghwa Industry Co. Ltd., an auto parts company.“High-resolution, multi-angle photos of products on conveyor belts will be sent to the cloud server via 5G mobile routers, and the server’s high-performance AI will instantly scan the photos to check for defective products,” said the carrier in a press statement.AI could ask for no more enthusiastic proponent than Stanford professor and serial entrepreneur Sebastian Thrun, who spoke at the Qualcomm event.Machine learning will help and augment people, not threaten them, he argued, giving an example from his startup Cresta, whose software quadrupled productivity of salespeople in field trials.One student of Thrun created a database of images of skin cancers. Using machine learning, it was able to speed up diagnosis of malignant cancers, he said. He also shared experiences using AI for self-driving cars and his latest startup, KittyHawk, devoted to self-flying taxis and personal planes.“AI is a wide-open field,” he told a crowd of about 100 venture capitalists and entrepreneurs. “For example, we still don’t have good hardware and software to train on a phone or across many phones. There are opportunities to transform just about every business.“I don’t think AI is overhyped; if I’m not mistaken, it’s going to be the next book,” he added, comparing the discovery of deep learning to the printing press.In China, SenseTime raised $3 billion to date to fund its company’s AI software platform and three private data centers that run it. The centers in Beijing, Shanghai, and Shenzhen have a combined processing power of about 150 petaflops, nearly as much as the world’s largest supercomputer, said George Huang, the startup’s head of international business.SenseTime claims that it competes with the world’s largest data center operators in performance on deep learning. (Image: SenseTime)Like Qualcomm and Thrun, the China startup is pursuing a waterfront of 18 vertical markets including smart cities, manufacturing, financial services, and the smart home. It lays claim to having 700 partner and client relationships forged in its four years to date.SenseTime helps companies develop their own applications and algorithms that run in its systems, often using its data sets geared for image and face recognition, natural-language processing, and other automated services.Today, the company has a database of 2 billion images of 400 million people. “Next year, with our new algorithm, we target being able to accurately recognize one person in 100 million people,” said Huang. “That’s the population of Japan.”

Key word：

Qualcomm,AI

Release time：2018-12-03 00:00 reading：1193 Continue reading>>

Trade news

STMicro Sees Strong Demand for Silicon Carbide

As STMicroelectronics reported its first quarterly results since President and CEO Jean-Marc Chery took the helm, the company was bullish about its automotive market pipeline, and especially for its silicon carbide (SiC) products from which it expects revenues of $100 million in 2018.“We have more than 25 automotive projects in discussion, and 85% of these are in SiC," Chery said. "We are preparing our capital expenditure next quarter to support this, as SiC will be an important game changer for the industry.”Asked by analysts about his confidence level in growth in the automotive and industrial sector for ST, he said, “We don’t see any weak signals, we are really confident as demand is really strong.”Chery said that the second quarter saw design wins for its third generation SiC MOSFETS and SiC diodes for car electrification in Asia and Europe, plus a custom galvanic isolation gate driver for an electric vehicle, a chipset for braking applications in Europe, ICs for engine management for Japanese and Korean customers, and an SP58 32-bit microcontroller win for a body control module for a European tier one supplying a U.S. car maker.He also said that in the personal electronics sector, while sales to its lead customer for smartphones (Apple) will see growth as it launches its new models in September, a key highlight was a design win for its STM32F7 in a high-end 4K TV at a key Japanese OEM. “This was previously a difficult market for us to penetrate,” Chery said.Second quarter net revenues and gross margin were above the mid-point of the company’s outlook. ST reported second quarter net revenues of $2.27 billion, gross margin of 40.2%, operating margin of 12.7%, and net income of $261 million or $0.29 diluted earnings per share.Asked about the potential impact of the trade war between the U.S. and China, Chery said, “At this moment, the direct impact is negligible. But we are monitoring the situation. If the trade war escalates, we are more concerned about the macro level impact on the industry, but we have nothing more to add at this stage.”Responding to questions about ST’s M&A strategy, he said that the company is continuing it strategy of organic growth for 2018, supported my small acquisitions to support areas like its STM32 products, such as its recent acquisition of Draupner Graphics. He added that the company would update the market on its M&A strategy towards the end of the year, though it may potentially make small IP company acquisitions to improve its portfolio.

Key word：

STMicro

Release time：2018-07-27 00:00 reading：1178 Continue reading>>

Broadcom Earnings In Focus After Qualcomm <span style='color:red'>Bid</span> Withdrawal

Trade news

Broadcom Earnings In Focus After Qualcomm Bid Withdrawal

　　Chipmaker Broadcom (AVGO) on Wednesday officially withdrew its offer to acquireQualcomm (QCOM) following President Trump's executive order blocking the deal on national security grounds.　　"Although we are disappointed with this outcome, Broadcom will comply with the order," Broadcom said in a statement. The Singapore-based company said it plans to continue the process of moving its global headquarters to the U.S. Broadcom, which has its U.S. headquarters in San Jose, Calif., expects to complete the move by April 3.　　"From a stock perspective, we view the executive order as a slight positive as it removes a near-term distraction and overhang on the stock," KeyBanc Capital Markets analyst John Vinh said in a report. "As a stand-alone entity moving forward, we still view Broadcom as one of the best-run companies in the semiconductor industry with secular growth drivers in RF (radio frequency), data center and networking (chips)."　　Investor attention now shifts to Broadcom's fiscal first-quarter results, scheduled for release after the market close on Thursday.　　Wall Street expects Broadcom to earn $5.04 a share, up 39% year over year, on sales of $5.32 billion, up 28%, in the January quarter.　　For the April quarter, analysts are modeling Broadcom to earn $4.63 a share, up 25%, on sales of $5 billion, up 19%.　　Broadcom shares dipped 0.2% to close at 260.59 on the stock market today. Qualcomm, meanwhile was up 0.7% to 60.12.

Key word：

Broadcom

Release time：2018-03-15 00:00 reading：3679 Continue reading>>

Trade news

White House blocks Broadcom bid for Qualcomm

　　US President, Donald Trump, has announced that the US is blocking the Singaporean chip maker Broadcom's bid for the chip manufacturer Qualcomm, citing national security concerns. The move ends what would have been the largest ever tech deal.　　In what was seen as an unusual move Trump said that "there is credible evidence," that the proposed bid could lead to "action that threatens to impair the national security of the United States."　　The move by the President follows a review by the Committee on Foreign Investment in the United States (Cfius) which had concluded that it was minded to refer the deal to the administration for rejection.　　While Broadcom strongly disagreed with the committee's findings which suggested there were "potential national security concerns" there were also concerns, again highlighted by the committee, that investment in research at Qualcomm would be cut back should the takeover go through.　　While Broadcom promised to maintain levels of research and development and not to sell off any "critical national security assets" it appears that was not enough for the US authorities.　　It comes at a time of growing protectionism in the US and it was thought that allowing the purchase of a leading semiconductor company by a foreign company would weaken the position of the US, to the benefit of China.　　The administration is said to have been concerned about the US losing its leading position in 5G technology which is seen as being critical to the next generation of wireless devices and technologies.

Key word：

Qualcomm

Release time：2018-03-14 00:00 reading：1205 Continue reading>>

Intel Reportedly Mulls Broadcom <span style='color:red'>Bid</span>

Trade news

Intel Reportedly Mulls Broadcom Bid

　　Intel is considering several acquisition possibilities in response to Broadcom's $117 billion bid for Qualcomm, including the possibility it may make a bid for Broadcom, according to a Wall Street Journal report.　　The report, published March 9, cites anonymous sources. It says that Intel has been working with advisors since late last year to formulate an acquisition strategy to offset Broadcom's bid, which if ultimately successful would further redraw a semiconductor industry landscape already undergoing drastic changes as a result of a wave of mega-consolidation over the past few years.　　Intel was not immediately available for comment on the Wall Street Journal report. Publicly traded firms rarely comment on potential acquisition targets.　　Intel last year finished second in global semiconductor sales with revenue of $62.8 billion. Based largely on the strength of the memory chip market in 2017, South Korea's Samsung Electronics knocked Intel from the No. 1 sales spot it had occupied since 1992.　　Intel, which still service the bulk of its revenue from PC processors, has for years been moving to diversify as the PC market has declined. Intel has, largely through acquisition, had some success penetrating newer markets such as the Internet of Things, connected cars, data centers, and baseband modem processors — where Qualcomm remains the dominant player.　　The Wall Street Journal article, which characterizes an Intel bid for Broadcom as the most dramatic of a number of acquisitions Intel is considering, maintains that Intel is concerned that the acquisition of Qualcomm by Broadcom would create a powerhouse in both smartphones and data centers, two areas where Intel hopes to grow. The article noted that any attempt by Intel to acquire Broadcom is likely to face heavy scrutiny by antitrust regulators throughout the world.　　Broadcom's bid to acquire Qualcomm — which has been rejected multiple times by Qualcomm's board of directors — faces longer odds after its raised concerns among the Committee for Foreign Investment in the United States (CFIUS), a multi-agency U.S. government panel that reviews potential acquisitions for U.S. national security implications. CFIUS said in a letter dated March 5that the acquisition could threaten the U.S. position in wireless communications standards, patents, and products — potentially to the benefit of China.　　In response to CFIUS concerns, Broadcom said last week it would invest to make the U.S. a leader in 5G technology, pledging to create a 1.5 billion fund with a focus on innovation to train and educate the next generation of RF engineers in the U.S. Broadcom also said it would not sell any critical national security assets to any foreign companies.　　Qualcomm stockholders were to vote last week on whether to elect a slate of Broadcom nominees to Qualcomm's board, which would presumably favor the $117 billion offer from Broadcom that Qualcomm's board has rejected multiple times. However, at the request of CFIUS, the proxy vote by Qualcomm stockholders was pushed to April 5.

Key word：

Intel,Broadcom

Release time：2018-03-13 00:00 reading：3647 Continue reading>>

model	brand	Quote
MC33074DR2G	onsemi
RB751G-40T2R	ROHM Semiconductor
TL431ACLPR	Texas Instruments
CDZVT2R20B	ROHM Semiconductor
BD71847AMWV-E2	ROHM Semiconductor

model	brand	To snap up
BU33JA2MNVX-CTL	ROHM Semiconductor
STM32F429IGT6	STMicroelectronics
TPS63050YFFR	Texas Instruments
ESR03EZPJ151	ROHM Semiconductor
IPZ40N04S5L4R8ATMA1	Infineon Technologies
BP3621	ROHM Semiconductor

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