Mazda and ROHM Begin Joint Development of Automotive Components Using Next-Generation Semiconductors
  Mazda Motor Corporation (hereinafter “Mazda”) and ROHM Co., Ltd. (hereinafter “ROHM”) have commenced joint development of automotive components using gallium nitride (GaN) power semiconductors, which are expected to be the next-generation semiconductors.  (Left) Ichiro Hirose, Director, Senior Managing Executive Officer and CTO of MAZDA / (Right) Katsumi Azuma, Member of the Board and Senior Managing Executive Officer of ROHM  Since 2022, Mazda and ROHM have been advancing the joint development of inverters using silicon carbide (SiC) power semiconductors under a collaborative framework for the development and production of electric drive units. Now, they have also embarked on the development of automotive components using GaN power semiconductors, aiming to create innovative automotive components for next-generation electric vehicles.  GaN is attracting attention as a next-generation material for power semiconductors. Compared to conventional silicon (Si) power semiconductors, GaN can reduce power conversion losses and contribute to the miniaturization of components through high-frequency operation.  Both companies will collaborate to transform these strengths into a package that considers the entire vehicle, and into solutions that innovate in weight reduction and design. Mazda and ROHM aim to materialize the concept and unveil a demonstration model within FY2025, with practical implementation targeted for FY2027.  “As the shift towards electrification accelerates in pursuit of carbon neutrality, we are delighted to collaborate with ROHM, which aims to create a sustainable mobility society with its outstanding semiconductor technology and advanced system solution capabilities, in the development and production of automotive components for electric vehicles” said Ichiro Hirose, Director, Senior Managing Executive Officer and CTO of Mazda. “We are excited to work together to create a new value chain that directly connects semiconductor devices and cars. Through collaboration with partners who share our vision, Mazda will continue to deliver products filled with the 'joy of driving' that allows customers to truly enjoy driving, even in electric vehicles.”  “We are very pleased to collaborate with Mazda, which pursues the 'joy of driving,' in the development of automotive components for electric vehicles” said Katsumi Azuma, Member of the board and Senior Managing Executive Officer of ROHM. “ROHM's EcoGaN™, capable of high-frequency operation, and the control IC that maximizes its performance are key to miniaturization and energy-saving. To implement this in society, collaboration with a wide range of companies is essential, and we have established various partnerships for the development and mass production of GaN. By collaborating with Mazda, which aims to create 'cars that coexist sustainably with the earth and society,' we will understand the requirements for GaN from the perspective of application and final product development, contributing to the spread of GaN power semiconductors and the creation of a sustainable mobility society.”  EcoGaN™ is a trademark or registered trademark of ROHM Co., Ltd.
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Release time:2025-03-31 15:46 reading:255 Continue reading>>
<span style='color:red'>ON Semiconductor</span> collaborates with Optimal Plus for data analytic-driven visibility into manufacturing operations
ON Semiconductor is collaborating with Optimal Plus to gather, analyze and build actionable insights out of the company’s manufacturing data. As a supplier to the automotive industry, ON Semiconductor is pioneering innovative technologies that enable all aspects of automated driving and vehicle electrification. The company is also committed to developing the semiconductor technology capable of supporting the rigors of IoT and empowering businesses to capitalize on their investments to drive profitability and ultimately success.Following an initial pilot project that demonstrated new levels of control and visibility into the company’s manufacturing operations, ON Semiconductor and Optimal Plus will further leverage their solutions to connect the ON Semiconductor global manufacturing footprint as demand continues to grow for the company’s complementary metal oxide semiconductor (CMOS) and charge-coupled device (CCD) image sensors and other technologies that are powering disruptive applications in strategic growth markets.“Demand for power products for automotive applications continues to grow. With an expansive portfolio for power and automotive applications, we continue to see strong growth in our power related revenue for automotive applications,” said Mark Goranson, ON Semiconductor senior vice president manufacturing. “With a broad range of power products for a complete spectrum of voltages starting from low voltage to high voltage, we also have one of the most comprehensive portfolios of power devices and modules. Partnering with Optimal Plus is a key element to enable the shift from detect to predict and eventually prevent.”“The Intelligent Sensing Group within ON Semiconductor is innovating vision beyond the human eye and holds imaging and technology leadership in automotive, space, industrial and medical mission-critical market segments,” said Mitch Mooney, general manager of ON Semiconductor Nampa, Idaho operations. “Optimal Plus provides advanced analytics with real-time visibility of our test operations through their leading-edge software that enables big data analysis of all our test parameters. We expect significant benefits in capital efficiency, yield enhancements and quality improvements.”ON Semiconductor is deploying Optimal Plus solutions to provide increased visibility into their manufacturing processes, from e-test to wafer sort, and final test including communication between geographically-dispersed semiconductor teams. The solution includes deep, multi-stage product analytics for near real-time response capabilities. A core element of the deployment will be enabling ON Semiconductor to lower their Defective Parts Per Million (DPPM) rates to the single digit range.“The Optimal Plus platform was designed to deliver the actionable insights that ON Semiconductor requires to intelligently adapt operations to increase product yield, quality and productivity,” said Dan Glotter, Optimal Plus Founder and CEO. “Together, ON Semiconductor and Optimal Plus are demonstrating how operations optimization is keeping manufacturers ahead of an increased adoption of Industrial IoT, electric vehicles, machine vision and other disruptive applications in automotive and industrial end markets.”
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Release time:2018-08-31 00:00 reading:1723 Continue reading>>
China Said to Raising $47 Billion Semiconductor Fund
 A second fund to bolster China's domestic semiconductor industry — a government-backed investment firm set to be launched soon — is believed to be much greater than original thought.The Wall Street Journal, citing unnamed sources, reported that the government-backed China Integrated Circuit Industry Investment Fund would allocate the funding to — among other things — improving China's ability to design and manufacture advanced processors and GPUs. The size of the fund, which had previouslybeen reported to be valued at between $19 billion and $32 billion,may have been increased as the result of boiling trade tensions between China and the U.S.State-backed funding of China's semiconductor industry has emerged as one focus of the trade tensions that have bubbled up between the two nations, with each poised to impose tariffs on billions of dollars worth of products. The U.S. claims that China's government support for its semiconductor industry is anticompetitive.The Chinese government has, in recent years, stepped up efforts to create a domestic semiconductor industry to help supply its massive electronics market, signaling its intention to spend $161 billion over 10 years to further that effort. China currently imports more than $100 billion worth of semiconductors every year.The latest China Integrated Circuit Industry Investment Fund will follow a similar fund launched in 2014 that raised about $22 billion, according to the Wall Street Journal report.Handel Jones, CEO of International Business Strategies, said that the recent trade disputes with the U.S. have created increased urgency for China to bolster its domestic semiconductor industry. The U.S. recently slapped an export ban on Chinese telecommunications provider ZTE, preventing U.S. suppliers of semiconductors and other components from selling devices to ZTE, a major customer of Qualcomm and other U.S. chip vendors."China needs to establish mega center design capabilities in order to be able to have a stronger design and IP ecosystem," Jones told EE Times. He added that some of Chinese fabless chip vendor HiSilicon's Kirin applications processors are, however, already competitive in global markets.
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Release time:2018-05-09 00:00 reading:1089 Continue reading>>
Analyst Warns on Semiconductor Stock Valuations
  The market capitalization of publicly-traded semiconductor companies has risen dramatically over the past three years, driven largely by a frenzy of merger and acquisition activity and the performance of the chip market as a whole, according to International Business Strategies (IBS).  The cumulative valuation of 15 selected non-memory companies studied by IBS rose from about $520 billion in 2015 to more than $1.07 trillion today. Expectations of additional M&A activity and a positive assessment of the long-term prospects for the semiconductor industry among analysts and investors have also helped the cumulative valuation of the group more than double, according to IBS, a research and consulting firm based in Los Gatos, Calif.  But Handel Jones, CEO of IBS, cautioned that high growth in chip company valuations — a boon to many employees and investors — does not fully reflect the possibility of a semiconductor industry downturn related to overcapacity or slowing global GDP. He warned that the probability of a downturn in the semiconductor industry in the next 24 months is greater than 50 percent.  "There can be benefits to selling [chip stocks] when the sentiment is positive," Jones said.  Semiconductor industry consolidation has risen to unprecedented levels in the past three years as chip firms dig deep to broaden their product portfolios and grow their addressable markets through acquisition. He added that the M&A activity has reduced the number of players in specific market segments, allowing prices to increase, such as what has occurred in the DRAM market.  "Many acquisitions have provided good financial benefits, but not all have been successful," Jones said.
Release time:2017-11-23 00:00 reading:1176 Continue reading>>

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