-
Texas Instruments (TI) broke ground on its new 300-mm semiconductor wafer fabrication plant (or “fab”) in Lehi, Utah. Joined by Utah Governor Spencer Cox, state and local elected officials, as well as community leaders, TI President and Chief Executive Officer Haviv Ilan celebrated the first steps toward construction of the new fab, LFAB2, which will connect to the company’s existing 300-mm wafer fab in Lehi. Once completed, TI’s two Utah fabs will manufacture tens of millions of analog and embedded processing chips every day at full production.
“Today we take an important step in our company’s journey to expand our manufacturing footprint in Utah. This new fab is part of our long-term, 300-mm manufacturing roadmap to build the capacity our customers will need for decades to come,” said Ilan. “At TI, our passion is to create a better world by making electronics more affordable through semiconductors. We are proud to be a growing member of the Utah community, and to manufacture analog and embedded processing semiconductors that are vital for nearly every type of electronic system today.”
In February, TI announced its $11 billion investment in Utah, marking the largest economic investment in state history. LFAB2 will create approximately 800 additional TI jobs as well as thousands of indirect jobs, with first production available as early as 2026.
“TI’s growing manufacturing presence in Utah will be transformative for our state, creating hundreds of good-paying jobs for Utahns to manufacture critically important technology,” said Utah Governor Spencer Cox. “We are proud that semiconductors – made in Utah by Utahns – will power the innovation that is foundational to our country’s economic and national security.”
As part of TI’s commitment to education, the company will invest $9 million dollars in the Alpine School District to develop the state’s first Science, Technology, Engineering and Math (STEM) learning community for all students in kindergarten through 12th grade. The multiyear program will embed STEM concepts more deeply into coursework for the district’s 85,000 students and provide STEM-oriented professional development for its teachers and administrators. The district-wide program will equip students with essential STEM skills, such as critical thinking, collaboration and creative problem-solving to succeed after graduation.
“We are excited this partnership will help our students develop essential knowledge and skills, preparing them for success in life and possible careers in the technology sector,” said Alpine School District Superintendent, Dr. Shane Farnsworth. “Working together with the city of Lehi, Texas Instruments, and our schools, this collaborative investment will impact students and their families for many generations to come.”
TI has a long-standing commitment to responsible, sustainable manufacturing. LFAB2 will be one of the company’s most environmentally efficient wafer fabs, designed to meet one of the Leadership in Energy and Environmental Design (LEED) building rating system’s highest levels of structural efficiency and sustainability: LEED Gold version 4.
LFAB2 has a goal to be powered by 100% renewable electricity, and advanced 300-mm equipment and processes in Lehi will further reduce waste, water and energy consumption. In fact, LFAB2 is expected to recycle water at nearly twice the rate of TI’s existing fab in Lehi.
LFAB2 will complement TI’s existing 300-mm wafer fabs, which include LFAB1 (Lehi, Utah), DMOS6 (Dallas), and RFAB1 and RFAB2 (both in Richardson, Texas). TI is also building four new 300-mm wafer fabs in Sherman, Texas (SM1, SM2, SM3 and SM4), with production from the first fab as early as 2025.
TI’s manufacturing expansions, with anticipated support from the CHIPS and Science Act, will provide reliable supply of analog and embedded processing products. These investments in manufacturing and technology illustrate the company’s commitment to long-term capacity planning.
Original – Texas Instruments
-
This week, Siltronic welcomed high-ranking representatives from the Singapore Economic Development Board (EDB) to its Munich headquarters. The delegation, led by Chairman Mr. Png Cheong Boon, included five members of the EDB. This visit underscores the ongoing strong international collaboration with the EDB.
Over the years, Siltronic’s partnership with the EDB has been characterized by strong support and cooperation in many areas, such as workforce development, labor market support, infrastructure development, as well as investment support.
During the meeting, both parties reiterated their shared commitment to collaboration in these vital areas and engaged in discussions regarding strategies for decarbonization.
Siltronic’s latest state-of-the-art 300 mm fab is the largest investment ever made by a German company in Singapore. It showcases the commitment to strengthen and expand the positive relationships with our Singaporean partners.
Dr. Michael Heckmeier, CEO of Siltronic AG, expressed his pleasure to meet the EDB team in person. “The collaboration between Siltronic and the EDB over the years has created significant results. We are proud of these positive collaborative outcomes and look forward to the future.”
Original – Siltronic
-
BorgWarner has clinched an agreement with a major North American OEM to supply its bi-directional 800V Onboard Charger (OBC) for the automaker’s premium passenger vehicle battery electric vehicle (BEV) platforms. The technology leverages silicon carbide (SiC) power switches for improved efficiency and delivers amplified power density, power conversion and safety compliance. Start of production is slated for January 2027.
“This is a big accomplishment for the team at BorgWarner, highlighting our first OBC win with this OEM and marks the first OBC win in North America,” said Dr. Stefan Demmerle, President and General Manager, BorgWarner PowerDrive Systems.
“Through our world-class power electronics expertise and market leading status for our 800-volt and silicon carbide technology, we are providing a solution to maximize charging power capabilities, extend power densities and enhance efficiencies while catering to differing grid configurations across regions.”
BorgWarner’s OBC technology is installed in electric vehicles to convert alternating current (AC) from the power grid to direct current (DC) to charge batteries. The OBC is capable of powers ranging from 19.2kW single-phase operation to 22kW three-phase operation.
The 19.2kW power level uses two power lines for a single-phase grid connection, which is unique to the U.S. market. The 22kW power level uses a three-phase grid connection and is intended for use in the European market. The 19.2kW single-phase charger is currently the only one of its kind to be introduced into the U.S. market.
The OBC incorporates a bi-directional vehicle-to-load (V2L) operating mode that enables users to use the vehicle battery pack to charge various standalone applications, which is an increasingly desired feature within the industry. Additionally, both the charger hardware and software are designed and produced by BorgWarner.
Original – BorgWarner
-
Qorvo® announced financial results for the Company’s fiscal 2024 second quarter ended September 30, 2023.
Quarterly Highlights
- Grew quarterly revenue 70% sequentially and exceeded the mid-point of revenue guidance by $103 million
- Achieved sequential growth in ACG, CSG and HPA operating segments
- Secured broad-based design wins in all end markets, including major UWB wins in a flagship Android smartphone and an in-vehicle car access platform by a leading German automotive tier one
- Significantly reduced Qorvo inventory while improving Android channel inventory
On a GAAP basis, revenue for Qorvo’s fiscal 2024 second quarter was $1.103 billion, gross margin was 44.4%, operating income was $151 million and diluted earnings per share was $0.99. On a non-GAAP basis, gross margin was 47.6%, operating income was $279 million and diluted earnings per share was $2.39.
Bob Bruggeworth, president and chief executive officer of Qorvo, said, “Qorvo delivered significantly improved financial performance in the September quarter supported by content gains at our largest customer. Each of our operating segments is enjoying multiyear technology upgrade cycles that improve performance and enhance functionality, and Qorvo is critical to enabling these capabilities. The Qorvo team continues to operate very well to secure new customer designs and broaden our opportunities in growth markets.”
Financial Commentary and Outlook
Grant Brown, chief financial officer of Qorvo, said, “Qorvo exceeded the high end of our September quarterly guidance for revenue, gross margin and EPS, reflecting content gains at our largest customer and sequential growth in all three operating segments. Looking forward, our December quarterly guidance reflects seasonal patterns, robust content on customer programs and improved channel inventories. We continue to expect year-over-year revenue growth in fiscal 2024.”
Qorvo’s current outlook for the December 2023 quarter is:
- Quarterly revenue of approximately $1 billion, plus or minus $25 million
- Non-GAAP gross margin between 43% and 44%
- Non-GAAP diluted earnings per share of approximately $1.65 at the midpoint of revenue
Original – Qorvo
-
Axcelis Technologies, Inc. announced financial results for the third quarter of 2023.
Highlights include:
- The Company reported third quarter revenue of $292.3 million, compared to $274.0 million for the second quarter of 2023.
- Operating profit for the quarter was $71.7 million, compared to $63.7 million for the second quarter.
- Net income for the quarter was $65.9 million, or $1.99 per diluted share, compared to $61.6 million, or $1.86 per diluted share in the second quarter.
- Gross margin for the quarter was 44.4%, compared to 43.7% in the second quarter.
- Third quarter ended with systems backlog of $1.2 billion on quarterly bookings of $198 million.
President and CEO Russell Low commented, “Axcelis delivered strong third quarter financial performance due to robust demand for the Purion product family, especially in the silicon carbide power market. Axcelis is the only company with a product line that can deliver complete recipe coverage for all power device applications. We are the technology leader and the supplier of choice providing the best device manufacturing capabilities. This uniquely positions Axcelis to benefit from high growth in this market. Axcelis expects to achieve revenue of greater than $1.1 billion in 2023.”
Executive Vice President and Chief Financial Officer James Coogan said, “We are very pleased with our third quarter 2023 financial results. Revenue, EPS and gross margins all finished well above guidance. Axcelis has had the rare opportunity to grow revenue 20% year over year as well as improve profitability during a significant industry downturn. This is a result of strong product positioning and continued strong execution in a challenging environment.”
Original – Axcelis Technologies
-
Magnachip Semiconductor Corporation announced that the Company has begun mass production of two new 650V Super Junction Metal-Oxide-Semiconductor Field-Effect Transistors (SJ MOSFETs) offerings.
These two 650V SJ MOSFETs (MMUB65R090RURH, MMUB65R115RURH) utilize an innovative PDFN88 package, which significantly reduces their thickness and size. The thickness has been reduced by approximately 81% compared to D2PAK products and 63% compared to DPAK products, while the overall footprint has been reduced to about 41% of D2PAK SJ MOSFETs.
These new SJ MOSFETs — upgraded by the PDFN88 package — offer excellent design flexibility, efficient heat dissipation, and low RDS(on) (the resistance value between the drain and the source of MOSFETs during on-state operation) characteristics. As a result, they are well-suited for various applications that require compact size and high efficiency, such as OLED TVs, servers, lighting products, laptop chargers and adapters.
“Magnachip will continue to develop high-performance power solutions enhanced by new packaging technology, building upon the successful mass production of these 650V SJ MOSFET products,” said YJ Kim, CEO of Magnachip. “We aim to drive expansion in the electronics market through our extended product portfolio and rigorous quality control.”
Original – Magnachip Semiconductor
-
Littelfuse, Inc. reported financial results for the third quarter ended September 30, 2023:
- Net sales of $607.1 million were down 8% versus the prior year period, and down 11% organically.
- GAAP diluted EPS was $2.30; adjusted diluted EPS was $2.97.
- Cash flow from operations was $161.5 million and free cash flow was $139.8 million.
“In the third quarter, sales and earnings exceeded our expectations, despite pockets of end market softness and ongoing inventory destocking,” said Dave Heinzmann, Littelfuse President and Chief Executive Officer. “Our year-to-date performance underscores the resilience of our business model, strong cash generation, and consistent execution.
Looking ahead, while dynamic macro conditions likely persist, our improved cost structure, healthy balance sheet, and ability to optimize cash flow should position us well into 2024. Our experienced team will continue to leverage our competitive advantages across our evolving and diversified end markets.”
Fourth Quarter of 2023
Based on current market conditions, for the fourth quarter the company expects,- Net sales in the range of $520 to $550 million, adjusted diluted EPS in the range of $1.90 to $2.10 and an adjusted effective tax rate of approximately 18%.
Original – Littelfuse
-
Navitas Semiconductor announced another GaNFast win at Samsung, this time a new 25W charger for the flagship Galaxy S23 smartphone. Gallium nitride (GaN) is a next-gen power-semi technology that is replacing legacy silicon chips in markets from mobile and consumer to data center, solar and EV.
The high-spec Galaxy S23 features a Dynamic AMOLED 2X, 120Hz screen with 1750 nits peak contrast, stretching it’s 1080 x 2340 pixels across 90.1 cm2 of Corning Gorilla Glass. With a Qualcomm Snapdragon 8 Gen 2 chip, up to 512GB / 8GB RAM of storage and triple cameras up to 50 MP, the S23 excels in mobile communication performance.
For power, the S23 features a 3900 mAh Li-Ion battery, and with the GaNFast 25W charger (model EP-T2510) with USB PD 3.0 interface, reaches 50% charge in only 30 minutes, and while in sleep mode, consumes only 5 mW of power. The PD 3.0 specification means that the new charger can power a range of devices from Galaxy Buds2 audio to Galaxy Z Fold5, Galaxy Flip and Galaxy A23.
Navitas’ GaNFast technology is used in a high-frequency, quasi-resonant (HFQR) topology running at 150 kHz. GaNFast leading-edge, high-frequency performance shrinks the charger by more than 30%, and the Navitas device is fully qualified to Samsung’s stringent qualification requirements, with excellent delivery performance, quality and reliability.
“As pioneers in mobile fast charging, Navitas continues to lead the next-gen market, with all 10 of the top 10 mobile OEMs in production with GaNFast products,” said David Carroll, Sr. VP Worldwide Sales. “From 25 W to 20 MW, our expanding range of leading-edge GaN and SiC products cover everything from mobile and consumer to EVs, solar and industrial applications.”
Original – Navitas Semiconductor
-
STMicroelectronics is holding its first-ever ST Taiwan Tech Day at the Taipei New Horizon on November 2. The event is designed to provide valued customers and partners with the most up-to-date information on ST products and solutions to facilitate innovation and achieve success.
With the theme “Our Technology Starts with You,” this extensive technology event will offer insightful speeches and showcase over 40 demonstrations centered around four mega trends: Smart Mobility, Power & Energy, IoT & Connectivity, and Sensing the World. Attendees can experience first-hand the latest innovations and learn how ST’s technologies are contributing to a safer, greener, and more connected world. It will also be a great opportunity to help developers and innovators stay ahead of the curve in today’s rapidly evolving market.
Innovation highlights
Smart Mobility
Zonal Gateway: Zonal Gateway acts as a bridge between the automotive central computer and traditional signal-based ECUs. This technology is supported by ST’s wide range of automotive-grade products and enables Service-Oriented Architecture (SOA) with Data Distribution Service (DDS) protocol and Firmware Over-The-Air (FOTA). The Zonal Gateway offers a solution for modernizing automotive systems, allowing for seamless communication between different components and enabling efficient and secure updates.3rd-Generation SiC Modules: The industry leader in Silicon Carbide (SiC), ST offers a wide range of solutions to help developers improve the power efficiency and reduce the size and weight of automotive inverters with its 3rd-generation SiC modules. The traction inverter is a critical component in electric vehicles as it converts energy from the battery to drive the motors in the drivetrain.
These converters must handle high power and currents, provide fail-safe operation, and handle EMC challenges. Alongside the SiC modules, ST’s range of solutions includes AEC-Q101 qualified IGBTs, silicon and silicon-carbide MOSFETs and diodes, AEC-Q100 qualified galvanically isolated IGBT and MOSFET gate drivers, and SPC5 32-bit automotive microcontrollers. These offerings enable scalable, cost-effective, and energy-efficient EV traction inverter solutions.
Power & Energy
Digital Power: ST’s digital power solution is a comprehensive set of reference designs that empower designers to create efficient, feature-rich power supplies for a wide range of applications. The demo highlights two powerful solutions: the 25kW DAB DC/DC converter with ST’s ACEPACK module, a highly efficient and reliable power converter ideal for industrial and automotive applications, and the 30kW Gen3 SiC MOSFET three-phase interleaved LLC solution with an STM32G4 MCU for ultra-high voltage EV charger — a cutting-edge power supply designed to provide ultra-fast charging for electric vehicles.With these solutions, designers can create custom power systems that are efficient, reliable, and tailored to their specific needs.
Precision Position Control: ST is a leading technology provider for motor control and servo drives, offering power device technologies, computational processing, isolated devices, industrial safety, ecosystem for industrial automation, connectivity, and predictive maintenance. With ST’s state-of-the-art motor-control technologies, the motor can precisely control movement to a specific position.
The demo consists of two small BLDC motors that can hold two shapes that do not fit together when they are in phase. The precision motor-control algorithm enables the rotation and movement of the shapes towards each other at any time, offsetting the relative position of the two shapes by 90 degrees while rotating. This unique position allows coupling between the shapes, with a rotation speed that ensures the phase shift is not noticeable, demonstrating precision position control in a harmonic movement coordinated simultaneously with other shapes.
IoT & Connectivity
Edge AI Washing Machine Solution: This solution utilizes artificial intelligence (AI) to achieve unparalleled levels of energy and water efficiency by accurately measuring the weight of clothes inside the machine. The AI model generated by ST’s NanoEdge AI Studio significantly improves measurement accuracy compared to traditional algorithms by analyzing and learning the features of current signals. This technology can advance the washing-machine industry to a next level by optimizing energy and water consumption while providing more accurate measurements.Compact Production Line with IO-Link System: The IO-Link automated product line demonstrates ST’s total solution application in a smart factory, utilizing IO-Link technology to manage digital input/output, sensors, and solenoid air valve drivers. The demos include digital IO boards, sensor boards, and actuator boards from ST’s Automation Competence Center’s reference demo boards. The IO-Link products simplify the installation, setup, maintenance, and repair of factory automation systems, enhancing system flexibility to produce different product models. The IO-Link diagnostic function enables smarter and more reliable factory operations.
Sensing the World
3D Sensing Solutions: ST showcases the advanced imaging capabilities of the 3D stereo-vision camera solutions for machine-vision applications. The eYs3D stereo camera reference design features ST’s high-performance, near-infrared VD56G3 global-shutter image sensors, ensuring the highest quality depth sensing and point-cloud creation.Additionally, the VD55H1 low-noise, low-power, indirect Time-of-Flight (iToF) sensor die, manufactured using advanced backside-illuminated, stacked-wafer technology, enables the creation of a small form-factor 3D camera capable of producing high-definition depth maps with a typical ranging distance of up to 5 meters in full resolution and beyond 5 meters with patterned illumination. This demo highlights ST’s commitment to providing cutting-edge technology for machine-vision applications.
ISPU for personal electronics: ISPU (Intelligent Sensor Processing Unit) is a new processing category embedded in ST’s LSM6DSO16IS MEMS module. It is an ultra-low-power, high-performance programmable core that can execute signal processing and AI algorithms in real-time. The ISPU offers C programming and an enhanced ecosystem with libraries and 3rd-party tools/IDE, making it a state-of-the-art feature for any personal electronics.
In addition to the insightful speeches and exciting technology showcase, more than 20 in-depth technical presentations covering Smart Mobility, Power and Energy, and IoT and Connectivity will provide a close look at the cutting-edge technologies that are shaping our world.
To learn more about the exciting demos and program, please visit the ST Taiwan Tech Day event page.
Original – STMicroelectronics
-
Mitsubishi Electric Corporation announced its consolidated financial results for the first half and second quarter, ended September 30, 2023, of the current fiscal year ending March 31, 2024 (fiscal 2024).
Consolidated Half-year Results (April 1, 2023 – September 30, 2023)
- Revenue: 2,538.4 billion yen (9% increase year-on-year)
- Operating profit: 135.8 billion yen (69% increase year-on-year)
- Profit before income taxes: 159.7 billion yen (55% increase year-on-year)
- Net profit attributable to Mitsubishi Electric Corp. stockholders: 120.2 billion yen (61% increase year-on-year)
The economy in the first half, from April through September 2023, of fiscal 2024 continued to see recovery primarily in consumer spending despite monetary tightening and other factors in the U.S. In Japan, the economy continued to see moderate recovery due to robust consumer spending and an increase in inbound tourists.
In China, the economy showed weakness in recovery due to sluggish export as well asslower domestic demand resulting from the real estate recession and other factors. In Europe, there were slowdowns in the corporate and household sectors due to monetary tightening and other factors.
Original – Mitsubishi Electric
