Thibault Kassir

The Impact of SiC on EV Performance encompasses Extended Range, Enhanced Acceleration, and Faster Charging Times. #electricmotors #electricandhybridvehicles https://lnkd.in/gmpym8WX

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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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Annoyed by Wires Assembly Time and Errors? Need for Greater Contact Density? Wants to Pivot to Small-Pitch Backplane Connectors? See how TE Connectivity help to optimize Semiconductor Manufacturing Equipment OEMs operations in the era of Industry 4.0. To learn more:

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Insightful article Sarwant Singh on the rise of Chinese Automotive industry.

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💡 Read the story behind the first standard in In-Mold Electronics, the IPC-8401 Guideline! It is fascinating how the need for standardization comes directly from the industry - and how clearly standards will benefit the whole industry. 🎯 Great work team TactoTek, especially Paavo Niskala and Outi Rusanen!

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Check out "The Garage" to hear about the latest SDV trends and insights around optimized silicon solutions and the value of key software partnerships. The discussion on energy-efficient compute; especially for EVs, was very interesting! #S32 #S32N #S32CoreRide

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In the intricate world of PCB manufacturing, the significance of PCBA box build assembly cannot be overstated. It represents the final stage where various components, subassemblies, enclosures, and software/firmware integration come together to form a fully functional electronic device.

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When working with a PCBA supplier, communication is key. For your supplier to meet your needs, it's crucial that they understand your project's design goals and specifications, and can easily reach out to you. By choosing a reliable supplier and communicating effectively, you should have no problem achieving your desired end result. Here are some helpful tips and suggestions for improving communication with your PCBA supplier.

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It's not easy to capture a whole week of discussions in one blog post, so I decided to focus on one key area - #Generative AI, and it's impact on the semiconductor industry, based on conversations from SEMI's SEMICON West 2024. How'd I do?

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Additional Keynote Presentations Announced for the Surface Mount Technology Association (SMTA) Pan Pacific Strategic Electronics Symposium (PanPac), taking place January 27-30 in Maui Hawaii. Monday, January 27 "Why Most Published Research Findings are Still False, and Why You Should Care"   Aaron Brown, Professor, New York University and University of California Tuesday, January 28 "Ultra High Density Interconnects (UHDI): A Transformative Technology with Global Impact"  Anaya Vardya, CEO, American Standard Circuits Wednesday, January 29 "Latest Molding Solutions for Increased size of the Advanced Package Size (2.xD/3D Chiplet)"  Tadashi Kubota, Senior Manager, TOWA Corporation In addition to the keynote presentations, there will be 30 technical presentations on a variety of subjects including: • Assembly Materials   • Advanced Packaging   • Reliability   • Sustainability   • Education & Government   • Discernible Data • Artificial Intelligence  • And More  Founded in 1996, PanPac is SMTA's longest running technical conference, where innovation meets the Pacific breeze and academia meets industry. For more information or to register, click below: https://lnkd.in/gEU67z9p

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It would be far better for the federal entities involved in these semiconductor sustainment / advancement initiatives to broker a "spin-out" aimed at mainstream and trailing edge technologies for HiRel markets, intact. Everything else wastes working manufacturing capability and the mature nodes are the most exposed to this kind of "profit driven obsolescence". Industrial Base Analysis and Sustainment - anybody home? MCEIP - anybody home? DPA Title III - Anybody home? SRHEC - Anybody home? What could "we" do with a wide open fab full of working equipment and staff? Stomp all over microcircuit obsolescence, is what. Make it a public benefit corporation, screw the profit motive that tanks it all in the end, and get on with building back missing-piece parts for hard core applications that sell for fair prices.

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In today’s increasingly digitalized world, ranging from Industry 4.0 to automotive electrification and digital health, Analog Devices is the expert on where electrical meets electronic. Learn more about ADI's digital isolation technology: https://lnkd.in/dWiKxrDP

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Micron’s team delivered a record revenue quarter for our fiscal Q1, which represented an 84% increase from our year-ago revenue results. Our data center revenue reached a record high, making up more than half of our revenue for the first time, with revenue growing 400% year-over-year. Our shipments of HBM — a critical product for #AI data center servers — were ahead of plan and we doubled HBM revenue from the previous quarter. Customer inventory reductions in consumer-oriented segments and seasonality are slowing near-term bit shipment estimates. That said, we expect this adjustment period to be relatively brief and anticipate customer inventories reaching healthier levels by spring, enabling stronger bit shipments in the second half of fiscal and calendar 2025. Longer term, we see particularly robust growth ahead for HBM, with the total addressable market growing from $16 billion in 2024 to greater than $100 billion in 2030 (bigger than the entire combined DRAM/HBM market today). We continue to apply our technology leadership to create leading-edge products — from high-capacity server modules to SSDs, low-power DRAM and mobile memory — that address the high-growth segments of multiple markets, putting Micron in the strongest competitive position in our 46-year history.

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Another step in the right direction. An endorsement for our tech and eco-system.

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For all the #verification folks be careful when you assume! https://lnkd.in/epRzdXKb 💡 Many ways to get assumptions wrong, check out our new #semiconductors #formalverification #vodcasts. https://lnkd.in/e-NszJYj

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semiStocks: The Week's Leaders, Laggards, Regional & Sector Performance                     ... for the week ending May 24, 2024 W/W Plc W/W Chg 24-May 1 15.1% NVIDIA 2 9.2% Teradyne 3 8.9% Nova 4 8.6% Analog Devices 5 8.5% QUALCOMM 6 7.8% Hitachi 7 7.1% Valens 8 6.6% Marvell 9.0% Average 83 -5.9% Will Semi 84 -5.9% GlobalFoundries 85 -6.7% Unigroup GM 86 -7.7% Hua Hong 87 -8.2% GalaxyCore 88 -8.4% Hygon 89 -8.9% SMIC 90 -9.9% Cambricon -7.3% Average W/W Chg 2.1% America -4.8% China 3.2% EMEA 2.3% Japan 0.5% Korea 4.7% Taiwan -1.1% Other Asia 0.4% Logic 3.5% AI 4.2% Auto 8.5% Mobile 2.3% Memory 0.4% Analog & Power -2.1% Foundry 0.6% OSAT Help me out and click the like button. I need to know these write-ups are of value for you. This for the greater good as I have no investments in these stocks. Also, no guarantees here. I am not a stock analyst. These are just observations and opinions. My opinions here are subject to many unknowns that will cause actual results and outcomes to be different from what is written. This is not investment advice and is not tailored to your specific investment needs. Do your homework and consult a professional investment advisor. #Semiconductor #StockstoWatch #stockmarket #techstocks

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