Monthly-Market-Insight-November - Flipbook - Page 5
Market Specific Updates
AMD
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AMD will reportedly launch its Ryzen 9 9950X3D (16-core) and 9900X3D (12-core) 3D V-Cache
CPUs in late January 2025, following their debut at CES 2025
AMD is entering the smartphone market with AI-ready Ryzen processors, while Elon Musk's xAI
secures $6 billion to build an NVIDIA-powered supercomputer amidst shifting U.S. tech policies.
AMD is laying off 4% of its workforce to realign resources for growth areas like AI chips, despite
mixed Q3 results, including strong data center gains and struggles in gaming and embedded
sectors.
Infineon
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Infineon Technologies AG has introduced FreeRTOS support for its AURIX
TC3x
microcontrollers, enabling developers to build efficient and reliable real-time applications while
simplifying hardware abstraction and reducing development time for automotive and industrial
markets.
Quantinuum and Infineon partner to advance ion-trap quantum computers, targeting
breakthroughs in AI, material science, and chemistry.
Infineon and Stellantis partner to innovate EV power systems, focusing on efficiency, range, and
smart architectures using advanced semiconductors.
Panasonic
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Panasonic's stock surged 26% but still trades at a low P/E of 10.5, reflecting investor skepticism
despite solid growth forecasts and a recovering share price.
In its first FRAND ruling, Mannheim's UPC local division banned Oppo from selling certain 4Genabled devices in multiple countries, finding Oppo infringed Panasonic’s SEP and rejecting Oppo's
FRAND counterclaim despite a pending settlement.
Panasonic’s new Wakayama plant will mass-produce 4680 EV battery cells, offering five times the
capacity of current models, aiming to cut costs, boost range, and promote sustainability with nearzero emissions.
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Onsemi
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Onsemi unveils Treo, a modular analog and mixed-signal SoC platform using advanced 65-nm
BCD technology, enabling high-density integration, wide voltage ranges, and noise isolation for
applications in automotive, medical, and industrial sectors.
Onsemi beat Q3 earnings estimates despite a 20% revenue drop, but weak guidance and
declining sales across all units reflect ongoing challenges as the company invests to address
rising power demands.
Onsemi advances AI hardware with innovative power solutions but faces stronger competition
for rapid returns.
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