RE149 Q1 2025 Market Insights V3 - Flipbook - Page 9
Infineon
• Infineon plans to double its workforce in India by 2030, focusing on expanding its R&D operations and supporting
local startups and educational collaborations to bolster India’s semiconductor industry.
• Infineon is expanding its AURIX portfolio with new automotive RISC-V MCUs, aiming to enhance efficiency,
scalability, and software portability in software-defined vehicles.
• SkyWater is acquiring Infineon’s Austin fab to expand U.S. foundry capacity for critical industrial, automotive, and
defense chips, ensuring long-term supply and strengthening domestic semiconductor manufacturing.
• Infineon unveils a groundbreaking 12kW battery backup unit (BBU) for AI data centers, leveraging Si, SiC, and GaN to
enhance energy efficiency and meet surging AI-driven power demands.
Intel
• Intel has delayed its $28 billion Ohio semiconductor factory to 2030-2031, citing financial struggles and market
alignment needs. Despite setbacks, the company has already invested $3.7 billion locally and remains committed to
the project.
• Intel shares surged 15% after appointing Lip-Bu Tan as CEO. Tan, a former board member, is tasked with reviving the
struggling chipmaker after years of losses and missing the AI boom. Analysts believe his industry connections and
foundry strategy could help turn the company around.
Kyocera
• Kyocera will debut cutting-edge innovations in AI, autonomous driving, and wireless tech, including aerial displays
and GaN Kyocera Document Solutions has been recognised for its sustainability efforts with the WORLDSTAR 2025
Global Packaging Award and a Silver Award at the 2024 Anthem Awards, highlighting its innovative eco-friendly
packaging and upcycling initiatives.
• KYOCERA AVX has joined STMicroelectronics’ Partner Program, expanding their collaboration on antenna solutions
to enhance connectivity performance and accelerate time to market for ST customers.
• Kyocera has begun full-scale development of an AI-powered 5G virtualised base station using NVIDIA’s GH200 Grace
Hopper Superchip, aiming to enhance performance, reduce power consumption, and expand 5G connectivity.
Lattice
• Lattice Semiconductor’s Nexus 2 FPGA platform won the 2025 SEAL Sustainable Product Award for its energy
efficiency, high performance, and compact design.
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