Market Insights Q4 2024 Release - Report - Page 10
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Samsung
Siemens
•• Samsung
unveils
the Red
Galaxy
with Intel
LunarofLake
CPU, Galaxy
AI, Copilot+,
andXcelerator
AI-powered
like OCR,
Photo
Siemens and
Oracle
BullBook5
RacingPro
celebrate
20 years
collaboration,
leveraging
Siemens
forfeatures
faster design
cycles,
realRemaster,
and and
Notecutting-edge
Assist.
time insights,
digital twin technology in Formula 1.
•• Samsung's
inability
to supply
to NVIDIAtrains,
in 2024
highlights
challengesrail
astravel
SK hynix
solidifies its market dominance with
Siemens debuts
hydrogen
and HBM3E
battery-powered
advancing
emission-free
in Germany.
technologies
partnerships.
• advanced
Siemens and
Roboverseand
Reply
automate industrial inspections with AI-driven robots and drones, enhancing efficiency and safety.
ST Microelectronics
•
STMicroelectronics unveils STM32N6 microcontrollers with AI acceleration, revolutionising edge computing for cost and power
efficiency.
Ampere and STMicroelectronics partner on SiC-based power modules and powerbox to enhance efficiency and range for next-gen
electric vehicles.
STMicroelectronics and Qualcomm unveil the ST67W611M1 IoT module, integrating Wi-Fi 6, Bluetooth 5.3, and Thread connectivity
with STM32 microcontrollers for seamless wireless solutions.
STMicroelectronics is focusing on expanding its presence in China's EV market and leveraging AI opportunities, including powe r driver
contracts for AI infrastructure, to counter weak industrial demand and a lowered revenue forecast.
•
•
•
Toshiba
•
Toshiba Global Commerce Solutions will showcase its innovative retail technologies, including modular self-service solutions and AIpowered experiences, at NRF 2025, empowering retailers to shape the future of shopping.
Infineon, Littelfuse, and Toshiba unveil cutting-edge MOSFETs with advancements in efficiency, power handling, and protection,
catering to high-performance applications like e-bikes, EVs, and backup systems.
Airbus and Toshiba join forces to develop hydrogen-powered aircraft, leveraging Toshiba's superconducting motors for efficient,
lightweight, and carbon-neutral aviation by 2050.
•
•
Texas Instruments
•
•
•
LeddarTech and Texas Instruments collaborate to deliver integrated ADAS and autonomous driving solutions, combining
LeddarVision's AI-driven sensor fusion with TI's TDA processors for scalable, cost-effective automotive innovations.
Texas Instruments (NASDAQ: TXN) remains a leading analog chip maker with strong market potential, backed by robust growth in
industrial, automotive, and IoT sectors.
A recent investigation has revealed that Russian military weapons recovered in Ukraine contain US-made semiconductors from
companies like Intel, Texas Instruments, and Analog Devices, despite sanctions.
TSMC
•
ROHM and TSMC partner to develop and produce GaN power devices for electric vehicle applications, enhancing efficiency and
sustainability.
TSMC achieved a 60% yield in 2nm chip trial production and plans mass production in 2025, with Apple and Nvidia among early
adopters.
TSMC's November revenue surged 34%, driven by strong AI demand, with quarterly sales projected to grow 36.3%.
•
•
Vishay
•
•
•
Vishay invests £51m in Newport Vishay, revitalising the UK's largest semiconductor plant and securing over 400 jobs.
Vishay unveils the VOR1060M4, a 600V industrial-grade solid-state relay in a space-saving SOP-4 package, featuring a fast 0.3ms
turn-on time and low 2nA leakage current, ideal for energy storage and industrial applications.
Vishay Intertechnology reports Q3 2024 revenue of $735.4M, with a gross margin of 20.5%, highlighting steady performance amid
prolonged inventory de-stocking and challenging macroeconomic conditions in Europe.
10
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