icDirectory Limited

Worldwide semiconductor revenue in 2023 totaled $533 billion, a decrease of 11.1% from 2022, according to preliminary results by Gartner, Inc. "While the cyclicality in the semiconductor industry was present again in 2023, the market suffered a difficult year with memory revenue recording one of its worst declines in history,” said Alan Priestley, VP Analyst at Gartner. “The underperforming market also negatively impacted several semiconductor vendors. Only 9 of the top 25 semiconductor vendors posted revenue growth in 2023, with 10 experiencing double-digit declines." The combined semiconductor revenue of the top 25 semiconductor vendors declined 14.1% in 2023, accounting for 74.4% of the market, down from 77.2% in 2022. Intel Regained No. 1 Spot in 2023 Following the underperformance of memory vendors in 2023, the ranking of the top 10 semiconductor vendors changed year-over-year (see Table 1). ● Intel reclaimed the No.1 spot from Samsung, after two years in the No. 2 posit...

 On January 18, ST announced that it has partnered with Silicon Carbide (SiC) semiconductor power module manufacturer Zinsight Technology to provide ST's third-generation SiC MOSFET technology for Zinsight's on-board air conditioning compressor controller for electric vehicles. It is said that the air conditioning compressor controller using this SiC MOSFET technology will help extend the range of new energy vehicles, and the effect will be more significant in summer and winter. According to reports, the controller of the electric vehicle air conditioning compressor of Zinsight Technology selects ST's third-generation 1200V SiC MOSFET technology, combined with Zinsight Technology's unique heat dissipation solution and thermal protection design, which can improve the thermal management energy efficiency of electric vehicles, improve the NVH performance of air conditioning compressors, and promote the miniaturization of electric compressor systems. Under the condition of ...

As per icDirectory Limited, Renesas announced on January 11 that it will acquire Transphorm, a supplier of gallium nitride (GaN) power semiconductors, for $5.1 per share in cash, with a total valuation of approximately $339 million. The acquisition will provide Renesas with GaN's in-house technology, expanding its footprint in fast-growing markets such as electric vehicles, computing (data centers, AI, infrastructure), renewable energy, industrial power supplies, and fast chargers/adapters. As the cornerstone of carbon neutrality, the demand for efficient power systems is increasing, and related industries are transitioning to wide bandgap (WBG) materials represented by silicon carbide (SiC) and GaN. These advanced materials have a wider range of voltages and switching frequencies than traditional silicon-based devices. In response to this momentum, Renesas has announced the establishment of an in-house SiC production line and signed a 10-year SiC wafer supply agreement. https://w...