Category: Markets
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Global semiconductor sales accelerated sharply during the second quarter again. Revenue reached $403.3 billion, while European June sales increased 75.2% year on year.
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MicroVision has launched lighter lidar systems for autonomous aerial platforms. MOVIA Air Plus adds edge processing, camera input, mapping, and onboard perception.
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TrendForce expects DRAM constraints to reshape future HBM configurations significantly. Accelerator developers are evaluating lower-capacity options as supply and validation pressures persist.
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Power Integrations has demonstrated gallium nitride technology rated at 2200V. The platform extends PowiGaN towards higher-voltage data centre, vehicle, renewable-energy, and HVDC conversion.
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Wolfspeed silicon carbide is qualified for LITEON’s 800VDC power platforms. The partnership links SiC device supply with rack and sidecar systems for hyperscale AI data centres.
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Molex has combined power and Ethernet within one miniature connector. MiniMix targets compact robotic joints where separate interfaces complicate routing and assembly.
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AI data centre demand lifted Infineon to record quarterly revenue. Power & Sensor Systems led the increase as server and data centre orders strengthened.
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Infineon’s 512Mb NOR Flash has qualified for MediaTek’s C-X1 platform. The approval gives automotive developers a validated boot memory option for software-defined cockpit systems.
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Vishay’s order intake strengthened across semiconductor and passive component markets. Backlog reached 6.1 months as bookings exceeded shipments across most product groups.
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AMD’s embedded revenue climbed nineteen per cent during the quarter. New processors, adaptive systems-on-chip, and modules broaden its industrial and edge-computing portfolio.