Market Insights Q3 2024 V2 - Flipbook - Page 16
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Intel
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Intel has exited the discrete PC graphics card market, leaving Nvidia with 88% market share and AMD with 12%.
Qualcomm is reportedly considering a potential takeover of Intel, though no official offer has been made, as Intel faces challenges with declining
profits, manufacturing issues, and competitive pressures from rivals like AMD and Nvidia.
Intel has launched its Gaudi 3 AI accelerator, offering slower performance than Nvidia's H100 but with a significant price advantage, aiming to compete
through lower total cost of ownership (TCO) as AI demand transforms data centers.
Kyocera
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Kyocera has broken ground on a new plant in Nagasaki, Japan, to expand production of fine ceramic components and semiconductor
packages, with operations set to begin in 2026, investing approximately 68 billion yen (469 million USD) by 2028.
IKEA, Kyocera, and OOCL have partnered on a biofuel-powered voyage using a 24% biofuel blend, leveraging blockchain technology
to track carbon savings, advancing sustainability in the shipping industry.
Kyocera has launched a $60 million venture fund, Kyocera Venture Fund-I (KVF-I), targeting US and EMEA startups in sectors like
energy, IT, healthcare, AI, and semiconductors, with investment sizes ranging from $200,000 to $2 million.
Lattice
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Lattice Semiconductor has expanded its small FPGA portfolio with new logic-optimized Certus -NX FPGA devices, offering enhanced
power efficiency, small form factors, and high reliability, targeting applications in communications, computing, industrial, and
automotive sectors.
Murata
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Murata has unveiled the world's smallest multilayer ceramic capacitor (MLCC) in the 006003-inch size (0.16mm x 0.08mm), achieving
a 75% volume reduction from its previous smallest model, aimed at enabling higher-density component mounting in compact
electronic devices like smartphones and wearables.
Murata has accelerated its climate goals, moving its target for 100% renewable energy (RE100) forward by 15 years to FY2035 and
aiming for carbon neutrality by FY2040 for its operations and FY2050 across its entire supply chain, reinforcing its commitment to
combating climate change and promoting sustainability.
Nexpria
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Nexperia workers plan to strike after 82% of union members voted in favor, protesting the dismissal of around 600 workers last year.
Nexperia has introduced the NXF6501-Q100, NXF6505A-Q100, and NXF6505B-Q100 push-pull transformer drivers, offering up to 90%
efficiency and 6W power delivery, designed for automotive and industrial applications with low-noise, low-EMI isolated power
supplies, and comprehensive internal protection features.
Nexperia has expanded its NextPower 80/100V MOSFET portfolio with new LFPAK devices optimized for low RDS(on) and reduced
Qrr, offering high efficiency and low EMI for applications such as servers, power supplies, and industrial equipment, with plans to
further enhance the range later this year.
NVIDIA
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The upcoming Nvidia GeForce RTX 5090 GPU is rumored to draw up to 600W of power, potentially requiring two 16-pin power
connectors, meaning users may need a new PSU with dual 12V-2x6 sockets to support this power-hungry graphics card.
NetApp has unveiled an advanced generative AI data vision that integrates NVIDIA AI software with NetApp’s intelligent ONTAP data
infrastructure, enabling enterprises to securely access and leverage vast data stores across hybrid multi-cloud environments to fuel
next-generation AI applications.
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