Rebound Electronics Market Insights Q2 2024 - Flipbook - Page 14
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NVIDIA
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Nvidia has surpassed Microsoft in market cap to become the world's most valuable public company, driven by its leadership in AI
chips and significant stock appreciation.
NVIDIA is set to launch its GeForce RTX 5000 Series "Blackwell" graphics cards in early 2025, featuring models like the RTX 5090 and
RTX 5050 with new GDDR7 VRAM technology offering improved performance and energy efficiency over GDDR6X. The leaked details
also indicate updates to older models like the RTX 2050, RTX 3050, and RTX 4050, potentially lowering prices for budget gaming
laptops.
NXP
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NXP Semiconductors launched "QSea I," Germany's first quantum computing demonstrator, in partnership with eleQtron, ParityQC,
and DLR Quantum Computing, marking its 100th anniversary in Hamburg and supporting the Hamburg Quantum Computer Initiative
to advance quantum technology, strengthen local expertise, and bolster digital sovereignty in Germany and the EU.
VIS and NXP Semiconductors are forming a joint venture, VisionPower Semiconductor Manufacturing Company (VSMC), to build a
USD 7.8 billion 12-inch fab in Singapore, expected to start production in 2027.
NXP anticipates a significant increase in semiconductor demand by late 2024 and early 2025 and urges customers to provide
extended and detailed order visibility and maintain adequate inventory levels to prevent shortages. The company expects strong
growth in the industrial and automotive sectors, driven by advancements in Software Defined Vehicles, ADAS, and Electrification,
with an overall market growth forecasted at 8% for 2025. To ensure business continuity and avoid supply chain disruptions, NXP
requests customers maintain a 12-week product buffer and submit EDI forecasts/orders through the end of 2025.
Onsemi
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Onsemi plans a $2 billion investment in Czech Republic's Roznov pod Radhostem for silicon carbide semiconductor production,
marking the largest foreign direct investment in Czech modern history, aiming to boost EU's semiconductor self-sufficiency in sectors
like automotive and renewables by 2027.
The company announced that it will cut 1,000 jobs globally and consolidate nine sites to streamline operations and reduce costs
amid sluggish demand for chips, particularly in the electric vehicle market. The company plans to incur $65 million to $80 million in
employment-related charges through 2025, reinvesting savings into new business initiatives.
Onsemi, a semiconductor company, is closing its office in South Portland and cutting 53 positions related to older product lines, while
offering relocation opportunities within the company to affected employees, as part of efforts to enhance innovation and
organizational efficiencies for future growth.
Panasonic
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Panasonic Automotive's major shareholder will shift to Apollo, holding 80% of shares, as Panasonic Holding Corporation reduces its
stake to 20%, aiming to enhance focus on electric vehicles and automotive system evolution.
Panasonic's Toughbook 40 Mk2, priced at $4,699, offers Intel Core Ultra processors, up to 64GB RAM, 4TB SSD, MIL-STD-810H, MILSTD-461H, and IP66 certifications, tailored for rugged environments with Wi-Fi 7, Bluetooth 5.3, 4G/5G, and a 14-inch touchscreen
with 1200 nits brightness.
Rapidus
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Rapidus plans to open a $32 billion 2-nm pilot fab in April 2025, using single-wafer processing to compete with TSMC and Samsung,
supported by IBM and imec for commercial production in AI chip design and high-performance computing with integrated fabrication
and packaging. Supported by a consortium including Toyota and Sony and backed by Japanese government funding.
Rapidus Corporation and Hokkaido University have partnered to boost Japan's semiconductor industry through joint education,
research, and technology initiatives, focusing on training, advanced research, and shared facilities to support Rapidus' 2nm
semiconductor development.
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