What topics are covered this week? There’s the size of the advanced packaging market, ST’s ambition to be a $20 billion company, an Advantech competition to win a drone, Infineon’s 2kV silicon carbide mosfets, and the new of Renesas building a 300mm line for electric vehicle power semiconductors…
5. The advanced packaging market will reach 57 billion euros in 2026
Revenue from the advanced packaging market is expected to reach $57.2 billion in 2027, according to Yole Development. ASE was No. 1, followed by Amkor, with Intel third, JCET fourth and TSMC fifth. The total market revenue in 2022 was $32.1 billion. 5G, automotive infotainment/ADAS, AI, data center and wearable applications continue to drive the market. “Major OSATs saw revenue growth of 15-26% year-over-year in the fourth quarter, with sequential quarterly growth of between 1-15%,” says Stefan Chitoraga of Yole.
4. ST will be a $20 billion revenue company by 2025-2027
ST revealed its ambition to be a $20 billion revenue company by 2025-27. Last year the company achieved a turnover of 12.8 billion euros and this year, according to CEO Jean-Marc Chery, the company is on track for a turnover of 15 billion euros with a gross margin of 46% and an operating margin of 24 to 26%. In 2025-7, the plan is to have a gross margin of 50% and an operating margin of 30%.
3. Competition: Advantech is offering a chance to win a £250 HS700 drone
The prize for a Holy Stone HS700 drone is courtesy of Advantech, the world leader and manufacturer of IoT solutions, which is also giving away a free copy of its Edge-AIoT white paper to everyone who enters the competition. Simply enter your details below to enter the drone prize draw, provided by Advantech.
2. PCIM: 2 kV SiC Mosfets from Infineon
Infineon has announced 2 kV silicon carbide mosfets and diodes for use in high power inverters with 1.5 kV DC links. “The growing demand for high power density is driving developers to adopt 1500V DC links in their applications,” according to the company. “However, systems based on 1,500 V dc pose more system design problems, which usually require a multi-tier topology, resulting in a complicated design. In addition to a higher voltage margin than its 1.7 kV SiC mosfets, the company claims a ten times lower cosmic-ray induced FIT rate tested between 1.3 and 1.7 kV, and the diode of the body of the mosfet is robust enough for hard switching, he added. .
1. Renesas builds 300mm line for electric vehicle power semiconductors
Renesas is investing 90 billion yuan in a 300mm power semiconductor factory in Kai City, Yamanashi Prefecture, citing the rise of electric vehicles as the motivation. This is the Kofu plant, which closed in October 2014 while operating 150mm and 200mm wafer lines in its 18,000m2 clean room, which is now due to reopen in 2024 “to improve capacity. production of power semiconductors such as IGBTs,” according to the company, adding that power mosfets are another potential product. Once Kofu reaches mass production, Renesas will have doubled its power semiconductor production capacity, he said.