Welcome to Technology & Electronics News! In this episode, we dive into the latest tech updates transforming the electronics industry:

• Gartner’s $717 Billion Semiconductor Forecast: Driven by AI and GPUs, the market is set to hit $717 billion by 2025, despite slower growth in automotive and industrial sectors.

• Siemens’ $10 Billion Altair Acquisition: Siemens strengthens its AI-powered simulation software lineup for automotive and aerospace, navigating overlaps with Altium.

• Siemens & CELUS PCB Partnership: Siemens and CELUS streamline PCB design for small teams with AI, enhancing productivity and reducing repetitive tasks.

• Infineon’s Ultra-Thin Power Wafer: Infineon launches the thinnest silicon wafer, reducing power loss by 15% for energy-intensive AI data centers.

• Supermicro’s 35% Stock Drop: Supermicro’s stock dives following Ernst & Young’s resignation as auditor, citing concerns over management.

• Intel’s $16 Billion Loss & AI Focus: Despite restructuring losses, Intel is pushing forward with AI strategies, major Amazon partnerships, and advanced 18A chips.

• China’s Rare Earth Export Restrictions: China tightens rare earth exports, essential for chips, while the U.S. penalizes GlobalFoundries, intensifying trade tensions.

• Russia’s Tech Imports Amid Sanctions: Russian companies obtain high-end Dell servers with AI processors, highlighting global adaptations to restrictions.

• JEDEC’s LP5CAMM2 Connector Standard: JEDEC’s new LP5CAMM2 standard enhances LPDDR5 memory, boosting signal integrity and thermal performance.

• STMicroelectronics’ Wearable Biosensor: STMicro’s compact biosensor chip enables AI functions in wearables, like heart rate monitoring and step counting.

• TSMC’s High-NA EUV Machine: TSMC and Intel acquire high-NA EUV machines from ASML, with TSMC eyeing the tech for its A10 process by 2030.

• Samtec’s 2mm Board-to-Board Connector: Samtec’s new high-speed connector is ideal for rugged automotive, IoT, and aerospace applications.

Useful/Reference Links:

https://www.gartner.com/en/newsroom/press-releases/2024-10-28-gartner-forecasts-worldwide-semiconductor-revenue-to-grow-14-percent-in-2025

https://newsroom.sw.siemens.com/en-US/siemens-altair/

https://newsroom.sw.siemens.com/en-US/siemens-celus/

https://www.infineon.com/cms/en/about-infineon/press/press-releases/2024/INFXX202410-013.html

https://www.reuters.com/technology/super-micro-computer-says-ernst-young-resigns-its-accountant-shares-tank-2024-10-30/

https://estore.st.com/en/st1vafe3bxtr-cpn.html

https://www.samtec.com/products/slh

Timestamps:  

00:00 Intro
00:17 Gartner’s $717 Billion Semiconductor Forecast
01:05 Siemens’ $10 Billion Altair Acquisition
02:08 Infineon’s 20 Micrometer Power Wafer
02:40 Supermicro’s 35% Stock Drop Amidst Auditor Exit
03:17 Intel’s AI Strategy & Gaudi 3 Update
03:56 Sanctions Impacting Global Tech Supply Chains
05:01 JEDEC’s New LP5CAMM2 Memory Connector Standard
05:32 Next-Gen Bio-Sensing Chip from STMicroelectronics
06:03 TSMC’s First High-NA EUV Machine
06:29 New 2mm Board-to-Board Connector by Samtec

Tags: #Gartner #Siemens #SiemensEDA #Supermicro #Intel #SemiconductorForecast #AltairEngineering #ElectronicsNews #TechnologyNews #TechNews #Infineon #JEDEC #TSMC #STMicroelectronics #Sanctions #Samtec #AI #RareEarth #PCBDesign