➀ Scientists and engineers from UKAEA and the University of Bristol have created the world's first carbon-14 diamond battery; ➁ The battery leverages the radioactive isotope carbon-14 to produce a diamond battery with a potential lifespan of thousands of years; ➂ The technology could be used in medical devices and extreme environments, providing continuous power for decades.
Recent #automotive news in the semiconductor industry
1. XPeng's deliveries are rising due to the Mona M03 and P7+ models; 2. XPeng's vehicle margins are still lower than Li Auto and NIO; 3. XPeng's Q4 delivery guidance is strong with a projected 51% year-over-year growth.
➀ Despite U.S. sanctions and China's localization efforts, Chinese companies remain reluctant to adopt domestic chips; ➁ The reluctance stems from technological limitations, availability of reliable foreign alternatives, and lack of government requirements; ➂ AI and HPC sectors are particularly challenging, with limited access to advanced technologies and domestic alternatives struggling to compete.
➀ Nexperia推出一系列逻辑IC,采用微型汽车级MicroPak XSON5无铅封装;➁ MicroPak XSON5封装具有热增强塑料外壳,PCB面积比传统引线逻辑封装小75%,并具有侧湿边,支持自动光学检查(AOI);➂ SOT8065-1 MicroPak XSON5尺寸仅为1.1mm × 0.85mm × 0.47mm,适用于空间受限的汽车应用。
➀ X-FAB is supplying 32kByte capacity SONOS embedded Flash IP on its 110nm BCD-on-SOI platform; ➁ The IP includes an additional 4kbit EEPROM; ➂ The solution is designed for automotive, medical, and industrial applications.
➀ Toshiba has developed a 400V automotive photo-relay, the TLX9150M, capable of handling 900V and ~30mA with a maximum operating voltage of 720V. ➁ The relay measures approximately 10 x 8 x 2.5mm and can carry currents up to 50mA at 25°C. ➂ It complies with AEC-Q101 and IEC 60664-1 standards and is suitable for battery management systems in vehicles.
➀ Denso and Fuji Electric have entered into a $1.4 billion collaboration to produce SiC power ICs for EVs; ➁ The Japanese government will invest a third of the total; ➂ Denso has supply agreements with Coherent and Infineon, and has been actively seeking partnerships in the semiconductor industry.
➀ Inelco Hunter is shipping Sine Systems' ARB Series Connectors; ➁ The connectors are IP68 and IP69K rated with heavy-duty rectangular thermoplastic housings; ➂ Designed for high pin-count applications in controlled and uncontrolled environments, suitable for transportation, off-road heavy equipment, and automotive industries.
1. Renault's resilience in the 2024 auto sales crisis demonstrates that size and scale are not the sole determinants of success in the industry. 2. The company thrives by focusing on two brands, key markets, and continuous cost reduction, especially in electric and hybrid vehicles. 3. Despite flat sales and lower R&D investment compared to competitors, Renault's strategic moves, including factory utilization and financial services, have bolstered profitability.
➀ Melexis introduces a family of angle-sensing absolute magnetic encoder ICs for electric motors that operate at high speeds and offer 1° accuracy or better. ➁ The MLX90382 can track absolute angle position and speeds up to 200,000rpm by detecting the three components of magnetic flux density. ➂ The ICs come in various versions and packages, and offer on-axis and off-axis sensing capabilities.
➀ Researchers at KAIST have developed a high-energy, load-bearing structural battery; ➁ The battery combines high energy density with load support and eliminates fire risks; ➂ The technology could transform vehicles, drones, airplanes, and robots.
➀ The UK government faces a dilemma with its EV policy, setting a 2030 ban on new ICE vehicles despite lack of plans for widespread home charging, affordable public charging, comprehensive charging networks, and reducing the costs of buying, insuring, and maintaining EVs. ➁ This has led to Stellantis and Ford citing the EV regulations as a reason for laying off workers at UK vehicle manufacturing sites. ➃ The government's dilemma is between its climate change targets and the potential job losses in the automotive industry.
1. General Motors is highlighted as a top pick for 2025 due to its improving EV momentum, attractive valuation, and solid financial performance. 2. The article discusses the Dean's List of companies with top grades across Seeking Alpha's Quant factors. 3. The author, Joseph E. Jones, compares the performance of General Motors with other companies on the list, such as Tenet Healthcare and Discover Financial Services.
➀ The WSTS reported a $166 billion semiconductor market revenue in Q3 2024, with the highest growth rate since 2021. Nvidia led the market with AI GPU strength. ➁ SK Hynix, Micron, and Kioxia reported double-digit revenue growth, while Renesas Electronics saw a decline. ➂ The outlook for Q4 2024 and 2025 is mixed, with AI driving growth but concerns over automotive market and memory market impact.
➀ In 2009, entrepreneur Richard Nobel was building a car designed to travel at 1,000mph, known as Bloodhound; ➁ The car uses a Menard V12 racing engine as a pump for a hybrid rocket engine and a Eurojet EJ200 turbofan for thrust; ➂ Stability is the main challenge for Bloodhound, with active aerodynamics and control systems designed to maintain contact with the ground without ploughing into it; ➃ The car's control system includes distributed multiprocessor systems and failsafe control mechanisms.
➀ STMicroelectronics has designed comparators that can maintain circuits stable during power cycles; ➁ The comparators are suitable for power-saving applications and have a guaranteed maximum start-up time of 15μs; ➂ They offer a low static power consumption and are available in various input offset specifications.
➀ China warns Japan over increasing semiconductor sanctions; ➁ Threatens to block essential manufacturing materials; ➃ Japan's automotive industry may be affected by Chinese retaliation.
➀ ST has revised its long-term financial targets, pushing the $20 billion revenue target from 2027 to 2030 due to weaknesses in the automotive and industrial markets. ➁ For 2027-28, the revenue target is now around $18 billion with an operating margin of 22-24%. ➂ CEO Jean-Marc Chery expects capex to decline over the next three years but emphasizes ST's position as the largest SiC chip seller and its AI revenue potential.
➀ TDK has launched compact multilayer inductors designed for automotive Power-over-Coax (PoC) circuits; ➁ These inductors enhance vehicle safety systems by improving signal filtration in ADAS; ➂ They simplify wiring systems by transmitting power and data through a single coaxial cable, reducing vehicle weight and contributing to better fuel efficiency.
➀ CAST has introduced a new IP core that implements SafeSPI, an emerging standard for automotive safety. ➁ The collaboration with Silesia Devices enhances functional safety and interoperability. ➂ The new IP core is designed to add safety features to the SPI industry standard.