Recent #technology investment news in the semiconductor industry

5 months ago
1. Palo Alto Networks is aggressively targeting the $30 billion SIEM market, aiming to capture significant market share from legacy vendors like Splunk and Microsoft. 2. The company's platformization strategy and recent SIEM-focused acquisition are expected to accelerate its path to a $15 billion ARR target, supporting a Buy rating. 3. Management aims to become a top 3 player in the SIEM market within 24 months, leveraging its successful XDR market penetration.
Market Expansioncybersecuritytechnology investment
7 months ago

➀ World Advanced announced its entry into the 12-inch wafer fabrication market and the construction of a new factory this year, with the company and the outside world showing confidence in the plan, hoping that the new factory will be fully operational in five years, doubling the annual revenue from 50 billion to 100 billion.

➁ The company plans to lead the 12-inch project, investing $7.8 billion, in a joint venture with NXP, and receiving all the necessary technology and resources from TSMC. The company's board of directors, management, and the outside world are all confident in the plan, and the company also remembers its social responsibility for corporate governance and environmental changes.

➂ World Advanced will focus on the development of power management chips next year, expecting the performance in the ultra-high-voltage process to grow by double-digit percentages. However, there are still uncertainties such as geopolitical issues and the US election, which need to be observed and paid attention to.

Wafer Fabricationsemiconductortechnology investment
8 months ago

➀ Onsemi, a U.S. semiconductor manufacturer, is investing up to USD 1.9 billion to build a silicon carbide semiconductor factory in Rožnov pod Radhoštěm, Czech Republic.

➁ The factory will strengthen the local production capabilities and position the Czech Republic as a key player in the semiconductor industry.

➂ Onsemi aims to capture 40% of the European market share and create hundreds of jobs, with many requiring university degrees.

onsemisemiconductortechnology investment
9 months ago
➀ The number of China's unicorns has dropped from 192 in 2021 to 106 in 2023. ➁ The decline is attributed to US restrictions on funding for startups in China. ➂ US dollar funds accounted for a smaller percentage of fundraising deals in 2023 compared to previous years.
China Unicorn Enterprise Development Tracking ReportChina's economyGreat Wall Strategy ConsultantsIPOSilicon ValleyUS-China relationsVCfundingprivate equitystartupstechnology investment