【Lansheng Technology Information】According to the British Daily Telegraph, in order to catch up in the global computing power race, British Prime Minister Sunak will spend up to 100 million pounds of taxpayer funds to buy thousands of high-performance artificial intelligence chips. Government officials have been in discussions with IT giants Nvidia, AMD and Intel to procure equipment for a national "artificial intelligence research resource" as part of Sunak's ambition to make the UK a global leader in the field.

The effort, led by the science funding agency UK Research and Innovation, is believed to be in the advanced stages of an order for 5,000 GPUs from Nvidia, whose chips power AI models such as ChatGPT.

UK Chancellor of the Exchequer Jeremy Hunt set aside £900m for computing resources in March, although much of it is expected to go to traditional "Exascale" supercomputers. AI resources are believed to be allocated just over £50m, but are expected to rise to £70m-£100m as the world scrambles for AI chips.

Last week, the Financial Times reported that Saudi Arabia had bought at least 3,000 Nvidia H100 GPUs, and tech giants like Microsoft, Amazon, and Google were also racing to secure tens of thousands of much-needed chips while Biden, under national security powers, blocked Nvidia sells the chips in China.

Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports.
Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc
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【Lansheng Technology Information】Consumer electronics are rich in categories, and MCUs can be widely installed in smartphones, wearable devices, IOT devices, electronic cigarettes, toys, home appliances and other products. Due to the size limitation of consumer electronic terminals, generally less than 5 MCUs are required for a single machine, but the large number of terminals corresponds to a considerable scale of MCU applications.

In the field of consumer electronics, Microchip's 8-bit MCU has a larger market share due to its better performance; STMicroelectronics has a comprehensive layout in the field of Internet of Things and consumer electronics, including industrial gateways, telecommunications equipment, home automation and other products.

When talking about the market of consumer MCUs, NXP pointed out that the company’s 2023Q2 revenue in the mobile field was 284 million US dollars, a year-on-year decrease of 27%, higher than the company’s high-end guidance, and a month-on-month increase of 9%. Meanwhile, the company weathered a slump in the consumer business in Q1, both of which should help return to growth in the second half of the year. For 2023Q3, the company's mobile terminal revenue is expected to drop to more than a dozen percentage points year-on-year and rise to about 20% month-on-month; Infineon said that the company's computing, consumption and communication-related businesses have maintained relatively good performance in a challenging environment. In order to effectively improve this situation, we need to carry out some inventory digestion and wait for the recovery of terminal consumer demand; increase.

Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports.
Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc
To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com

【Lansheng Technology Information】Samsung Display and LG Display have recently been concentrating R&D capabilities to secure production processes in new business areas such as MicroOLED. In the field of Micro LED, which has not yet formed a mass production system, it has successively obtained process patents, and explored new demand sources such as XR, wearables, and vehicle displays to prepare for the future market.

According to Chosun Ilbo recently revealed that the two companies are investing heavily to obtain next-generation display process technology, which will become a new growth engine after large-size and small- and medium-size OLEDs. In particular, while Chinese display companies are chasing mobile phones and TVs in the automotive display field, both companies are focusing on stabilizing new technologies that do not yet have mass-production technology.

First of all, as far as Samsung Display is concerned, it decided to invest US$218 million to acquire emagin in the United States in May, targeting the XR market. At present, the acquisition is in the process of preparing for the approval process of business mergers in various countries, and the acquisition is expected to be completed within this year. Emagin is a company that has been developing microdisplays, key components of XR devices, since 2001, and has ultra-high resolution MicroOLED process technology.

MicroOLED is considered a key component of next-generation XR devices because it has eight times as many pixels as OLEDs of the same size. XR devices require a lot of pixels for screen quality because the distance between the eyes and the display is so close. Because it can reduce the size of the panel and extend the battery life, MicroOLED considered the best technology for XR devices.

【Lansheng Technology Information】TSB582 is STMicroelectronics' first high-voltage and high-current dual operational amplifier with a small package. This dual op amp is used in resolvers for electric vehicles, or other applications with high power AC motors or brushless DC motors, to determine motor position and improve efficiency. Additionally, the size of this op amp and its pin compatibility with other op amps make it an excellent general-purpose device for piezo actuators.
Why are resolvers so important in electric vehicles?
Accuracy of Motor Control Algorithms
A resolver uses a primary winding in the rotor. In addition to this reference coil, there are two secondary windings in the stator, placed at 90° to each other. One of the windings is called the sine winding because the system reports its sine amplitude, while the other is the cosine winding. In simple terms, alternating current passes through the primary coil, and as it moves, its electromagnetic field excites the secondary winding. By measuring the change in current in each winding, the sine and cosine functions can be obtained. The program can then apply the arctangent function through the sine and cosine values to obtain the precise angle of the rotor.

Resolvers and the popularization of electric vehicles
Another important advantage of resolvers is their durability. The TSB582 is equipped with an output current limiter as well as short-circuit and over-temperature protection to help handle more severe conditions. For example, with a thermal safety feature, the device automatically shuts down the output power stage to allow it to cool down. Once the temperature drops below a certain level, it will restart. Engineers don't have to worry about adding safety measures, just take advantage of them when planning for extreme conditions. STMicroelectronics data sheets even include PCB layout recommendations and application examples to help designers get started.

【Lansheng Technology Information】At present, in the field of automotive MCU, Renesas Electronics, NXP and Infineon are in the leading position. Renesas Electronics has formed close cooperation with well-known Japanese car companies in the development process, and improved the automotive industry through stable supply and generation selection. The competitiveness of electronic MCU products; NXP strengthened the automotive field after acquiring Freescale in 2015, and the strength of automotive MCU has been greatly improved; Infineon is deeply involved in automotive electronics, industrial control, communications, medical and other fields. , perfected the automotive electronics MCU product line.

Regarding the automotive MCU market, Infineon’s 2023Q3 automotive business reached a record high of 2.129 billion euros, mainly due to the growth of microcontrollers. In addition, in terms of orders in hand, as of the end of June, the company's total order backlog was 32 billion euros, more than half of which were automotive orders; Renesas Electronics' automotive business in 2023Q2 increased by 0.7% month-on-month and 3.4% year-on-year, accounting for 46%, reaching 1694 billion yen, ranking second in historical quarterly revenue; NXP's automotive business revenue in 2023Q2 was US$1.87 billion, a year-on-year increase of 9% and a month-on-month increase of 2%, close to the high end of the company's guidance.

The demand for the Q3 automotive business will continue to remain strong, and a few supply shortages will continue until the end of the year; STMicroelectronics achieved revenue growth in both sub-product divisions of the 2023Q2 Automotive Products and Discrete Device Products Division (ADG), of which operating profit increased by 73.8%. $624 million. Operating margin was 31.9%, up 7.2% year-over-year.

【Lansheng Technology Information】In order to reduce the carbon footprint and promote sustainable development is the key to achieving climate goals and improving environmental protection, Infineon Technologies AG has launched a recyclable, biodegradable fiber based on natural fibers and halogen-free polymers Soluboard®, the leading printed circuit board (PCB) substrate, takes another important step towards a greener future.

The plant-based PCB substrate used by Soluboard is made of natural fibers and has a much lower carbon footprint than traditional fiberglass. The organic structure is encapsulated in a non-toxic polymer that dissolves when immersed in hot water, leaving only compostable organic material. Not only does this eliminate PCB waste, the electronic components soldered onto the board can also be recycled and reused. By using Soluboard for its demonstration and evaluation boards, Infineon is making another important contribution to sustainable design testing in the electronics industry.

Andreas Kopp, Head of Product Management Discrete Devices in the Zero Carbon Industrial Power Division of Infineon Technologies, said: "For the first time, recyclable, biodegradable PCB materials are being used in the design of electronics for consumer and industrial applications. Milestone. We are also actively researching end-of-life reusability of discrete power devices, another important step in driving a circular economy in the electronics industry."

Infineon has already produced three different demonstration boards using Soluboard technology and plans to expand its offering over the next few years. More than 500 demonstration boards are currently in use to showcase the company's portfolio of discrete power devices, including a dedicated board for refrigerator applications. Based on the results of ongoing stress tests, Infineon plans to provide guidance on how to recycle and reuse power semiconductors removed from Soluboards, which will significantly extend the service life of electronic components.

The research will also help Infineon gain a fundamental understanding of the design and reliability challenges customers face when using new materials in core applications. It is worth mentioning that as it contributes to the development of sustainable design, customers will also benefit from it.

【Lansheng Technology Information】Recently, major chip manufacturers have successively announced their Q2 financial reports for this year. Lansheng Technology has sorted out the Q2 revenue of TI, ST, NXP, AMD, Renesas and other chip manufacturers. Perhaps we can learn about the status of the chip industry. Current status and development prospects in the second half of the year.

1. According to Broadcom’s latest financial report, Broadcom’s fiscal year 2023 Q2 (as of April 30, 2023) revenue was US$8.733 billion, a year-on-year increase of 8%, and net profit was US$3.481 billion, a year-on-year increase of 34%. Among them, Broadcom's chip business revenue was US$6.81 billion, an increase of 9% year-on-year, exceeding market expectations.

Benefiting from the upsurge in AI demand, the revenue growth rate of Broadcom’s AI-related chip business is accelerating, and it is expected to double this year, accounting for more than 25% of its overall revenue.

Looking ahead, Broadcom expects Q3 revenue in fiscal year 2023 (as of July 30, 2023) to reach US$8.85 billion, a year-on-year increase of 4.6%, exceeding analysts' consensus forecast of US$8.76 billion.

2. Intel's Q2 revenue in 2023 will be US$12.948 billion, a year-on-year decrease of 15%, and its net profit will be US$1.473 billion. The net loss in the same period last year was US$454 million, turning losses into profits.

From the perspective of various departments, Intel's wafer foundry business revenue reached 232 million US dollars, a year-on-year increase of 307%. Intel's CEO said part of the revenue growth in the foundry business comes from advanced packaging.

3. Samsung’s Q2 comprehensive revenue in 2023 will be 60 trillion won, a decrease of 5.9% month-on-month and a year-on-year decrease of 22.2%. It's just that its decline has improved compared to Q1.

Benefiting from strong demand for AI, Samsung's DRAM shipments were higher than expected in the previous quarter. Samsung said that the performance of the memory chip business has improved from the previous quarter and will focus on HBM and DDR5 products.

4. Vishay's Q2 revenue in 2023 will be US$892.1 million, a year-on-year increase of 3.31%, and its net profit will be US$95 million, a year-on-year decrease of 15.44%. In the downturn of the semiconductor market, this performance has exceeded market expectations.

At present, the lead time of most of Vishay's products is improving, but the passive parts of CRW series still need a long lead time. In the passive field, Vishay has launched two new fixed-gain infrared sensor modules TSSP93038DF1PZA and TSSP93038SS1ZA.

Compared with previous high-sensitivity fixed-gain infrared sensor modules, these two modules reduce the cost and improve the stability of outdoor sensor applications.

【Lansheng Technology Information】Intel is expected to abandon its plan to acquire Israeli contract chip maker TowerSEMI for US$5.4 billion, as the time to obtain regulatory approval has entered the countdown.

The deadline for the deal is midnight on Aug. 15, California time, and the companies do not expect to receive Chinese approval by then. According to Reuters, Intel does not plan to negotiate a contract extension, but will pay Tower a termination fee of $353 million.

When Intel initially announced its plans to acquire Tall Semiconductor, it said it would close the deal within 12 months, in mid-February 2023. But with China's State Administration for Market Regulation (SAMR) yet to approve the deal, the companies extended the deal, extending the acquisition period until mid-June and then again until Aug. 15.

So far, the State Administration for Market Regulation has not officially approved the transaction. If it is not approved on the same day (August 15), Intel and Tower will have to extend the "closed period" again, or cancel the transaction.

Intel Chief Executive Pat Gelsinger recently flew to China to try to persuade Chinese regulators to approve the deal, but the outcome is currently unknown.

If the deal is not approved in China by Aug. 15, Intel and Tower may have to resubmit proposals to regulators in the U.S. or Europe in order to extend the shutdown.

Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports.
Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc
To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com

【Lansheng Technology Information】Recently, major chip manufacturers have successively announced their Q2 financial reports for this year. Lansheng Technology has sorted out the Q2 revenue of TI, ST, NXP, AMD, Renesas and other chip manufacturers. Perhaps we can learn about the status of the chip industry. Current status and development prospects in the second half of the year.

1. Renesas’ Q2 revenue in 2023 will be 368.7 billion yen, a year-on-year decrease of 2.1%, and its operating profit will be 97.3 billion yen, a year-on-year decrease of 11.7%. The overall performance is stable.

Renesas's automotive business achieved a double increase year-on-year, with a month-on-month increase of 0.7% and a year-on-year increase of 3.4%, reaching 169.4 billion yen, accounting for 46% of the overall revenue. Networking business, but still become one of the rare bright spots.

Renesas CEO Shibata Yingli said that compared with the first quarter, the shortage of automotive chip supply has increased relatively, and Renesas has been reasonably controlling production and inventory levels.

However, Renesas is not optimistic about the performance of the next quarter. It is expected that the overall revenue will continue to grow, reaching 370 billion yen, but it will still decline by 4.5% year-on-year, and the profit margin may decline.

In addition, in the spot market, demand for Renesas' automotive MCUs is high, and Renesas expects a shortage next year due to increased demand in the field of electric vehicles and renewable energy.

2. ON Semiconductor's Q2 revenue in 2023 will be US$2.0944 billion, a year-on-year increase of 0.45%, and its net profit will be US$577 million, a year-on-year increase of 26.5%. Driven by growth in the automotive and industrial markets, ON Semiconductor posted another good year, topping revenue and profit expectations.

ON Semiconductor's automotive business performed particularly well, with revenue exceeding US$1 billion, a year-on-year increase of 35%, a record high, indicating that the growth of the automotive market has become an important driving force for ON Semiconductor's performance growth.

In addition, ON Semiconductor's SiC business revenue increased by nearly 4 times year-on-year, and its performance is also very impressive. It is understood that in the second quarter alone, ON Semiconductor signed a new SiC long-term service agreement of more than 3 billion US dollars.

As a global leader in power discrete devices and image sensors, ON Semiconductor continues to make efforts in the automotive and industrial markets, and is also a leader in the field of silicon carbide.

3. According to Infineon’s latest financial report, Infineon’s 2023 fiscal year Q3 revenue was 4.09 billion euros, a year-on-year increase of 13%, with a profit of 1.067 billion euros and a profit margin of 26.1 %.

Infineon's CEO said that Infineon's performance is strong, while the semiconductor market trend is still mixed. On the one hand, the demand for electric vehicles, renewable energy and related applications remains high. On the other hand, demand from consumer applications such as PCs and smartphones remains low.

In addition, Infineon plans to expand a factory in Malaysia to build the world's largest 8-inch SiC factory to cope with the growing demand for semiconductors in the automotive industry.

【Lansheng Technology Information】Wanda Holdings announced that its subsidiary World Peace has launched a computer case fan lighting control solution based on the NXP LPC5516 chip.

Today, people's demand for innovative computer hardware is no longer limited to performance, but also puts forward higher requirements for its appearance. Take the case fan as an example. As the main accessory for the internal heat dissipation of the computer, it not only needs to provide a good cooling effect and keep the computer working stably, but also needs to have a "cool" appearance to increase the personalization of the case.

In this context, integrating RGB lights into fans has become a direction of innovation for major manufacturers. The computer chassis fan lighting control solution launched by WWPI based on the NXP LPC5516 chip can control the RGB lighting effects of multiple fans while ensuring the basic heat dissipation performance, and increase the playability of the fans.

LPC5516 is a general-purpose MCU based on Arm Cortex-M33 core, with up to 256KB on-chip Flash and 96KB SRAM, and the operating frequency can reach 150MHz. Not only that, LPC5516 also has a wealth of serial interfaces, digital / analog peripherals, which can provide more flexibility for design. With the help of this product, this solution can perform operations such as lighting effect switching, lighting effect speed adjustment, and fan speed adjustment through the host computer.

After testing, this solution can control the RGB lighting effects of multiple fans through a single-line GPIO. And use PWM to adjust the fan speed. After the fans are spliced and combined, 17 kinds of custom linkage lighting effects can be realized, including static, breathing, lotto, tide, runway, rainbow, volume, vortex, gradient, scanning, warning, meteor, colorful meteor, cycle, Tai Chi, wave , static and colorful, etc., to provide users with a variety of experience.