Semiconductor Times, August 2020 (P. 8)

SEMICONDUCTOR TIMES AUGUST 2020 / 1

® AUGUST 2020 FOCUSED ON EMERGING SEMICONDUCTOR COMPANIES VOL 25, ISSUE 8 Trex processor is the first in the industry recognition streams simultaneously Startup Profiles focused on latency optimization ground- while consuming only 45W. This perfor- up, according to the company. mance demonstrates 13x performance DinoPlusAI improvement and 1/6x energy consump- DinoplusAI was founded in October The DinoplusAI processor platform tion reduction compared to Nvidia’s 2017 to develop latency-optimized AI is highly consistent and predictable, Tesla V100, according to the company. processors to enable future’s real-time and has achieved the industry’s lowest and ultra-low latency applications. The latency at low batch size, according to The DinoplusAI processor platform company has raised $6.5M. the company, which is critical in AI ap- combines the SiFive RISC-V E34 plications. DinoPlusAI has verified Trex Management Core with a proprietary VR headset users will experience nausea chipset performance against a large set AI engine from DinoplusAI. In addition, when the latency between users moving of deep learning models, ranging from SiFive’s Custom SoC Division will their eye position to video showing up is popular CNN models to LSTM models provide RTL-to-physical design. SiFive over 20 ms. Ideally, VR latency should for speech recognition. The DinoplusAI will integrate DinoplusAI AI IP blocks be no more than 7 ms, if not zero. Ul- processor, with superior DeepBench into its 16nm FinFET design platform tra-low latency, ideally at single-digit LSTM performance, enables more than based on the SiFive RISC-V E34 man- ms, also significantly benefits manufac- 4,000 real-time audio streams with a agement core to deliver a complete turing, remote operation and medicine. computation latency of less than 1ms silicon solution. Sub 1ms ultra-low latency is essential for Rokid’s acoustic model, an indus- DinoplusAI has received $8M in LOI for very fast control loop in manufac- try leading cloud speech recognition POs from customers Ford, Inspur, turing, according to an experiment by algorithm. Rokid, Perceptin, and Megvii. Ericsson together with the Fraunhofer The processor is able to shorten the Institute for Production Technology. Dr. Sam Heidari, Executive Chairman latency to 1/100x and lower power con- Autonomous driving also requires (previously Chairman and CEO of sumption by 1/6x, compared to Nvidia’s low latency as road conditions need to Quantenna) be captured, sensed and processed in V100 series, when processing Resnet-50 real-time. model at 70K images per second. It is able to process 5,000 frames per second DinoPlusAI is developing latency- at INT8 precision with batch 1 inference IN THIS ISSUE optimized AI processors with upper for SSD Mobilenet V1 model, com- Startup Profiles...... 1 bounded ultra-low latency, in addition pared to only 34 frames per second for People...... 6 to throughput performance and low Nvidia GeForce GTX Titan X system. Funding ...... 8 energy consumption. The company’s It is also able to process 4,000 speech Mergers & Acquisitions...... 9 SIA Global Sales ($B) SEMI’s N. American Equipment Billings 40 Business & Financials...... 11 3000 30% 35 Market Research...... 12 2500 20% 30 Emerging Trends...... 13 25 2000 10%

20 Products...... 14 1500 0%

15 Dollars (Millions) Dollars

Y/Y Growth (%) Growth Y/Y Licensing & Partnerships...... 16 1000 -10% 10 Design Wins...... 17 5 500 -20%

0 Company Earnings...... 18 0 -30% 5/19 6/19 7/19 8/19 9/19 10/19 11/19 12/19 1/20 2/20 3/20 4/20 5/20 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 (final) (prelim) Billings Y/Y Growth % APAC-Other China Japan Europe America Stock Charts...... 19

device integration of UW-developed with NLM materials, in a small footprint Startup Profiles EO materials. and at very low energy consumption. (Continued from page 1) NLM-enabled Plasmonic Bio-Sensors Jay Hu, Founder and CEO (previously Today’s commercially available will allow bio-sensors to be made Architect & Founder at cNeuron electro-optic materials are typically smaller and less expensive, to the point Technology and Senior Principal crystalline compounds such as lithi- of being disposable. Engineer at Cadence) um niobate, which are power hungry, Tong Wu, Founder & CTO (previous- physically large and difficult to inte- NLM has joined the 5G Open Inno- ly Senior Technical Lead at Cisco grate directly on chips. According to vation Lab (www.5GOILab.com), an / Insieme Networks and software NLM, these materials also have very ecosystem for developers, enterprises, development engineer at Lab126 ) little room for improvement. NLM’s carriers, and technology leaders focused Patrick Ang, VP of Business Develop- organic electro-optic (OEO) materials on helping startups utilize 5G to develop ment (previously Executive Director can achieve > 10x the performance of new capabilities, products, and market at Infinitedge Partners, VP of Market- lithium niobate. categories. NLM will work closely with the Lab’s founding partners, including ing at Quintic, EVP at UniRAM and NLM’s platform allows major chip and Intel, T-Mobile, and others. Specifically, CEO at PicoNetics) computer manufacturers to integrate NLM brings their optical computing 48371 Fremont Blvd, #103 low-power, high-speed optical comput- materials platform for enabling high Fremont, CA 94538 ing components into existing production speed and energy-efficient 5G tech- Tel: 510.573.3776 lines. Prototype devices using NLM nology in a shift away from traditional dinoplus.ai materials already run 100x faster than conductor computing. standard microprocessors and use 1000x less power than what is consumed in Nonlinear Materials To commercialize the technology, running existing infrastructure. Nonlinear Materials (NLM) was NLM has assembled a core team of founded in August 2018 to develop The company’s initial target is optical research scientists, technology startup electro-optic materials and production transport in datacenters. Beyond that, leaders, and strategic advisors. NLM methods for cloud computing providers, the company will target optical chip in- has high-performance EO materials semiconductor companies, and telecom terconnects by introducing electro-optic available today, with even higher-per- equipment manufacturers. NLM has an materials into CMOS semiconductors, formance EO materials in development. exclusive license for key electro-optic with interconnections between the CPU, Polariton (see July 2020 issue), a (EO) material patents from the Uni- GPU and memory chips. Electro-Optic developer of plasmonic electro-optic versity of Washington. The patents materials can also be combined with modulators, uses NLM HLD materials. were licensed to NLM by CoMotion, electronics within CPU and GPU chip NLM. offer organic electro-optic mate- the collaborative innovation hub at the designs. The ultimate vision is optical rials for sale and licensing, consulting University of Washington (UW). processing featuring all-optical chip on materials integration and process designs encompassing GPU, CPU, and development, R&D of novel nonlinear The new EO materials were developed memory. materials, and joint development with by the research groups of Professor Lar- device manufacturers and fabrication ry Dalton and Professor Bruce Robinson The company expects NLM-enabled facilities. in the Department of Chemistry at UW multi-Tb/s transceivers to operate at based on over 20 years of research at least 10X faster than current technology, Paul Nye, Chairman and President (35 UW, both within those groups and in while also being less expensive, smaller, years technology startup experience; the 2002-2012 UW-led National Science and having lower energy consumption. Partner at Triad Venture Foundry; Foundation Science and Technology The global optical modulator market Co-founder & CEO of Information Center on Materials and Devices for was $2 billion in 2017 and is expected Optics, a high-speed optical memory Information Technology Research (NSF to reach $22.6 billion in 2024 driven by company) STC-MDITR). UW researchers have the availability and cost effectiveness of Gerard Zytnicki, Co-founder & CEO collaborated with researchers at ETH THz modulators. (30 years technology experience Zurich, Karlsruhe Institute of Technol- including 27 at Microsoft in senior ogy, KU Leuven, Purdue University, Arrays of plasmonic MZI devices can level product and engineering roles) Virginia Commonwealth University, be assembled in large logical arrays to US Air Force Research Laboratory, perform high speed neural net functions, Lewis Johnson, Ph.D., Co-founder & and other institutions on testing and enabled by the THz speeds achievable Chief Scientific Officer (Research

Scientist in the University of Wash- the benefits of graphene. Paragraf Serving the sensor, energy harvesting ington Department of Chemistry) claims to be the first company to de- and semiconductor markets, Paragraf 2212 Queen Anne Ave North., Box liver IP-protected graphene technology has developed its own Hall-Effect #324 using standard, mass production scale Sensors for measuring magnetic fields Seattle WA, 98109 manufacturing approaches, enabling in demanding environments. Utilizing www.nonlinearmaterials.com step-change performance enhancements the inherently high sensitivity of 2D to today’s electronic devices. Paragraf graphene material, the GHS Series has overcome the problems of poor achieves outstanding field resolution uniformity, reproducibility, limited size without signal conditioning, while Paragraf and material contamination that have introducing enhanced features such Paragraf was founded in 2015 to devel- stymied all current graphene manufac- as a negligible planar Hall-Effect and op a process for depositing single-atom turing techniques. Paragraph argues robustness. thick, 2D materials, including graphene, that no other companies can produce Existing Hall effect sensors all exhibit directly onto silicon, silicon-carbide, commercial quality graphene at scale. planar Hall effects where field compo- sapphire, gallium-nitride and other Paragraf graphene is directly compatible nents that are not perpendicular to the semiconductor-compatible substrates. with existing electronic device pro- sensing plane produce false signals Based near Cambridge, U.K., Para- cessing and production lines, enabling because the sensing layer is effectively graf was spun-out from the Centre for readily scalable graphene electronic de- 3D, with some amount of depth. These Gallium Nitride group of Professor Sir vice production. Its modified deposition false signals, together with the non-lin- Colin Humphreys in the Department method removes the need for the trans- ear response to the field strength, of Materials Science at the University fer processes commonly applied in most increase the measurement uncertainty of Cambridge. The company has 40 large area graphene synthesis methods. and thus limit the application of Hall employees. It does not require catalytic formation of sensors. the graphene thus eliminating metallic In 2018, Paragraf closed a £2.9 million The Hall effect sensor from Paragraf seed round led by Cambridge Enter- contamination, which allows synthesis of large areas of the material (up to 8” solves these problems because the prise, the commercialization arm of active sensing component is made of the University of Cambridge, with the diameter to date) directly onto semiconductor-compatible substrates such atomically thin graphene, thus sensing participation of Parkwalk Advisors, magnetic fields along one direction. Amadeus Capital Partners, IQ Capital as silicon, silicon-carbide, sapphire and gallium-nitride. This enables the true perpendicular Partners and angel investors. In 2019, magnetic field value to be obtained, Paragraf raised £16.2m in Series A Graphene’s high transparency (only one allowing for higher precision mapping funding led by led by Parkwalk and atomic layer thick), outstanding flexibil- of the local magnetic field. including Draper Esprit, IQ Capital, ity, mechanical strength and exceptional Amadeus, Cambridge Enterprise, and Also, due to extremely low noise and conductivity make it particularly suit- angel investors. high sensitivity, a resolution in the sub- able for use in electronic device surface 100 nT region is possible, which is far applications, such as touchscreens, flex- Paragraf has completed a successful beyond that achievable with a regular ible mobile devices, surface contact for seed phase, delivering a manufacturing Hall sensor (usually in the 10’s-100s SSDs and ITO replacement. Graphene facility, graphene layer production and µT). Extremely high mobility of the has high levels of electrical and thermal first device prototypes significantly charge carriers in the graphene enables conductivity, electrochemical stability, ahead of plan. The funding will see faster sensing and a wide operational a large surface area and potential for Paragraf’s first graphene-based prod- bandwidth. The sensor also has a highly direct combination with other crystal- ucts reach the market, transitioning linear voltage response. the company into a commercial, reve- line materials. These qualities make nue-generating entity. The company has it invaluable for enhancing electrical Paragraf’s Hall effect sensor also fea- raised £19.1m to date. Additional capital extraction efficiency in green energy tures a wide temperature range from will be raised to enable the company applications such as solar PV cells +80°C (353 K) down to cryogenic to rapidly scale and bring many more and rechargeable batteries. Paragraf’s temperatures of 1.5 Kelvin, with fu- graphene-based products to market. graphene production technique enables ture high temperature-variants under formation of graphene directly onto development. This enables the sensor According to Paragraf, until now, man- semiconductor material surfaces and to be used in superconducting environ- ufacturers have struggled to harness transparent crystalline substrates. ments, while actually becoming more

different application spaces. Paragraf the world’s population living where Startup Profiles is also developing graphene enhanced air quality exceeds WHO guidelines (Continued from page 3) energy generation devices and targeting of 10 ug/m3 (mass concentration). sensitive. Graphene Hall-Effect sensors graphene enhanced and all-graphene Particulate Matter of size PM2.5 or also have an incredibly low power solid-state devices, such as, for exam- smaller from industrial emissions, dissipation – of the order of picowatts ple, transistors. motor vehicles, domestic combustion, with nanoamperes drive current, which smoking/ vaping etc. is the primary means they will not heat cryogenic en- Dr. Simon Thomas, Co-founder & cause. Particles greater than 100nm vironments and will save energy. The CEO (previously Research Associ- (PM0.1) and under 1um (PM1.0) in devices are resistant to thermal shock ate at University of Cambridge and diameter can penetrate the skin directly and ESD. Scientific Engineering Manager at and enter the bloodstream. AIXTRON) The company is targeting multiple Prof. Sir Colin Humphreys, Co-founder The TAM for particulate sensors, air markets that can leverage graphene, & Chief Science Officer (Professor quality monitoring, and car air quality including renewable energy, energy of Materials Science at Queen Mary sensing is ~$8B. Until now there has storage, semiconductor technologies, University of London, a Fellow of been no real-time, accurate, affordable medical technology, computing (touch- Selwyn College Cambridge and method for measuring air quality es- screens, flexible displays, SSDs, ITO Emeritus Professor of Materials pecially < PM2.5, according to Piera. replacement), scientific research, Science at Cambridge University) healthcare, avionics, automotive, sat- Existing air quality detectors use a ellite & space technologies, robotics. Dr. Ivor Guiney, Co-founder methodology called Low-Pulse Oc- Tony Pearce, COO (previously VP, cupancy (LPO) that is inaccurate, low Currently, Paragraph produce devices Business Systems and Quality and resolution and slow. The most accurate end-to-end; however, as the company VP , Group Operations at IQE and way to measure PM values has been scales it is building strong relationships Managing Director at AIXTRON) and partnerships with device devel- the gravimetric method; however, it John Tingay, CTO (previously led the opers, manufacturers and foundries. is bulky, expensive, and usually one development of capital equipment Paragraf’s goal is to bring scalable specific PM level data can be obtained for the semiconductor and electron- graphene devices to the world as averaged over 24-hours. Real-time ics industries for over two decades) quickly as possible, which will likely optical particle counters (OPCs or dust be achieved through alliances. Helen Adams, Chief Commercial Of- sensors) are based on the principle ficer (previously spent 11 years at of light scattering and are low-cost. Queen Mary University, London is ARM where, as VP, she ran the sales However, manufacturers rely heavily collaborating with Paragraf and per- teams in Europe and Asia) on algorithms to estimate various sized forming basic graphene research to Hugh Wolley, CFO particulate concentration (usually just study and develop a wide range of PM2.5 and PM10) with questionable West Newlands Industrial Park graphene devices. Paragraf “next-gen- accuracy. eration” graphene will also be assessed Somersham, Cambridgeshire PE28 3EB UK by the University as a potential ITO re- Piera has developed the Piera-1, a next Tel: +44 (0)1223 739782 placement for organic LEDs. Paragraf generation Intelligent Particle Sensor www.paragraf.com is working in partnership with Verditek, (IPS) that uses a breakthrough approach a supplier of lightweight, flexible solar for detecting and measuring the quanti- panels. Depositing optically trans- ty and size of particles suspended in any parent, highly conductive graphene Piera Systems medium, initially air. Unlike existing directly onto the solar cell surface facil- Piera Systems was founded in 2018 to air quality detectors that are inaccurate, itates current dispersal and eliminates develop particle sensors and particle low in resolution and slow, Piera-1 has shading. In principle, this will improve counting ICs for the digital health in- superior accuracy, can detect smaller solar cell efficiency by 3%. dustry. Piera has raised $150k to date particles (PM0.1 and larger) and count and expects to secure seed funding of them with real time performance. The standard, very high performance $250-500k by Jan. 2020. Piera-1 can be programmed to detect hall sensor, the Graphene Hall Effect a wide range of particle sizes allowing Sensor (GHS) is available now. This is The World Health Organization has for a single sensor to be used in a range the first of several variants that will be identified air pollution as the cause of of applications. launched over the next year targeting 7 million deaths per year with 91% of

Piera-1 is an optoelectrical sensor April 2020. Piera has an exclusive carried out at CEA-Leti. Prior to its also based on laser scattering. Piera-1 agreement with Luxen Technologies, a establishment, the startup project, in- utilizes the PCIC (Particle Counting chip company in Korea for technology cubated at CEA-Leti, received initial Integrated Circuit) mixed-signal ASIC, used in PCIC and Piera-1. The PCIC is funding as a winner of i-Lab 2018, a a derivation of an ASIC originally manufactured on a mixed-signal 180nm French government-sponsored innova- developed for photon-counting live standard process at GlobalFoundries. tion competition hosted by Bpifrance. X-ray image data processing (3 granted US patents). The PCIC can identify Aaron Soh, Founder & CEO (7+ years Silicon Photonics is prevalent in optical different sized particles and their con- of experience of CMOS X-ray image interconnects in Data centers; however, centration by directly counting pulses sensor IC design at Luxen Technol- the lack of integrated lasers on Silicon of different levels of photon energy, ogies) prevents the solutions from scaling to featuring superior accuracy, resolution Vin Ratford, COO (previously SVP, higher bit rates with Wavelength Di- and true real-time data acquisition com- Worldwide Marketing and Business vision Multiplexing (WDM). Indium pared to existing sensors based on the Development at Xilinx, among many Phosphide (InP) has been the material LPO technique. other semiconductor executive roles) of choice for semiconductor lasers and Jim Pekarsky, CFO (20+ years as CFO, WDM interconnect but the assembly of The PCIC is capable of sampling and including Virage Logic, MoSys, Ac- discrete components results in high cost processing a much smaller signal from celChip and SiliconBlue) and package size. the photodiode at least 1000X faster Kannan “Kenny” Premanand, VP, (in a given time frame) than existing Operations and Manufacturing SCINTIL combines the best of Sili- sensors. Compared to the LPO time (previously Sr. Operations Program con (Si) and Indium Phosphide (InP) measurement that relies only on pulse Manager for Kindle Products at materials using wafer-scale bonding width information, the PCIC can de- Amazon Lab126) of InP on Si and relies on commercial liver at least 100% more accurate and Howard Pakosh, Sales Director (30+ silicon foundry processes to build fully reliable particulate count data with years semiconductor sales experi- integrated photonic circuits (comprising more than 2X faster overall speed. The ence) multi-wavelength lasers, waveguides, PCIC significantly increases accuracy 3359 Mississauga Rd. wavelength filters, and photodetectors). and resolution and can detect particles Mississauga, ON L5L 1C6 Canada SCINTIL plans to produce devices that from PM0.1-10. It has 5 unique ‘bins’ to Tel: 647.447.7919 can generate, modulate, route, filter and report particulate count in real-time. Fu- www.pierasystems.com detect light. This includes the integra- ture versions will support up to 9 bins. tion of heterogeneous III-V on silicon lasers, modulators, photodetectors, fibre The resulting data can be used to iden- SCINTIL Photonics couplers, waveguides and mux/demux. tify the Particulate Matter and calculate Scintil Photonics, a Leti spinoff found- The company argues that it’s solution its mass concentration. The signature of ed in November 2018, is developing will reduce the footprint by 5X, reduce the data can be analyzed using Machine high speed photonic circuits that are power consumption by 3X and scaling Learning/AI and algorithms to classify fully integrated (multi-wavelength to capacities through WDM 400G, the components. lasers, modulator, and photodetector) 800G, and 1600G. on silicon. In September 2019, the SCINTIL’s BackSide-on-BOX tech- The first product developed with Piera-1 company raised €4 million ($4.4M) in nology enables seamless and extensive is a vape/smoke detector, Canāree, that first-round funding led by Supernova integration of active and passive optical can identify and discriminate cigarette Invest, Innovacom and Bpifrance components by combining Si and InP/ and vape smoke, it’s mass concentra- and joined by Credit Agricole Alpes III-V materials. Unprocessed InP/III-V tion and dissipation. When deployed Développement and endowment Fund dies are bonded on the back of processed in public spaces or homes, Canāree Foreis. With the funding, the team and Silicon-On-Insulators (SOI) wafers. could reduce the impact of vaping and development partnerships, including The process is CMOS-compatible and smoking affecting people’s health. those with CEA-Leti in France and the relies on a standard silicon-photonics University of Toronto in Canada, will process. The optical component library The company offers the PCIC Particle be strengthened. Counting IC, Piera-1 Intelligent Parti- includes lasers (WDM laser arrays cle Sensor and Canāree Vape/Smoke SCINTIL’s technology draws upon & tunable lasers), modulators, SOA, Detector. Piera-1 and PCIC samples 15+ years of research in InP/Si lasers, waveguides, wavelength filters, surface are available now. Canāree MVP is silicon photonics, and 3D packaging fiber couplers, and photodetectors.

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 6 / AUGUST 2020 SEMICONDUCTOR TIMES People Buehler, Chief Quality and Reliability (Continued from page 5) People Officer. Markus Gloeckler has been appointed Co-CTO alongside Raffi The process enables high-coupling AMD has appointed methodology ar- Garabedian, First Solar’s CTO since efficiency of lasers in the waveguide chitect Alex Starr to AMD Corporate 2012. Jason Dymbort will join the without alignment of lasers needed. Fellow. Starr, an AMD veteran of near- executive leadership team as General Optical amplification and high-speed ly 15 years, is a leader in verification Counsel and Secretary after serving in modulators with low insertion loss are methodologies for CPU and GPU pro- this capacity on an interim basis since on-chip. Germanium (Ge) can be incor- cessors and complex SoCs. Currently, March 2020. porated into the silicon photonics layer only 7 engineers at AMD hold the title for efficient photodetectors and Silicon of Corporate Fellow. GLOBALFOUNDRIES has appoint- Nitride (SiNx) provides improved ed David Reeder as CFO. Reeder passive devices. The process provides Cornami has appointed Dr. Walden previously served as CFO and as CEO for wafer-level laser integration & test, Rhines as president and CEO. of Lexmark, a $4 billion publicly-trad- flip-chip assembly, and no need for a Co-founder and chairman Gordon ed company listed on the New York hermetic package. Campbell has moved from the CEO po- Stock Exchange and as CEO of Tower sition to executive chairman. Dr. Rhines Hill Insurance Group. Scintil’s devices are targeted at short- is CEO Emeritus at Mentor, a Siemens reach datacenter communications as Business. During his tenure as CEO Himax has appointed Jessica Pan well as optical communications and and chairman of Mentor, the company’s (Ming-Feng Pan) as CFO and Eric Li detection systems like LiDAR. The revenue nearly quadrupled, enterprise (Tzung-I Li) as Chief IR/PR Officer company is developing 800 Gbps trans- value increased by 10X and the compa- and Spokesperson. Both will report ceiver photonic circuit prototypes in ny grew to the #1 market share position directly to CEO Jordan Wu. Pan and commercial semiconductor foundries. in 4 of the 10 largest product segments Li succeed Jackie Chang who has The first pre-series runs are expected in the EDA industry. Prior to joining resigned. Pan joined Himax in 2006 by the end of 2021. Mentor, he was EVP of TI Semicon- and currently serves as Associate VP ductor Group, sharing responsibility for of Finance & Accounting. Joining Hi- Pascal Langlois, Founder, Chairman TI’s Components Sector. max in 2012, Li has worked in sales, & Deputy CEO (previously CEO of marketing and R&D. Currently an Rhines has been actively involved Tronics Microsystems, Chief Sales Associate VP covering the Intelligent with the government in seeking sil- and Marketing officer at ST-Erics- Sensing AI product line, Eric has pre- icon solutions that could deliver the son and SVP marketing and sales viously worked in video processing performance required to process Fully at NXP) ASIC service and TV/monitor ASSP Homomorphic Encryption (FHE), an products before he was put in charge Sylvie Menezo, Founder, Ph.D., CEO encryption scheme that enables ana- of the fab construction and operation & CTO (previously Business De- lytical functions to be run directly on of Himax’s WLO advanced optics velopment, Head of Lab, Research encrypted data, yielding encrypted re- operation. Engineer at Leti and Head of R&D sults, all while keeping the underlying Optical Lab at Sercel) critical information secure. Cornami Intel has made changes to its technol- Yannick Paillard, Chief Commercial had already partnered with a large ogy organization and executive team. Officer (previously Director of enterprise company in fintech and The Technology, Systems Architecture Marketing & Business Develop- demonstrated that it can deliver the and Client Group (TSCG) will be ment, Strategic Partners at Dolphin performance required to make this separated into the following teams, Integration) commercially viable. whose leaders will report directly to the CEO. Technology Development Jean Marc Gilet, Director, Industrial First Solar’s COO, Philip Tymen Operations (previously Director, will be led by Dr. Ann Kelleher. Dr. deJong, has decided to retire effec- Mike Mayberry, who has been lead- Industrial Operations at Tronics tive April 2021. He will transition Microsystems) ing Technology Development, will the majority of his responsibilities to consult and assist in the transition until BHT – Bât. 52 Michael Koralewski, Chief Manu- his planned retirement at the end of the 7, parvis Louis Néel – CS 20050 facturing Operations Officer; Kuntal year. Manufacturing and Operations 38040 Grenoble cedex 09, France Kumar Verma, Chief Manufacturing will be led by Keyvan Esfarjani. He www.scintil-photonics.com n Engineering Officer; and Patrick most recently led manufacturing for

Intel’s Non-Volatile Memory Solutions a result of the Board increasing the SkyWater has appointed Steve Man- Group (NSG). number of directors on the Board to ko as CFO. Steve Wold, former CFO, seven from six. has been appointed as the company’s Design Engineering will be led in first Chief Administrative Officer. the interim by Josh Walden. Most Marvell has appointed Marachel Manko has been consulting with Sky- recently, he has been leading the In- Knight, SVP of Engineering and Water since early 2019 working with tel Product Assurance and Security Operations of AT&T, to its board of the company’s finance and accounting Group (IPAS), which will continue to directors. Oleg Khaykin, who has team on a number of initiatives and report to him. Architecture, Software served as a director since May 2016, projects. Manko was a Managing and Graphics will continue to be led and Donna Morris, who joined the Director at Riveron Consulting where by Raja Koduri. Supply Chain will Marvell Board in 2018 and has recently he led the Financial Advisory Services continue to be led by Dr. Randhir taken on a new executive role as Chief practice in Minneapolis. Prior to Riv- Thakur. As a result of these changes, People Officer for Walmart, did not eron, he was at Ernst & Young and Murthy Renduchintala will leave stand for reelection. specialized in the Banking & Capital Intel on Aug. 3, 2020. NVIDIA has named John Dabiri, Markets industries. Kandou, a supplier of high-speed, Ph.D., the Centennial Professor of Soitec announced the resignation of energy-efficient, chip link solutions, aeronautics and mechanical engi- Sébastien Rouge, its CFO, for person- has named Jeff Winzeler as CFO. neering at the California Institute al reasons. Léa Alzingre, up to now in Winzeler previously was CFO of of Technology, where he previously charge of Corporate Finance at Soitec, Everspin. Prior experience includes served as dean of Students and chair has been appointed Senior Director and serving as CFO for Avnera, Rack- of the Faculty Board, to its board of acting CFO. wise, Solar Power and International directors. Dabiri recently returned to DisplayWorks. Caltech after four years at Stanford, Vishay has appointed Joel Smejkal to where he was a professor of civil and the newly created role as EVP Corpo- Kioxia has appointed Michael Splin- environmental engineering and of ter as an independent director. Splinter rate Business Development. Smejkal mechanical engineering. He heads the continues to report to Dr. Gerald Paul, served as President and CEO of Ap- Dabiri Lab, which conducts research plied Materials from 2003 to 2012 and President and CEO. Smejkal has been at the intersections of fluid mechanics, with Vishay since 1990. Jeff Webster as chairman of the board since 2009 energy and environment, and biology. until he retired in June 2015. Prior to is assuming Smejkal’s previous re- His appointment expands NVIDIA’s sponsibilities as EVP Business Head joining Applied Materials, he served as board to 12 members. an executive at Intel. Splinter currently Passive Components and is reporting serves as an external director of TSMC Qualcomm has appointed Jean- directly to the CEO. Webster was for- and as chairman of NASDAQ. Pascal Tricoire, CEO, Schneider merly SVP Corporate Quality. Webster Electric SE, to the Board. has been with Vishay since January Lion Semiconductor, a company 2000. Andreas Randebrock has been developing switched-capacitor power Rambus has appointed Greg Lang appointed EVP Global Human Re- ICs, has named Chae Lee to its board to its Board of Directors. Lang led sources reporting directly to the CEO. of directors. Lee is currently CEO and PMC-Sierra as president and CEO. Werner Gebhardt has retired from President of Insyte Systems. He was Previously, he served as president and that position after 44 years of service. previously SVP of NXP leading their CEO at IDT, following his role as VP Randebrock had been SVP Employee Secure Interfaces and Power Solutions and GM of the Platform Networking Development and has been with Vishay Business and was SVP of Maxim lead- Group at Intel. since May 2015. ing their Mobility Business. Silicon Motion has appointed Young X-FAB has appointed Jörg Doblaski MagnaChip has appointed Kyo-Hwa Rae (YR) Kim as VP of Korea Sales & as CTO. He fills the role of former CTO (Liz) Chung to its board of directors. Operations. Kim is a 30-year memory Dr. Jens Kosch, who is becoming an Ms. Chung currently serves as the industry veteran and had previously X-FAB Fellow and will serve as an Head of Corporate, External and Le- served at Samsung, SK Hynix and adviser to the company’s CEO Rudi gal Affairs for Microsoft Korea. Ms. Marvell in sales and marketing, as well De Winter. Doblaski joined X-FAB Chung’s appointment fills a vacancy as engineering leadership roles relating in 2004 and since then has held var- on MagnaChip’s Board created as to SSD controllers and NAND flash. ious positions in engineering and

and post-doctoral fellows who were trials at the majority of the top 25 cloud People hired by industry in Canada. (Continued from page 7) customers worldwide. Revenue grew > 5x in 1H’20 vs 1H’19. management. Prior to becoming CTO, e-peas has raised euro 8 million led he was Director of Design Support. by Partech and Airbus Ventures, with Liquid Wire has closed a $10 million KBC Focus Fund, W.IN.G, Noshaq Series A financing round to expand its Xilinx has appointed Hasmukh Ran- Ventures, LeanSquare, Nivelinvest and stretchable electronics technologies jan as Chief Information Officer. Vives also contributing. Over the last 3 into the medical wearables market. The Hasmukh previously served as CIO years, e-peas has been broadening the financing was led by Deerfield Man- and Corporate VP of IT at Synopsys. n scope of its Ambient Energy Manager agement Company. Liquid Wire was (AEM) product line. This now cov- founded in 2016 in Portland, Oregon, ers solar, thermal, vibration and RF and has established itself as a leader Funding methods for extracting energy from in the emerging field of liquid metal Aryballe, a pioneer in digital olfaction, IoT devices’ surroundings. The immi- circuitry. The Company produces con- has raised €7 million in a new global nent introduction of ultra-low power formal and pliable electronic circuits funding round from investors across processing and sensing solutions will using a patented class of non-toxic Europe, North America, and Asia, bolster the e-peas portfolio further. printable liquid metals printed on including new investors Samsung plastic and textile substrates. Ventures and Seb Alliance (Groupe Innovium, a provider of switching sil- SEB’s corporate venture arm) as well icon for Cloud and Edge data centers, ONiO has received €7M (74M NOK) as existing investors INNOVACOM, has secured $170 Million in additional in funding from the EU Horizon 2020, CEMAG INVEST, Asahi Kasei, and equity funding from Premji Invest, DFJ the biggest EU Research and Innova- HCVC. The company has raised €17 Growth, funds and accounts managed tion programme ever with nearly €80 million to date. Aryballe combines by BlackRock, and multiple strategic billion of funding available over 7 biochemical sensors, advanced optics, investors, along with existing inves- years (2014 to 2020) – in addition to and machine learning in a single ob- tors including Greylock, Capricorn, the private investment that this money jective solution to collect, display and WRVI, Qualcomm Ventures, Redline, will attract. analyze odor data so companies can S-Cubed Capital and DAG. Innovium Spin Memory, a developer of MRAM make better decisions. becomes the first network silicon company to achieve unicorn status (>$1B technologies, announced an extension CMC Microsystems, a technology valuation). of its Series B funding round, having research support organization in Can- received additional investment from all ada, has received funding through the Innovium’s TERALYNX family de- major investors. The funding includes Canada Foundation for Innovation livers software compatible products recent investors Arm, Applied Ventures (CFI) and its Major Science Initiatives ranging from 1Tbps to 25.6Tbps with and Abies Ventures (Abies) as well (MSI) fund. The funding totals $18.3M unmatched telemetry, low latency, pro- as founding investor Allied Minds. over three years from April 2020 to grammability, and large buffers, and a Spin’s MRAM IP features high-re- March 2023. These funds will enable feature rich architecture that scales to tention, high-endurance, high-density CMC’s flagship program: Canada’s 51.2Tbps+. The company is ramping and high-speed. It is bolstered by over National Design Network (CNDN), TERALYNX 5 shipments for ToR, 250 patents, a commercial agreement which is hosted by Queen’s University Edge & 5G customer designs, is con- with Applied Materials and a licensing and managed by CMC. tinuing the volume production ramp agreement with Arm. of TERALYNX 7, and has introduced Through the facility, CMC supports TERALYNX 8, a 25.6Tbps switch SynSense (formerly aiCTX), a Zu- research in a variety of advanced mi- with 112G SerDes. rich-based neuromorphic computing cro-nanotechnologies including those company, has closed Series A fund- related to biomedical diagnostics, IoT, Innovium has seen strong adoption raising and will expand its footprint to products with embedded AI and 5G. In at leading OEM, Cloud and ODM China. Led by CTC Capital, the latest 2018-19 the network was used to enable customers for its TERALYNX family, round included co-investment from the launch of 20 startups, provide 10,000 which resulted in over 20% market several strategic partners including M researchers in Canada access to design share for 50G SerDes switch silicon Ventures, Ecovacs, and Yunding, and tools, testing equipment and prototyping in its first year of shipments. The several financial investors, including services, and train 800 graduate students company has wins, deployments and CAS-Star and Archer Investment. Jade

River Capital provides the financial The combination strengthens ADI’s 24/7. Beyond the supply of GaN-on- advisory. Following the investment analog semiconductor leadership with Si epiwafers, AZUR SPACE’s is also round, SynSense has built R&D teams expected revenue of $8.2 billion and engaged in the field of GaAs for the in Shanghai and Chengdu. free cash flow of $2.7 billion on a pro HPE market. forma basis. The transaction is expect- The UK Government has announced ed to be accretive to adjusted EPS in Since its formation, ALLOS had the first wave of funding through UK 18 months subsequent to closing with developed its GaN-on-Si epiwafer Research and Innovation’s flagship $275 million of cost synergies by the technology for both high power elec- Strength in Places Fund in which a ma- end of year two. tronics and micro LED applications. jor £43.74M project with South Wales’ ALLOS will continue its optoelec- compound semiconductor cluster has Analog Devices has acquired the tronics business with the focus on the been approved and will be supported HDMI business of INVECAS, a San- emerging micro LED display market. by £25.44M funding from Strength in ta Clara-based company specializing in ALLOS sees its 200 and 300 mm epi- Places. The project “CSconnected” embedded software and system level wafer technology as being crucial in is based around integrating research solutions. This addition will provide meeting the uniformity, crystal quality excellence with the unique regional ADI with complete audio and video and manufacturability requirements of supply chains in advanced Semicon- solutions to meet the needs of enter- micro LED display applications. ductor Manufacturing. The project prise and consumer markets. Terms partners include Cardiff University were not disclosed. Entegris has acquired Global Mea- (lead partner), Cardiff Capital Region surement Technologies (GMTI), an City Deal, Compound Semiconductor The INVECAS HDMI technology analytical instrument provider for Applications Catapult, Compound group has a long history in the space, critical processes in semiconductor Semiconductor Centre, IQE, Mi- stemming from Silicon Image, a semi- production, and its manufacturing croLink Devices, Newport Wafer Fab, conductor company founded in 1995, partner Clean Room Plastics for Rockley Photonics, Swansea Univer- where the HDMI technology was first approx. $36 million in cash. Located in sity, SPTS Technologies and Welsh created. Through this acquisition, ADI Chandler, Arizona, GMTI is now part Government. n will also increase the company’s role of the Advanced Materials Handling in the standards body representing (AMH) Division of Entegris. HDMI. In addition, ADI will incor- porate certification and compliance GMTI is a market leader in the de- Mergers & Acquisitions capabilities. ams has closed the OSRAM acqui- sign and production of high precision analytical instruments for Chemical sition. Following the closing, ams ASML has agreed to acquire Berliner Mechanical Planarization (CMP) holds 69% of all shares in OSRAM Glas, a manufacturer of ceramic and slurries and formulated cleaning and additional purchases equivalent optical modules, which are important chemistries used in the semiconductor to a transaction value of around EUR to support the future roadmap for EUV manufacturing process. The acqui- 2.7 billion. and DUV products. Terms were not sition enhances Entegris’ position disclosed. Analog Devices and Maxim have as a supplier for yield enhancement entered into a definitive agreement AZUR SPACE, a provider of III-V solutions. under which ADI will acquire Maxim epitaxy for solar cells, has acquired in an all stock transaction that values the high power electronics and RF Galaxy Semiconductor has signed the combined enterprise at over $68 business of ALLOS Semiconductors. a definitive agreement to acquire billion. Maxim stockholders will AZUR SPACE will use the acquired substantially all of the assets of the receive 0.630 of a share of ADI com- technology to expand its III-V epi busi- Quantix Business from Mentor mon stock for each share of Maxim ness into the GaN-on-Si high power Graphics, a Siemens-owned business. common stock. Upon closing, ADI electronics and RF epiwafers. Galaxy is acquiring several software stockholders will own approx. 69% of solutions from Mentor including a the combined company, while Maxim AZUR SPACE is a provider of high suite of software used by over 100 stockholders will own approx. 31%. efficiency multijunction space solar microelectronic device designers and Two Maxim directors will join ADI’s cells based on III-V epitaxy with a ca- manufacturers to improve quality, Board, including Maxim President and pacity of 500,000 wafers/year and with reliability, and yield of their devices. CEO, Tunc Doluca. multiple MOCVD reactors running Terms were not disclosed.

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 10 / AUGUST 2020 SEMICONDUCTOR TIMES M&A optimize power, performance, and LTE Cat-M and NB-IoT to optimize (Continued from page 9) area (PPA) for complex chips with system cost and power. fewer resources. Siemens plans to add Originally founded in 1998, Galaxy Avatar’s technology to the Xcelerator Synaptics has signed a definitive Semiconductor Solutions was the #1 portfolio as part of Mentor’s IC suite of agreement to acquire certain assets provider of test data analytics tools to software, capitalizing on the growing and manufacturing rights associated the semiconductor industry as mea- segment of place and route. Avatar will with the wireless IoT business of sured by number of customers. The be integrated with existing products Broadcom for approx. $250 million launch of the new company in con- from Mentor, a Siemens Business, in cash. Synaptics will acquire certain junction with the acquisition of several including the Calibre platform, Tessent rights to Broadcom’s existing Wi-Fi, products designed by its predecessor, software, and Catapult HLS software. Bluetooth and GPS/GNSS products establishes Galaxy Semiconductor as and business in the IoT market as well the premier independent provider of At 7nm and below, detailed routing as future roadmap devices designed test data analytics solutions for the must be considered during placement. in advanced process nodes. Synaptics semiconductor industry. Avatar pioneered a detailed-route-cen- expects the transaction to add approx. tric architecture that has been built $65 million in current annualized sales LeddarTech, a provider of ADAS and bottom-up on a unified in-memory data and provide significant revenue growth AD technology, has acquired sensor model, designed to enable all engines potential. The transaction is expected fusion and perception software compa- to access full design data and attri- to be immediately accretive to non- ny VayaVision. LeddarTech supports butes at any time. This empowers each GAAP earnings. Tier 1-2 automotive system integrators engine (placement, routing, timing, with an open automotive and mobility optimization, clock tree synthesis, etc.) Synaptics has signed a definitive sensing platform, including its Li- to dynamically invoke other engines agreement to acquire DisplayLink, DAR-based LeddarEngine. There is incrementally. a leader in high-performance video an industry consensus that level 3 to 5 compression technology, for $305 autonomous driving applications require Avatar’s products are built on tech- million in cash. Synaptics expects the multiple sensors and sensor combina- nologies acquired from ATopTech transaction to add approx. $94 million tions of LiDAR, radar, and cameras. in 2017. The product line includes in annualized sales and be immediately Aprisa, a netlist-to-GDS full-function accretive to non-GAAP earnings. VayaVision, founded in 2016 by Dr block-level physical implementation Nehmadi Youval and Ronny Cohen tool, and Apogee, a complete top-level DisplayLink’s software compression and based in Israel, is a deep-tech prototyping, floor-planning and chip technology enables universal docking company and a pioneer in the field assembly tool. and casting of high bandwidth video of sensor fusion and perception. The from any device to any display using integration of VayaVision enables Led- ST has signed two M&A agreements any transport medium such as USB, darTech to accelerate time-to-market related to the acquisitions of Ul- Ethernet or Wi-Fi. For the Enterprise while significantly reducing customer tra-Wide Band specialist BeSpoon and IT market, the solution supports multi- development costs and risks with a the cellular IoT connectivity assets of OS environments including Windows, sensor fusion and perception stack that Riot Micro. Terms were not disclosed. MacOS, ChromeOS and Ubuntu scales from a single sensor to multiple BeSpoon, based in Le Bourget du Lac, Linux. sensor combinations and is hardware France, is a fabless semiconductor and operating system agnostic. The company founded in 2010 specializing The DisplayLink acquisition, in addi- first perception software stack product in UWB communications technology. tion to the acquisition of Broadcom’s based on LeddarTech’s Leddar Pixell ST will acquire BeSpoon from its wireless IoT connectivity portfolio, LiDAR sensor will be available for lead majority shareholder, TRUMPF, and further accelerates Synaptics’ long- customer demonstration and sampling from its founders. In parallel with the term IoT diversification strategy. in Q4’20 with production by 1H’21. transaction, ST and TRUMPF will The combined roadmap is capable enter into a strategic partnership for of delivering solutions that drive up Siemens has signed an agreement UWB tracking technology. Riot Micro, to four 4K displays, adds support for to acquire Avatar Integrated Sys- based in Vancouver, Canada, designs emerging 8K/10K displays and the tems, a developer of place and route cellular IoT solutions by applying upcoming USB4 standard, and enables software for IC design. Terms were proven design techniques from Blue- high-performance, dynamic wireless not disclosed. Avatar helps engineers tooth Low Energy (BLE) and Wi-Fi to video docking and casting. n

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] SEMICONDUCTOR TIMES AUGUST 2020 / 11 Business based chips, and an average of more new 10nm-based server CPU ( “Sap- than 22 billion per year over the past phire Rapids”). Alchip has become a leading advanced three years as demand for computing technology ASIC provider with the accelerates with the proliferation of The company’s 7nm-based CPU prod- number of expected tape-outs jumping IoT, 5G and AI. uct timing is shifting approx. 6 months to nine by the end of 2020. Alchip has relative to prior expectations. The pri- completed 3 tape-outs in May alone. ASE, the leading provider of semi- mary driver is the yield of Intel’s 7nm Alchip’s 7nm ASIC capabilities focus conductor manufacturing services in process, which based on recent data, on full reticle size devices that features assembly and test, reported revenues is now trending approx. 12 months billions of gates for ultra-large-scale of NT$107,549 million (~US $3.66B) behind the company’s internal target. design. These advanced ICs primarily for 2Q20, up 19% Y/Y and up 11% target AI, high-performance comput- Intel Q2 Rev Mix $B Gth sequentially. Net revenue contribution Client Computing 9.5 7% ing, network and storage applications. from packaging operations, testing op- Data Center 7.1 43% NVM Solutions 1.7 76% Alchip is also working on a 6nm proj- erations, EMS operations and others, ect, with several more in the pipeline. IoT 0.67 -32% each represented approx. 50%, 12%, Programmable (FPGA) 0.501 2% 37% and 1%, respectively, of total Mobileye 0.146 -27% Altair Semiconductor is changing Total 19.728 20% its name to “Sony Semiconductor Is- net revenues for the quarter. The total rael,” four years after being acquired number of employees was 95,448 as Kioxia expected to complete its ac- by them. The company’s cellular IoT of June 30, 2020. quisition of LITE-ON Technology’s product line will maintain “Altair” Solid State Drive (SSD) business, The five largest customers together branding. Solid State Storage Technology Cor- accounted for approx. 50% of total poration and its affiliated companies net revenues in Q2’20. Two customers Analog Devices narrowed and raised on July 1, 2020. its financial guidance for the third each accounted for more than 10%. quarter of fiscal 2020. ADI currently The top 10 customers contributed 61% Navitas has delivered its 5 millionth anticipates revenue of approx. $1.45 of total net revenues. IDMs accounted GaN power IC based on its GaN- billion, +/- $30 million. This compares for 29%. Fast technology to OPPO. Navitas to previous guidance of $1.32 billion, GaN power ICs are also embedded +/- $70 million, provided on May 20, Himax pre-announced preliminary power chargers from Aukey, Anker, 2020. The guidance increase is driven unaudited key financial results for the RavPower, Xiaomi, Huawei, Lenovo, by better than expected demand across three months ended June 30th, 2020. and others. ADI’s end markets with particular The second quarter revenues, gross strength in Communications and In- margin and EPS all exceeded the Presto Engineering, an ASIC design dustrial. This upside in demand has guidance issued on May 7th, 2020. and outsourced operations provider to resulted in less cancellations and high- Revenues were $187 million, an in- semiconductor and IoT device manu- er than anticipated backlog conversion. crease of 1.3% sequentially versus the facturers, has opened its new Caen Hub guidance of a slight decrease of within in France. The facility will provide IC Arm has announced proposed strategic 5% sequentially. test, qualification, and test production organizational changes to strengthen services primarily for communica- its focus on growth and profitability. Intel is accelerating its transition to tions, automotive, IoT, and industrial The company is proposing to transfer 10nm products this year with increas- applications. its two IoT Services Group (ISG) ing volumes and strong demand for businesses, IoT Platform and Treasure an expanding line up. This includes Seoul Semi, the world’s second-largest Data, to new entities that would be a growing portfolio of 10nm-based global LED manufacturer, announced owned and operated by SoftBank and Intel Core processors with “Tiger KRW 268 billion (~US $220M) of its affiliates. Upon completion of the Lake” launching soon and the first consolidated revenue for Q2 and proposed transfer, Arm will deepen 10nm-based server CPU “Ice Lake,” operating profit of KRW 14 billion. its focus on its core semiconductor which remains planned for the end Seoul also provided sales guidance of IP business and expects to continue of this year. In 2H’21, Intel expects KRW 300 billion for Q3. The rebound collaborating with the new ISG busi- to deliver a new line of client CPU’s comes from wider adoption of Seoul’s nesses. To-date, Arm partners have (“Alder Lake”), which will include its WICOP technology for various ap- shipped more than 165 billion Arm- first 10nm-based desktop CPU, and a plications such as TVs, monitors and

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 12 / AUGUST 2020 SEMICONDUCTOR TIMES Business Industrial Park, Pulau Pinang. Lease- Silicon Area Shipment Trends hold improvements should begin in Semiconductor Applications Only (Continued from page 11) Millions of Square Inches Q4 and the new facility will likely notebook PCs which require slim LED employ more than 650 personnel over 1Q’19 3,051 designs. 2Q’19 2,983 the next five years, including roles 3Q’19 2,932 SK hynix announced revenue for in manufacturing, engineering, R&D 4Q’19 2,844 and quality management. Ultra Clean 1Q’20 2,920 Q2’20 ending June 30, 2020 was 8.607 2Q’20 3,152 trillion won (~US $7.21 billion) while is a developer and supplier of critical the operating profit amounted to 1.947 subsystems, ultra-high purity cleaning Global sales of semiconductor man- trillion won, and the net income 1.264 and analytical services primarily for ufacturing equipment by OEMs n trillion won. Both the Company’s rev- the semiconductor industry. are projected to increase 6% to $63.2 enue and operating income increased billion in 2020 compared to $59.6 by 20% and 143% QoQ respectively. billion in 2019 before logging record Market Research high revenue of $70 billion in 2021, For DRAM, although weak demand of reports SEMI. mobile customers continued, SK hynix Worldwide sales of semiconductors managed to expand sales of both server were $35 billion in May 2020, up The wafer fab equipment segment, and graphics products as demand and 5.8% from the May 2019 total of $33 which includes wafer processing, fab price remained stable. Consequently, billion and 1.5% more than the April facilities, and mask/reticle equipment, both DRAM bit shipment and ASP 2020 total of $34.4 billion, reports the is expected to rise 5% in 2020 followed increased by 2% and 15% QoQ re- SIA. A newly released WSTS industry by 13% growth in 2021 driven by a spectively. SK hynix’s SSD business forecast projects annual global sales memory spending recovery and in- accounted for nearly 50% of its NAND will increase 3.3% in 2020 and 6.2% vestments in leading-edge and China. Flash business for the first time. As a in 2021. SIA represents 95% of the Foundry and logic spending, account- result, the NAND Flash bit shipment U.S. semiconductor industry by reve- ing for about half of total wafer fab and ASP increased by 5% and 8% QoQ nue and nearly two-thirds of non-U.S. equipment sales, will see single-digit respectively. chip firms. increases in 2020 and 2021. Both DRAM and NAND spending in 2020 Skyworks has reached a milestone North America-based manufactur- will surpass 2019 levels and are pro- with the shipment of over 150 mil- ers of semiconductor equipment jected to grow over 20%, respectively, lion bulk acoustic wave (BAW) posted $2.32 billion in billings world- in 2021. filter-enabled modules for 5G mobile wide in June 2020, according to SEMI. solutions. According to Strategy An- The billings figure is 1.1% lower than The assembly and packaging equip- alytics, 5G smartphones are expected the final May 2020 level of $2.34 bil- ment segment is forecast to grow 10% to take up a much larger portion of lion, and 14.4% higher than the June to $3.2 billion in 2020 and 8% to $3.4 global shipments this year, growing 2019 billings level of $2.03 billion. billion in 2021 driven by advanced more than 10X to an estimated 15% packaging capacity buildup. The of all smartphone shipments, up from The global semiconductor packag- semiconductor test equipment market just 1% in 2019. ing materials market will track chip is expected to increase 13%, reaching industry growth to expand from $17.6 $5.7 billion in 2020, and continue the Soitec announced EpiGaN’s name billion in revenue in 2019 to $20.8 growth momentum in 2021 on the back change to SOITEC BELGIUM N.V. billion in 2024, a 3.4% CAGR, reports of 5G demand. With EpiGaN’s acquisition in May SEMI and TechSearch International. 2019, Soitec confirmed its ambition Robust spending in China in the found- to further extend its portfolio beyond Worldwide silicon wafer area ship- ry and memory sectors is expected silicon. Soitec’s GaN business unit ments rose 8% to 3,152 million square to vault the region to the top in total acquired a year ago consolidates the inches in Q2’20 compared to the 2,920 semiconductor equipment spending company’s portfolio of engineered million square inches shipped in Q1 in 2020 and 2021. Taiwan equipment substrates for RF and power markets. and surpassed Q2’19 shipments by spending, after seeing 68% growth in 6%, according to the SEMI Silicon 2019, is forecast to contract this year Ultra Clean has expanded into Manufacturers Group. but bounce back with 10% growth in Malaysia and will be opening a man- 2021, with the region maintaining the ufacturing facility in the Batu Kawan

IC market in 2020 with sales of $56 billion, an increase of 27%, the stron- gest projected percentage growth rate among all 33 IC product categories this year. Like DRAM, the record-high year for NAND sales was 2018 when the market topped $59.4 billion. The NAND flash market is expected to represent 15.2% of the total IC market this year. Together with DRAM, the two memory categories are forecast to account for nearly one-third of all IC sales this year.

The forecast for computer CPU MPUs shows a 2.2% increase in sales to about $41.7 billion. Cellphone application processor sales are expected to decline 3% in 2020 to $20.9 billion, which still would make this segment the fifth-largest IC product category. n second spot in equipment investments. The Americas, the largest reporting Korea is expected to rank third in region by revenue, purchased $1,118.1 Emerging Trends semiconductor equipment investments million of EDA products and services AUDI, Ericsson, Qualcomm, in 2020, outstripping its 2019 levels. in Q1’20, a 0.5% increase compared to SWARCO Traffic Systems and the Korea equipment spending is projected Q1’19. Revenue in EMEA increased University of Kaiserslautern have to grow 30% in 2021 powered by the 13.4% to $392.3 million. Revenue in completed the world’s first-announced memory investment recovery. Most Japan increased 9.8% to $268.6 mil- C-V2X trial. Initiated in December 2016, other regions tracked will also see lion. APAC revenue increased 1.8% the trial utilized a test bed and field tests growth in 2020 or 2021. to $918.9 million. based on 3rd Generation Partnership EDA industry revenue increased DRAM will account for 17.5% of Project (3GPP) C-V2X direct and net- 3.5% in Q1’20 to $2,698 million, com- the total $368.3 billion IC market in work-based complementary technologies pared to $2,606.4 million in Q1’19, 2020, according to IC reports the Electronic System De- Insights. The DRAM sign (ESD) Alliance. The companies market achieved its tracked employed 45,938 in Q1’20, a highest-ever sales vol- 5.6% increase over the Q1’19 head- ume in 2018 when it count of 43,500 and up 1.1% compared reached $99.4 billion. to Q4’19. That year, DRAM sales accounted for 23.6% CAE generated revenue of $854.9 of the total IC market. million in Q1’20, a 1.7% increase With expected sales compared to Q1’19. IC Physical De- growth of 3.2% this sign and Verification revenue reached year, the DRAM mar- $507.9 million, an 8.9% decrease ket is forecast to reach compared to Q1’19. PCB and MCM nearly $64.6 billion, revenue grew 12% to $250.9 million. 15% greater than the SIP revenue totaled $985.6 million in NAND flash market. Q1’20, a 12.5% increase compared to Q1’19. Services revenue totaled $98.7 NAND flash is forecast million, an 8.6% decrease. to be the second-largest

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 14 / AUGUST 2020 SEMICONDUCTOR TIMES Emerging Trends a 5nm test chip for internal validation. The slim 1U blade delivers one Peta- Several customers have begun to offer Flop of Machine Intelligence compute (Continued from page 13) platforms featuring Ampere Altra. and includes integrated networking for connected vehicles and Intelligent technology, optimized for AI scale-out. Transportation Systems (ITS). Efinixhas introduced the Trion Titani- um FPGA family, which is fabricated Each IPU-Machine M2000 is powered The tests were designed to provide on a 16nm process node and feature by four of Graphcore’s new 7nm Co- further evidence of the complementary Efinix’s Quantum™ compute fab- lossus Mk2 GC200 IPU processors, nature of short-range direct and cellular ric. Inspired by the Quantum fabric which deliver an 8X step up in perfor- wide-range communication with C-V2X underlying Efinix’s first-generation mance compared to first-generation and received results demonstrating the Trion FPGAs, the Quantum compute Graphcore IPUs. The design of the reliability and performance of the ve- fabric adds additional compute and IPU-Machine M2000 allows custom- hicle-to-everything (V2X) technology. routing capability into its enhanced ers to build datacenter-scale systems The organizations formed the Con- eXchangeable logic and routing (XLR) of up to 64,000 IPUs, in IPU-POD™ nected Vehicle-to-Everything (V2X) cells. The Titanium family comprises configuration, that deliver 16 ExaFlops of Tomorrow (ConVeX) consortium in FPGAs ranging from 25K to 500K of Machine Intelligence compute. December 2016, and since have success- logic elements. The FPGAs have a fully completed and analyzed end-to-end range of hardened IP such as PCIe Each IPU chip contains more than 59.4 implementation and performance testing Gen4, DDR4, 10 Gbps Ethernet, and billion transistors on a single 823mm2 in realistic driving conditions. 2.5 Gbps MIPI controllers. die. The GC200 integrates 1,472 separate IPU-Cores and is capable of During the project, ConVeX, which GLOBALFOUNDRIES’ most ad- executing 8,832 separate parallel com- is co-funded by the German Federal vanced FinFET solution, 12LP+, has puting threads. Each IPU processor core Ministry of Transport and Digital completed technology qualification gets a performance boost from a set of Infrastructure (BMVI), tested and and is ready for production at GF’s Fab novel floating-point technologies de- demonstrated several use cases for 8 in Malta, New York. Several 12LP+ veloped by Graphcore, called AI-Float. C-V2X, including Vehicle-to-Vehicle tape-outs are scheduled for 2H’20. (V2V) and Vehicle-to-Infrastructure 12LP+ builds upon GF’s established The new Mk2 GC200 has 900MB (V2I) direct communication operating 14nm/12LP platform, of which GF has ultra-high-speed SRAM spread across in the 5.9GHz ITS frequencies, as well shipped more than one million wafers. the IPU, with In-Processor Memory as Vehicle-to-Network (V2N) wide GF’s 12LP is being used by companies sitting right next to each processor core area communication. For these tests, including Enflame, Tenstorrent, and in an IPU-Tile™ for the lowest energy Audi vehicles and SWARCO’s intelli- others for AI accelerator applications. access per bit. 900MB is a 3x step gent road infrastructure were equipped up in density when compared to the with C-V2X technology based on the 12LP+ features a 20% SoC-level logic Mk1 IPU. IPU-Machine M2000 and n Qualcomm 9150 C-V2X Platform. performance boost over 12LP, and a IPU-POD64 systems are available to 10% improvement in logic area scal- pre-order with full production volume ing. 12LP+ introduces new features shipments starting in Q4’20. Products including an updated standard cell Ampere announced further roadmap library, an interposer for 2.5D pack- GSI Technology announced the publi- details of its Ampere Altra serv- aging, and a low-power 0.5V Vmin cation of the whitepaper “In-Memory er processor family. In March, the SRAM bitcell. Acceleration For Big Data” by The company announced Ampere Altra, Linley Group. The whitepaper pro- a cloud native processor featuring Graphcore has introduced its second vides an overview of GSI’s Gemini 80 cores. Ampere has now unveiled generation IPU platform with great- Associative Processing Unit (APU), preliminary details of the expansion er processing power, more memory advantages over other processors, and of the cloud-native processor family and built-in scalability for handling examples of its performance. by adding Ampere Altra Max, which extremely large Machine Intelligence has 128 cores. Compatible with the 80- workloads. The IPU-Machine M2000 Gemini APU’s includes millions of pro- core Ampere Altra and also supporting is a plug-and-play Machine Intelligence cessors that can load data directly from 2-socket platforms, Ampere Altra Max compute blade that has been designed the on-chip memory. This design inter- will be sampling in Q4. Ampere has for easy deployment and supports sys- sperses more than two million small also recently completed the tape-out of tems that can grow to massive scale. processing units among 48 million

Gemini APU Xeon 8280 Nvidia A100 Graphcore titude of customization options and a Compute Cores 2 millionx1-bit 28x2x512-bits 104x4,096-bits 1,216x64-bits differentiated approach with best-in- Compute Speed 400MHz 2.7GHz 1.4GHz 1.6GHz class standard product IP including Peak Compute* 25 TOPS 10 TOPS 75 TOPS 16 TOPS Arm-based processors, embedded On-Chip Memory 12MB L1 38.5MB L3 40MB L2 300MB L1 memories, high-speed SerDes, net- Mem Bandwidth 26 TB/s 1 TB/s 7 TB/s 16 TB/s working, security and a wide range of Power 60W TDP 205W TDP 400W TDP 150W TDP storage controller and accelerators in *Trillions of 8-bit ADD operations per second (TOPS). (Source: vendors) 5nm and beyond. With its legacy as part of IBM, GlobalFoundries and Av- memory cells, dividing this memory including USB4, DisplayPort and PCI eraSemi, the Marvell ASIC team brings into enough subunits to feed each Express (PCIe). decades of expertise with the custom processor, thereby allowing for much ASIC model across 14 leading-process higher data flow. As a result, Gemini For the first time, Thunderbolt 4 will nodes and has produced over 2,000 outperforms standard processors by offer docks with up to four Thunderbolt custom ASICs. 100x or more on big-data workloads ports and universal cables up to 2 me- while reducing power by 70%. ters in length. Intel’s upcoming mobile Palma Ceia SemiDesign’s new trans- PC processors, code-named “Tiger ceiver for the 802.11ax Wi-Fi standard, Intel has revealed new details about Lake,” will be the first to integrate PCS11ax28, is now available for Thunderbolt™ 4, the next generation Thunderbolt 4. Intel also announced customer sampling. The 802.11ax of its universal cable connectivity solu- the Thunderbolt 4 controller 8000 standard, also known as Wi-Fi 6, offers tion, delivering increased minimum series, compatible with the hundreds greater maximum data rates than earli- performance requirements, expanded of millions of Thunderbolt 3 PCs and er standards, as well as higher network capabilities and USB4 specification accessories already available. capacity to support greater numbers of compliance. Thunderbolt 4 always IoT devices. Wi-Fi 6 is backward-com- delivers 40 Gbps speeds and data, Marvell announced a custom ASIC patible with the previous version of the video and power over a single con- offering that addresses the require- Wi-Fi standard, 802.11ac. The new nection. It is the most comprehensive ments of next generation 5G carriers, Wi-Fi 6 chip is currently available in Thunderbolt specification yet with cloud data centers, enterprise and 1x1 MIMO configuration. Availabili- compliance across the broadest set automotive applications. Marvell’s ty of 2X2 and 4X4 configurations is of industry-standard specifications, custom ASIC solution enables a mul- expected to begin in Q3’20. The chip

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 16 / AUGUST 2020 SEMICONDUCTOR TIMES Products camera module. A RaspberryPi is used missions per day indoors or 6 outdoors to capture parameters and interface by operate with PV cells. (Continued from page 15) USB/WiFi to a PC or Mobile device. is fabricated on a high-performance An SDK is included to develop addi- Imec and GLOBALFOUNDRIES 28nm HPC process. tional applications. announced a hardware demonstration of a new AI chip. Based on imec’s An- Qualcomm has unveiled the new xMEMS has introduced Montara, a alog in Memory Computing (AiMC) Qualcomm Snapdragon Wear 4100 monolithic true MEMS speaker, de- architecture utilizing GF’s 22FDX platforms, Snapdragon Wear 4100+ and livering high fidelity, full-bandwidth solution, the new chip is optimized Snapdragon Wear 4100, designed for sound and low total harmonic distor- to perform deep neural network cal- next-gen connected smartwatches. The tion (THD) for sealed in-ear personal culations on in-memory computing Snapdragon Wear 4100+ platform is audio devices, including true wireless hardware in the analog domain. The based on a hybrid approach and includes stereo (TWS) earbuds. Montara is chip achieves record-high energy a super-fast SoC, a smarter Always On also the first IP-57 rated microspeak- efficiency up to 2,900 TOPS/W for (AON) co-processor, and substantial er, enabling water and dust-resistant inference-on-the-edge for low-power improvements in platform power based earbuds, and first SMT-ready MEMS devices. GF will include AiMC as a on 12nm process technology. speaker. Montara eclipses early hy- feature able to be implemented on the brid-MEMS speakers by implementing imoo and Mobvoi, the first of many 22FDX platform. 22FDX with the the entire speaker (actuator and dia- customers, are announcing smart- new AiMC feature is in development phragm/membrane) in silicon. Samples watches based on the Snapdragon Wear at GF’s 300mm production line at Fab now, MP in early 2021. n 4100 platform and will be shipping 1 in Dresden, Germany. their products later this year. imoo is Infineon’s Silicon Valley Innovation the leading brand for kid smartwatch- Center (SVIC) has entered a new es. Mobvoi is an AI company and is Licensing & Partnerships agreement with Blumio to co-devel- announcing its next gen Tic Watch Pro II-VI has signed an agreement with op a wearable, non-invasive blood smartwatches based on the Snapdragon GE to license technology to manufac- pressure sensor based on Infineon’s Wear 4100 platform. The Suunto 7 ture silicon carbide (SiC) devices and XENSIV radar chipset by 2021. The smartwatch is based on Snapdragon modules for power electronics. II-VI new sensor has the potential to disrupt Wear 3100 and Wear OS by Google. intends to remain focused on executing the $45 billion market for wearable Suunto is looking forward to learning its plan to scale capacity of 150mm SiC cardiovascular monitoring devices more about the new Snapdragon Wear materials by 5-10x while scaling volume by enabling continuous and precise 4100 platforms and expanding its col- production of a differentiated 200mm measurement without a cuff. Upon laboration with Qualcomm. materials technology to meet anticipated growing demand over the next five successful completion, a kit combining Tenstorrent has achieved first-pass years. GE and its industrial businesses, Infineon’s radar chipset and develop- silicon success for its Grayskull led by Aviation, continue to aggressively ment board with Blumio’s software AI processor SoC using Synopsys’ develop next-gen silicon carbide for and algorithms would be released to DesignWare PCIe 4.0 Controller and new applications. The business offers consumer and medical wearable device PHY, ARC HS48 Processor, and LPD- electrical power products with power makers to integrate into their blood DR4 Controller IP. Due to the success levels from kilowatts to megawatts for pressure monitoring devices. of the Grayskull SoC, Tenstorrent in- harsh environments in aerospace, indus- tends to engage with Synopsys on their trial, and military applications. JLQ Technology (www.jlq.com) has next-gen AI processor SoCs. adopted Synopsys’ DesignWare IP HiSilicon and Nowi showcased the 2nd portfolio to reduce risk and speed time- Unispectral, developer of the Col- generation of their Energy Autonomous to-market for next-gen mobile chipsets. orIR™ filter, introduced a new NB-IoT platform. The device acts as a JLQ chose Synopsys’ silicon-proven Evaluation Kit for its tunable NIR sensor hub that can transmit via NB-IoT DesignWare IP, including USB, MIPI, filter and camera. Unispectral’s min- while operating indefinitely through DDR, and more. The long-standing iature tunable filter turns low cost its energy harvesting capabilities. It collaboration between the two com- IR cameras into 700-950nm spectral is based on HiSilicon’s Hi2115 NB- panies has resulted in first-pass silicon cameras. The core product consists of IoT solution and Nowi’s NH2 energy success and volume production for a tunable MEMS filter assembled on a harvesting PMIC. It supports 3 trans- JLQ’s prior SoCs.

Jianguang Asset Management, Lead- Nordic and Decawave collaborated licensing agreement for Velodyne’s fun- core Technology, Qualcomm and Wise previously, and Nordic’s nRF52832 damental lidar technology. Velodyne’s Road Capital formed the JLQ joint SoC is integrated in Decawave’s founder, David Hall, invented real-time venture in 2017 to develop chipsets for DWM1001C UWB and Bluetooth LE surround view lidar systems in 2005 as mass-tier smartphones designed and module. Future UWB/Bluetooth LE part of Velodyne Acoustics. n sold into China. JLQ now develops products jointly designed by Nordic mobile chips and solutions, as well and Qorvo will combine Qorvo’s UWB as SoCs for intelligent IoT products transceiver with Nordic’s nRF52833 Design Wins including smart cameras, smart players SoC, a 105°C qualified Bluetooth 5.2 Atmosic announced that TraceSafe, a and industrial robots. SoC supporting Bluetooth LE, Direc- provider of contact tracing solutions, tion Finding and Bluetooth mesh. has selected Atmosic’s M2 solution Mixel, a provider of mixed-signal IP, for the TraceSafe AllSafe Wristband. and Perceive, an edge inference solu- POET Technologies, developer of the The wristbands provide a complete tions company, announced that Mixel’s POET Optical Interposer and Photonic device-to-cloud solution for contact MIPI IP solution has been integrated ICs for the data center and telecom tracing, social distancing and loca- into Perceive’s Ergo™ edge inference markets, has signed a LOI to establish tion tracking that can quickly notify processor, which is currently being a joint venture with Xiamen Sanan someone if they have come into close sampled and will be in mass produc- Integrated Circuit Co., Ltd. (Sanan contact with someone who has been tion in the near future. Ergo achieved IC) to manufacture high-performance diagnosed with COVID-19. first-time silicon success on GLOBAL- optical engines based on POET’s FOUNDRIES 22FDX platform. CMOS compatible Optical Interposer TraceSafe selected the Atmosic’s M2 platform technology. The proposed JV because of its support for long-range will be formed with contributions of connectivity of up to 100 meters and its Ergo delivers more than 4 sustained $50 million based on a combined com- ultra-low power consumption, which GPU-equivalent floating-point TOPS mitment of cash and IP from Sanan IC provides more than twice the battery at over 55 TOPS/W, with the ability and IP and know-how from POET. The lifespan of competitive solutions. This to run multiple heterogeneous, large JV is expected to manufacture 100G, long-range support makes AllSafe neural networks in a consumer device 200G and 400G optical engines with Wristbands suitable for a wide variety friendly 7x7mm package without need customized lasers and photodiodes from of contact tracing systems, whether the for any external RAM. Mixel provided Sanan IC combined with optical inter- devices are configured to connect to a Perceive with three different MIPI IP poser platform technology from POET. person’s smartphone or a gateway – for solutions; a four-lane MIPI D-PHYSM example, a factory implementation that CSI-2SM TX IP and both a two-lane Soitec announced a business agree- sends signals from workers’ wristbands and four-lane MIPI D-PHY CSI-2 RX ment with Qualcomm on the supply to a gateway. IP. The CSI-2 Peripheral Controller of piezoelectric-on-insulator (POI) Core is developed by Rambus, who engineered substrates for 4G and 5G Atmosic’s portfolio also includes its acquired Northwest Logic and is an RF filters. After multiple years of col- M3 solutions, which further extend active participant in Mixel’s MIPI laboration with Qualcomm, Soitec has battery life and can eliminate the need Central Ecosystem. concluded an agreement to bring POI for batteries by integrating Energy wafer production to high volume man- Harvesting technology. The AllSafe Nordic Semi and Qorvo are expand- ufacturing to be used for Qualcomm’s Wristband will be distributed to all ing their partnership to include dual RF filters going into smartphone RF fans attending events hosted by the UWB and Bluetooth LE connectivity front end modules. Toronto Wolfpack Rugby League Foot- solutions, complementing the compa- ball Club, the “Toronto Wolfpack,” at nies’ low power cellular IoT portfolios, Velodyne Lidar announced a long-term Lamport Stadium, as well as at other following Qorvo’s acquisition of UWB global licensing agreement with Hesai Canadian Rugby Stadiums during the pioneer Decawave. Nordic and Qorvo Photonics Technology encompassing coming season. have collaborated for years on Nordic’s 360° surround-view lidar sensors. As a nRF9160 SiP with integrated LTE-M/ result, Velodyne and Hesai have agreed Ford and Mobileye, an Intel company, NB-IoT modem and GPS. Nordic’s to dismiss current legal proceedings in are collaborating on driver-assistance nRF9160 leverages Qorvo’s RF Front the U.S., Germany and China that exist systems across Ford’s global product End (RFFE), advanced packaging, and between the two companies. The rela- lineup. Mobileye will provide its MicroShield technology. tionship with Hesai is the third major EyeQ family of devices, together with

Copyright © 2020, Pinestream Communications, Inc. Tel 781.647.8800 www.pinestream.com [email protected] 18 / AUGUST 2020 SEMICONDUCTOR TIMES Design Wins 2 systems provide both steering and Control, as well as Active Drive Assist acceleration / braking support. Both re- hands-free driving coming to the all-new (Continued from page 17) quire drivers to supervise performance Mustang Mach-E and all-new F-150. vision-processing software to support of the vehicle. Level 1 and Level 2 driver-assistance Ford is also evaluating the use of Road- systems in Ford vehicles globally. Ford Used to help identify what the wind- shield camera in a vehicle can see book in its vehicles. Roadbook uses will include Mobileye’s logo in the anonymized, crowd-sourced data from SYNC driver-assist displays. – including lane markings, traffic signs, pedestrians and other vehicles – Mobil- vehicle cameras to build a high-defi- Level 1 systems are defined by the eye’s technology will support features nition map that can be accessed by Society of Automotive Engineers as such as Lane-Keeping System, Auto vehicles and leveraged by driver-as- automating a single part of the driving High-Beam headlamps, Pre-Collision sist technology, including hands-free experience, such as steering or accel- Assist with Automatic Emergency driving features like available Active n eration / deceleration, while Level Braking and Intelligent Adaptive Cruise Drive Assist. Company Financials - July Releases

Next Qtr Current Qtr Last Qtr Yr-ago Qtr Sales Company Symbol Outlook Sales Net Margin GM Sales Net GM Sales Net GM Growth Qtr Ending Aehr Test Sys AEHR n/a 4 -2.9 -76% -3% 6 0.2 49% 7 0.1 46% -47% 4Q20 31-May AMD AMD $2.45-2.65B 1932 157.0 8% 44% 1786 162.0 46% 1531 35.0 41% 26% 2Q20 27-Jun Amkor AMKR $1.2-1.3B 1173 55.4 5% 16% 1153 63.9 16% 895 -9.5 14% 31% 2Q20 30-Jun AMS AMS $530-570M 460 5.9 1% 37% 501 -16.4 44% 407 24.7 35% 13% 2Q20 30-Jun ASM Intl. (euros) ASM €300-320M 342 74.1 22% 48% 325 74.1 52% 363 121.6 59% -6% 2Q20 30-Jun ASML (euros) ASML €3.6-3.8B 3326 751.0 23% 48% 2441 390.6 45% 2568 476.0 43% 30% 2Q20 28-Jun Be Semi (euros) BESIY Dwn 10-25% 124 39.8 32% 62% 91 13.9 57% 93 18.9 56% 34% 1Q20 30-Jun Brooks Auto BRKS $229-241M 220 13.7 6% 42% 220 9.2 41% 204 7.3 41% 8% 3Q20 30-Jun Cadence CDNS $630-650M 638 131.3 21% 88% 618 124.0 88% 580 107.2 89% 10% 2Q20 27-Jun Cohu COHU $134-146M 144 -4.7 -3% 42% 139 -17.3 40% 150 -19.3 42% -4% 2Q20 27-Jun CyberOptics CYBE $19.5-20.5M 16 1.6 5% 46% 16 0.8 45% 15 0.5 43% 7% 2Q20 30-Jun DSP Group DSPG Down 28 -1.1 -4% 50% 28 -2.5 51% 29 -0.5 50% -2% 2Q20 30-Jun Entegris ENTG $450-475M 448 68.0 15% 46% 412 61.0 45% 379 124.0 44% 18% 2Q20 27-Jun FormFactor FORM $170-182M 158 20.5 13% 42% 161 15.9 42% 138 6.9 40% 14% 2Q20 27-Jun GSI Tech GSIT $6-7.2M 7 -6.1 -92% 45% 9 -3.8 52% 13 -0.1 63% -49% 1Q21 30-Jun Intel INTC $18.2B 19728 5105.0 26% 53% 19828 5661.0 61% 16505 4179.0 60% 20% 2Q20 27-Jun Knowles KN $185-200M 152 -19.5 -13% 31% 163 -9.1 34% 205 5.9 37% -26% 2Q20 30-Jun Kulicke & Soffa KLIC $155-175M 151 11.2 7% 46% 151 11.9 46% 127 1.3 46% 18% 3Q20 27-Jun Lam Research LRCX $2.9-3.3B 2792 696.7 25% 46% 2504 574.8 47% 2361 541.8 46% 18% 4Q20 28-Jun Lattice LSCC $96-104M 101 10.6 11% 60% 97 8.2 59% 102 8.6 59% -2% 2Q20 27-Jun Littlefuse LFUS Up 12-15% 307 -9.0 -3% 32% 346 24.6 36% 398 43.8 36% -23% 2Q20 27-Jun MACOM MTSI $144-148M 137 -25.0 -18% 52% 126 -10.2 50% 108 -324.7 31% 27% 3Q20 3-Jul Magnachip MX $118-124M 119 29.2 25% 27% 121 -23.7 n/a 141 -9.5 22% -16% 2Q20 30-Jun Maxim MXIM n/a 545 207.3 38% 66% 562 161.2 65% 556 367.6 64% -2% 4Q20 27-Jun Maxlinear MXL $72-76M 65 -21.8 -33% 50% 62 -15.5 50% 83 -2.2 53% -21% 2Q20 30-Jun Melexis (euros) MEX.BE Up 10% 100 9.7 10% 39% 138 20.7 41% 120 15.6 41% -16% 2Q20 30-Jun Mono Power MPWR $200-210M 186 30.2 16% 55% 166 35.8 55% 151 20.7 55% 23% 2Q20 30-Jun NXP NXPI $1.9-2.1B 1817 -214.0 -12% 47% 2021 -21.0 49% 2217 41.0 52% -18% 2Q20 28-Jun O2Micro OIIM $17.6-19M 17 0.5 3% 51% 16 -1.5 52% 14 -3.1 50% 21% 2Q20 30-Jun Parade Tech 4966.TWO $135-149M 122 28.2 23% 44% 98 20.7 45% 91 17.6 42% 34% 2Q20 30-Jun Power Int POWI $110-120M 107 13.2 12% 50% 110 15.9 52% 103 10.8 50% 4% 2Q20 30-Jun Qorvo QRVO $925-955M 788 96.9 12% 41% 788 50.4 43% 776 39.5 38% 2% 1Q21 27-Jun Qualcomm QCOM $7.3-8.1B 4893 845.0 17% 57% 5216 468.0 56% 9635 2149.0 78% -49% 3Q20 28-Jun Sequans SQNS Up 10% 12 -19.0 -156% 48% 9 -15.3 51% 8 -9.2 36% 54% 2Q20 30-Jun Silicon Labs SLAB $208-218M 208 -1.8 -1% 61% 215 2.2 60% 207 -16.0 61% 0% 2Q20 4-Jul Silicon Motion SIMO $114-120M 137 28.2 21% 50% 133 25.9 48% 99 26.5 47% 38% 2Q20 30-Jun Skyworks SWKS $830-850M 737 129.7 18% 45% 766 181.1 49% 767 144.1 41% -4% 3Q20 26-Jun STMicro STM Up 17.4% 2087 90.0 4% 35% 2231 192.0 38% 2173 160.0 38% -4% 2Q20 27-Jun T.I. TXN $3.26-3.54B 3239 1380.0 43% 64% 3329 1174.0 63% 3668 1305.0 64% -12% 2Q20 30-Jun Teradyne TER $745-805M 839 188.9 23% 56% 704 176.2 58% 564 97.4 57% 49% 2Q20 28-Jun TowerJazz TSEM $320M +5% 310 19.1 6% 19% 300 17.0 18% 306 20.9 17% 1% 2Q20 30-Jun TSMC TSM $11.2-11.5B 10385 3644.0 35% 53% 10382 4001 52% 8055 2350 43% 29% 2Q20 30-Jun Ultra Clean UCTT $320-360M 345 21.3 6% 21% 321 9.4 20% 265 -0.2 18% 30% 2Q20 26-Jun UMC UMC Flat 1498 311.0 21% 23% 1427 -84.0 19% 1216 57.0 16% 23% 2Q20 30-Jun Xilinx XLNX $730-780M 727 93.8 13% 69% 756 162.3 71% 850 241.5 67% -14% 1Q21 27-Jun

Philadelphia SOX Index TSMC – Foundry Barometer

Micron – DRAM Barometer WD / SanDisk – FLASH Barometer

Intel AMD

Amkor Teradyne

4 DinoPlusAI – Latency-optimized AI Processors

4 Nonlinear Materials – Organic Electro-Optic Materials

4 Paragraf – Graphene & Graphene-based Hall-Effect Sensors

4 Piera Systems – Particle Sensors & Particle Counting ICs

4 Scintil – Photonic ICs based on Wafer-Scale Bonding of InP on Si

General: Semiconductor Times is Publisher: Cliff Hirsch, [email protected] Copyright © 2020, Pinestream Commu- published monthly. Each issue contains nications, Inc., all rights reserved. The profiles onstartups and emerging semicon- Tel: 781.647.8800 title and words Semiconductor Times are ductor companies, industry news, financial Email: [email protected] claimed as trademarks. No part of this and investment highlights. Web: www.pinestream.com publication may be reproduced, copied, photocopied, scanned, stored in a retrieval Schedule: Semiconductor Times is delivered by system, or transmitted in any form or by Subscription information: $895 for PDF email by the first Friday of each month. any means (including internal distribution) 12 monthly issues and online access to without Semiconductor Times’ prior writ- Pinestream’s semiconductor company da- Missing Issues: Please contact us for ten permission. Copying this publication tabase. Payments must be made by a check replacements. is in violation of federal copyright law (17 payable to Pinestream Communications, USC 101 et seq.). Violators may be subject Inc. in U.S. funds drawn on a US bank, Change of address: Notify Semiconductor to criminal penalities as well as liability for credit cards, or wire transfer. Call for Times at least two weeks before email address substantial monetary damages, including mult-user licenses. changes. Provide the old and new addresses statutory damages up to $100,000 per and the name of the subscriber who is moving. infringement, costs and attorney’s fees. Payment Acknowledgement: Invoices and Reprints: Contact us for details. credit card receipts are included with all Semiconductor Times’ orders. Contact us if you need a duplicate. online database now has ISSN 1097-2927 more than 2,000 companies!

TO ORDER: Remit $895 for 12 monthly issues to Pinestream Communications, Inc., 52 Pine Street, Weston, MA 02493, USA. For fastest service call 781.647.8800 or email [email protected]. Please type or print legibly.

Name: Title:

Company:

Address:

City, State/Province, Zip: Country:

Tel: Fax: Email: o Check payable to: Pinestream Communications, Inc. (U.S. currency, drawn on a U.S. bank please.) o Visa o Mastercard o Amex Credit Card #: Exp. Date:

Name on Card:

Signature:

Send me info on: o Pinestream Consulting Group – Strategic Advisory, M&A, Business Development