Weekly Industry News Digest from Win Source – From November 22nd to November 28th, 2024.

A comprehensive overview of the current state of affairs in the electronic components industry is presented, highlighting notable developments and emerging trends from November 22nd to November 28th, 2024.

1. Source: TrendForce – TSMC CoWoS Expansion Delay
Date: November 22, 2024
Keywords: TSMC, CoWoS, Capacity Expansion
Impacted Products: CoWoS Technology
Manufacturers: TSMC
Summary: TSMC is reportedly slowing down the expansion of its CoWoS (Chip-on-Wafer-on-Substrate) packaging technology for 2026 due to shifting market demands and the overall economic uncertainty. This decision is aimed at reducing investment risks as the company reevaluates its long-term strategy. While TSMC has been a leader in advanced packaging technology, the slowdown could reflect caution in response to potential market volatility and changes in the demand for high-end semiconductor packaging solutions.

2. Source: BISinfotech – Melexis Automotive Sensor Launch
Date: November 23, 2024
Keywords: Melexis, Coreless Precision Sensor, Automotive Applications
Impacted Products: Coreless Precision Sensor
Manufacturers: Melexis
Summary: Melexis has introduced a coreless precision sensor tailored for automotive applications. This sensor is designed to offer high accuracy and stability, which are crucial for both electric and autonomous vehicle systems. The sensor’s coreless design ensures more compact, durable, and reliable operation, making it ideal for applications requiring precise measurements in harsh automotive environments. Melexis’s new sensor is expected to help drive the next wave of innovation in vehicle electrification and automation.

3. Source: All About Circuits – NXP UWB Battery Management
Date: November 23, 2024
Keywords: NXP, UWB, Wireless Battery Management System
Impacted Products: Battery Management
Manufacturers: NXP
Summary: NXP has unveiled the industry’s first Ultra-Wideband (UWB) wireless battery management system. The system is designed to improve the safety and precision of battery monitoring in electric vehicles (EVs) and other battery-powered devices. By utilizing UWB technology, it offers highly accurate location-based services and data transmission, which are critical for managing the health and performance of batteries in complex applications. This system also supports post-quantum encryption, ensuring a high level of security in battery data handling.

4. Source: TrendForce – Intel Chip Grant Reduction
Date: November 25, 2024
Keywords: Intel, Chip Grant, Delayed Investments
Impacted Products: Chips
Manufacturers: Intel
Summary: Intel is facing a significant reduction in its chip grant, which is expected to drop to under USD 8 billion due to delayed investments. These delays are attributed to challenges in ramping up its new chip manufacturing capacity and adjustments to its production plans. The lower-than-expected grant could impact Intel’s ability to scale up its manufacturing in the coming years and may delay some of its upcoming projects. This reduction comes at a time when Intel is focusing on expanding its capabilities in the advanced semiconductor market.

5. Source: Power Electronics News – Ultracapacitors for Data Storage & Smart Grids
Date: November 25, 2024
Keywords: Ultracapacitors, Power Storage, Smart Grids
Impacted Products: Ultracapacitors
Manufacturers: Tecate Group
Summary: Tecate Group’s Ultracapacitors are increasingly being used in the data storage and smart grid industries due to their ability to handle peak electrical loads and provide fast backup energy. Unlike conventional batteries, ultracapacitors can be charged and discharged quickly, making them ideal for meeting short-term power demands and improving grid stability. In data centers, ultracapacitors help ensure reliable power during disruptions and support continuous operation.

6. Source: BISinfotech – STMicroelectronics IO-Link Actuator
Date: November 26, 2024
Keywords: STMicroelectronics, IO-Link, Actuator Board, Industry
Impacted Products: IO-Link Actuator Board
Manufacturers: STMicroelectronics
Summary: STMicroelectronics has launched a new IO-Link actuator board designed to enhance industrial automation systems. This actuator board supports improved connectivity and real-time data exchange between industrial devices, helping manufacturers optimize their production processes. The board is part of STMicroelectronics’ broader effort to enable smarter factories and improve automation capabilities across a wide range of industries, from manufacturing to logistics. By utilizing IO-Link technology, the board also ensures interoperability between various industrial components.

7. Source: Electronics Weekly – DC-DC Converters for Railways
Date: November 26, 2024
Keywords: DC-DC Converters, Railways, Industry
Impacted Products: DC-DC Converters
Manufacturers: TDK
Summary: TDK’s new family of 43V to 160V DC-DC converters meets the specific needs of railroad and industrial applications. These converters provide highly efficient power conversion, which is essential to ensure stable and reliable power supply in harsh environments. Designed to cope with harsh conditions, these converters are ideal for critical infrastructures such as transportation systems and industrial machinery, where a stable and reliable power supply is essential for performance and safety.

8. Source: SMT Today – North America PCB Sales Decline
Date: November 26, 2024
Keywords: PCB Industry, Sales, North America
Impacted Products: PCB
Manufacturers: —
Summary: The North American PCB industry saw an 11.1% drop in sales in October, indicating a slowdown in the sector. This decline reflects ongoing challenges within the industry, including supply chain disruptions, raw material shortages, and a general reduction in demand from key markets. The slowdown is particularly notable in the consumer electronics sector, where demand has softened in recent months, impacting overall industry performance. This trend is likely to continue if economic uncertainty persists.

9. Source: BISinfotech – Netgear AV Partnerships Expansion
Date: November 27, 2024
Keywords: Netgear, AV Partnerships, M4350 Switches
Impacted Products: Switches
Manufacturers: Netgear
Summary: Netgear has expanded its AV partnerships with the launch of its M4350 switches, designed to enhance data transmission for audio-visual and multimedia applications. The switches are optimized to handle the high bandwidth requirements of AV systems, making them suitable for use in professional AV setups, smart buildings, and other data-intensive environments. The M4350 switches are expected to play a key role in improving connectivity and ensuring smooth data flow in demanding AV installations.

10. Source: Electronics Weekly – Surecore CryoMEM IP Licensing
Date: November 27, 2024
Keywords: Surecore, CryoMEM, IP Licensing
Impacted Products: CryoMEM Storage Products
Manufacturers: Surecore, CryoMEM
Summary: Surecore has entered into an IP licensing agreement with CryoMEM to provide its low-power memory technology for CryoMEM’s next-generation storage products. This collaboration will enable CryoMEM to develop memory solutions with enhanced energy efficiency, which are critical for the growing demand for low-power, high-performance storage in consumer electronics, mobile devices, and IoT applications. The partnership aims to address the industry’s need for more sustainable and energy-efficient memory technologies.