When putting together a well-diversified, long-term portfolio, we can’t always keep ourselves exclusively invested in deep-discount, undervalued sectors. Sometimes, we want to have exposure to an industry, and need to make sure it is, by comparison, fairly priced.
Semiconductors are still hugely important in the modern tech economy. That seems so self-evident that you’d think we wouldn’t need to keep saying it, but as far back as when I was in college, a good 20 years ago, I was hearing that semiconductors were “old tech” and that the future was elsewhere. Yet here we are, and semiconductors are a $400+ billion industry.
There are a lot of plays within semiconductors, but I’m a big fan of the fabless companies. They don’t directly manufacture their designs, which saves a lot of money on production facilities, and makes understanding the business a lot simpler. In particular, I’d like to take a close
Seoul Semiconductor Co., Ltd. (“Seoul”) (KOSDAQ 046890), a leading global innovator of LED products and technology, announced that it has successfully obtained a permanent injunction and destruction in a patent litigation against Leuchtstark Vertriebs GmbH for infringement of Seoul’s patents in Germany.
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The world’s first 2nd generation LED technologies of Seoul Semiconductor (Graphic: Business Wire)
Infringing products are LED light bulbs manufactured by Klite lighting, a subsidiary of Signify – formerly Philips Lighting. In other recent litigations, Seoul has obtained two permanent injunctions against Philips brand television products as well.
The District Court of Düsseldorf also ordered the distributor to recall infringing products sold after October 2017 from commercial customers and to destroy those products.
“To enjoy benefits of the 2nd generation technology, Seoul’s intellectual property is absolutely necessary,” said Chung Hoon Lee and Young Joo Lee, CEOs
Collaboration Targets Packaging for Millimeter-Wave Applications
Quik-Pak Targets 5G, IoT with RF-Capable Packages
Quik-Pak, Agile Microwave Technology, and OMMIC successfully completed electrical RF characterization of OMMIC’s millimeter-wave die to 43GHz in Quik-Pak OmPP packages and confirmed 5G-capable frequencies.
ESCONDIDO, Calif., Oct. 06, 2020 (GLOBE NEWSWIRE) — Quik-Pak, together with Agile Microwave Technology (AgileMwT) and OMMIC SA, today announced its line of JEDEC-compliant air-cavity QFN packages. The Quik-Pak open-molded plastic packages (OmPP®) are RF-capable to data rates of 43GHz, which will help speed availability of semiconductor devices for 5G and internet of things (IoT) millimeter-wave applications. The packages are available now from Quik-Pak as both off-the-shelf and custom offerings.
Each company contributed core technology to the project: Quik-Pak’s OmPP air-cavity open-molded QFN packages, AgileMwT’s interconnect design
Technavio has been monitoring the semiconductor market and it is poised to grow by USD 90.80 billion during 2020-2024, progressing at a CAGR of over 4% during the forecast period. The report offers an up-to-date analysis regarding the current market scenario, latest trends and drivers, and the overall market environment.
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Technavio has announced its latest market research report titled Global Semiconductor Market 2020-2024 (Graphic: Business Wire)
To learn more about the global trends impacting the future of market research, download a free sample: https://www.technavio.com/talk-to-us?report=IRTNTR43410
This Report Addresses:
The market size from 2020-2024
Expected market growth until 2024
Forecast of how market drivers, restraints, and future opportunities will affect the market dynamics
Segments and regions that will drive or lead market growth and why
Comprehensive mapping of the competitive landscape
In-depth analysis of key sustainability strategies adopted by market players
LONDON–(BUSINESS WIRE)–The embedded software market is expected to grow by USD 5.69 billion during 2020-2024, expanding at a CAGR of over 6%. The report also provides the market impact and new opportunities created due to the COVID-19 pandemic. We expect the impact to be significant in the first quarter but gradually lessen in subsequent quarters – with a limited impact on the full-year economic growth.
For Right Perspective & Competitive Insights on the Embedded Software Market – Request a Free Sample Report with COVID-19 Impact
Embedded Software Market: High adoption of embedded software in the semiconductor industry drive growth
Embedded software is widely used in the semiconductor industry to design ICs that interconnect various electronic components such as capacitors, transistors, amplifiers, oscillators, computer memory, and timer. The smartphone industry is one of the major end-users of ICs. Over the years, the adoption of smartphones has significantly increased across
Providing diverse and complete solutions, TEL continues to break through advanced semiconductor process technology
In addition to process technology which enhances the performance of semiconductor devices by scaling, 3D and heterogeneous integration has led to the development of various new structures and new materials. Although these trends have brought increasingly severe challenges to semiconductor production equipment suppliers, more opportunities and innovations have also been created.
According to Roger Chang, Executive Vice President of Tokyo Electron Taiwan, Tokyo Electron Limited with 58 years of history have developed multiple leading edge products such as Coater/Developer, Etch, Thin film deposition, Cleaning, Wafer prober. With strong position in the photoresist Coater/Developer market, TEL has taken 100% market share of Coater/Developer for EUV in high volume manufacturing as the industry moves into the new EUV era.
With this advantage, TEL will continue to strengthen each product and provide integrated process solutions to meet the needs
The ongoing application of 5G as the standard network for communication devices will have a greater impact than just being able to upload photos to social media faster. The improved connections and communication that 5G brings can help control your car and your electrical appliances, monitor the environment and even help perform medical surgery remotely. As we witness 5G needs semiconductors that respond to the higher communication speed and frequency, it may be worth noting that crucial parts of the semiconductor manufacturing process continue to be originated with small and medium enterprises (SMEs) in Japan.
Chemical Purity behind High-level Semiconductor
Small is beautiful in today’s 5G world and the circuits of a semiconductor are measured in nanometers, or millionths of a
Technavio has been monitoring the smartwatch market and it is poised to grow by USD 14.57 bn during 2020-2024, progressing at a CAGR of almost 11% during the forecast period. The report offers an up-to-date analysis regarding the current market scenario, latest trends and drivers, and the overall market environment.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20200923005567/en/
Technavio has announced its latest market research report titled Global Smartwatch Market 2020-2024 (Graphic: Business Wire)
Although the COVID-19 pandemic continues to transform the growth of various industries, the immediate impact of the outbreak is varied. While a few industries will register a drop in demand, numerous others will continue to remain unscathed and show promising growth opportunities. Technavio’s in-depth research has all your needs covered as our research reports include all foreseeable market scenarios, including pre- & post-COVID-19 analysis. Download a Free Sample Report on COVID-19 Impacts
Lattice Semiconductor Corporation (NASDAQ: LSCC), the low power programmable leader, today announced that it has been added to the PHLX Semiconductor Sector IndexSM (SOXSM) effective Sept. 21, 2020.
Jim Anderson, president and CEO, said, “We are very pleased to be included in the PHLX Semiconductor Sector Index alongside many other well-respected companies. This is another milestone for Lattice and I’d like to thank all my teammates at Lattice for their hard work, creativity, and dedication as we continue to unlock the full potential of the company.”
The PHLX Semiconductor Sector IndexSM (SOXSM) is a modified market capitalization-weighted index composed of the 30 largest eligible semiconductor companies listed in the U.S., ranked by market capitalization. For a complete listing of companies view the PHLX Semiconductor Index.
About Lattice Semiconductor
Lattice Semiconductor (NASDAQ: LSCC) is the low power programmable leader. We solve customer problems across the