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Elmos Semiconductor: Automotive Mixed-Signal IC Leader – Ultrasonic Sensors, LED Drivers, eFuse, Foundry Partnerships, and 5-Year Financial Performance

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  elmos [Posting: 2025.08.21] Elmos Semiconductor, headquartered in Dortmund, Germany, has been dedicated to the automotive semiconductor market since its founding in 1984. The company is highly specialized in mixed-signal ICs , combining analog precision with digital control to enable advanced vehicle electronics. Its core product portfolio includes ultrasonic sensor ICs (for parking assistance and ADAS proximity detection), LED driver ICs (for interior and exterior lighting and animation control), gesture and optical sensors (HALIOS®) , motor and thermal management ICs , and power management solutions (eFuse) designed for zonal E/E architectures. These technologies are critical enablers for the transformation toward electrification, advanced driver assistance systems, and software-defined vehicles (SDVs) . A defining feature of Elmos is its high concentration in the automotive sector , which accounts for over 90% of revenue . This focused approach has allowed the company to av...
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Intel: From Past Dominance to Future Challenges: Intel’s Roadmap Ahead

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  Intel [Posting: 2025.08.20] For decades, Intel has stood as the undisputed leader in PC and server CPUs, backed by its strengths in high-performance processor design , massive global manufacturing infrastructure , and advanced packaging technologies such as Foveros and EMIB . Its portfolio reflects this breadth: the hybrid-architecture Alder Lake , the AI PC–driven Meteor Lake (Core Ultra) , the data center–oriented Xeon family , and the Gaudi AI accelerators . In recent years, Intel has shifted to a multi-foundry strategy , outsourcing certain GPU, CPU, and AI tiles to partners like TSMC, marking a departure from its historic “Intel-only” model. Yet, since 2022, revenues and profitability have sharply declined, with 2024 even recording operating losses due to restructuring and internal foundry transition costs. Looking ahead, Intel’s greatest challenge is the successful ramp of Intel 3, 20A, and 18A process technologies , while regaining competitiveness in the AI and data center...
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[Semiconductor] HBM Packaging in 2025: From MR-MUF and TC-NCF to Hybrid Bonding as the Next Standard

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  HBM Packaging  [Posting: 2025.08.19] In 2025, the competition in HBM packaging centers on the evolution of stacking methods. SK hynix , with its MR-MUF process, has stably mass-produced 12-Hi stacks, securing advantages in thermal paths and yield, and is preparing for 16-Hi expansion. Samsung Electronics emphasizes mechanical compatibility by implementing 12-Hi at the same height as 8-Hi through precise TC-NCF stacking, while differentiating with its I-Cube/H-Cube platforms for logic integration. Micron challenges the HBM3E market with a focus on power efficiency , strengthening its position through adoption in NVIDIA’s H200. For next-generation HBM4 , featuring a 2,048-bit interface and 2 TB/s bandwidth, hybrid bonding is emerging as an essential technology. While MR-MUF and TC-NCF coexist in the current generation, hybrid bonding is expected to become the standard going forward. Complete Analysis of HBM Packaging Stacking Methods: MR-MUF vs. TC-NCF vs. Hybrid Bonding...
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[Semiconductor] 2025 HBM Memory Technology Overview: HBM3E Competition and the Road to HBM4

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  HBM Stack [Posting: 2025.08.19] The 2025 HBM market can be summed up with two keywords: HBM3E as the mainstream and HBM4 as the turning point . SK hynix has demonstrated technological leadership with mass production of 12-Hi 36GB and MR-MUF packaging , while preparing for 16-Hi expansion to pursue both higher bandwidth and larger capacity. Samsung is differentiating itself with low-power HBM3E based on HKMG and its I-Cube/H-Cube packaging , whereas Micron has leveraged its 1β node for efficiency and low power, securing adoption in NVIDIA’s H200 . Across the board, vendors are achieving 9.2–9.6 Gb/s pin speeds and over 1.2 TB/s bandwidth , with HBM4 aiming for 2 TB/s per stack via a 2,048-bit interface . However, challenges remain, including thermal and yield issues in 16-Hi stacking and limited CoWoS packaging capacity . Ultimately, the HBM race is no longer just about DRAM technology—it is a comprehensive battle of process nodes, packaging, and ecosystem control , shaping th...
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[Semiconductor] 2025 HBM Market: SK hynix Leads, Micron Rising Fast, Samsung Seeking Recovery

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  HBM competition [Posting: 2025.08.18] In 2025, the HBM (High Bandwidth Memory) market is hotter than ever due to the explosive demand for AI accelerators. Among the global Big Three (SK hynix, Samsung Electronics, and Micron), SK hynix is solidifying its dominance by leading both technology and market share. It became the world’s first to mass-produce HBM3E 12-Hi and took the lead by supplying HBM4 samples in advance, securing its position as a key partner for NVIDIA’s B200. Micron is rapidly expanding its market share by leveraging the speed and power efficiency of HBM3E, emerging as a “dark horse.” On the other hand, Samsung Electronics, despite having strong specifications, has slowed down due to certification and yield issues, making recovery its main task. The revenue share of HBM within the overall DRAM market has risen sharply, and profitability has significantly improved thanks to high ASPs and advanced stacking technologies. However, the possibility of oversupply and pri...
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