Siliconspot

  Sony [Posting: 2025.06.09] As of 2024, Sony maintains its position as the No.1 player in the global image sensor market with a 55–60% share . Through its joint venture with TSMC—JASM (Japan Advanced Semiconductor Manufacturing) — Sony is actively pursuing localization of semiconductor production at the 6nm node . Evolving from a traditional electronics manufacturer, the company is transitioning toward semiconductor independence and an entertainment-driven revenue model based on AI edge sensors, global shutter technology, high-resolution automotive sensors, and PS5-based content monetization . With a strong foundation in vertical integration, platform diversification, and supply chain stabilization, Sony is emerging as a fusion-type tech giant combining semiconductors and content. While rooted in Japan’s analog sensibility and culture, Sony continues striving to establish itself as a global technology leader—one to watch closely in the years ahead. 🎯 Sony – In-Depth Analysis as ...

  ADI : Analog Devices [Semiconductor Company Analysis] Analog Devices (ADI) – A Global Leader in Analog and Mixed-Signal Semiconductor Solutions 1. Company Overview and History Analog Devices Inc. (ADI) is a leading global analog and mixed-signal semiconductor company founded in 1965 in Cambridge, Massachusetts by Ray Stata and Matthew Lorber. ADI began with the release of its first operational amplifier, the “Model 101,” targeting the electronic measurement and instrumentation market. Over time, the company expanded its product portfolio to include ADC/DACs, power management ICs, RF ICs, and DSPs, becoming a key player in the semiconductor industry. Major milestones include the acquisition of Linear Technology in 2017 for approximately $14.8 billion and Maxim Integrat ed in 2021 for about $21 billion, significantly expanding its product offerings and customer base. ADI now provides high-performance chips optimized for industrial, automotive, telecommunications, consumer el...

  Onsemi [Posting: 2025.06.06] The automotive semiconductor manufacturer Onsemi was originally spun off from Motorola’s semiconductor division in 1999. Through a series of mergers and acquisitions, the company has grown into a specialized provider of power semiconductors, sensors, and analog ICs for automotive applications, recording a revenue of $7 billion in 2024 . Onsemi has expanded its product portfolio by acquiring major companies such as AMI, Sanyo Semiconductor, Aptina Imaging, Fairchild Semiconductor, SWIR Vision Systems , and Qorvo's SiC JFET division . It is now in fierce competition with global players like Infineon, STMicroelectronics , and Renesas in the automotive sector . Recently, the company has been heavily investing in the production of next-generation automotive power semiconductors based on SiC (Silicon Carbide) , expanding its production from 6-inch to 8-inch wafers. Among its global sites, Bucheon, South Korea , has emerged as a key manufacturing hub. By...

  high density capacitor : DTC and ISC type [Posting: 2025.05.22] High-capacitance capacitors such as ISC (Integrated Silicon Capacitor) and DTC (Deep Trench Capacitor) differ in their structural approaches, but both are optimized for applications that demand large capacitance—such as mobile, server, medical, and RF devices . They are now considered next-generation alternatives to MLCCs (Multi-Layer Ceramic Capacitors), offering superior performance in terms of stability under DC bias and temperature variation, excellent high-frequency response, thin and compact form factors, and enhanced durability and reliability. As a result, the transition toward ISC (or DTC) is accelerating . As of 2025, ISC mass production at a density of 2000nF/mm² is underway, and by 2026–2027, it is expected to support capacitance levels of around 4000nF/mm². This will likely lead to growing demand for high-capacitance components and magnetic inductors required for voltage regulators in mobile and server...

  Ascend 910 from Huawei [Posting: 2025.05.19] US-China Trade War in 2025: Huawei Sanctions Remain Amid Semiconductor Dominance Battle Despite a temporary easing of US tariffs on China as of May 2025, sanctions against Huawei—one of the primary targets in the semiconductor dominance war—remain strictly enforced. Huawei’s Ascend AI processors are high-performance chips independently developed by Huawei, with the Ascend 910D model aiming to outperform Nvidia’s H100, and the Ascend 920 model set for mass production in late 2025 using a 6nm process and HBM3 technology, delivering over 900 TFLOPs of computing power. The United States maintains these sanctions under the justification of: Potential military use of Ascend chips in China’s military technology. Threats to US semiconductor technology leadership in the global AI market. Concerns over data security , with fears of information leaks to the Chinese government. While the US has temporarily eased tariffs in the trade wa...