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Showing posts with the label automotive

Renesas Electronics: Expanding Beyond MCUs into Power, Analog, and Connectivity

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  Renesas [Posting: 2025.08.22] Renesas Electronics is a representative Japanese semiconductor company that has built its global leadership on automotive MCUs and SoCs . The company’s expertise lies in providing comprehensive solutions that integrate microcontrollers, analog and power devices, timing ICs, and connectivity solutions . With acquisitions of Intersil, IDT, Dialog, Celeno, and most recently Transphorm, Renesas has expanded its product breadth far beyond controllers, strengthening its capabilities in power management, wireless connectivity, and wide bandgap (GaN) power semiconductors . In terms of semiconductor technology, Renesas has a dual strategy : it collaborates with TSMC for advanced nodes (28nm eFlash, 16nm, 12nm, and even 3nm for R-Car SoCs) while investing in in-house production, such as the Kofu 300mm fab dedicated to power semiconductors . This approach ensures both access to cutting-edge logic processes and secure supply of critical automotive and industrial...

DB HiTek: Leading the Future with 8-Inch Specialty and Next-Generation Power Semiconductors

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  DB HiTek - Korea base [Posting: 2025.08.18] DB HiTek is Korea’s leading specialized 8-inch (200mm) foundry, with strengths in analog and power semiconductor fields such as BCD, HV CMOS, Mixed-Signal, display driver ICs, and CMOS image sensors. In particular, the company demonstrates differentiated legacy process capabilities in automotive and industrial power semiconductors as well as display driver chips compared to global competitors. Currently, DB HiTek operates two fabs in Bucheon and Eumseong with a monthly capacity of 150,000 wafers, and by 2026, it plans to expand its infrastructure to around 190,000 wafers per month. The company is also preparing new growth drivers by expanding its technology portfolio into next-generation embedded memory ReRAM and SiC/GaN-based power semiconductors. However, compared to the global top four foundries, DB HiTek is smaller in scale and has a limited presence in the 12-inch advanced node segment. Nevertheless, backed by a stable profit struc...

Onsemi: Intense Competition Expected in Automotive Power Semiconductors and Sensors

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  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...

TI (Texas Instruments) : A True Leader in Analog and Automotive Applications

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  TI (Texas Instruments) [Posting: 25.05.13] Texas Instruments (TI) , one of the leading semiconductor companies in the United States, specializes in manufacturing products for analog and automotive applications . The company operates its own IDM (Integrated Device Manufacturing) facilities with 200mm and 300mm FABs and collaborates with foundry partner UMC to enhance production capacity. TI's revenue distribution is as follows: Industrial (35%), Automotive (25%), and Personal Electronics (20%) . The company is well-known for its expertise in analog products and consistently maintains an operating margin of around 40% . With its 200mm and 300mm FABs, TI has the infrastructure to handle massive production volumes efficiently. Texas Instruments (TI) - Growth and Strategy of a Global Semiconductor Leader 🏢 Company Overview and History Texas Instruments (TI) is a global semiconductor and electronic components manufacturer founded in 1930 in Dallas, Texas, USA. Initially focused on ...

PSMC: Falling Behind the Major Taiwanese Foundries, but Demonstrating Strong Competence in Legacy Processes

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  [Posting: 2025.04.26] Taiwan’s PSMC (Powerchip Semiconductor Manufacturing Corporation) , which excels in legacy processes, operates both 200mm and 300mm FABs . The company is expanding specialty processes such as Power IC BCD (Bipolar-CMOS-DMOS) , embedded NVM (Non-Volatile Memory)  for MCU application and CIS into the automotive sector . Its major clients include prominent IDMs and fabless companies like Infineon and ON Semiconductor , which together account for approximately 30% of its revenue , indicating PSMC's strong process competitiveness. PSMC possesses mass production capabilities for planar transistors (up to the 28nm technology node ) within its legacy processes, suggesting stable future revenue growth in the automotive sector. Currently, there is a strong trend among fabless companies to seek NCNT (Non-China, Non-Taiwan) foundry options to mitigate geopolitical risks. This factor is expected to significantly influence PSMC’s future sales. I will cont...