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MCU specialist Nuvoton Technology has warned of limited long-term order visibility, claiming the market recovery is not proceeding as fast as expected and the industry's inventory correction will continue.
The global consumer electronics market has faced sluggish end demand since the beginning of 2023. Sources anticipates suppliers to buoy the market with new product series this year, such as Nvidia's mid-end RTX 40 series.
US-based SkyWater Technology, a Category 1A Trusted Foundry accredited by the Defense Microelectronics Activity (DMEA) under the US Department of Defense, announced on May 2 that it has expanded its development agreement with PsiQuantum, a company seeking to deliver a commercially viable and error-corrected general purpose quantum computer using silicon photonics.
Flexible PCB specialist Flexium Interconnect remains bullish on long-term demand for high-layer count LCP (liquid crystal polymer) products, eyeing the growing sales potential in the high-frequency data transmission market.
Infineon Technologies is diversifying its silicon carbide (SiC) supplier base and has signed a long-term agreement with Chinese SiC supplier TankeBlue to secure additional competitive SiC sources, according to the Germany-based IDM. TankeBlue will supply Infineon with 150-millimeter SiC wafers and boules for the manufacturing of SiC semiconductors, covering a double-digit share of the forecasted demand in the long term.