Onsemi to acquire SiC JFET tech to strengthen power portfolio for AI data centers

Onsemi announced on December 9, 2024, that it has agreed to acquire Qorvo’s Silicon Carbide Junction Field-Effect Transistor (SiC JFET) technology business, including the United Silicon Carbide subsidiary, for US$115 million in cash. The strategic acquisition will complement Onsemi’s extensive EliteSiC power portfolio and enable the company to address growing demands for high energy efficiency and power density in the AC-DC stage of power supply units for AI data centers.

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Pegatron sees November revenue drop 10.58%, forecasts Q4 annual peak

Pegatron reported a November revenue of NT$105.758 billion (US$3.35 billion), reflecting a 10.58% decline from the previous month and a 9.44% decrease compared to the same period last year. Cumulative revenue from January to November 2024 reached NT$1.02 trillion, down 12.84% compared to the same period last year. Despite the slump, communication products are expected to drive the fourth quarter of 2024 to become the year’s revenue peak.

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Low-orbit satellite orders surge as UMT speeds up expansion in response

Microwave and millimeter-wave component manufacturer Universal Microwave Technology (UMT) has experienced a sharp surge in demand for low-orbit satellite components, driving a record-high 46.4 percent year-over-year revenue increase for the first 11 months of 2024. Chairperson Shu-Min Chen forecasts a similar growth trajectory for 2025, with 2026 looking equally promising. She disclosed that customer orders are arriving at a breakneck pace.

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US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow

The US imposed export controls on Chinese entities, prompting China to retaliate against US semiconductor companies. In response, China has launched investigations into Nvidia and restricted the export of critical materials, highlighting the escalating tech war between the two nations. These actions could lead to significant fines and hinder foreign businesses’ operations in China.

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Collaboration with Samsung is unfeasible, says TSMC founder

Reflecting on past interactions with Samsung Electronics (Samsung) at a book launch event for his new autobiography, TSMC founder Morris Chang noted that former Samsung chairperson Kun-Hee Lee once stated that TSMC would not be able to succeed in memory chips, and should collaborate with Samsung. Chang stressed that he thought collaborating with them was not feasible, and still believes so.

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