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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CMMT pushing into FOPLP product business

Polarizer specialist Cheng Mei Materials Technology (CMMT) is collaborating with customers on films, adhesives, and coatings for the fan-out panel-level packaging (FOPLP) backend manufacturing process. The company has made the initial step into the redistribution layer first (RDL-first) manufacturing process, primarily targeting applications such as power ICs and radio frequency integrated circuits (RFIC). Samples are currently being sent, with mass production pending customer validation.

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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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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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