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LYON, FRANCE – China’s semiconductor sector is on the rise as a global contender, propelled by progress in advanced node manufacturing. The Chinese industry occupies a strategic foothold in the memory market and is intensely active in the SiC race. This ecosystem is also developing core expertise in the advanced packaging field and has made substantial investments in cutting-edge manufacturing equipment.

Come and be part of Yole Group’s thrilling virtual event poised to ignite enthusiasm and curiosity within the semiconductor industry!

For one hour, the market research and strategy consulting company invites you to discover the status of the semiconductor industry in China, its underlying ecosystem, and related business opportunities.

This program welcomes six Yole Group experts to deliver their vision of the industry and highlight China’s market and technology assets:

“China is a key market for NAND and DRAM suppliers, as described in detail in Yole Group’s 2023 Status of the Memory Industry report,” explains Simone Bertolazzi, Principal Technology & Market Analyst, Memory at Yole Intelligence. “China strategically targeted this segment to reduce dependency on foreign suppliers. Key players, including Yangtze Memory Technologies Co. (YMTC), have invested significantly in technology development, positioning China as a potential major player in the global memory market.”

“China’s determination to dominate strategic semiconductor segments is evident in the SiC race,” asserts Poshun Chiu, Senior Technology & Market Analyst, Compound Semiconductor & Emerging Substrates at Yole Intelligence. “Chinese players are gaining market share, with plans for substantial capacity growth in the coming years. Companies like Cree and BYD are leading in developing SiC technologies, aiming to secure a significant share of the growing SiC market.”

“Advanced packaging has become a focal point, with companies like JCET emerging as key players,” explains Yik Yee Tan, Ph.D., Senior Market & Technology Analyst, Semiconductor Packaging & Assembly at Yole Intelligence. “By integrating advanced packaging capabilities, Chinese companies deliver innovative solutions for industries like 5G, AI , and IoT , strengthening China’s position in the global semiconductor supply chain.”

WEBINAR’S PROGRAM

  • Power SiC
    The electrification of China’s automotive park is skyrocketing, with more than 20% of vehicles produced based on BEV platforms. Chinese players are gaining market share at the SiC wafer and epiwafer levels, and significant capacity is planned in the coming five years. For example, more than 40% of the total SiC wafer capacity in 2027 will be from China. Many regions in China are currently developing SiC businesses. More than US$1.5 billion in investments has been announced in SiC in China since 2022.
    Speaker: Poshun Chiu, Senior Technology & Market Analyst, Compound Semiconductor & Emerging Substrates at Yole Intelligence
  • Computing
    The automotive ADAS/AD processor market is rapidly growing, with a CAGR of around 20%, and China is eager to be part of it. Tesla FSD HW4, Apple A17, HiSilicon 9000s: advanced computing chips are providing incredible performance with advanced nodes, and China intends to stay in the game. In a more than US$180 billion processor market, whether for consumer, automotive, or data center, China is investing heavily to reduce its dependence on foreign semiconductor technologies.
    Speakers: Ying-Wu Liu, Technology & Cost Analyst, Yole SystemPlus, and Adrien Sanchez, Senior, Technology & Market Analyst, Computing & Software
  • Memory
    Combined stand-alone NAND and DRAM sales to China were worth around US$138 billion in 2022, corresponding to around 32% of all NAND and DRAM sales worldwide. Chinese players are developing and adopting hybrid bonding interconnection technology as an alternative to dimensional scaling. DRAM-Logic Integration: logic die and DRAM die bonded together through copper-to-copper hybrid bonding to increase chip bandwidth.
    Speaker: Simone Bertolazzi, Principal Technology & Market Analyst, Memory at Yole Intelligence.
  • Semiconductor packaging
    The total revenue of the top ten Chinese OSATs grew 8% from 2021 to 2022, from US$11.4 billion to US$12.2 billion. Chinese OSATs are mainly focusing on mid-end Advanced Packaging platforms and targeting high-end technologies for the future. Significant investments by mainland China’s OSATs of more than US$4 million have been announced.
    Speaker: Yik Yee Tan, Ph.D., Senior Market & Technology Analyst, Semiconductor Packaging & Assembly at Yole Intelligence.
  • Wafer Fab Equipment
    Substantial WFE revenue growth is expected in the areas where China invests: mature foundries, specialty and advanced packaging/OSATs. In terms of technology for >28 nm production, several WFE makers can already replace international equipment, but production capacities are limited.
    Speaker: Taguhi Yeghoyan, Senior Technology & Market Analyst, Semiconductor Equipment, Subsystems, and Testing

Register for the webinar here.

SAN JOSE, CA – Sanmina said that it has appointed Jon Faust as its CFO and executive vice president, effective Dec. 18.

Kurt Adzema, who previously held the role, will remain in the company in an advisory capacity until Jan. 5.

Faust has over two decades of experience in finance, accounting, controls and operations, and was previously the Global Controller and Head of Finance Transformation & Corporate Services at HP Inc.

DALLAS, TX – StenTech® Inc., the leading multinational SMT Printing Solutions company, today announced plans to exhibit at the SMTA Silicon Valley SMTA Expo and Tech Forum on Thursday, December 7, 2023. The event, held at Flextronics in Milpitas, CA from 8:30 am to 4 p.m., promises a firsthand look at StenTech's revolutionary SMT stencil manufacturing process, known for delivering the highest quality and performance with same-day turnaround.

StenTech’s expertise spans a diverse range of offerings:

Stencils: Explore our extensive range of high-quality stencil solutions, setting industry standards for precision and reliability. Visit our stencils webpage to learn more.

Coatings: Discover our award-winning StenTech Advanced Nano coating, designed to enhance transfer efficiency and available for same-day delivery. Visit our coatings webpage to learn more.

Tooling: Immerse yourself in cutting-edge tooling and wave solder pallet solutions that redefine industry benchmarks. Visit our tooling webpage to explore our innovative offerings.

Parts: Experience precision parts tailored to any shape, size, or quantity, crafted with our state-of-the-art chemical etching and laser-cutting technology. Visit our parts webpage to learn more.

Don't miss the opportunity to engage with our team, learn about our industry-leading solutions, and discover how StenTech continues to drive innovation in the SMT industry. To attend the Silicon Valley SMTA Expo and Tech Forum, register here. With a rich legacy of pioneering stencil technology and a team of more than 30 experienced CAD designers, StenTech remains at the forefront of stencil innovation. The company's introduction of Fiber Diode lasers in North America has significantly impacted the industry. By providing exceptional support in stencil modifications, material recommendations, and thickness specifications, StenTech ensures tailor-made stencil solutions that cater to the unique needs of every application. To learn more, visit www.StenTech.com 

TORONTO – Titan Medical Inc. ('Titan' or the 'Company') (TSX: TMD; OTC: TMDIF), announced today that Benchmark Electronics, Inc., the company engaged by Titan under a manufacturing and supply agreement for the manufacture of Titan's Enos Surgical System, has purported to terminate the agreement.

Titan did not receive delivery from Benchmark of manufactured Enos Surgical System units and disputes that Benchmark has grounds for the termination. Titan has rejected Benchmark's allegation that Titan breached the agreement.

TYNGSBORO, MA – Transition Automation, Inc. recently received a large order for Advanced Holder and Blade Assemblies compatible with DEK printers from Rotec BV in Belgium. This order – the third in recent months to Rotec – comes as Transition Automation seeks to realign Permalex distribution with a concentration on high-tier partners.

Rotec BV is established as a supplier of advanced Laser Stencils for more than 30 years and also plays a key role in supplying high-performance solder paste and consumable products for SMT users. Nick Driesen, Technical Sales Manager and co-owner of Rotec, commented recently about this order at Productronica, “The customer who received this order reported a 15% improvement in solder paste volume repeatability in the first week after installation. They are happy with the quality.”

Transition Automation, Inc. is a worldwide leader in the manufacturing and sales of Permalex® Edge Metal Squeegees, holder systems, and advanced SMT printing systems. Founded in 1989, Transition Automation, Inc. is the first company to develop polymer infused metal squeegees for SMT when all printers at the time used urethane squeegees. Transition Automation remains the only company with a singular focus on high-performance metal squeegee blades and holder systems. Permalex brand squeegees are used by many top-tier electronics manufacturers, especially those companies who have high value, mission-critical end-markets, such as space and satellite, automotive, avionics and industrial controls. Transition Automation, Inc. is located at 5 Trader Circle, Building D, Tyngsboro, MA 01879 USA; 978-649-2400; Fax: 978-649-2402, Web: www.metalsqueegees.com 

PALO ALTO, CA – Arch Systems, the leading provider of data, analytics, and insightful actions for manufacturing operations, announced this week its collaboration with Plexus Corp. (NASDAQ: PLXS), a global leader in complex product design, supply chain, manufacturing, and sustaining services. The strategic partnership will enhance Plexus’ Industry 4.0 journey by implementing the ArchFX platform across its SMT lines within its production facilities globally. This integration will enable Plexus to capture vital analytics at various levels – from individual machines to the global scale.

Plexus chose Arch Systems for its pre-built operational intelligence platform and extensive library of insights. Arch's solution, characterized by its no downtime deployment and managed connectivity, stood out as a key factor in the decision. The ease of integrating both internet-enabled and legacy equipment with the ArchFX Cloud, achievable in mere hours, played a pivotal role in this choice.

Ronnie Darroch, Executive Vice President & Chief Technology Officer at Plexus, commented, “The integration of ArchFX expands our Industry 4.0 capabilities via its advanced IoT connectivity, allowing us to stream real-time machine data globally to a cloud-based big data platform. As a single repository for our machine data, ArchFX will provide comprehensive manufacturing insights and analytics across our global footprint. This capability is fundamental to Plexus executing its strategy through improving quality and productivity, and it paves the way for leveraging machine learning and artificial intelligence as we help create the products that build a better world.”

Additionally, Plexus will use Arch’s GLO product to unify global and local operations. This will facilitate cohesive decision-making on Overall Equipment Effectiveness (OEE), utilization, and quality across our operations, driving efficiency and consistency.

Zoltan Szoke, a Process Engineering Manager at Plexus, noted, “Arch’s platform is a superior solution given the easy access to meaningful data compared to existing tools, which significantly reduces investigation times for engineers.”

The partnership, spanning three years and covering key geographies in the AMER, APAC and EMEA regions across seven countries, aims to drive operational efficiencies and elevate Plexus’ Industry 4.0 capabilities through advanced analytics and machine learning. Plans are also in place to expand ArchFX’s scope to automation and robotic connectivity in back-end assembly operations, ensuring end-to-end visibility and performance tracking.

For more information about Arch Systems and our journey with Plexus Corp., visit https://archsys.io or follow us on LinkedIn or Twitter.

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