Five technology partners deliver automotive UWB, facial recognition, and voice biometrics SUNNYVALE, Calif., Jan. 6, 2026 /PRNewswire/ -- Durin, Inc., a leader in identity verification for smart home access, today revealed the five technology partners powering MagicKey(â"¢), Door Manager's multi-factor authentication feature—the only solution that combines UWB proximity, facial recognition, and voice biometrics for home entry. Following the announcement of Door Manager's compatibility with the Philips 3000 ...

格隆汇1月6日｜花旗银行分析师在报告中写道，美国半导体公司微芯科技上调第三季度业绩指引，对欧 洲同行英飞凌和意法半导体而言是一个积极信号。分析师表示，近几个月半导体供应下滑，而微芯科技 指出的需求高于平均水平，这对欧洲半导体企业构成了明显的利好映射。分析师补充称，半导体公司有 望迎来反弹，欧洲企业最新的季度营收有潜力超出预期，并改善其2026年的业绩前景。受此影响，英飞 凌股价上涨3.95%，而意法半导体在米兰和巴黎市场的涨幅均在2.5%左右。 ...

本文源自：金融界AI电报 美国银行将英飞凌的目标价从42欧元上调至46欧元。 ...

Core Insights - Mouser Electronics, Inc. is recognized as the leading New Product Introduction (NPI) distributor in the industry, offering the widest selection of semiconductors and electronic components [1] - The company has begun shipping the new PSOC™ Edge machine learning microcontrollers (MCUs) developed by Infineon Technologies, indicating a focus on advanced technology solutions [1] Company Overview - Mouser Electronics is an authorized global distributor known for providing the latest electronic components and industrial automation products [1] - The introduction of PSOC Edge MCUs highlights Mouser's commitment to enhancing its product offerings in the machine learning domain [1] Product Details - The PSOC Edge MCUs are characterized as enhanced and advanced high-performance machine learning microcontrollers, showcasing Infineon's innovation in this technology sector [1]

英飞凌最新白皮书提出七大关键预测，描绘了AI供电的未来图景：未来十年，单颗处理器负载电流将达到10,000安培，是当前水平的10倍；电源 架功率等级将突破100千瓦；AI服务器机架功耗将突破1兆瓦；数据中心功耗需求将迈向吉瓦级规模...... 该公司电源与传感器系统事业部总裁Adam White指出，自2022年底ChatGPT发布以来，AI技术的指数级增长带来了前所未有的功率需求挑战，迫 使行业不断突破创新边界。 这些预测涵盖了从垂直供电技术到直流微电网的全方位变革，将对数据中心运营商、设备制造商和投资者产生深远影响。随着AI工作负载的持续 增长，传统的48V供电架构将被高压直流系统取代，而可再生能源的整合也将成为满足庞大能耗需求的关键。 预测一：垂直供电将主导未来处理器架构 英飞凌预测，垂直供电将成为现代处理器的关键技术。 白皮书指出，GPU和TPU采用最先进工艺制程（如台积电N4P），通过多片硅片集成突破单一制程限制。随着芯片尺寸增大、供电电压降至约 0.4V，总电流消耗预计十年内攀升至10,000安培。传统横向供电方式在如此高电流下占用空间庞大且损耗显著，电能将通过主板垂直传递至处理 器背面。 这场由 ...

Investment Rating - The report indicates a positive outlook for the semiconductor industry, with preferred picks including TI, Renesas, Infineon, and STMicroelectronics to gain exposure to the recovery [2]. Core Insights - The semiconductor distribution channel has experienced a significant pricing increase of 4-5% month-over-month (m-o-m) for power semiconductor products, following a previous increase of 6-9% [2]. - Nexperia's disruption has led to a notable decline in unit inventories of transistors and diodes, with drops of 48% and 32% respectively, while prices have surged by 114% and 149% [3]. - Average quarterly pricing is projected to increase by 6% quarter-over-quarter (q-o-q) for Q4'25, with inventory down 4% q-o-q [4]. Summary by Sections Pricing Trends - Pricing across various product categories has shown stability, with an average increase of 2% m-o-m and 21% year-over-year (y-o-y) [4]. - The pricing environment remains supportive, with a year-over-year increase of approximately 13% in December compared to 11% in November [5]. Inventory Trends - Unit inventories of MCUs and microprocessors have unexpectedly increased by 13% and 19% m-o-m respectively, primarily driven by Microchip products [4]. - Excluding Nexperia, unit inventories of transistors and diodes have decreased by 18% and 23% since the beginning of October [3]. Company Performance - The report highlights that pricing has been up y-o-y for all companies for two consecutive months, indicating a broad-based recovery in the semiconductor sector [5]. - The data suggests that products not directly impacted by Nexperia have remained stable, indicating limited indirect effects from production delays [4].

事实上，保隆科技与英飞凌的友好合作由来已久。依托英飞凌在半导体领域的技术创新实力及卓越的系统级解决方案，结合保隆科技在汽车行业的前瞻布局 与深厚积累，双方已在胎压监测系统、轮速传感器、悬架控制等多个核心技术领域取得显著合作成果，成功推动多项关键技术实现规模化应用与产业落地， 这份互信共赢的合作积淀，成为此次再度深化协作的重要前提。 据介绍，此次合作聚焦汽车安全与智能化核心领域，双方将在智能辅助驾驶和智能底盘领域加速技术迭代与商业化应用，为汽车产业提供更安全、更可靠的 解决方案。 12月19日，保隆科技宣布与英飞凌于12月18日在上海正式签订合作备忘录（MOU）。双方将基于既有合作基础，进一步深化汽车电子领域的技术协同与资 源整合，联合打造更安全、更智能、更具竞争力的智能汽车解决方案，助力汽车产业智能化、网联化升级与创新发展。 英飞凌凭借丰富的产品组合与领先的系统级解决方案，为全球汽车产业技术创新筑牢根基。而保隆科技作为国内领先的上市汽车智能科技企业，深耕智能辅 助驾驶感知系统与智能底盘操控系统核心业务，在汽车零部件研发、生产及市场应用领域积累了深厚的行业经验与技术沉淀，双方在行业内的优势互补为深 化合作奠定了 ...

格隆汇12月16日｜联想集团表示，联想与英飞凌技术公司正在加紧合作，加速自动驾驶的下一阶段。联 想旗舰域控制器AD1和AH1集成了英飞凌的AURIX™微控制器技术，提供对先进驾驶辅助系统 （ADAS）的强大支持，实现了卓越的能源效率以及跨车载网络的高速数据通信。 ...

Core Viewpoint - The semiconductor supply chain for the automotive industry is undergoing a fundamental transformation, shifting from an efficiency-first approach to prioritizing safety and controllability in response to recent chip shortages [1][21]. Group 1: Impact of Ansys Semiconductor Crisis - Ansys Semiconductor, as the largest supplier of basic semiconductor devices, holds approximately 40% of the global automotive discrete device market share, and its supply fluctuations have led to production cuts or temporary shutdowns for major automakers like Honda, Ford, Volkswagen, and Nissan [1][3]. - The crisis highlights the structural risks within the automotive chip supply chain, emphasizing the industry's demand for safety and reliability, which complicates the rapid replacement of suppliers [3][4]. Group 2: Changes in Automotive Chip Supply Chain Logic - The automotive industry has experienced its second major chip shortage in five years, with the previous shortage during the pandemic primarily caused by supply-demand imbalances [3][5]. - The current crisis has revealed that the global automotive chip inventory turnover days are generally below 40 days, significantly lower than the 60-day safety level, indicating that the industry's focus on low inventory is unsustainable in the face of supply fluctuations [4][5]. Group 3: Localization Strategies of International Chip Manufacturers - Major international automotive chip manufacturers, including Infineon, STMicroelectronics, NXP, and Texas Instruments, are accelerating their localization strategies in China to enhance supply chain stability [7][11]. - Infineon has launched a "local for local" strategy, aiming for localized production of various products by 2027, while NXP has established a dedicated China division to adapt to local market needs [7][8][9]. Group 4: Opportunities and Challenges for Domestic Chip Manufacturers - The restructuring of the automotive supply chain presents unprecedented opportunities for domestic chip manufacturers, with the localization rate of automotive chips in China expected to rise from less than 5% in 2020 to 20% by the end of 2024 [16][17]. - Despite the opportunities, domestic manufacturers face challenges such as high certification barriers, longer certification cycles, and reliance on foreign EDA tools, which can hinder their competitiveness [17][19]. Group 5: Future Trends in the Automotive Chip Industry - The automotive chip industry is expected to evolve towards a more resilient and diversified supply chain, balancing global and regional strategies, with a focus on local production and multi-source backup [21]. - The trend of "local for local" is becoming a collective action among global semiconductor companies, reflecting a recognition of the importance of the Chinese market and the need for supply chain security [14][12].

Core Insights - Infineon has established a strong position in the automotive chip market, achieving a global market share of 32% in automotive MCUs, 29.2% in power devices, and leading in various other segments, resulting in an overall market share of 13.5% in the automotive chip industry as of 2024 [1][3][4]. Group 1: Market Position and Product Lines - Infineon holds the top position in the automotive MCU market with a 32% share and leads in power devices with a 29.2% share [1]. - The company has developed six major product lines for automotive applications, including low-voltage power devices, microcontrollers, high-voltage power devices, analog mixed-signal products, sensors, and memory devices [1][3]. - Infineon's automotive chip market share has been consistently high since 2019, reflecting its leadership in the industry [1]. Group 2: Localization Strategy - Infineon has adopted a "In China, For China" localization strategy to better meet the needs of Chinese customers and adapt to the changing global competitive landscape [3][4]. - The company is expanding its local production capabilities in China, utilizing its own facilities and collaborating with local partners to enhance its manufacturing footprint [3][4]. - By 2027, a significant portion of Infineon's sales in the Greater China region is expected to come from locally produced products [4]. Group 3: RISC-V and MCU Development - Infineon is transitioning to RISC-V architecture for its next-generation automotive MCUs, aiming to meet the evolving demands of the automotive industry [7][12]. - The RISC-V architecture is chosen for its open-source nature, which accelerates hardware development and product iteration, and its modular design that can cater to a wide range of automotive applications [12][13]. - Infineon is actively developing a unified platform based on RISC-V to support various automotive applications, with the first virtual prototype already in place for ecosystem partners [12][13]. Group 4: Sensor Technology and Advanced Driving - Infineon is focusing on millimeter-wave radar technology, which is crucial for advanced driving applications, particularly in challenging weather conditions [16][17]. - The company is enhancing its radar systems to meet new standards, including upgrading configurations to improve detection capabilities [16][17]. - Infineon has developed two technical routes for radar solutions, aiming to improve performance and reduce system costs [20]. Group 5: Ecosystem and Collaboration - Infineon emphasizes building a robust ecosystem through partnerships with universities and industry leaders, enhancing its competitive edge in the automotive semiconductor market [19]. - The company has established "Innovation Application Centers" in China to foster collaboration with OEMs and Tier-1 suppliers [19]. - Infineon is actively engaging with local partners to develop RISC-V based solutions, aiming to create a strong automotive RISC-V ecosystem [21]. Group 6: Future Outlook - Infineon is preparing for the future of the automotive industry, focusing on electric vehicles (eVTOL) and other emerging technologies, with a significant semiconductor content value in these applications [22][24]. - The company is well-positioned to leverage advancements in artificial intelligence and other technologies to enhance its product offerings [24].