Infineon(IFNNY)

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嵌入式内存有了新选择
3 6 Ke· 2025-07-07 10:13
随着数字化的发展,嵌入式系统已成为支撑智能设备运转的核心。从可穿戴设备的实时健康监测到自动驾驶汽车的环境感知,从工业机器人的精密控制到 5G 基站的高速数据处理,这些场景对内存的性能、功耗和成本提出了日益严苛的要求。传统存储技术逐渐显露出短板:静态随机存取存储器(SRAM) 虽能提供高速访问,但高昂的成本和有限的容量使其难以满足大规模数据处理需求;动态随机存取存储器(DRAM)虽具备较高的存储密度,却需要复杂 的刷新电路支持,功耗控制难题始终制约着其在嵌入式领域的深度应用。 在此情况下,伪静态随机存取存储器(PSRAM)凭借独特的技术架构脱颖而出,成为嵌入式内存领域的新选择。这种融合了 SRAM 接口便利性与 DRAM 存储密度优势的创新产品,正在重塑嵌入式存储的市场格局。 01 PSRAM 是什么? PSRAM(Pseudo Static Random Access Memory,伪静态随机存储器)是面向嵌入系统、消费电子、IoT物联网、可穿戴设备、端侧AI产品打造的新型存储 方案。顾名思义,其是一种通过技术手段模拟SRAM操作特性的DRAM。 要理解PSRAM的优势,我们需要先了解传统存储器的特点。SRA ...
黄山谷捷(301581) - 301581黄山谷捷投资者关系管理信息20250703
2025-07-03 06:12
编号:2025-003 | 投资者关系活动 | ☑特定对象调研□分析师会议 | | --- | --- | | 类别 | □媒体采访□业绩说明会 | | □新闻发布会□路演活动 | | | ☑现场参观 | | | □其他(请文字说明其他活动内容) | | | 参与单位名称及 开源证券 | 殷晟路 | | 人员姓名 天风证券 | 骆奕扬 | | 九方智投 | 杨凡雷 | | 时间 2025 年 7 月 | 3 日(星期四)上午 10:00 | | 地点 | 黄山谷捷股份有限公司会议室 | | 上市公司接待人 | 黄山谷捷副总经理、董事会秘书程家斌 | | 员姓名 | 黄山谷捷财务负责人汪琦 | | 黄山谷捷证券事务代表 | 毕杰 本次调研为现场调研。公司代表带领投资者参观了公司,介 | | | 绍了公司的基本情况,并与调研人员进行了互动交流,主要内容 | | 如下: | | | | 1、目前下游客户情况和销售方式? | | | 答:公司客户主要为英飞凌、博世、安森美、意法半导体、 | | 投资者关系活动 | 中车时代、斯达半导、士兰微、芯联集成等国内外知名功率半导 | | 主要内容介绍 | 体厂商。公司销售模式 ...
瑞银:半导体经销商追踪-更多积极指标
瑞银· 2025-06-27 02:04
ab Global Research owered by UBS Evidence Lab YES P 23 June 2025 Semiconductors UBS Evidence Lab inside: Semis Distributor Tracker - more positive indicators UBS Enhanced Semis Distributor Tracker #9 Data from the ninth edition of our UBS Enhanced Semis Distributor Tracker (> Access dataset) provides further evidence of reassuring pricing trends and that inventory in the channel continues to head towards healthier levels. Pricing was flat to up LSD% across all subcategories, likely due to mix and the pocket ...
UMC or IFNNY: Which Is the Better Value Stock Right Now?
ZACKS· 2025-06-24 16:41
Investors interested in Electronics - Semiconductors stocks are likely familiar with United Microelectronics Corporation (UMC) and Infineon Technologies AG (IFNNY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. UMC has seen stronger estimate revision activity and sports more attractive valuation metrics than IFNNY, so it seems like value investors will conclude that UMC is the superior option right now. Everyone has their own methods for ...
欧洲芯片,为时已晚
半导体行业观察· 2025-06-17 01:34
Core Viewpoint - The Genesis project, involving 58 European companies and research institutions, aims to enhance the sustainability of semiconductor manufacturing, addressing environmental impacts and resource efficiency in the industry [1][2][3]. Group 1: Project Overview - The Genesis project has a budget of €55 million and focuses on making semiconductor production more sustainable globally, not just in Europe [1]. - The project includes four main workflows: monitoring and sensing, new materials, waste minimization, and critical raw materials mitigation [3]. - The initiative aims to produce 45 outcomes over the next three years, addressing emissions, material optimization, and recycling [3]. Group 2: Industry Challenges and Drivers - The semiconductor industry faces increasing pressure from customers to produce chips sustainably, managing water resources and achieving carbon neutrality [4]. - Regulatory measures are expected to strengthen over time, driven by climate change concerns, necessitating action from the industry [4]. - Major companies are pushing for sustainability in semiconductor production, indicating a shift in industry norms [4]. Group 3: Technological Innovations - The project will deploy integrated sensor systems to monitor and reduce emissions of harmful substances like PFAS and greenhouse gases [3]. - There is a focus on developing AI models based on sensor data to enhance wafer fabrication efficiency, although AI integration is not currently part of the Genesis project [7]. - The project aims to replace 30% of new materials used in lithography and packaging processes with more sustainable alternatives [8]. Group 4: Collaboration and Training - The project includes a partnership with Applied Materials to develop material engineering solutions for emerging infrastructure challenges in AI data centers [9][10]. - The FAMES Academy is being established to train engineers and technicians in low-power FD-SOI technology, supporting the European semiconductor community [11]. - The academy will focus on workshops and interactive sessions to equip the industry with necessary skills and knowledge [11].
英飞凌潘大伟:有信心帮助客户破除市场的“内卷”
Jing Ji Guan Cha Bao· 2025-06-15 05:47
经济观察报 记者 周悦 6月11日,英飞凌发布"在中国,为中国"的本土化战略。该发布恰逢英飞凌进入中国市场30周年,1995 年英飞凌科技股份公司进入中国大陆市场。英飞凌在全球功率系统和物联网半导体市场占有头部份额。 英飞凌的新战略明确提出了创新、运营、生产和生态的本土化:通过开发定制化产品,优化物流与客户 服务,扩大本地化制造,构建本土生态体系等方式,提升对新能源汽车、可再生能源等高价值领域的支 持能力。其中,无锡工厂将被打造为全球卓越运营标杆,"Easy产线"计划到2026年实现70%自动化率、 提升40%人员效率。 英飞凌科技全球高级副总裁及大中华区总裁,英飞凌科技消费、计算与通讯业务大中华区负责人潘大伟 称,2024财年,英飞凌营收约为150亿欧元,大中华区市场约占公司全球营收的34%,是其全球最重要 且活力最旺的地区市场之一。 他首次披露,2025财年,英飞凌AI相关业务的营收预计将达6亿欧元;2026财年,这一数字预计将达到 10亿欧元。在AI和AI服务器领域,英飞凌与国际和国内的GPU或者OEM厂商有非常多的合作,尤其是 与英伟达的合作。 经济观察报:今年是英飞凌进入中国30周年,最大的变和不变 ...
英飞凌AI相关业务年收入将达10亿欧元,中国机器人等新兴领域潜力巨大
Di Yi Cai Jing· 2025-06-13 11:40
面对AI、机器人等新兴产业机遇,潘大伟告诉第一财经记者,英飞凌在过去的两三年里针对AI也有自己的产品开发。"AI产品要求非常快的反应速度,我们 正在与客户针对不同应用场景开发不同产品,尽快利用自身多元化的平台,包括销售与供应链等,快速进行响应。"他说道。 潘大伟透露,2025财年,英飞凌AI相关业务的营收预计将达到6亿欧元;2026财年,这一数字预计将达到10亿欧元。 2025财年,英飞凌AI相关业务的营收预计将达到6亿欧元;2026财年,这一数字预计将达到10亿欧元。 6月12日,德国芯片厂商英飞凌科技在上海举办了生态创新峰会。英飞凌科技执行副总裁、前道工厂运营负责人 Alexander Gorski表示,英飞凌将持续加强在 中国的运营,增加供应链弹性,培育中国创新生态体系。 2025年是英飞凌进入中国市场第30年。英飞凌早在1995年就在无锡设立工厂,从晶体管时代到人工智能时代,英飞凌见证并参与了中国半导体产业的发展。 "过去30年,英飞凌不仅见证了中国半导体产业及相关应用市场的发展,更通过技术创新、本土化合作和生态构建,深度融入产业各环节。"英飞凌科技全球 高级副总裁及大中华区总裁潘大伟表示。 在谈到如 ...
模拟芯片,新担忧
半导体行业观察· 2025-06-06 01:12
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自 semiengineering 。 多芯片组装的发展以及边缘传感器数据价值的不断增加开始引起人们的关注,并引发了人们对模拟 电路安全性的质疑。 在当今大多数SoC设计中,安全性几乎完全是一个数字问题。数字电路的安全性要求已广为人知, 尤其是在大型数据中心和边缘计算的高端领域,这些领域以数字计算为主导。这在很大程度上是由 于片上空间有限,因为模拟电路无法扩展。即使是混合信号IP也已逐渐数字化,以便能够容纳更小 的空间。但随着行业从平面SoC转向多维、异构系统级封装(SiP,包括2.5D、3D和3.5D),这些 面积限制已经放宽。 这并没有让模拟电路的集成变得更容易,但工艺节点和尺寸已不再是最紧迫的问题。模拟芯片可以 在任何合理的节点上开发,并且仍然可以装入封装中,而封装的尺寸可以调整到合适的大小以容纳 更大的芯片。这反过来也有助于提高模拟元件的复用率。 还有其他好处。由于其中一些电路可以更独立地运行——SiP 可以是异构的,并且可以全局异步 ——它们应该能够比现在更容易地插入多芯片组件。此外,额外的面积可以帮助减轻对平滑模拟波 的干扰,而这对于隔离嘈 ...
Infineon: Positioned For Recovery, Powered By Autos And China
Seeking Alpha· 2025-06-04 17:49
Infineon Technologies ( OTCQX:IFNNY ) is a leader in discrete power semiconductors with significant exposure to the automotive segment. The company stands to benefit from the ongoing electrification of vehicles and the rising semiconductor content inI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazili ...
近20家终端企业看好SiC,充电模块应用加速
行家说三代半· 2025-05-27 10:14
Core Viewpoint - The rapid adoption of silicon carbide (SiC) in the new energy sector is significantly increasing its market penetration, particularly in charging modules for electric vehicles, driven by the growing demand for high-efficiency power devices [3][12]. Group 1: Collaboration and Innovations - Yuyou Green Energy announced a deepened collaboration with Infineon Technologies to enhance the application of SiC power semiconductor solutions in their charging modules, achieving an efficiency of over 97.5% [4][6]. - The partnership aims to upgrade various charging solutions, including high-quality 40kW/60kW independent air-cooled and liquid-cooled charging modules, as well as V2G (Vehicle-to-Grid) interactive solutions [4][6]. Group 2: Product Development and Efficiency - Yuyou Green Energy is actively developing multiple SiC power modules, with some products achieving a maximum conversion efficiency of 97% [7]. - The company is in various stages of development for several SiC products, including a 40kW ultra-high voltage liquid-cooled module and a 22kW bidirectional DC charging module, with ongoing design and testing phases [7]. Group 3: Market Trends and Adoption - Nearly 20 companies have recently announced their latest SiC application solutions, indicating a growing market interest in SiC power modules [10]. - The increasing power requirements for charging stations, particularly those exceeding 600kW, are driving the demand for higher voltage, power, and density in power modules, making SiC devices an ideal choice [12][14]. Group 4: Cost Efficiency and Environmental Impact - SiC devices can help reduce overall costs and improve energy efficiency, with estimates suggesting significant savings in electricity costs for charging stations using SiC modules [17]. - For example, a charging station with five 480kW chargers could save approximately 21,200 yuan in electricity costs over three years by using SiC modules, while another station could reduce carbon emissions by 12 tons annually [17].