Key fobs: small devices, big responsibility
The article discusses design and sourcing considerations for automotive key fobs, highlighting components like CR2032 batteries and durability requirements.
The article discusses design and sourcing considerations for automotive key fobs, highlighting components like CR2032 batteries and durability requirements.
Phison Electronics reported first-half 2026 revenue exceeding NT$100 billion, driven by a 47% year-over-year increase in mobile controller shipments and a 5,600% surge in PCIe SSD boot drive shipments. Despite global smartphone shipment declines, AI project orders extending into 2027 indicate strong demand for NAND controllers.
Rapidus targets 2nm wafer pricing of $18,460-$21,540, undercutting TSMC's $30,000 and Samsung's $20,000, while established foundries raise prices 5-15%.
US Navy aims for 381 manned ships and 134 unmanned vehicles, increasing complexity for shipboard interconnects. Supply models like build-to-order create timing mismatches. Bullish: Shipboard interconnect demand and lead times are under pressure.
Infineon will supply 1200V CoolSiC MOSFETs and 2EDB9259Y gate drivers to ADVANTICS for liquid-cooled power converters. This partnership targets applications like megawatt charging systems and data center microgrids. Bullish: Confirms strong demand for Infineon's SiC portfolio in high-power applications.
AOS launched the AOPL66801 80V MOSFET in a DFN6x5 AmpStack package, featuring a half-bridge design to improve power density and reduce parasitic inductance for applications like power tools and AI factories. This is a new product launch with no immediate supply or pricing impact.
The US Department of Defense issued Instruction 4140.67 in 2024, mandating strict controls on counterfeit semiconductors. DFARS 246.870-2 requires contractors to source parts only from OCMs or authorized distributors. Neutral. This policy aims to mitigate supply chain risks but is not expected to cause immediate price fluctuations in the spot market.
Micron Technology and Ford Motor Company have signed a long-term supply agreement for automotive memory and storage products. This deal highlights the increasing importance of chip supply stability for vehicle manufacturers as cars become more reliant on advanced electronics. For Micron, this signals a bullish outlook on automotive demand stability.
Samsung Electronics reported record 2Q26 operating profit of KRW 89.4T, driven by DRAM and NAND ASPs rising over 50% and 60% QoQ respectively. The company is negotiating up to a 20% price hike for 3Q26 DRAM, with TrendForce forecasting further 13-18% increases. (Bullish)
Peking University researchers developed the first all-carbon nanotube CFET digital logic circuits, achieving a peak voltage gain of 164. This R&D milestone demonstrates the potential of carbon nanotubes as post-silicon channel materials but has no immediate commercial impact on current supply chains.
Sager Electronics has been named OMRON's Distributor of the Year, highlighting a strong partnership. The award includes a $5,000 charitable donation. This event has no direct impact on component supply or pricing.
Pickering Interfaces launched five new PXI/PXIe analogue output modules (41-770, 43-770, 41-625, 43-625, 41-761A) for HIL simulation and sensor testing. These modules offer high channel density and precise performance. This launch adds new supply to the test equipment market but does not indicate immediate shortages or price changes.
Longsys forecasts 1H26 profit growth driven by tight memory supply and AI demand, signaling a strengthening semiconductor market and price support for storage components.
Samsung and SK hynix are reducing reliance on Chinese suppliers like Mattson Technology due to U.S. regulatory risks. This shift mirrors TSMC's exclusion of Chinese equipment from 2nm lines. Bullish for global equipment makers like AMAT and ASML.
SEMI, representing Samsung, SK hynix, and Micron, urged the US government against intervention to avoid worsening the memory shortage. Despite 19% annual capacity growth, demand from AI hyperscalers is expected to outstrip supply until at least 2027.
Taiwanese PMIC design houses are expanding into AI server applications to capitalize on the AI boom, shifting focus from consumer electronics to higher-spec markets.
STMicroelectronics introduced the L6462A TM PFC controller to reduce BOM costs and enhance efficiency, supporting 250W power adapters and consumer electronics. Bullish for ST demand, neutral for pricing.
onsemi VP Sam Francis confirms partnership with Innoscience for GaN technologies and notes European OEMs adopt SiC with longer design cycles than Chinese counterparts.
Mouser Electronics outlines distribution strategies to support AI demand and regional manufacturing shifts in Asia.
Tesla plans to hire 1,000 workers at its Berlin Gigafactory to increase weekly production from 6,000 to 7,500 vehicles, supported by a 322% year-on-year surge in German registrations.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |