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Winbond agreed to buy Infineon’s NOR Flash and F-RAM business in an all-cash deal valued at US$1.12 billion (NT$35.6B), Infineon said, adding the business serves customers across automotive, industrial and infrastructure markets. The deal is targeted to close in the 2nd half of 2027. Winbond plans to bring back the “Spansion” brand name for NOR Flash. The deal is set to make Winbond the biggest NOR Flash maker in the world, with around 30% market share. $IFFNY 2344
Source: Dan Nystedt
Morgan Stanley: Humanoid Semis Demand
The Strategic Importance of Semiconductors in Robotics> Foundational Role: Semiconductors are essential to physical AI. As robots and machines become more intelligent, their semiconductor content increases. > Market Expansion: Morgan Stanley estimates that the semiconductor market for robotics could expand approximately 800x through 2050. > Market Projections (Original Equipment Only):2025: ~$2.2 billion 2030: $24 billion 2040: $570 billion 2050: $1.8 trillion Types of Required Semiconductors> Compute & Perception: High-performance processors (CPUs, GPUs) for motion planning, decision-making, and perception, alongside memory and connectivity chips for real-time data processing. > Specialized Components: Vision processors, sensor interfaces (for LiDAR, cameras, radar, force, and tactile sensors), motor control ICs, and power management/analog chips.Industry Trends & Developments> New Design Cycles: The proliferation of robotics is expected to drive demand for a new wave of purpose-built, robotics-specific silicon. > Major Player Activity: Several semiconductor companies, including Qualcomm, NVIDIA, Infineon, and NXP, have recently unveiled products or frameworks specifically designed for robotics and physical AI. > NVIDIA's "3 Computer" Approach: NVIDIA views robotics as requiring three distinct computing environments: datacenter (training), simulation, and on-robot inference compute. > Humanoid Content: Estimates suggest ~$1.5k–$3k in semiconductor content (compute, MCU, sensing) per humanoid robot.$Microchip Tech(MCHP.US) $Sony(SONY.US) $AMD(AMD.US) $NVIDIA(NVDA.US) $Qualcomm(QCOM.US) $ON Semiconductor(ON.US) $Ambarella(AMBA.US) $STMicroelectronics NV(STM.US) $Allegro Microsystems(ALGM.US) $Synopsys(SNPS.US) $Cadence Design(CDNS.US) $Texas Instruments(TXN.US) $Arm(ARM.US)