ITC finally ruled against Innoscience; Biden is anxious about chip subsidies; ADI acquires eFPGA

Latest update time：2024-11-11

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Chip Circle

ITC Final Ruling on Innoscience

On November 8, EPC announced that the full U.S. International Trade Commission ( ITC ) upheld its preliminary ruling that Innoscience had infringed EPC’s core gallium nitride technology patents. The ITC decided to prohibit Innoscience (Zhuhai) Technology Company Co., Ltd. and its subsidiaries (hereinafter referred to as Innoscience) from importing related gallium nitride products into the United States without EPC’s authorization.

On the same day, Innoscience issued an announcement stating that the final decision of the 337 investigation issued by the ITC on November 7 , 2024 confirmed that the legality of Innoscience's customers importing their products into the United States is not affected by the ongoing patent dispute between Innoscience and Efficient Power Conversion ( EPC ). It pointed out that according to US law, the limited exclusion order does not prohibit Innoscience's customers from importing terminal products using the accused chips into the US market. Therefore, the EPC lawsuit will not have an adverse impact on Innoscience's customers. In addition, Innoscience will continue to promote the resolution of the dispute with EPC through court appeal procedures and invalidation procedures of the US Patent and Trademark Office , and is confident of achieving a final and complete victory.

Analog Devices acquires eFPGA company Flex Logix

Flex Logix is a reconfigurable computing company that provides leading eFPGA, DSP/SDR and AI reasoning solutions to semiconductor and system companies. Flex Logix eFPGA enables batch FPGA users to integrate FPGA into their supporting SoC, thereby reducing the cost and power consumption of FPGA by 5-10 times and increasing computing density, which is critical for communications, networks, data centers, microcontrollers, etc. According to Flex Logix's official website, Flex Logix has sold its technology assets to a large listed company, which has also hired our technical team.

According to EETIMES, the unnamed buyer is ADI. ADI spokesperson told EE Times: "By acquiring Flex Logix, ADI can significantly enhance our digital product portfolio and further support us in helping customers solve their most challenging problems." The company declined to disclose the terms of the transaction or any further details.

Biden may rush to allocate funds to TSMC before the change of government

Last week, it was reported that chip manufacturers that received subsidies from the US "CHIP Act" are increasingly worried that Trump will terminate the relevant subsidies after taking office in January next year. The Biden administration is speeding up its actions and hopes to allocate the " CHIP Act " subsidy funds to TSMC and other companies as soon as possible .

Previously, Trump criticized the " chip bill " as a " bad plan " , and some related companies are worried that the bill may change after the new US government takes office. If the news is true, it means that TSMC may get relevant subsidies before Trump takes office as US President in January next year .

TSMC stopped supplying 7nm and below AI chips? TSMC did not directly deny it

In response to market rumors that TSMC will suspend the production of 7nm and below process chips for relevant AI chip customers from November 11, TSMC did not directly deny it. The company responded to Cailianshe reporters: "TSMC has no comment on rumors. The company abides by the law and strictly complies with all applicable laws and regulations, including applicable export control regulations."

New Products

Nanxin Technology launches 80V high-efficiency synchronous bidirectional buck-boost charging chip for the energy storage market;
ams OSRAM launches new UV-C LED to improve the efficiency of UV-C disinfection and treatment solutions;
ams OSRAM releases new infrared LEDs with new IR:6 technology to help improve the efficiency of security and biometric applications;
Melexis launches Arcminaxis, a breakthrough magnetic technology;
Infineon Technologies launches SECORA™ Pay Green, the world’s first contactless payment card technology, reducing plastic waste by up to 100%;
ROHM develops 1200V IGBT with the industry's lowest loss and highest short-circuit withstand capability;
Infineon Technologies Launches Industry's First 20 Gbps Universal USB Peripheral Controller;
Infineon Technologies launches TDM2354xD and TDM2354xT dual-phase power modules for high-performance AI data centers;
Infineon Technologies expands its leading REAL3™ Time-of-Flight portfolio with new automotive-grade laser driver ICs
Renesas Electronics has launched the RA8E1 and RA8E2 microcontroller (MCU) product groups.

Primary Market

Wet Chemicals, Inc.

Shanghai Lianfeng has completed a new round of strategic financing. Its pioneering electronic material recycling model has brought great cost reduction effects and supply chain stability to customers. According to reports, its business covers many overseas countries and regions such as Southeast Asia, Europe, the United States, and the Middle East. In an environment full of uncertainty, it still achieved counter-cyclical growth and gradually grew into a leading enterprise in the recycling model of electronic gases and wet electronic chemicals.

Nano Lithium Niobate Company,

Yida Capital has completed an investment of tens of millions of yuan in Jingzheng Electronics. According to the official introduction, the company's products cover a variety of specifications of crystal thin film materials, which can be used to make high-performance modulators, filters, detectors, etc., and have broad development prospects and significant application advantages in the fields of optoelectronics, piezoelectricity, infrared detection, etc. At the same time, it is the first in the world to develop and industrialize 300 to 900 nanometer thick lithium niobate single crystal thin film material products, which have been sold to more than 200 customers at home and abroad.