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☆ Death of the internal combustion engine — Cowen's best stocks to play the trend
▼ + stars: | 2022-12-04 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

For more than 100 years, automobiles have been powered by internal combustion engines. Yet around the globe, consumers are slowly shifting to electric-powered vehicles and countries are putting bans of ICE-based engines into place. This disruption in the mobility space also includes automation, like driverless cars and advanced driver assistance systems (ADAS) applications. Cowen said the company is "well positioned in the growing electrical architecture space as well as with electronic and safety applications." "Deep experience designing purpose-built SoCs [system-on-chip applications] and a decade+ of real world driving data support its positioning," the report said.

☆ STMicro, Soitec deepen cooperation over fast-growing semiconductor material
▼ + stars: | 2022-12-01 | by ( Mathieu Rosemain | ) www.reuters.com time to read: +2 min

PARIS, Dec 1 (Reuters) - French semiconductor materials supplier Soitec (SOIT.PA) and chipmaker STMicroelectronics said on Thursday they were deepening their cooperation over the manufacturing of a key and fast-growing material used in the electric car industry. The material, silicon carbide (SiC), is used to make a growing number of chips that improve the power management of electric vehicles. Under the enhanced cooperation, STMicro, whose biggest clients include EV maker Tesla Inc (TSLA.O), agreed to use Soitec's SiC substrate technology, in the form of a bigger, 200 millimetre wafer which is upcoming, the two companies said in a statement. While not exclusive, the Soitec-STMicro cooperation gives STMicro a time advantage in the adoption of the technology. STMicro is aiming to sell $700 million worth of SiC chips this year and is targeting $1 billion in 2023, it has said.

☆ NASA's inflatable heat shield could land humans on Mars
▼ + stars: | 2022-11-17 | by ( Ashley Strickland | ) edition.cnn.com time to read: +5 min

The inflatable aeroshell looked to be in great condition after recovery, proving it can survive the rigors of atmospheric entry. The result: “a pretty resounding yes,” said Trudy Kortes, director of technology demonstrations at NASA’s Space Technology Mission Directorate. The mission aims to test the inflatable heat shield technology that could also land larger robotic missions on Venus or Saturn’s moon Titan or return hefty payloads to Earth. But an inflatable aeroshell could circumnavigate that dependency — and open up sending heavier missions to different planets. A double rainbow appeared across the sky over the LOFTID heat shield as it was transferred at port in Hawaii.

☆ Stellantis strikes deal with Infineon to secure silicon carbide chips
▼ + stars: | 2022-11-14 | by ( ) www.reuters.com time to read: +1 min

BERLIN, Nov 14 (Reuters) - Global carmaker Stellantis (STLA.MI) has signed a non-binding memorandum of understanding (MoU) with German chipmaker Infineon (IFXGn.DE) for a multi-year supply of silicon carbide semiconductors, Infineon said in a statement on Monday. According to the agreement, Infineon will reserve production capacity and supply the power semiconductors directly to Stellantis suppliers in the second half of the 2020s. Well over 1 billion euros' ($1.03 billion) worth of chips could be involved, said Infineon, adding that the chips would be meant for electric vehicles under the Stellantis brands. Chip shortages over the past couple of years have forced global automakers to scrap production plans for millions of cars. ($1 = 0.9696 euros)Reporting by Christina Amann; Writing by Miranda Murray; Editing by Jan HarveyOur Standards: The Thomson Reuters Trust Principles.

☆ This Chip Sector Is a Diamond in the Rough
▼ + stars: | 2022-11-02 | by ( Dan Gallagher | ) www.wsj.com time to read: 1 min

In a brutal market for semiconductors, one part of the business can take a beating—literally. Chips made with silicon carbide are superior to those made with regular silicon for certain applications that involve large amounts of power conversion, such as inverters and drivetrains in electric cars. It is also a challenging material to work with, being second only to diamonds in terms of hardness. In an in-depth report earlier this year, Matt Ramsay of Cowen noted that simply sawing off a single wafer, which are most commonly 6 inches wide, takes more than three hours.

☆ This semiconductor stock can rally more than 50% as it ramps up capacity, JPMorgan says in upgrade
▼ + stars: | 2022-10-24 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

It's time to buy shares of Wolfspeed , according to JPMorgan. Analyst Samik Chatterjee upgraded shares of Wolfspeed to overweight from neutral heading into a key investor day on Oct. 31 that will likely prove the "capacity ramp key to delivering on the bull thesis on the shares." Shares of Wolfspeed outperformed this year, down only 5.4%, as investors expect greater adoption of its silicon carbide semiconductors as demand for electric vehicles grow. Electric vehicle production is supposed to ramp up at a more than 20% compounded annual growth rate, according to the note. Meanwhile, Wolfspeed's investor day could show whether the company can meet that demand through its Mohawk Valley facility.

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