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What Caught Our Eye This Week

AMD, ECARX Partner on Digital Cockpit

AMD announced a strategic collaboration with ECARX, a Chinese mobility tech company headquartered in Hangzhou, Zhejiang Province.

ECARX was co-founded in 2017 by Eric Li, founder of Geely Holding. The Chinese startup is poised to go public in the U.S. as a special purpose acquisition company. It expects to begin trading on the NASDAQ exchange in the fourth quarter.

AMD has yet to outline its automotive strategy since acquiring Xilinx. The company used the ECARX announcement to signal a foray into the global automotive market, thanks to the Geely connection. Geely owns several international brands including Lotus Cars, Lynk & Co., Polestar and Volvo.

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Intel Tripped by ‘Execution’ Challenges; Can it Rise Again?

By Bolaji Ojo

Are the best days of Intel Corp. behind the microprocessor giant? This question begs for an honest answer after the company posted what can best be described as dismal second quarter results today with revenue, gross profit margins and operating margins plunging to depths unheard of in the company’s recent history. A small net loss completed the rout.

Read More »Intel Tripped by ‘Execution’ Challenges; Can it Rise Again?
semiconductor sales and orders and inventory

Renesas Grows but ‘Unbelievable’ Orders Trigger Concerns

By Bolaji Ojo

Renesas Electronics Corp. entered the second half of 2022 significantly stronger than it began the year, but the automotive semiconductor giant is proceeding cautiously with future production and inventory plans and will be closely watching order patterns due to what executives see as substantial mismatches in orders and consumption patterns.

Read More »Renesas Grows but ‘Unbelievable’ Orders Trigger Concerns