Semiconductor market news(Mar.03 to Mar.09 )

1、On Semiconductor Plans to Acquire Allegro

According to informed sources, Allegro Microsystems, a supplier of sensor integrated circuits, is sparking the acquisition intention of its larger competitor, On Semiconductor (referred to as On Semi for short). In recent months, On Semi has been collaborating with consultants to plan the acquisition of Allegro Microsystems.

Allegro Microsystems develops advanced semiconductor products and positions itself as a leading enterprise in the fields of power supply and sensing solutions for motion control and energy-efficient systems. Its products are applied in automotive engines, safety systems, as well as data centers and factories. Similarly, On Semi also develops power supply and sensing technologies for the automotive, industrial, and cloud computing sectors.

2、Apple Reportedly Set to Release MacBook Air with M4 Chip This Week

On March 2nd, local time, the renowned tech journalist Gurman revealed that Apple is highly likely to launch the new MacBook Air equipped with the M4 chip as early as this week. There are indications that Apple has already started to reduce the inventory of the existing MacBook Air models in its retail stores. A similar move was observed before the discontinuation of the iPhone SE, which has already been phased out. Gurman also disclosed that a new version of the iPad Air is soon to be unveiled.

3、Qualcomm Launches Enterprise-level Brand "Yuelong", Focusing on Industrial Internet of Things and Edge AI

Recently, Qualcomm's new enterprise-level brand "Yuelong" made a stunning debut, marking a new chapter in the strategic advancement of this leading chip company in the fields of the industrial Internet of Things (IIoT) and embedded devices. Clearly differentiating itself from the Snapdragon brand, which is mainly targeted at the consumer electronics market, "Yuelong" firmly focuses on enterprise-level application scenarios such as industrial robots, smart cameras, drones, and industrial handheld devices.

The core technical framework of the "Yuelong" brand deeply integrates edge-side AI computing capabilities, low-power yet high-performance computing technologies, as well as advanced 5G/cellular connection technologies. It is committed to creating comprehensive and high-performance solutions for enterprise-level users.

4、Intel Releases Commercial AI PC Products, Shipping Process to Start at the End of March

During the 2025 Mobile World Congress, Intel made a significant launch of its lineup of commercial AI PC products. This series of products is equipped with Intel? Core? Ultra 200V, 200U, 200H, 200HX, and 200S series processors.

Notably, systems equipped with Intel? Core? Ultra 200U, 200H, 200HX, and 200S series processors are scheduled to be officially shipped at the end of March 2025. In addition, Intel vPro Fleet Services is currently in the preview stage and is expected to be officially available for users in the coming weeks.

This series of actions demonstrates Intel's active layout and advancement in the field of commercial AI PCs, and it is expected to bring more efficient office experiences for enterprise users.

5、CoreWeave Plans to Acquire Weights & Biases for $1.7 Billion to Accelerate Cloud Platform Expansion

On March 5th, CoreWeave, a cloud service provider backed by NVIDIA, announced its plan to acquire the artificial intelligence development platform Weights & Biases, aiming to further expand its cloud service capabilities. This acquisition is intended to combine CoreWeave's cloud computing infrastructure with Weights & Biases' AI model development tools, providing customers with more comprehensive AI solutions.

Customers of Weights & Biases include renowned technology companies such as OpenAI and Meta, and its platform is widely used for the training, evaluation, and monitoring of AI models. Although the specific financial details of the transaction have not been disclosed, sources say that the valuation of this acquisition may reach $1.7 billion.

Through this transaction, CoreWeave hopes to enhance its competitiveness in the field of artificial intelligence and lay a solid foundation for its future initial public offering (IPO).

6、Marvell Unveils Its First 2nm IP Verification Chip, Using TSMC's N2 Process

Marvell Technology Group Ltd. recently released its first 2nm IP verification chip based on Taiwan Semiconductor Manufacturing Company's (TSMC) N2 process. This chip will serve as an important foundation for Marvell to develop customized AI XPUs, switches, and other high-performance chips.

Marvell stated that its 2nm platform can significantly enhance the performance and efficiency of the computing infrastructure in hyperscale data centers and enterprises, meeting the higher demands for computing power and energy efficiency in the era of artificial intelligence.

In addition, Marvell also introduced a 3D synchronous bidirectional I/O technology for the vertical 3D stacking scenarios of chiplets. The operating speed of this technology can reach 6.4Gbit/s. Compared with the current mainstream unidirectional interconnection technology, this I/O IP achieves a higher bandwidth density, providing stronger support for future high-performance computing and AI applications.