Thierry’s Connectivity Newsletter #238
Semiconductors, IP & Standards
Ambarella's Stock soar 20% as it Reportedly Mulls a Sale - link
Micron reports record FQ3 revenue + 37% YoY to $9.3B [GM 37.7% OP 23.3%] on track for record revenue this fiscal year - link
Nordic Semiconductor acquires Memfault for complete chip-to-cloud platform - link
Sequans Announces $384M Strategic Investment to Launch Bitcoin Treasury Initiative - link
Huawei, SMIC struggle to advance chips to 5-nm level, MateBook shows - link
MotionEngine Hex: Ceva launches touch-free motion control for TVs, gaming, and IoT– link
Cadence Launches Tensilica Cache-Coherent HiFi 5s SMP for Next-Gen Audio Applications - link
BrainChip, HaiLa team up to support power-efficient neuromorphic edge AI with Wi-Fi backscattering - link
Semiconductor foundry landscape to transform by 2030 - link
ASE is mulling US capacity expansion - link
Cirrus Logic Expands Pro Audio Portfolio with New ADCs (CS5308S/CS5304S ) and DACs (CS4308S/CS4304S ) - link
The HDMI Forum has launched its new HDMI 2.2 specification, which was initially announced at CES 2025 - link
OEMs & Ecosystems
EYO sues IO: OpenAI and Jony Ive’s first AI device might not be wearable, court documents reveal - link
Xiaomi officially launched YU7 car and AI glasses - link
Audio
Picun F8 Pro vs Airpods Max: What a set of knockoff headphones taught me about headphones — and knockoffs - link
JBL's first open-ear sports buds Endurance Zone blend "punchy, dynamic" sound with battery life to go the distance - link
Bose SoundLink Plus review: here’s your new beach speaker - link
vivo TWS Air3 Pro with up to 50dB ANC, up to 52h total playback announced - link
sensiBel Launches SBM100B Optical MEMS Microphone Family at Sensors Converge 2025 - link
Syntiant to Showcase 1.2v SPV High Performance Miniature Digital Microphone at Sensors Converge 2025 - link
Samsung Galaxy Buds Core with ANC, up to 35h total battery life launched in India - link
Xiaomi OpenWear Stereo Pro with five-driver system announced - link
Security Advisory: Airoha-based Bluetooth Headphones and Earbuds - link
Wearables and XR
XR enters next growth phase as 25% CAGR expected - link
Solos unveils AirGo A5 and AirGo V2 smart glasses with hands-free AI - link
Xiaomi Watch S4 41mm and Smart Band 10 announced - link
vivo Watch 5 eSIM version and vivo TWS Air 3 Pro announced - link
Smart home & Smart cities
Nintendo reshuffles Switch 2 supply chain with 13 new chip partners - link
Auto
Tesla’s first Robotaxi rides kick off in Austin, Texas - link
Continental launches semiconductor unit, partners with GlobalFoundries - link
Intel closes automotive chip business - link
Huawei takes on Germany's automobile Big Three in China's luxury EV showdown - link
BLE integrated in SMP290 TPMS: Bosch sets standards for Bluetooth-based tire pressure sensors- link