Han Stoffels

👋 𝗟𝗮𝘀𝘁 𝘄𝗲𝗲𝗸, Frank Ruschmeier 𝗮𝗻𝗱 𝗜 𝗵𝗮𝗱 𝘁𝗵𝗲 𝗽𝗹𝗲𝗮𝘀𝘂𝗿𝗲 𝗼𝗳 𝗷𝗼𝗶𝗻𝗶𝗻𝗴 𝗼𝘂𝗿 𝗺𝗲𝗱𝗶𝗮 𝗿𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗮𝘁 𝗦𝗲𝗻𝘀𝗼𝗿 𝗦𝗵𝗲𝗻𝘇𝗵𝗲𝗻 𝟮𝟬𝟮𝟱      Here are my three key takeaways from discussions with the regional electronics and semiconductor media landscape:        𝟭.          𝗢𝘂𝗿 𝗽𝗿𝗲𝘀𝗲𝗻𝗰𝗲 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗮𝗻𝗱 𝗔𝘀𝗶𝗮-𝗣𝗮𝗰𝗶𝗳𝗶𝗰 𝗶𝘀 𝗸𝗲𝘆 𝗳𝗼𝗿 𝘀𝘂𝗰𝗰𝗲𝘀𝘀.  With a local organization in China since 2008, #BoschSensortec is committed to be close to our customers and ecosystem partners to ensure shortest cycles and fast time to market. The region is a key driver for smart sensing innovation — particularly in fast-growing areas like AIoT. We strongly support this momentum with tailored solutions and strong local collaboration.     𝟮.          𝗦𝗺𝗮𝗿𝘁 𝘀𝗲𝗻𝘀𝗼𝗿𝘀 𝗴𝗼 𝗳𝗮𝗿 𝗯𝗲𝘆𝗼𝗻𝗱 𝘀𝗲𝗻𝘀𝗶𝗻𝗴.  By combining MEMS #sensors with embedded microcontrollers, software, and AI, our solutions bring intelligence into everyday devices — from personalized health tracking in wearables to new emerging applications in humanoid robotics.    𝟯.          𝗣𝗿𝗶𝘃𝗮𝗰𝘆 𝗶𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗲𝗱 𝗯𝘆 𝗱𝗲𝘀𝗶𝗴𝗻.   Smart sensors do not only collect data but also process it locally on the sensor — removing the need for constant cloud connectivity. This approach not only reduces latency and power consumption but also helps protect user privacy, a growing concern in today’s connected world.     Thanks again to all who joined our conversation on the future of intelligent #SensingSolutions! I look forward to continuing these dialogues.

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Infineon 🤝 Toyota = accelerated electromobility 🌱 Together with my team at Infineon Technologies, I’m very excited that Toyota Motor Corporation, the world’s largest automaker, has chosen our CoolSiC™ silicon carbide power semiconductors for their new all‑electric bZ4X. Silicon carbide semiconductor technology is a key enabler for electromobility. It increases range and efficiency while boosting performance and reliability for electric car drivers. I’m proud of my team and of reaching another milestone in strengthening our leading position in automotive semiconductors, bringing us closer to truly decarbonized and digitalized mobility. Read more in the latest market news https://lnkd.in/drAJDbH2

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2026 US-Taiwan EPPD (Part 2) At first glance, the dialogue fits the classic EPPD mold: an agenda-heavy but deliverable-light outcome, anchored in alignment language and follow-on working groups rather than immediate, measurable policy shifts. The joint statement changes, however, if the EPPD placed next to the Donald Trump administration’s 2025 National Security Strategy (NSS), released in December. The NSS explicitly prioritizes deterring conflict over Taiwan, links that priority to Taiwan’s semiconductor dominance and regional sea-lane dynamics and notes that the United States will field forces capable of denying aggression along the “first island chain” (a string of islands from the Kamchatka Peninsula to Borneo) while pressing first island chain allies and partners to do more to prevent any attempt to seize Taiwan. Under the NSS framework, this round of EPPD looks less like a trade dialogue and more like an economic-security channel aimed at strengthening Taiwan’s ability to withstand disruption and coercion. Pax Silica best captures that shift by treating semiconductors and AI as strategic assets inside a trusted technology group, where aligned standards and tighter supply chain controls to support a denial strategy. Taiwan’s status is part of the design. Taiwan is not a Pax Silica signatory, but the State Department lists it as a non-signatory participant. This puts Taiwan inside the trusted group while avoiding the political and legal steps of formal accession. In practice, EPPD is a key bilateral channel for operationalizing this arrangement over time. The second shift moves the agenda from prosperity toward survivability, most clearly in the drone and infrastructure tracks. Drone certification and the push for a non-red supply chain, together with undersea cable security and low-Earth-orbit satellite cooperation, align with contingency needs such as communications redundancy, trusted suppliers and the ability to keep critical systems running under disruption or coercion. The third shift is about linking the wider operating area through economics rather than relying only on bilateral coordination. By naming the Philippines as a priority for third-country cooperation, the readout suggests an effort to extend resilience and supply-chain footprints beyond Taiwan and tighten the first island chain through projects and shared economic stakes, instead of formal security commitments. The more useful takeaway is structural rather than transactional. In Taiwan’s post-tariff messaging, the government has pointed to EPPD and other mechanisms as the way to keep U.S.-Taiwan coordination moving on supply chains, digital trade and technology cooperation. In that context, Pax Silica provides a political framework, while drones, trusted infrastructure and third-country cooperation are the most likely areas to generate early implementation work.

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‼️Advent International to Buy U-blox For $1.3 Billion‼️ ➡️Advent International has agreed to acquire U-Blox, a Swiss technology company specializing in positioning chips and modules used in cars, robotics, and consumer electronics, through a public tender offer valued at approximately CHF1.05 billion ($1.3 billion). The offer, conducted via Advent's indirect subsidiary ZI Zenith S.à r.l., is set at 135 Swiss francs per share in cash, which represents a significant premium—53% over U-Blox's average share price during the last six months leading up to August 14, 2025. ➡️Key details of the acquisition discussions and deal include: The board of U-Blox has unanimously backed the deal and recommended shareholders accept Advent's offer. U-Blox's largest shareholder, SEO Master Fund LP (holding about 9% of stock), has committed to tendering its shares. ➡️The transaction is subject to customary conditions and regulatory approvals. If successful, U-Blox shares will be delisted from the SIX Swiss Exchange after closing, which is expected within six months. ➡️Advent has made similar moves in Europe, targeting high-value tech assets, with recent bids for companies like Spectris Plc and Tinexta SpA. The timing of the deal aligns with strong growth forecasts for automotive positioning technologies, a sector where U-Blox has strategically refocused after divesting its cellular module business. ➡️U-Blox's recent financials indicate a turn toward profitability and focus on navigation and positioning technologies, further strengthening its appeal to private equity buyers. #interesting #technology #innovation #semiconductor Rogério Moreira Juan Barrera Pavel Navarrete Vicente Loyola u-blox STMicroelectronics onsemi Sierra Wireless Telit Cinterion NXP Semiconductors Qualcomm ThinkForce

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