Valens Semiconductor and onsemi Team Up on Cost-Optimized 3MP A-PHY Automotive Sensor

โดย PR Newswire··Read original
Summary · why it matters

Valens Semiconductor announced a collaboration with onsemi to develop a cost-optimized integrated sensor for high-volume 3-megapixel automotive camera applications, based on the MIPI A-PHY standard. Under the agreement, Valens will work with onsemi on the cost-optimized A-PHY offering that can be integrated into onsemi's image sensors, giving OEMs and Tier 1s a faster path to A-PHY. Valens CEO Yoram Salinger called the move a major milestone for the company, for MIPI A-PHY and for the automotive ecosystem as a whole, noting the integrated 3MP offering complements Valens' existing solutions and brings A-PHY to a much broader range of use cases. Ahmed Salem, Vice President and General Manager of the Intelligent Sensing Group at onsemi, said customer interest makes clear that MIPI A-PHY represents a significant business opportunity and that the collaboration helps enable a more streamlined camera architecture that reduces component count. The majority of automotive image sensors target the 1-3MP range, and as OEMs migrate toward higher resolutions, a 3MP offering addresses both a large established market and a growing upgrade opportunity. MIPI A-PHY is the first standard in the automotive industry for high-speed sensor connectivity, and Valens says it offers the first chipsets on the market to comply with the standard and the first to achieve design wins with multiple OEMs.

Impact on assets 3

Semiconductors▲ · 2 stocks
Others▲ · 1 stocks

Theme Impact 3

Related news

▲

AT&S and Marvell Expand AI Substrate Collaboration at Kulim Site

AT&S announced an expanded long-term collaboration with Marvell Technology to increase advanced IC substrate capacity for next-generation AI and cloud infrastructure. Marvell Technology is the additional customer identified in AT&S's previously announced expansion of its Kulim manufacturing site in Malaysia, which includes the fit-out of Plant 2 and the construction of a new manufacturing facility for IC substrate cores and advanced packaging. The agreement builds on the companies' existing relationship and is supported by long-term customer commitments that AT&S said provide visibility for future growth while supporting a disciplined investment strategy. AT&S CEO Michael Mertin called the deal an important milestone and said the two companies are well positioned to capture opportunities created by the global build-out of AI infrastructure, while Marvell Senior Vice President and Chief Supply Chain Officer Vinay Krishna said the expanded collaboration strengthens Marvell's supply chain foundation as its data center business expands. AT&S, which employs around 15,000 people and operates production sites in Austria, China, Malaysia and India, said the expansion responds to industry shifts including the move from monolithic chips to chiplet-based designs and rising demand for larger substrate formats, higher integration density and increased layer counts.
0O5C.LSE ▲MRVL ▲
Semiconductors ▲Artificial Intelligence ▲
NewMediaWire·1hRead more →

Dell Falls 2.5% as $1,199 Googlebook Tests PC Margin

Dell Technologies entered Google's push into premium AI laptops with the new XPS Googlebook, a $1,199 machine pairing a 13-inch design with Qualcomm's Snapdragon X Elite and software built around Google's Gemini AI, and shares fell approximately 2.5% to $561.01. The laptop is only one piece of Dell's AI story: the company's latest quarter generated a record $60.9 billion of AI-server orders and $16.4 billion of AI-server revenue, giving Dell a much bigger growth engine behind the new consumer device. The valuation picture is harder to ignore, with Dell's $561.01 share price sitting 143.19% above the $230.69 GF Value estimate. The Googlebook adds another premium product and could deepen Dell's position across AI devices, but there is no disclosed sales target, margin outlook or unit commitment yet. For investors, the bigger question is whether Dell can turn this new AI-PC exposure into meaningful earnings growth while its valuation already leaves little room for disappointment.
DELL ▲GOOG QCOM
Artificial Intelligence Semiconductors
GuruFocus·2hRead more →
▲2

Intel Rises 0.5% as Meta's Muse Agent Revives Server CPU Thesis

Intel shares gained approximately 0.5% to $122.46 as Meta's Muse agent revived the case for server CPUs in an AI market dominated by accelerators. The Muse agent runs through its own virtual computer and can keep working on longer tasks even after a user exits the application, creating demand for general-purpose compute around the model itself. Intel is trying to capture that layer as its business rebounds, with second-quarter revenue rising 25% to $16.1 billion and the company rolling out its Xeon 6+ server processor built on Intel 18A. Still, Muse is evidence of a potentially expanding workload, not evidence of an Intel design win, and Intel now trades 281.26% above its $32.12 GF Value estimate. The real payoff comes only if autonomous agents drive incremental server deployments and Intel wins enough of that spending at attractive margins, making Xeon availability, power efficiency, hyperscaler adoption and Intel 18A execution the numbers investors should watch.
INTC ▲META
Semiconductors ▲Artificial Intelligence
GuruFocus·3hRead more →
© 2026 MarketDXNews