onsemi Synaptics deal: a $7bn bet on physical AI

Onsemi is acquiring Synaptics in an all-stock deal valued at approximately $7bn (including debt), betting that AI's next growth wave will happen at the edge — in cars, factories, and robots — rather than in cloud data centers. Onsemi brings power and sensing chips; Synaptics contributes connected compute via its Astra platform with AI processors, NPUs, and wireless connectivity. The combined company aims to cover every layer of the Edge AI stack. The deal carries a ~19% premium for Synaptics shareholders, who will own about 12% of the merged entity. Onsemi expects $200m in annual savings and a $30bn expansion of its addressable market by 2030. However, investors reacted cautiously — onsemi shares fell 8.2% after hours — citing the company's failed $6.9bn Allegro MicroSystems bid a year prior, planned job cuts, and a mid-2027 closing timeline subject to regulatory review.

Nguồn: https://thenextweb.com/news/onsemi-synaptics-deal-physical-ai. 8sync News chỉ tóm tắt và dẫn link; bản quyền nội dung thuộc tác giả và nguồn gốc.

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Makerfabs MaTouch ESP32-P4 10.1-inch HMI display features 4G LTE and Ethernet connectivity, a 2MP camera

Makerfabs has released the MaTouch ESP32-P4 TFTTouch 10.1, a development board combining the ESP32-P4 and ESP32-C6 chips with a 10.1-inch 1280×800 IPS touchscreen display. Key differentiators from similar boards include a SIMCom SIM7670G 4G LTE Cat 1 modem with SIM slot, RJ45 Ethernet, and a 2MP MIPI camera. The board also includes WiFi 6, Bluetooth 5, Zigbee/Thread/Matter via the ESP32-C6, audio I/O, microSD, five USB-C ports, and GPIO expansion headers. Software support covers ESP-IDF, Arduino IDE, PlatformIO, and LVGL. It is priced at $79.80 and ships with a 32GB microSD card in a basic enclosure.

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