01 Chip kuburitsa nguva yakaderedzwa, asi ichiri kutora mavhiki makumi maviri nemana
Ndira 23, 2023 - Chip kupihwa kuri kuwedzera, neavhareji nguva dzekutumira ikozvino dzinenge mavhiki makumi maviri nemana, vhiki nhatu dzakapfupika kupfuura rekodhi yaMay yekupedzisira yakakwira asi ichiri pamusoro pemasvondo gumi kusvika gumi nemashanu kusati kwatanga, sekureva kweshumo idzva rakaburitswa naSusquehanna. Financial Group.
Chirevo ichi chinocherekedzawo kuti nguva dzekutungamira dziri kudzikiswa muzvikamu zvese zvakakosha zvechigadzirwa, ine simba manejimendi ICs uye analog IC machipi anoratidza kuderera kukuru munguva dzekutungamira.Nguva yekutungamira yaInfineon yakaderedzwa nemazuva makumi maviri nematatu, TI nemavhiki mana, uye Microchip nemazuva makumi maviri nemana.
02 TI: ichiri netariro nezve 1Q2023 mota chip musika
Ndira 27, 2023 - Iyo analog uye yakamisikidzwa chip maker Texas Instruments (TI) inofanotaura kuti mari yayo ichadzikira imwe 8% kusvika 15% gore-pamusoro-gore muchikamu chekutanga cha2023. kunze kwemotokari” kwekota.
Mune mamwe mazwi, kune TI, muna 2023, sevanogadziridza vanoisa mamwe analog uye akaiswa machipisi mumotokari dzavo dzemagetsi, bhizinesi rekambani yemotokari chip rinogona kuramba rakagadzikana, mamwe mabhizinesi, akadai semafoni, kutaurirana uye bhizinesi masisitimu chip kutengesa kana kuramba yakaderedzwa.
03 ST inotarisira kukura zvishoma nezvishoma muna 2023, inochengetedza mari yekushandisa
Pakati pekuenderera mberi kwekuwana mari uye kugona kutengeswa, Mutungamiriri weST uye CEO Jean-Marc Chery anoenderera mberi nekuona kudzikira mukukura kweindasitiri yesemiconductor muna 2023.
Mukuburitswa kwayo kwemari ichangoburwa, ST yakashuma mari yechina-yechina yemadhora mazana mana nemakumi mana nemaviri emadhora uye purofiti yemadhora mabhiriyoni 1.25, nemari yegore rose inodarika mabhiriyoni gumi nematanhatu emadhora.Iyo kambani yakawedzerawo mari yekushandisa pamamiriyoni mazana matatu emamiriyoni ewafer fab muCrolles, France, uye nesilicon carbide wafer fab uye substrate fab muCatania, Italy.
Mari yakawedzera 26.4% kusvika pamadhora mabhiriyoni gumi nematanhatu emari muna 2022, ichitungamirwa nekudiwa kwakasimba kubva kumatunhu emotokari nemaindasitiri, "akadaro Jean-Marc Chery, mutungamiri uye CEO weSTMicroelectronics."Takashandisa $3.52 bhiriyoni mukushandisa mari apo takawana $1.59 bhiriyoni mukubuda kwemari pachena.Maonero edu ebhizinesi repakati-kati kwekota yekutanga ndeyekuwana mari inosvika mabhiriyoni mana nemazana maviri emadhora, ichikwira ne18.5 muzana pagore-pagore uye pasi ne5.1 muzana zvakateerana.
Akati: 'Muna 2023, tichafambisa mari ku $ 16.8 bhiriyoni kusvika ku $ 17.8 bhiriyoni, kuwedzera kwe4 kusvika ku10 muzana pamusoro pe2022.''Motokari uye maindasitiri ndiwo achange ari madhiraivha makuru ekukura, uye tinoronga kuisa madhora mabhiriyoni mana, 80 muzana iyo ndeye 300mm fab uye SiC kukura, kusanganisira substrate initiatives, uye yakasara 20 muzana yeR & D uye labs.'
Chery akati, "Zviripachena kuti nzvimbo dzese dzine chekuita neindasitiri yemotokari neB2B (kusanganisira magetsi emagetsi uye mamicrocontrollers emotokari) akarongedzerwa zvakakwana kuti tikwanise gore rino."
Yekutanga Fekitori Nhau: Sony, Intel, ADI
04 Omdia: Sony inobata 51.6% yemusika weCIS
Munguva pfupi yadarika, maererano nenzvimbo yaOmdia yemusika wepasi rose weCMOS image sensor, Sony image sensor sales yakasvika madhora 2.442 bhiriyoni muchikamu chechitatu cha2022, ichiverengera 51.6% yemugove wemusika, ichiwedzera kuwedzera gaka neiyo yechipiri-chinzvimbo Samsung, iyo yakaverengera. 15.6%.
Nzvimbo yechitatu kusvika yechishanu iOmniVision, onsemi, uye GalaxyCore, ine zvikamu zvemusika zve9.7%, 7%, uye 4%, zvichiteerana.Kutengeswa kweSamsung kwakasvika madhora mazana manomwe nemakumi mana emamiriyoni muchikamu chechitatu chegore rapfuura, zvichidzika kubva pamadhora mazana masere nemakumi mapfumbamwe emamiriyoni emadhora munzvimbo dzakapfuura, sezvo Sony yakaramba ichiwana chikamu chemusika chinotungamirwa nemirairo yemafoni akadai seXiaomi Mi 12S Ultra.
Muna 2021, Samsung's CIS musika share inosvika 29% uye Sony's 46%.Muna 2022, Sony yakawedzera gaka nenzvimbo yechipiri.Omdia anotenda kuti maitiro aya achaenderera mberi, kunyanya neiyo Sony inotevera CIS yeApple's iPhone 15 nhepfenyuro, inotarisirwa kuwedzera kutungamira.
05 Intel: vatengi vakajeka hesera inongoonekwa mugore rapfuura, yakafanotaura 1Q23 yakaramba ichirasikirwa
Munguva pfupi yadarika, Intel (Intel) yakazivisa mihoro yayo 4Q2022, nemari inosvika zviuru gumi nemana zvemadhora, yakaderera muna 2016, uye kurasikirwa nemamiriyoni mazana matanhatu nemakumi matanhatu emadhora, kudonha kwe32% mupurofiti panguva imwe cheteyo gore rapfuura.
Pat Gelsinger, CEO, anotarisira kudzikira kuenderere mberi muhafu yekutanga ya2023, uye nekudaro kurasikirwa kunotarisirwa kuenderera muchikamu chekutanga.Mumakore makumi matatu apfuura, Intel haina kumbobvira yave nemakota maviri akateedzana ekurasikirwa.
Sekureva kwaBloomberg, boka rebhizinesi rinotarisira maCPU rakaderera 36% kusvika $6.6 bhiriyoni mukota yechina.Intel inotarisira kutumirwa kwePC gore rino kusvika chete mamirioni mazana maviri nemakumi manomwe emamiriyoni kusvika 295 miriyoni mayuniti eiyo yakaderera mamaki.
Iyo kambani inotarisira kudiwa kweserver kuderera mukota yekutanga uye kudzokororwa mushure.
Intel CEO Pat Gelsinger akabvuma kuti chikamu chemusika chedhata data chiri kuramba chichideredzwa nemukwikwidzi Supermicro (AMD).
Gelsinger akafanotaurawo kuti chiitiko chekubvumidzwa kwevatengi chichiri kuenderera mberi, iyi mafungu emvumo yekuongorora sezvaingoonekwa mugore rapfuura, saka Intel ichakanganiswa zvakanyanya mukota yekutanga.
06 YeIndasitiri neMotokari, ADI Inowedzera Analog IC Capacity
Munguva pfupi yapfuura, zvakataurwa kuti ADI iri kushandisa $ 1 bhiriyoni kuti ivandudze semiconductor plant yayo pedyo neBeaverton, Oregon, USA, iyo ichapeta kaviri simba rayo rekugadzira.
Tiri kuita mabhindauko makuru ekuvandudza nzvimbo yedu yekugadzira, kurongazve michina yekuwedzera goho, uye kuwedzera zvivakwa zvedu zvese nekuwedzera 25,000 mativi emamita eimwe nzvimbo yekuchenesa, "akadaro Fred Bailey, mutevedzeri wemutungamiri wemabasa ezvirimwa kuADI.
Chirevo chakacherekedza kuti chirimwa ichi chinonyanya kuburitsa akakwira-ekupedzisira analog machipisi anogona kushandiswa pakupisa sosi manejimendi uye kudzora kupisa.Misika yakanangwa iri kunyanya mumaindasitiri nevemotokari zvikamu.Izvi zvinogona kudzivirira kukanganisa kune imwe nhanho mune yazvino isina kusimba kudiwa mumusika wemagetsi evatengi.
New Product Technology: DRAM, SiC, Server
07 SK Hynix Inozivisa Indasitiri Inokurumidza Nhare DRAM LPDDR5T
Ndira 26, 2023 - SK Hynix yakazivisa kuvandudzwa kweiyo inokurumidza nharembozha DRAM, LPDDR5T (Low Power Double Data Rate 5 Turbo), uye kuwanikwa kwezvigadzirwa zveprototype kune vatengi.
Chigadzirwa chitsva, LPDDR5T, chine data reyero ye9.6 gigabits pasekondi (Gbps), iri 13 muzana nekukurumidza kupfuura chizvarwa chakapfuura LPDDR5X, icho chichavhurwa muna Mbudzi 2022. yakawedzera "Turbo" kusvika kumagumo kwezita rakajairika LPDDR5.
Nekuwedzera kwekuwedzera kwe5G smartphone musika, iyo IT indasitiri iri kufanotaura kuwedzera kwekuda kweakakwira-spec memory chips.Nemaitiro aya, SK Hynix inotarisira kuti LPDDR5T zvikumbiro zvekuwedzera kubva kuma smartphones kuenda kune artificial intelligence (AI), kudzidza muchina, uye augmented/virtual reality (AR/VR).
08. PANE Semiconductor vanobatana neVW kutarisa paSiC tekinoroji yemotokari dzemagetsi.
Ndira 28, 2023 - ON Semiconductor (onsemi) nguva pfupi yadarika yakazivisa kuti yakasaina chibvumirano neVolkswagen Germany (VW) yekupa ma module uye semiconductors kuti igonese mota yemagetsi yakazara (EV) traction inverter mhinduro yeVW inotevera-chizvarwa papuratifomu mhuri. .Iyo semiconductor chikamu cheyese system optimization, ichipa mhinduro yekutsigira kumberi uye kumashure traction inverters yeVW modhi.
Sechikamu chechibvumirano, onsemi ichaunza EliteSiC 1200V traction inverter power modules sedanho rekutanga.Iyo EliteSiC simba modules ipini inoenderana, ichibvumira kuyera nyore kwemhinduro kune akasiyana mazinga emagetsi nemhando dzemotor.Zvikwata kubva kumakambani ese ari maviri anga achishanda pamwechete kweanopfuura gore pakugadzirisa mamodule emagetsi emapuratifomu echizvarwa chinotevera, uye masampula epamberi ekugadzira ari kugadzirwa nekuongororwa.
09 Rapidus inoronga kutyaira kugadzirwa kwe2nm machipi kutanga kwa2025
Ndira 26, 2023 - Kambani yekuJapan semiconductor yeRapidus inoronga kuseta mutsara wekugadzira mutyairi kutanga kwehafu yekutanga ye2025 uye kuishandisa kugadzira 2nm semiconductor machipisi emakomputa makuru uye mamwe maapplication, uye kutanga kugadzirwa kwakawanda pakati pa2025 na2030, Nikkei. Asia yakashuma.
Rapidus inovavarira kuburitsa 2nm uye parizvino iri kufambira mberi kusvika ku3nm yekugadzira huwandu.Chirongwa ndechekumisa mitsetse yekugadzira mukupera kwa2020s uye kutanga kugadzira semiconductors kunosvika 2030.
Chirevo chinonongedza kuti Japan inogona kungogadzira 40nm machipisi parizvino, uye Rapidus yakavambwa kuvandudza mwero wekugadzira semiconductor muJapan.
Nguva yekutumira: Feb-03-2023