Market Quotes: Semiconductor, Passive Chikamu, MOSFET
1. Mishumo yemusika inoratidza kuti IC inopa kushomeka uye kutenderera kurefu kwekutumira kuchaenderera mberi
Kukadzi 3, 2023 - Kushomeka kwekupa uye nguva refu yekutungamira ichaenderera mberi muna 2023, kunyangwe yakashuma kuvandudzwa mune mamwe mabhodhoro eIC chain.Kunyanya, kushomeka kwemotokari kuchave kwakapararira.Avhareji sensor development cycle inodarika mavhiki makumi matatu;Supply inogona kuwanikwa chete pane yakagoverwa uye inoratidza hapana zviratidzo zvekuvandudza.Nekudaro, kune dzimwe shanduko dzakanaka sezvo nguva yekutungamira yeMOSFET yakapfupikiswa.
Mitengo yemidziyo yakasarudzika, mamodule emagetsi uye yakaderera-voltage MOSFETs inodzikama zvishoma nezvishoma.Mitengo yemusika yezvikamu zvakajairika iri kutanga kudonha nekudzikama.Silicon carbide semiconductors, iyo yaimboda kugoverwa, yave kuwanikwa nyore, saka kudiwa kuri kufanotaura kurerutsira muQ12023.Kune rimwe divi, mitengo yemamodule emagetsi inoramba yakakwira.
Kukura kwemakambani emagetsi matsva epasi rose kwakonzera kukwira kwekuda kwevanogadzirisa (Schottky ESD) uye kupa kunoramba kwakaderera.Kupihwa kwesimba rekutonga ICs seLDOs, AC/DC uye DC/DC converters kuri kuita nani.Nguva dzekutungamira dzave pakati pemasvondo gumi nemasere kusvika makumi maviri, asi kupihwa kwezvikamu zvine chekuita nemotokari kunoramba kwakasimba.
2. Nekuenderera mberi kwekukwira kwemitengo yezvinhu, zvikamu zvisingaite zvinotarisirwa kukwidza mitengo muQ2
Kukadzi 2, 2023 - Delivery cycles for passive electronic elements inonzi inoramba yakagadzikana kusvika muna 2022, asi kukwira kwemitengo yezvinhu kuri kuchinja mufananidzo.Mutengo wemhangura, nickel uye aluminium zvakanyanya kuwedzera mutengo wekugadzira MLCCs, capacitors uye inductors.
Nickel kunyanya ndicho chinhu chikuru chinoshandiswa muMLCC kugadzirwa, nepo simbi inoshandiswawo mukugadzira capacitor.Kuchinja kwemitengo uku kuchaita kuti mitengo ikwire yezvigadzirwa zvakapedzwa uye zvinogona kuita kuti pave nekuwedzera kudonha kuburikidza nekudiwa kweMLCCs sezvo mutengo wezvikamu izvi ucharamba uchikwira.
Uye zvakare, kubva kudivi remusika wezvigadzirwa, iyo yakaipisisa nguva yeiyo passive chikamu indasitiri yapera uye vatengesi vanotarisirwa kuona zviratidzo zvekudzoreredza kwemusika muchikamu chechipiri chegore rino, nemotokari kunyorera kunyanya kupa mutyairi mukuru wekukura kwechikamu chechikamu. suppliers.
3. Ansys Semiconductor: motokari, server MOSFETs ichiri kunze kwekutengesa
Mazhinji makambani ari musemiconductor uye zvemagetsi zvemagetsi anochengetedza maonero emamiriro emusika muna 2023, asi mafambiro emotokari dzemagetsi (EVs), matekinoroji emagetsi matsva, uye computing yemakore anoenderera mberi.Simba rekugadzira zvikamu Ansei Semiconductor (Nexperia) Mutevedzeri weMutungamiri Lin Yushu ongororo yakaratidza kuti, chokwadi, mota, sevha MOSFETs ichiri "isina muzvitoro".
Lin Yushu akati, kusanganisira silicon based insulated gedhi bipolar transistor (SiIGBT), silicon carbide (SiC) zvikamu, izvi zvakakura simba gap, chikamu chechitatu chezvikamu zve semiconductor, zvichashandiswa munzvimbo dzekukura dzakakura, neyakapfuura yakachena silicon maitiro zvakafanana, chengetedza iripo tekinoroji haizokwanisi kuenderana nekumhanya kweindasitiri, ivo vanogadzira mikuru vari kushingaira mukudyara.
Yekutanga Fekitori Nhau: ST, Western Digital, SK Hynix
4. STMicroelectronics kuisa $4 bhiriyoni kuwedzera 12-inch wafer fab
Ndira 30, 2023 - STMicroelectronics (ST) nguva pfupi yadarika yakazivisa hurongwa hwekudyara mari inosvika mabhiriyoni mana emadhora gore rino kuti iwedzere 12-inch wafer fab uye kuwedzera silicon carbide kugadzira kwayo.
Mugore rose ra2023, kambani icharamba ichiita hurongwa hwayo hwekutanga hwekutarisisa zvikamu zvemotokari nemaindasitiri, akadaro Jean-Marc Chery, mutungamiri uye mukuru mukuru weSTMicroelectronics.
Chery akacherekedza kuti angangoita mabhiriyoni mana emadhora mukushandiswa kwemari akarongerwa 2023, zvakanyanya kune gumi nemaviri-inch wafer machira ekuwedzera uye kuwedzera kwesilicon carbide kugadzira kugona, kusanganisira zvirongwa zve substrates.Chery anotenda kuti mari yekambani yegore rakazara 2023 ichange iri pakati pemadhora 16.8 bhiriyoni kusvika kumadhora 17.8 bhiriyoni, nekukura-pagore mukukura kwezvikamu zvina kusvika gumi muzana, zvichibva pakudiwa kwevatengi kwakasimba uye kuwedzera kwekugadzira.
5. Western Digital Inozivisa $900 Mamirioni Investment Kugadzirira Kubviswa kweFlash Memory Bhizinesi.
Kukadzi 2, 2023 - Western Digital nguva pfupi yadarika yakazivisa kuti ichawana mari inosvika mazana mapfumbamwe emamiriyoni emadhora inotungamirwa neApollo Global Management, neElliott Investment Management iri kutorawo chikamu.
Zvinoenderana nemaindasitiri masosi, mari iyi inotangira kubatanidzwa pakati peWestern Digital neArmor Man.Western Digital's hard drive bhizinesi inotarisirwa kuramba yakazvimirira mushure mekubatanidzwa, asi ruzivo runogona kuchinja.
Sezvakambotaurwa, mapato maviri aya akapedzisa dhizaini yakafararira iyo ichaona Western Digital ichibvisa bhizinesi rayo rekurangarira uye kubatana neArmored Man kuumba kambani yeUS.
Western Digital CEO David Goeckeler akati Apollo naElliott vachabatsira Western Digital nechikamu chinotevera chekuongorora kwayo.
6. SK Hynix inorongazve CIS timu, inotarisa zvigadzirwa zvepamusoro
Musi waNdira 31, 2023, SK Hynix inonzi yakagadziridza timu yayo yeCMOS mufananidzo sensor (CIS) kuitira kuti ichinje pfungwa kubva pakuwedzera kugova kwemusika kuenda kugadzira zvigadzirwa zvepamusoro.
Sony ndiyo inogadzira pasi rose yeCIS zvikamu, ichiteverwa neSamsung.Tichitarisa pakugadzirisa kwepamusoro uye kushanda kwakawanda, makambani maviri pamwe chete anodzora 70 kusvika 80 muzana yemusika, neSony ine inosvika makumi mashanu muzana emusika.SK Hynix idiki munzvimbo ino uye yakatarisa kune yakaderera-yekupedzisira CIS ine zvigadziriso zvemakumi maviri megapixels kana mashoma munguva yakapfuura.
Nekudaro, kambani yakatotanga kupa Samsung neCIS yayo muna 2021, kusanganisira gumi nematanhatu-megapixel CIS yeSamsung mafoni anopeta uye 50-megapixel sensor yegore rapfuura Galaxy A akateedzana.
Mishumo inoratidza kuti SK Hynix CIS timu ikozvino yagadzira diki-timu kuti itarise kugadzira chaiwo mabasa uye maficha emifananidzo sensors.
Nguva yekutumira: Feb-07-2023