01 Chip nthawi yoperekera yachepetsedwa, komabe imatenga masabata 24
Jan. 23, 2023 - Kupereka kwa chip kukukulirakulira, nthawi zoperekera pafupifupi pafupifupi milungu 24, milungu itatu yofupikira kuposa mbiri ya Meyi yapitayi koma idakali pamwamba pa masabata 10 mpaka 15 chisanachitike, malinga ndi lipoti latsopano lotulutsidwa ndi Susquehanna. Malingaliro a kampani Financial Group.
Lipotilo likuwonetsanso kuti nthawi zotsogola zikuchepetsedwa m'magulu onse ofunikira, ma IC oyang'anira mphamvu ndi tchipisi ta analogi IC akuwonetsa kutsika kwakukulu kwanthawi zotsogola.Nthawi yotsogolera ya Infineon idachepetsedwa ndi masiku 23, TI ndi masabata anai, ndi Microchip ndi masiku 24.
02 TI: akadali ndi chiyembekezo chokhudza msika wa 1Q2023 wamagalimoto
Januware 27, 2023 - Wopanga ma analogi komanso ophatikizidwa aku Texas Instruments (TI) akuneneratu kuti ndalama zake zidzatsikanso 8% mpaka 15% pachaka m'gawo loyamba la 2023. Kampaniyo ikuwona "kufunika kofooka m'misika yonse yomaliza. kupatula magalimoto” kwa kotala.
Mwa kuyankhula kwina, kwa TI, mu 2023, monga opanga ma automaker amaika tchipisi ta analogi ndi ophatikizidwa m'magalimoto awo amagetsi, bizinesi yamagalimoto yamakampani imatha kukhala yokhazikika, mabizinesi ena, monga mafoni a m'manja, mauthenga ndi mabizinesi amagulitsa chip kapena kukhalabe ogonja.
03 ST ikuyembekeza kukula pang'onopang'ono mu 2023, imasunga ndalama zomwe zimagwiritsidwa ntchito
Pakati pakukula kwachuma komanso kuchuluka kwa malonda, Purezidenti wa ST ndi CEO Jean-Marc Chery akupitilizabe kuwona kuchepa kwakukula kwamakampani a semiconductor mu 2023.
M'kutulutsa kwake kwaposachedwa, ST idanenanso kuti gawo lachinayi lapeza ndalama zokwana $4.42 biliyoni ndi phindu la $1.25 biliyoni, ndi ndalama zazaka zonse zopitilira $16 biliyoni.Kampaniyo idawonjezeranso ndalama zomwe zimagwiritsidwa ntchito pazakudya zake zokwana 300 miliyoni ku Crolles, France, ndi nsalu yake ya silicon carbide wafer ndi nsalu yapansi panthaka ku Catania, Italy.
Zopeza zidakula 26.4% mpaka $16.13 biliyoni mchaka cha 2022, motsogozedwa ndi kufunikira kwakukulu kuchokera kumagalimoto ndi mafakitale," atero a Jean-Marc Chery, Purezidenti ndi CEO wa STMicroelectronics."Tidawononga $ 3.52 biliyoni pakugwiritsa ntchito ndalama zazikulu pomwe tikupanga $ 1.59 biliyoni pamayendedwe aulere.Mabizinesi athu apakati pa kotala yoyamba ndikupeza ndalama zokwana $4.2 biliyoni, kukwera ndi 18.5% pachaka ndikutsika ndi 5.1% motsatizana.
Anati: 'Mu 2023, tidzayendetsa ndalama zokwana madola 16.8 biliyoni mpaka $ 17.8 biliyoni, kuwonjezeka kwa 4 mpaka 10 peresenti kuposa 2022.''Magalimoto ndi mafakitale adzakhala oyendetsa kukula kwakukulu, ndipo tikukonzekera kuyika ndalama zokwana madola 4 biliyoni, 80 peresenti ya kukula kwa nsalu za 300mm ndi SiC, kuphatikizapo zoyambira zapansi, ndi 20 peresenti yotsala ya R & D ndi ma lab.'
Chery adati, "Zikuwonekeratu kuti madera onse okhudzana ndi magalimoto ndi B2B (kuphatikiza magetsi ndi makina owongolera magalimoto) adasungidwiratu chaka chino."
Nkhani Za Factory Yoyamba: Sony, Intel, ADI
04 Omdia: Sony ili ndi 51.6% ya msika wa CIS
Posachedwapa, malinga ndi kuchuluka kwa Omdia pamsika wapadziko lonse wa CMOS sensor sensor, malonda a Sony image sensor adafika $2.442 biliyoni mgawo lachitatu la 2022, zomwe zimawerengera 51.6% ya msika, ndikukulitsa kusiyana ndi Samsung yachiwiri, yomwe idawerengera. 15.6%.
Malo achitatu mpaka asanu ndi OmniVision, onsemi, ndi GalaxyCore, omwe ali ndi magawo amsika a 9.7%, 7%, ndi 4%, motsatana.Kugulitsa kwa Samsung kunafikira $ 740 miliyoni m'gawo lachitatu la chaka chatha, kutsika kuchokera ku $ 800 miliyoni kufika $ 900 miliyoni m'madera apitalo, pamene Sony inapitirizabe kupeza msika woyendetsedwa ndi malamulo a mafoni monga Xiaomi Mi 12S Ultra.
Mu 2021, msika wa Samsung CIS ufika 29% ndi Sony's 46%.Mu 2022, Sony idakulitsanso kusiyana ndi malo achiwiri.Omdia akukhulupirira kuti izi zipitilira, makamaka ndi CIS yomwe ikubwera ya Sony ya mndandanda wa Apple iPhone 15, womwe ukuyembekezeka kukulitsa chitsogozo.
05 Intel: makasitomala omveka bwino omwe adawonedwa chaka chatha, adaneneratu kuti 1Q23 ikupitilirabe kutayika
Posachedwa, Intel (Intel) adalengeza zomwe adapeza 4Q2022, ndi ndalama zokwana $ 14 biliyoni, kutsika kwatsopano mu 2016, ndi kutayika kwa $ 664 miliyoni, kutsika kwa phindu la 32% panthawi yomweyi chaka chatha.
Pat Gelsinger, CEO, akuyembekeza kuti kuchepa kwachuma kupitilira theka loyamba la 2023, chifukwa chake kutayika kukuyembekezeka kupitilira gawo loyamba.M'zaka 30 zapitazi, Intel sinakhalepo ndi magawo awiri otsatizana otayika.
Malinga ndi Bloomberg, gulu la bizinesi lomwe limayang'anira ma CPU adatsika 36% mpaka $ 6.6 biliyoni mgawo lachinayi.Intel ikuyembekeza kutumiza kwathunthu kwa PC chaka chino kufikira mayunitsi 270 miliyoni mpaka mayunitsi 295 miliyoni otsika kwambiri.
Kampaniyo ikuyembekeza kuti kufunikira kwa seva kutsika mu kotala yoyamba ndikuyambiranso pambuyo pake.
Mkulu wa Intel, Pat Gelsinger, adavomereza kuti gawo la msika la data center likupitilirabe kuwonongedwa ndi Supermicro (AMD).
Gelsinger adaneneratunso kuti machitidwe a chilolezo chamakasitomala akadali akupitilirabe, chiwongolero chazinthu izi monga tawonera chaka chatha, kotero Intel nayonso idzakhudzidwa kwambiri kotala loyamba.
06 Kwa Industrial and Automotive, ADI Imakulitsa Mphamvu ya Analogi IC
Posachedwapa, zidanenedwa kuti ADI ikugwiritsa ntchito $ 1 biliyoni kuti ikweze chomera chake cha semiconductor pafupi ndi Beaverton, Oregon, USA, chomwe chidzawirikiza kawiri mphamvu zake zopanga.
Tikupanga ndalama zambiri kuti tipititse patsogolo malo athu opangira zinthu, kukonzanso zida kuti tiwonjezere zokolola, ndikukulitsa zida zathu zonse powonjezera malo owonjezera a 25,000 a malo oyeretsa, "atero a Fred Bailey, wachiwiri kwa purezidenti wa ntchito zamafakitale ku ADI.
Lipotilo linanena kuti chomeracho chimapanga makamaka tchipisi ta analoji tomwe titha kugwiritsidwa ntchito pakuwongolera gwero la kutentha ndi kuwongolera kutentha.Misika yomwe ikuyembekezeredwa imakhala makamaka m'mafakitale ndi magalimoto.Izi zitha kupewa kukhudzidwa pang'ono pakufunika kofooka komwe kulipo pamsika wamagetsi ogula.
Zatsopano Zamakono Zamakono: DRAM, SiC, Seva
07 SK Hynix Yalengeza Mafoni Othamanga Kwambiri Pamakampani a DRAM LPDDR5T
Januware 26, 2023 - SK Hynix idalengeza zakukula kwa mafoni othamanga kwambiri padziko lonse lapansi a DRAM, LPDDR5T (Low Power Double Data Rate 5 Turbo), komanso kupezeka kwazinthu zofananira kwa makasitomala.
Chogulitsa chatsopanocho, LPDDR5T, chili ndi chiwerengero cha 9.6 gigabits pamphindi (Gbps), yomwe ndi 13 peresenti mofulumira kuposa mbadwo wakale wa LPDDR5X, yomwe idzayambitsidwe mu November 2022. anawonjezera "Turbo" kumapeto kwa dzina lodziwika bwino LPDDR5.
Ndikukula kwina kwa msika wa mafoni a 5G, makampani a IT akuneneratu za kuchuluka kwa kufunikira kwa tchipisi tambiri tambiri.Ndi izi, SK Hynix ikuyembekeza kuti mapulogalamu a LPDDR5T akule kuchokera ku mafoni a m'manja kupita ku nzeru zamakono (AI), kuphunzira pamakina, ndi zowonjezereka / zenizeni zenizeni (AR/VR).
08. ON Semiconductor othandizana nawo ndi VW kuti ayang'ane paukadaulo wa SiC wamagalimoto amagetsi
Jan. 28, 2023 - ON Semiconductor (onsemi) posachedwapa analengeza kuti wasaina pangano njira ndi Volkswagen Germany (VW) kupereka zigawo ndi semiconductors kuti athe wathunthu magetsi galimoto (EV) traction inverter njira kwa VW wa m'badwo wotsatira nsanja nsanja banja .Semiconductor ndi gawo la kukhathamiritsa kwadongosolo lonse, kupereka yankho lothandizira ma inverters akutsogolo ndi akumbuyo amitundu ya VW.
Monga gawo la mgwirizano, onsemi adzapereka ma module amphamvu a EliteSiC 1200V traction inverter ngati sitepe yoyamba.Ma module amagetsi a EliteSiC ndi ogwirizana ndi pini, kulola kuwongolera kosavuta kwa yankho kumagawo osiyanasiyana amagetsi ndi mitundu ya ma mota.Magulu ochokera kumakampani onsewa akhala akugwira ntchito limodzi kwa chaka chopitilira kukhathamiritsa ma module amagetsi pamapulatifomu am'badwo wotsatira, ndipo zitsanzo zopanga zisanachitike zikupangidwa ndikuwunikidwa.
09 Rapidus ikukonzekera kuyesa kupanga tchipisi ta 2nm koyambirira kwa 2025
Jan. 26, 2023 - Kampani yaku Japan ya Rapidus ikukonzekera kukhazikitsa mzere woyendetsa ndege koyambirira kwa 2025 ndikuigwiritsa ntchito kupanga tchipisi ta 2nm semiconductor yamakompyuta apamwamba ndi mapulogalamu ena, ndikuyamba kupanga misa pakati pa 2025 ndi 2030, Nikkei. Asia adati.
Rapidus ikufuna kupanga zochuluka 2nm ndipo pakali pano ikupita ku 3nm kuti ipange zochuluka.Dongosololi ndikukhazikitsa mizere yopangira kumapeto kwa 2020s ndikuyamba kupanga ma semiconductors chakumapeto kwa 2030.
Lipotilo likuwonetsa kuti Japan imatha kupanga tchipisi ta 40nm pakadali pano, ndipo Rapidus idakhazikitsidwa kuti ipititse patsogolo kupanga kwa semiconductor ku Japan.
Nthawi yotumiza: Feb-03-2023