Zolemba Zamsika: Semiconductor, Passive Component, MOSFET
1. Malipoti amsika akuwonetsa kuti kusowa kwa IC komanso kutumizirana zinthu kupitilirabe
February 3, 2023 - Kuperewera kwa zinthu komanso nthawi yayitali yotsogola zipitilira mpaka 2023, ngakhale zachitika bwino pazida zina za IC.Makamaka, kuchepa kwa magalimoto kudzakhala ponseponse.Wapakati sensa chitukuko mkombero ndi kuposa masabata 30;Zopereka zitha kugulidwa pokhapokha ndipo sizikuwonetsa kusintha.Komabe, pali zosintha zina zabwino pamene nthawi yotsogolera ya MOSFET imafupikitsidwa.
Mitengo ya zida za discrete, ma module amphamvu ndi ma MOSFET otsika kwambiri akukhazikika pang'onopang'ono.Mitengo yamsika yamagawo wamba ikuyamba kutsika ndikukhazikika.Silicon carbide semiconductors, yomwe m'mbuyomu inkafunika kugawira, ikupezeka mosavuta, chifukwa chake kufunikira kudzakhala kosavuta mu Q12023.Kumbali inayi, mitengo ya ma module amphamvu imakhalabe yokwera.
Kukula kwamakampani opanga magalimoto amagetsi atsopano padziko lonse lapansi kwadzetsa kufunikira kwa okonzanso (Schottky ESD) ndipo kupezeka kumakhalabe kotsika.Kupereka ma IC oyang'anira mphamvu monga LDOs, AC/DC ndi DC/DC converters kukuyenda bwino.Nthawi zotsogola zili pakati pa masabata 18-20, koma magawo okhudzana ndi magalimoto amakhalabe olimba.
2. Ndi kukwera kopitilira kwa mitengo ya zinthu, zinthu zopanda pake zikuyembekezeka kukweza mitengo mu Q2
February 2, 2023 - Mayendedwe obweretsera azinthu zamagetsi zamagetsi akuti azikhala okhazikika mpaka 2022, koma kukwera kwamitengo yazinthu kukusintha chithunzicho.Mtengo wamkuwa, faifi tambala ndi aluminiyamu umakulitsa kwambiri mtengo wopanga ma MLCC, ma capacitor ndi ma inductors.
Nickel makamaka ndizomwe zimagwiritsidwa ntchito popanga MLCC, pamene zitsulo zimagwiritsidwanso ntchito pokonza capacitor.Kusinthasintha kwamitengo kumeneku kudzabweretsa mitengo yokwera ya zinthu zomwe zamalizidwa ndipo zitha kupangitsa kuti pakhale zovuta zina chifukwa chofuna ma MLCC chifukwa mitengo yazigawozi ipitilira kukwera.
Kuphatikiza apo, kuchokera kumbali ya msika wazinthu, nthawi yoyipa kwambiri yamakampani opanga zinthu zatha ndipo ogulitsa akuyembekezeka kuwona ziwonetsero zakuyambiranso kwa msika mgawo lachiwiri la chaka chino, ndikugwiritsa ntchito magalimoto makamaka kumapereka chiwongolero chachikulu chakukula kwa gawo lopanda ntchito. ogulitsa.
3. Ansys Semiconductor: magalimoto, ma seva a MOSFET akadali opanda katundu
Makampani ambiri omwe ali mu semiconductor ndi zamagetsi zamagetsi amakhalabe ndi malingaliro osamalitsa amsika mu 2023, koma zomwe zikuchitika pamagalimoto amagetsi (EVs), matekinoloje atsopano amagetsi, ndi makina apakompyuta akupitilirabe.Wopanga zida zamphamvu Ansei Semiconductor (Nexperia) Wachiwiri kwa Purezidenti Lin Yushu kusanthula adawonetsa kuti, kwenikweni, magalimoto, ma seva a MOSFET akadali "osowa".
Lin Yushu anati, kuphatikizapo silicon yochokera insulated chipata bipolar transistor (SiIGBT), pakachitsulo carbide (SiC) zigawo zikuluzikulu, izi lonse mphamvu kusiyana, gulu lachitatu la zigawo semiconductor, adzagwiritsidwa ntchito m'madera kukula mkulu, ndi m'mbuyomu koyera pakachitsulo ndondomeko si. momwemonso, sungani teknoloji yomwe ilipo sikungathe kuyenderana ndi kayendetsedwe ka makampani, opanga akuluakulu akugwira ntchito kwambiri pazachuma.
Nkhani Za Factory Yoyambirira: ST, Western Digital, SK Hynix
4. STMicroelectronics kuti iwononge ndalama zokwana madola 4 biliyoni kuti ikulitse nsalu zopyapyala za 12-inch
Jan. 30, 2023 - STMicroelectronics (ST) posachedwapa yalengeza kuti ikonza ndalama zokwana madola 4 biliyoni chaka chino kuti iwonjezere nsalu yake ya 12-inch wafer ndikuwonjezera mphamvu yake yopanga silicon carbide.
Mu chaka chonse cha 2023, kampaniyo ipitiliza kugwiritsa ntchito njira yake yoyamba yoyang'ana magawo a magalimoto ndi mafakitale, atero a Jean-Marc Chery, Purezidenti ndi wamkulu wamkulu wa STMicroelectronics.
Chery adawona kuti pafupifupi $ 4 biliyoni pazogwiritsa ntchito zazikuluzikulu zakonzedwa mu 2023, makamaka pakukulitsa kwa nsalu zowotcha ma inchi 12 ndikuwonjezera mphamvu yopanga silicon carbide, kuphatikiza mapulani a magawo.Chery akukhulupirira kuti ndalama zonse zomwe kampaniyo yapeza chaka chonse cha 2023 ikhala pakati pa $ 16.8 biliyoni mpaka $ 17.8 biliyoni, ndikukula kwachaka ndi 4% mpaka 10 peresenti, kutengera kufunikira kwamakasitomala komanso kuchuluka kwazinthu zopanga.
5. Western Digital Yalengeza Ndalama Zokwana $900 Miliyoni Kukonzekera Kuchotsa Bizinesi Yakukumbukira Kwa Flash
February 2, 2023 - Western Digital posachedwa yalengeza kuti ilandila ndalama zokwana $900 miliyoni motsogozedwa ndi Apollo Global Management, Elliott Investment Management nawonso.
Malinga ndi magwero amakampani, ndalamazo ndi kalambulabwalo wa kuphatikizana pakati pa Western Digital ndi Armor Man.Bizinesi yolimba ya Western Digital ikuyembekezeka kukhalabe yodziyimira payokha ikaphatikizana, koma zambiri zitha kusintha.
Monga tanena kale, maphwando awiriwa amaliza mgwirizano waukulu womwe uwona Western Digital isiya bizinesi yake yokumbukira ndikuphatikizana ndi Armored Man kupanga kampani yaku US.
Mtsogoleri wamkulu wa Western Digital David Goeckeler adati Apollo ndi Elliott athandiza Western Digital ndi gawo lotsatira la kuwunika kwake.
6. SK Hynix ikonzanso gulu la CIS, imayang'ana zinthu zapamwamba kwambiri
Pa Januware 31, 2023, SK Hynix akuti idasinthanso gulu lake la CMOS image sensor (CIS) kuti lisinthe malingaliro ake pakukula msika ndikupanga zinthu zotsika mtengo.
Sony ndiye wopanga wamkulu kwambiri padziko lonse lapansi wa zida za CIS, kutsatiridwa ndi Samsung.Poyang'ana pa kusamvana kwakukulu komanso kuchita zinthu zambiri, makampani awiriwa amawongolera 70 mpaka 80 peresenti ya msika, pomwe Sony ili ndi pafupifupi 50 peresenti ya msika.SK Hynix ndiyocheperako m'derali ndipo yayang'ana kwambiri ku CIS yotsika yokhala ndi malingaliro a 20 megapixels kapena kuchepera m'mbuyomu.
Komabe, kampaniyo idayamba kale kupereka Samsung ndi CIS yake mu 2021, kuphatikiza 13-megapixel CIS yama foni opindika a Samsung ndi sensor ya 50-megapixel ya mndandanda wa Galaxy A chaka chatha.
Malipoti akuwonetsa kuti gulu la SK Hynix CIS tsopano lapanga gulu laling'ono kuti liziyang'ana pakupanga ntchito ndi mawonekedwe apadera a masensa azithunzi.
Nthawi yotumiza: Feb-07-2023