Makhalidwe a Zamalonda

Kuletsa mphamvu ndi kutseka kwa kupanga!ST Microelectronics, Xilinx, ndi makampani ena amapereka zidziwitso zokweza mitengo

Kuyambira kuchiyambi kwa Seputembara 2021, Chigawo cha Jiangsu chidayamba kuwongolera "kugwiritsa ntchito mphamvu kawiri", ndikutsatiridwa ndi Chigawo cha Guangdong kutsatira zoletsa magetsi ndikufalikira mwachangu ku Yunnan, Guangxi, Zhejiang, ndi malo ena.Izi zidatsatiridwa ndi mphekesera kuti kupanga opanga monga Tesla, Sunrise, ndi Global Wafer kudakhudzidwa mosiyanasiyana.

Ndizofunikira kudziwa kuti posachedwa, STMicroelectronics, Xilinx, ndi opanga ena alengeza kuwonjezeka kwamitengo mpaka 30%.

Kodi kudulidwa kwamagetsi kumakhudza bwanji?

Posachedwapa, intaneti idawulula chidziwitso chochokera kufakitale ya Sunbeam Kunshan yomwe idatulutsidwa chifukwa chozimitsa magetsi.

Malinga ndi chidziwitsocho, chomera cha Sunbeam Kunshan chidzaletsedwa kuyambira 8 pm pa 26 September mpaka 24 pm pa 30 September 2021. ntchito pa makina.

Malinga ndi nkhaniyi, a Rayson Group ati mogwirizana ndi mfundo zoletsa mphamvu za boma la m'deralo, kutumiza mwachangu kwakonzedwa ndipo zotsatira za makasitomala ndi chomera cha Rayson's Kunshan zidzakhala zochepa.

Global Wafer, yomwe ilinso ku Kunshan, idatsitsanso kwakanthawi zotsatira zake chifukwa chogwirizana ndi mfundo zoletsa mphamvu za Suzhou, ndipo chomera cha Kunshan chikuyembekezeka kutsekedwa mpaka Seputembara 30. Kampaniyo idzagwirizanitsa ndi zomera zina mu Gulu kuti zithetsedwe. kupereka chithandizo chothandizira pakupanga ndi kutumiza zinthu.

Kuphatikiza apo, opanga angapo ku Suzhou, monga KYEC, Kunshan Nandina, Xinxing, AUO, ndi Kunshan Guangxing Electronics, asinthanso kupanga kwawo mosiyanasiyana chifukwa cha mfundo zoletsa mphamvu, zomwe zikuwoneka kuti sizinakhudze kwambiri. nthawiyo.

Pa Seputembara 27, STMicroelectronics idapereka chidziwitso chake chachitatu chokweza mitengo pachaka.Kampaniyo idati kuchepa komwe kulipo mumayendedwe operekera semiconductor kukupitilirabe kukhudza kwambiri bizinesiyo, popanda zizindikiro zakuchira kwakanthawi.Ndi kupezeka kwazinthu zina zofunika kwambiri pazogulitsa, kuphatikiza ndalama zolimba zamakampani popanga, ST ikweza mitengo pazinthu zonse, kuphatikiza zomwe zidalipo, kotala yomaliza (Q4) ya 2021.

Mitundu ya MCU ya ST ndiyosowa komanso yokwera mtengo pamsika.Pambuyo pakukwera kwamitengo uku, kusowa kwa zinthu za chip kungakhale kokwera kwambiri.

Kwa Xilinx, kampaniyo yawonjezera mitengo yazinthu zonse zamakono ndi zam'tsogolo, zopereka zonse, ndi zotumiza zonse pa November 1, 2021 ndi pambuyo pake. Zogulitsa zomwe zakhudzidwa ndi kuwonjezeka ndi kuwonjezeka kwa 10 peresenti kwa mabanja onse a VersalM;ndi kuwonjezeka kwa 20 peresenti kwa zinthu zina zonse.

Mu Seputembala, ON Semiconductor adatulutsanso zilembo zachiwiri zokweza mtengo zomwe zikuwonetsa kukwera kwamitengo kwazinthu zina, zomwe zidzachitika kumayambiriro kwa Okutobala, ndipo mitengo yatsopanoyo idzagwira ntchito ku maoda atsopano ndi malamulo omwe adatsalira kale.

Kuyambira chaka chino, ON Semiconductor's power management ICs, IGBTs, Mosfet ndi zinthu zina zatalikitsa nthawi yobweretsera kudutsa gulu lonse, pomwe ma diode, transistors, optocouplers, masensa a CMOS, ndi zinthu zina zakhala zikusowa, ndi nthawi yobweretsera. zina mwazinthu zake zomwe zafika kale masabata 52.

Kuwonjezeka kwamitengo kwaposachedwa kwambiri ndi MediaTek, yomwe ikukonzekera kukweza mitengo ya mayankho ake a chip kuyambira Novembara 1, makamaka pazayankho za Wi-Fi kuphatikiza mndandanda wa MT7668 ndi MT7663, mpaka 30%.

Kuphatikiza apo, opanga ena ambiri ali ndi zosintha zamitengo zamitundu yosiyanasiyana.

Molex: Kuwonjezeka kwa 7 peresenti pa 1 October.

Renesas: 15% yowonjezera pa 1 October.

Broadcom: Kuwonjezeka kwa 20% kuyambira Okutobala.

XANGSHUO: Kuwonjezeka kwa 20% pamzere wonse wazogulitsa kuyambira Januware chaka chamawa.

Xinghua: kuwonjezeka kwina mu gawo la 4.

Unitech: kukwera kwamitengo ya SoC pafupifupi 10-20%.

Chang Hwa Zamagetsi Zamagetsi: kuwonjezeka kwa 8% -25%.

Yushun Technology: mzere wathunthu wazogulitsa uyenera kuwonjezeka kuyambira Seputembara 22