01 Isikhathi sokulethwa kwe-chip sincishisiwe, kodwa kusathatha amaviki angu-24
Jan. 23, 2023 - Ukuhlinzekwa kwe-chip kuyakhula, nezikhathi zokulethwa kwesilinganiso manje cishe amasonto angama-24, amasonto amathathu amafushane kunerekhodi langoMeyi odlule kodwa lingaphezu kwamaviki ayi-10 kuye kwayi-15 ngaphambi kokugqashuka, ngokusho kombiko omusha okhishwe nguSusquehanna. Iqembu lezezimali.
Umbiko uphinde uphawule ukuthi izikhathi zokuhola ziyehliswa kuzo zonke izigaba zomkhiqizo ezibalulekile, ngama-IC okuphatha amandla nama-analog IC chips abonisa ukwehla okukhulu kakhulu ezikhathini zokuhola.Isikhathi sokuhola sika-Infineon sehliswe ngezinsuku ezingama-23, i-TI ngamaviki ama-4, kanye ne-Microchip ngezinsuku ezingama-24.
I-02 TI: isenethemba ngemakethe ye-chip yezimoto engu-1Q2023
Januwari 27, 2023 - Umenzi we-analog kanye ne-chip eshumekiwe i-Texas Instruments (TI) ibikezela ukuthi imali engenayo izokwehla ngo-8% kuye ku-15% unyaka nonyaka ngekota yokuqala ka-2023. Le nkampani ibona "isidingo esibuthakathaka kuzo zonke izimakethe zokugcina ngaphandle kwezezimoto” kukota.
Ngamanye amazwi, ku-TI, ngo-2023, njengoba abakhiqizi be-automaker befaka ama-analog amaningi kanye nama-chips ashumekiwe ezimotweni zabo zikagesi, ibhizinisi lenkampani ye-chip yezimoto lingase lihlale lizinzile, amanye amabhizinisi, njengama-smartphones, ezokuxhumana kanye nezinhlelo zebhizinisi zokuthengiswa kwe-chip noma ahlale ephansi.
I-03 ST ilindele ukukhula okuhamba kancane ngo-2023, igcina izindleko ezinkulu
Phakathi nokukhula kweholo eliqhubekayo namandla athengiswayo, uMongameli we-ST kanye ne-CEO uJean-Marc Chery uyaqhubeka nokubona ukwehla kokukhula kwemboni ye-semiconductor ngo-2023.
Ekukhishweni kwayo kwakamuva kweholo, i-ST ibike imali engenayo yekota yesine yengqikithi yamaRandi ayizigidi eziyizinkulungwane ezingama-4.42 kanye nenzuzo yezigidigidi ezi-1.25 zamaRandi, ngemali engenayo yonyaka ogcwele idlula amaRandi ayizigidi eziyizinkulungwane eziyi-16.Le nkampani iphinde yenyusa izindleko zekhephithali ngendwangu yayo ye-wafer eyizigidi ezingama-300 e-Crolles, e-France, kanye nendwangu yayo ye-silicon carbide wafer ne-substrate fab e-Catania, e-Italy.
Imali engenayo ikhule ngo-26.4% yafinyelela ku- $16.13 billion ngonyaka wezimali ka-2022, iqhutshwa yisidingo esinamandla semboni yezimoto nezimboni, "kusho uJean-Marc Chery, umongameli kanye ne-CEO ye-STMicroelectronics.“Sisebenzise u-$3.52 billion emalini esetshenziswayo ngenkathi sikhiqiza u-$1.59 billion ekungeneni kwemali kwamahhala.Umbono wethu webhizinisi lesikhathi esimaphakathi wekota yokuqala ungowokuthola imali eyizigidi eziyizinkulungwane ezingama-4.2 zamaRandi, akhuphuke ngamaphesenti angama-18.5 unyaka nonyaka bese wehle ngamaphesenti angama-5.1 ngokulandelana.”
Uthe: 'Ngo-2023, sizongenisa imali efinyelela ku-$16.8 billion iye ku-$17.8 billion, okuwukunyuka ngamaphesenti angu-4 kuya kwangu-10 ngo-2022.''Izimoto nezimboni kuzoba yizona ezihamba phambili zokukhula, futhi sihlela ukutshala imali eyizigidi eziyizinkulungwane ezingu-4 zamaRandi, amaphesenti angu-80 awo okukhula kwe-300mm fab kanye ne-SiC, kuhlanganise nezinhlelo ze-substrate, kanye namaphesenti angu-20 asele e-R&D namalebhu.'
UChery uthe, “Kuyacaca ukuthi zonke izindawo eziphathelene nemboni yezimoto kanye ne-B2B (kuhlanganise nezinto zikagesi nezilawuli ezincane zezimoto) zibhukelwe ngokugcwele amandla ethu kulo nyaka.”
Izindaba Zangempela Zemboni: I-Sony, Intel, ADI
04 Omdia: U-Sony uphethe u-51.6% wemakethe ye-CIS
Muva nje, ngokwezinga lika-Omdia lemakethe yezinzwa zesithombe se-CMOS yomhlaba wonke, ukuthengiswa kwezinzwa zesithombe zakwaSony kufinyelele ku- $2.442 billion engxenyeni yesithathu ka-2022, okubalelwa ku-51.6% wesabelo semakethe, kuqhubeke nokukhulisa igebe nge-Samsung ekleliswe endaweni yesibili, eyabalelwa. 15.6%.
Indawo yesithathu kuya kweyesihlanu i-OmniVision, i-onsemi, ne-GalaxyCore, enamasheya emakethe angu-9.7%, 7%, no-4%, ngokulandelana.Ukuthengiswa kwe-Samsung kufinyelele ku-$ 740 million engxenyeni yesithathu yonyaka odlule, kwehla kusuka ku-$ 800 million kuya ku-$ 900 million ezindaweni zangaphambilini, njengoba u-Sony waqhubeka nokuthola isabelo semakethe eqhutshwa ama-oda ama-smartphones afana ne-Xiaomi Mi 12S Ultra.
Ngo-2021, isabelo semakethe ye-Samsung CIS sifinyelela ku-29% kanye ne-Sony's 46%.Ngo-2022, u-Sony waqhubeka wakhulisa igebe ngendawo yesibili.U-Omdia ukholelwa ukuthi lo mkhuba uzoqhubeka, ikakhulukazi nge-CIS ezayo yakwaSony yochungechunge lwe-Apple 15 ye-Apple, okulindeleke ukuthi inwebe ukuhola.
I-05 Intel: i-inventory ecacile yamakhasimende ebonwe kuphela ngonyaka odlule, yabikezela ukulahlekelwa okuqhubekayo kwe-1Q23
Muva nje, i-Intel (I-Intel) imemezele amaholo ayo angu-4Q2022, ngemali engenayo eyizigidi eziyizinkulungwane ezingu-14 zamaRandi, okuphansi okusha ngo-2016, nokulahlekelwa kwezigidi ezingu-664 zamaRandi, ukwehla kwenzuzo ngama-32% ngesikhathi esifanayo ngonyaka odlule.
UPat Gelsinger, oyi-CEO, ulindele ukuthi ukwehla komnotho kuqhubeke engxenyeni yokuqala ka-2023, ngakho-ke ukulahlekelwa kulindeleke ukuthi kuqhubeke kwikota yokuqala.Eminyakeni engu-30 edlule, i-Intel ayikaze ibe namakota amabili alandelanayo okulahlekelwa.
Ngokusho kweBloomberg, iqembu lebhizinisi elibhekele ama-CPU lehle ngo-36% laya ku-$6.6 billion ngekota yesine.I-Intel ilindele ukuthunyelwa okuphelele kwe-PC kulo nyaka ukuthi kufinyelele kumayunithi ayizigidi ezingama-270 kuphela kumayunithi ayizigidi ezingama-295 wemaki aphansi kakhulu.
Inkampani ilindele ukuthi isidingo seseva sehle ngekota yokuqala bese siphinde siqhamuke ngemuva kwalokho.
Isikhulu se-Intel uPat Gelsinger uvumile ukuthi isabelo semakethe sesikhungo sedatha sisaqhubeka nokucekelwa phansi yimbangi yakhe iSupermicro (AMD).
U-Gelsinger uphinde wabikezela ukuthi isenzo sokugunyazwa kwempahla yamakhasimende sisaqhubeka, leli gagasi lokugunyazwa kwempahla njengoba libonwe kuphela onyakeni odlule, ngakho-ke i-Intel izophinde ithinteke kakhulu kwikota yokuqala.
06 Kwezimboni Nezezimoto, i-ADI Yandisa Amandla e-Analog IC
Muva nje, kubikwe ukuthi i-ADI isebenzisa amaRandi ayizigidi eziyizinkulungwane ezingu-1 ukuthuthukisa isitshalo sayo se-semiconductor eduze kwase-Beaverton, e-Oregon, e-USA, okuzophinda kabili umthamo wayo wokukhiqiza.
Senza ukutshalwa kwezimali okubalulekile ukuze senze indawo yethu yokukhiqiza ibe yesimanje, sihlele kabusha izinto zokusebenza ukuze kwandiswe umkhiqizo, futhi sandise ingqalasizinda yethu yonke ngokungeza amamitha-skwele angama-25,000 endawo yokuhlanza eyengeziwe, "kusho uFred Bailey, iphini likamongameli wemisebenzi yezitshalo kwa-ADI.
Umbiko waphawula ukuthi lesi sitshalo sikhiqiza ikakhulukazi ama-analog chips angasetshenziselwa ukulawula umthombo wokushisa nokulawula ukushisa.Izimakethe ezihlosiwe kakhulu zisezimbonini nezimboni zezimoto.Lokhu kungagwema umthelela ngokwezinga elithile esidingweni esibuthakathaka samanje emakethe yama-electronics abathengi.
Ubuchwepheshe obusha bomkhiqizo: i-DRAM, i-SiC, iseva
07 I-SK Hynix Imemezela Iselula Esheshayo Embonini ye-DRAM LPDDR5T
Januwari 26, 2023 - I-SK Hynix imemezele ukuthuthukiswa kweselula eshesha kakhulu emhlabeni i-DRAM, LPDDR5T (Low Power Double Data Rate 5 Turbo), kanye nokutholakala kwemikhiqizo ye-prototype kumakhasimende.
Umkhiqizo omusha, i-LPDDR5T, unesilinganiso sedatha esingu-9.6 gigabits ngomzuzwana (Gbps), okungamaphesenti angu-13 ngokushesha kunesizukulwane sangaphambilini i-LPDDR5X, ezokwethulwa ngoNovemba 2022. Ukugqamisa izici zesivinini esiphezulu somkhiqizo, i-SK Hynix wengeze okuthi “Turbo” ekupheleni kwegama elijwayelekile elithi LPDDR5.
Ngokunwetshwa okwengeziwe kwemakethe ye-smartphone ye-5G, imboni ye-IT ibikezela ukwanda kwesidingo sama-memory memory chips.Ngalo mkhuba, i-SK Hynix ilindele ukuthi izinhlelo zokusebenza ze-LPDDR5T zande zisuka kuma-smartphone ziye kubuhlakani bokwenziwa (AI), ukufunda ngomshini, kanye neqiniso elingeziwe/elingokoqobo (AR/VR).
08. KU-Semiconductor ozakwethu nabakwaVW ukuthi bagxile kubuchwepheshe be-SiC bezimoto zikagesi.
Jan. 28, 2023 – ON Semiconductor (onsemi) muva nje umemezele ukuthi isisayine isivumelwano samasu nabakwaVolkswagen Germany (VW) sokuhlinzeka ngamamojula nama-semiconductors ukuze kunikwe amandla isisombululo sokuguqula imoto kagesi (EV) esiphelele somndeni wepulatifomu yesizukulwane esilandelayo se-VW .I-semiconductor iyingxenye yokwenziwa kahle kohlelo lonke, ihlinzeka ngesixazululo sokusekela ama-inverter angemuva nangaphambili kumamodeli e-VW.
Njengengxenye yesivumelwano, i-onsemi izoletha amamojula wamandla e-EliteSiC 1200V traction inverter njengesinyathelo sokuqala.Amamojula wamandla we-EliteSiC ayahambisana nephini, avumela ukukala okulula kwesixazululo kumazinga ahlukene wamandla nezinhlobo zamamotho.Amaqembu avela kuzo zombili izinkampani asebenze ndawonye isikhathi esingaphezu konyaka ekuthuthukiseni amamojula wamandla ezinkundla zesizukulwane esilandelayo, futhi amasampula angaphambi kokukhiqiza ayathuthukiswa futhi ayahlolwa.
I-09 Rapidus ihlela ukulinga ukukhiqizwa kwama-chips angu-2nm ekuqaleni kuka-2025
Jan. 26, 2023 - Inkampani yaseJapan esebenza ngamasemiconductor i-Rapidus ihlela ukumisa ulayini wokukhiqiza oyindiza ekuqaleni kwengxenye yokuqala ka-2025 futhi iwusebenzise ukukhiqiza ama-chips e-semiconductor angu-2nm ama-supercomputer nezinye izinhlelo zokusebenza, futhi iqale ukukhiqizwa ngobuningi phakathi kuka-2025 no-2030, i-Nikkei. I-Asia ibike.
I-Rapidus ihlose ukukhiqiza ngobuningi i-2nm futhi njengamanje ithuthukela ku-3nm ngokukhiqiza ngobuningi.Uhlelo luwukumisa imigqa yokukhiqiza ngasekupheleni kwawo-2020 futhi kuqale ukukhiqiza ama-semiconductors cishe ngo-2030.
Umbiko uveza ukuthi i-Japan ingakhiqiza kuphela ama-chips angu-40nm okwamanje, futhi i-Rapidus yasungulwa ukuze ithuthukise izinga lokukhiqiza i-semiconductor e-Japan.
Isikhathi sokuthumela: Feb-03-2023