Izilinganiso Zemakethe: I-Semiconductor, I-Passive Component, i-MOSFET

Izilinganiso Zemakethe: I-Semiconductor, I-Passive Component, i-MOSFET

1. Imibiko yemakethe ikhomba ukuthi ukushoda kokuhlinzekwa kwe-IC kanye nemijikelezo emide yokulethwa kuzoqhubeka

Februwari 3, 2023 - Ukushoda kokuhlinzeka kanye nezikhathi zokuhola ezinde kuzoqhubeka kuze kufike ku-2023, ngaphandle kwentuthuko ebikiwe kwezinye izingqinamba ze-IC supply chain.Ikakhulukazi, ukushoda kwezimoto kuzobe kusabalele.Umjikelezo wokuthuthukiswa kwezinzwa ojwayelekile ungaphezu kwamaviki angu-30;Impahla ingatholwa kuphela ngokusatshalaliswa kwesisekelo futhi ayibonisi zimpawu zokuthuthuka.Nokho, kukhona izinguquko ezinhle njengoba isikhathi sokuhola sama-MOSFET sifinyezwa.

Izintengo zamadivayisi ahlukene, amamojula amandla kanye nama-MOSFET ane-voltage ephansi azinza kancane.Izintengo zemakethe zezingxenye ezivamile seziqala ukwehla futhi zizinzile.Ama-semiconductors e-silicon carbide, abedinga ukusatshalaliswa phambilini, atholakala kalula, ngakho-ke isidingo sibikezelwa ukuthi sizodamba ku-Q12023.Ngakolunye uhlangothi, intengo yamamojula wamandla ihlala iphezulu uma kuqhathaniswa.

Ukukhula kwezinkampani zezimoto ezintsha zamandla emhlabeni jikelele kuholele ekwenyukeni kwesidingo sezilungisi (i-Schottky ESD) futhi ukuhlinzekwa kuhlala kuphansi.Ukunikezwa kwama-IC okuphatha amandla njengama-LDO, iziguquli ze-AC/DC kanye ne-DC/DC kuyathuthuka.Izikhathi zokuhola manje ziphakathi kwamaviki ayi-18-20, kodwa ukuhlinzekwa kwezingxenye ezihlobene nezimoto kusalokhu kuqinile.

2. Ngokukhuphuka okuqhubekayo kwamanani ezinto ezibonakalayo, izingxenye ezingenzi lutho kulindeleke ukuthi zikhuphule amanani ku-Q2

Februwari 2, 2023 - Imijikelezo yokulethwa kwezingxenye ze-elekthronikhi engenzi lutho kubikwa ukuthi izohlala izinzile kuze kube ngu-2022, kodwa ukukhuphuka kwezindleko zempahla eluhlaza kushintsha isithombe.Intengo yethusi, i-nickel ne-aluminium inyusa kakhulu izindleko zokukhiqiza ama-MLCC, ama-capacitor nama-inductors.

I-nickel ikakhulukazi iyinto eyinhloko esetshenziswa ekukhiqizeni i-MLCC, kuyilapho insimbi isetshenziselwa ukucubungula i-capacitor.Lokhu kuguquguquka kwentengo kuzoholela ezintengo eziphakeme zemikhiqizo eqediwe futhi kungase kudale umphumela omubi ngokufunwa kwama-MLCC njengoba intengo yalezi zingxenye izoqhubeka nokukhuphuka.

Ngaphezu kwalokho, ohlangothini lwemakethe yomkhiqizo, isikhathi esibi kakhulu semboni yezingxenye ze-passive sesiphelile futhi abahlinzeki kulindeleke ukuthi babone izimpawu zokusimama kwemakethe engxenyeni yesibili yalo nyaka, nezicelo zezimoto ikakhulukazi ezihlinzeka ngokukhula okukhulu kwengxenye ye-passive. abahlinzeki.

3. I-Ansys Semiconductor: ezezimoto, ama-server MOSFETs asephelelwe isitokwe

Iningi lezinkampani eziku-semiconductor kanye ne-electronics supply chain zigcina umbono olinganiselayo wezimo zemakethe ngo-2023, kodwa ukuthambekela kwezimoto zikagesi (EVs), ubuchwepheshe obusha bamandla, kanye ne-cloud computing kuyaqhubeka ngaphandle kokuphazanyiswa.Umkhiqizi wezingxenye zamandla u-Ansei Semiconductor (Nexperia) Ukuhlaziya kwePhini likaMongameli uLin Yushu kubonise ukuthi, empeleni, izimoto, ama-server MOSFETs "asekho esitokisini".

U-Lin Yushu uthe, okuhlanganisa i-silicon based insulated gate bipolar transistor (SiIGBT), izingxenye ze-silicon carbide (SiC), lezi gebe elibanzi lamandla, isigaba sesithathu sezingxenye ze-semiconductor, zizosetshenziswa ezindaweni zokukhula okuphezulu, nenqubo ye-silicon ehlanzekile edlule ayikho. okufanayo, ukugcina ubuchwepheshe obukhona ngeke bukwazi ukuhambisana nejubane lemboni, abakhiqizi abakhulu basebenza kakhulu ekutshalweni kwezimali.

Izindaba Zangempela Zefekthri: ST, Western Digital, SK Hynix

4. I-STMicroelectronics izotshala amaRandi ayizigidi eziyizinkulungwane ezine ukuze kwandiswe indwangu ye-wafer engama-intshi angu-12

Jan. 30, 2023 - I-STMicroelectronics (ST) isanda kumemezela izinhlelo zokutshala imali elinganiselwa ku-$4 billion kulo nyaka ukuze kwandiswe indwangu yayo eyi-wafer engama-intshi angu-12 futhi ikhulise umthamo wayo wokukhiqiza i-silicon carbide.

Kuwo wonke u-2023, inkampani izoqhubeka nokusebenzisa isu layo lokuqala lokugxila emikhakheni yezimoto nezimboni, kusho uJean-Marc Chery, umongameli kanye nesikhulu esiphezulu se-STMicroelectronics.

UChery uphawule ukuthi cishe amaRandi ayizigidi eziyizinkulungwane ezine ekusetshenzisweni kwezimali ezinkulu hlelelwe u-2023, ikakhulukazi ukunwetshwa kwendwangu ye-wafer eyi-12-intshi kanye nokwenyuka komthamo wokukhiqiza we-silicon carbide, okuhlanganisa nezinhlelo zama-substrates.UChery ukholelwa ukuthi imali engenayo yenkampani yonyaka ogcwele ka-2023 izoba ku-$16.8 billion iye ku-$17.8 billion, ngokukhula konyaka nonyaka ngebanga elingamaphesenti ama-4 kuye kwayi-10, kususelwa esidingweni esiqinile samakhasimende kanye nokwanda komthamo wokukhiqiza.

5. I-Western Digital Imemezela Utshalomali Olungu-$900 Million ukuze Ulungiselele Ukuhlukaniswa Kwebhizinisi Lenkumbulo Ye-Flash

NgoFebhuwari 2, 2023 - IWestern Digital isanda kumemezela ukuthi izothola ukutshalwa kwezimali okungu-$900 million okuholwa yi-Apollo Global Management, kanti i-Elliott Investment Management nayo ibambe iqhaza.

Ngokusho kwemithombo yemboni, utshalomali luyisandulela sokuhlangana phakathi kwe-Western Digital ne-Armor Man.Ibhizinisi le-Western Digital's hard drive kulindeleke ukuthi lihlale lizimele ngemva kokuhlanganiswa, kodwa imininingwane ingase ishintshe.

Njengoba kubikiwe ngaphambilini, la maqembu womabili aqedele uhlaka olubanzi oluzobona iWestern Digital ihlukanisa ibhizinisi layo lememori ye-flash futhi ihlanganiswe ne-Armored Man ukwakha inkampani yase-US.

Isikhulu esiphezulu seWestern Digital uDavid Goeckeler uthe u-Apollo no-Elliott bazosiza iWestern Digital ngesigaba esilandelayo sokuhlola kwayo kwamasu.

6. I-SK Hynix ihlela kabusha iqembu le-CIS, iqondise imikhiqizo esezingeni eliphezulu

NgoJanuwari 31, 2023, i-SK Hynix kubikwa ukuthi ihlele kabusha iqembu layo le-CMOS image sensor (CIS) ukuze isuse ukugxila kwayo ekwandiseni isabelo semakethe iye ekuthuthukiseni imikhiqizo esezingeni eliphezulu.

I-Sony ingumkhiqizi omkhulu kunayo yonke emhlabeni wezingxenye ze-CIS, ilandelwa yi-Samsung.Ngokugxila ekulungisweni okuphezulu nokusebenza okuningi, lezi zinkampani zombili zihlangene zilawula amaphesenti angama-70 kuye kwangama-80 emakethe, kanti u-Sony unamaphesenti angaba ngu-50 emakethe.I-SK Hynix incane kakhulu kule ndawo futhi igxile ku-CIS enezinga eliphansi ngezinqumo ezingama-megapixel angu-20 noma ngaphansi esikhathini esidlule.

Kodwa-ke, inkampani isivele iqalile ukuhlinzeka i-Samsung nge-CIS yayo ngo-2021, okuhlanganisa i-CIS engu-13-megapixel yezingcingo ezigoqekayo ze-Samsung kanye nenzwa engu-50-megapixel yochungechunge lwe-Galaxy A lwangonyaka odlule.

Imibiko ibonisa ukuthi ithimba le-SK Hynix CIS manje selidale ithimba elincane elizogxila ekuthuthukiseni imisebenzi ethile nezici zezinzwa zesithombe.