01 Hoʻemi ʻia ka manawa hāʻawi Chip, akā naʻe he 24 mau pule
Ian. 23, 2023 - Ke ʻohi nei ka lako chip, me ka manawa o ka lawe ʻana i kēia manawa ma kahi o 24 mau pule, ʻekolu pule i ʻoi aku ka pōkole ma mua o ka moʻolelo kiʻekiʻe o Mei i hala akā ʻoi aku ka maikaʻi ma mua o ka 10 a 15 mau pule ma mua o ka laha ʻana, e like me ka hōʻike hou i hoʻokuʻu ʻia e Susquehanna Hui Waiwai.
Hoʻomaopopo pū ka hōʻike e hōʻemi ʻia ana nā manawa alakaʻi i nā ʻāpana huahana koʻikoʻi, me nā ICs hoʻokele mana a me nā pahu IC analog e hōʻike ana i ka emi nui loa o nā manawa alakaʻi.Ua hōʻemi ʻia ka manawa alakaʻi o Infineon e 23 mau lā, TI e 4 mau pule, a me Microchip e 24 mau lā.
02 TI: manaʻo mau e pili ana i ka mākeke chip automotive 1Q2023
Ianuali 27, 2023 - ʻO ka mea hana analog a me ka mea hana chip i hoʻokomo ʻia ʻo Texas Instruments (TI) wānana e hōʻemi ana kāna loaʻa kālā i kahi 8% a 15% makahiki-kekahi makahiki i ka hapaha mua o 2023. koe wale ka automotive” no ka hapaha.
I nā huaʻōlelo ʻē aʻe, no TI, i ka makahiki 2023, i ka hoʻokomo ʻana o nā mea hana kaʻa i nā ʻāpana analog a i hoʻopili ʻia i loko o kā lākou mau kaʻa uila, hiki ke kūpaʻa ka ʻoihana chip automotive o ka ʻoihana, nā ʻoihana ʻē aʻe, e like me nā smartphones, nā kamaʻilio a me nā ʻōnaehana ʻoihana kūʻai chip a hoʻomau paha.
Manaʻo ʻo 03 ST i ka ulu lohi ʻana i ka makahiki 2023, mālama i nā lilo kālā
Ma waena o ka ulu ʻana o ka loaʻa kālā a me ka hiki ke kūʻai ʻia, ke hoʻomau nei ka Pelekikena ST a me CEO ʻo Jean-Marc Chery i ka lohi i ka ulu ʻana o ka ʻoihana semiconductor i 2023.
Ma kāna hoʻokuʻu loaʻa kālā hou loa, hōʻike ʻo ST i ka hapahā hapaha o ka loaʻa kālā he $4.42 biliona a me ka loaʻa kālā he $1.25 biliona, me ka loaʻa kālā piha makahiki ma mua o $16 biliona.Ua hoʻonui pū ka hui i nā hoʻolimalima kālā ma kāna 300 miliona mm wafer fab ma Crolles, Farani, a me kāna silicon carbide wafer fab a me substrate fab ma Catania, Italia.
Ua piʻi ka loaʻa kālā he 26.4% a i $16.13 biliona i ka makahiki fiscal 2022, i alakaʻi ʻia e ka koi ikaika mai nā ʻoihana automotive a me nā ʻoihana, "wahi a Jean-Marc Chery, pelekikena a me Luna Nui o STMicroelectronics."Ua hoʻohana mākou i $ 3.52 biliona i nā hoʻolimalima kālā ʻoiai e hana ana i $ 1.59 biliona i ke kahe kālā manuahi.ʻO kā mākou ʻoihana ʻoihana manawaleʻa no ka hapaha mua no ka loaʻa kālā he $ 4.2 biliona, piʻi 18.5 pākēneka o ka makahiki a i lalo o 5.1 pakeneka ma ka hopena.
Ua ʻōlelo ʻo ia: 'Ma 2023, e hoʻokau mākou i nā loaʻa kālā i $ 16.8 biliona a i $ 17.8 biliona, kahi hoʻonui o 4 a 10 pakeneka ma mua o 2022.''O ka automotive a me ka hana'oihana ka mea ho'okele ulu nui, a ke ho'olālā nei mākou e ho'okomo i $ 4 biliona, 80 pakeneka o ia no ka 300mm fab a me ka ulu SiC, me nā papahana substrate, a me ke koena 20 pakeneka no R&D a me nā labs.'
Ua ʻōlelo ʻo Chery, "Ua maopopo ʻo nā wahi āpau e pili ana i ka ʻoihana kaʻa a me ka ʻoihana B2B (me nā lako mana a me nā microcontrollers automotive) ua hoʻopaʻa piha ʻia no kā mākou hiki i kēia makahiki."
Nūhou Hale Hana Kumu: Sony, Intel, ADI
04 Omdia: Aia ʻo Sony i ka 51.6% o ka mākeke CIS
I kēia mau lā, e like me ka helu ʻana o Omdia i ka mākeke kiʻi kiʻi CMOS honua, ua hōʻea ke kūʻai aku ʻo Sony kiʻi sensor i $ 2.442 biliona i ke kolu o ka hapaha o 2022, e helu ana i ka 51.6% o ka mākeke, e hoʻonui hou ana i ka hakahaka me ka lua o Samsung, i helu ʻia no. 15.6%.
ʻO ke kolu a ka ʻelima mau wahi ʻo OmniVision, onsemi, a me GalaxyCore, me nā māhele mākeke o 9.7%, 7%, a me 4%.Ua hōʻea nā kūʻai o Samsung i $ 740 miliona i ke kolu o ka makahiki i hala, mai ka $ 800 miliona a i $ 900 miliona ma nā hapa mua, ʻoiai ua hoʻomau ʻo Sony i ka loaʻa ʻana o ka mākeke i alakaʻi ʻia e nā kauoha no nā smartphones e like me ka Xiaomi Mi 12S Ultra.
I ka makahiki 2021, hiki i ka māhele mākeke CIS o Samsung i ka 29% a me ka 46% o Sony.I ka makahiki 2022, ua hoʻonui ʻo Sony i ka lua me ka lua.Manaʻo ʻo Omdia e hoʻomau kēia ʻano, ʻoiai me ka CIS e hiki mai ana ʻo Sony no ka Apple iPhone 15 series, i manaʻo ʻia e hoʻonui i ke alakaʻi.
05 Intel: ʻike ʻia nā mea kūʻai aku i nā waihona waiwai i ka makahiki i hala, wānana i ka 1Q23 mau ka nalowale
I kēia mau lā, ua hoʻolaha ʻo Intel (Intel) i kāna loaʻa kālā 4Q2022, me ka loaʻa kālā o $ 14 biliona, kahi haʻahaʻa hou ma 2016, a me kahi poho o $ 664 miliona, he 32% hāʻule i ka loaʻa kālā ma ka manawa like i ka makahiki i hala.
Ke manaʻo nei ʻo Pat Gelsinger, ka Luna Nui, e hoʻomau ka recession i ka hapa mua o 2023, a no laila ke manaʻo nei e hoʻomau ʻia kahi poho i ka hapaha mua.I nā makahiki he 30 i hala iho nei, ʻaʻole i loaʻa iā Intel ʻelua hapaha o nā poho.
Wahi a Bloomberg, ua hōʻole ka hui ʻoihana e pili ana i nā CPU i ka 36% i $ 6.6 biliona i ka hapahā ʻehā.Manaʻo ʻo Intel i ka nui o nā moku PC i kēia makahiki e hōʻea wale i 270 miliona mau ʻāpana i 295 miliona mau ʻāpana o ka hōʻailona haʻahaʻa.
Manaʻo ka hui e emi iho ka koi o ka server i ka hapaha mua a hoʻi hou ma hope.
Ua ʻae ʻo Intel CEO Pat Gelsinger e hoʻomau ʻia ka māhele mākeke o ka kikowaena data e ka hoʻokūkū Supermicro (AMD).
Ua wānana pū ʻo Gelsinger e hoʻomau mau ana ka hana o ka ʻae ʻana o ka mea kūʻai aku, ʻo kēia nalu o ka hoʻomaʻemaʻe waihona e like me ka mea i ʻike ʻia i ka makahiki i hala, no laila e hoʻopilikia nui ʻia ʻo Intel i ka hapaha mua.
06 No ka ʻenehana a me nā kaʻa, hoʻonui ʻo ADI i ka mana IC Analog
I kēia mau lā, ua hōʻike ʻia e hoʻolilo ʻo ADI i $ 1 biliona no ka hoʻomaikaʻi ʻana i kāna mea kanu semiconductor kokoke i Beaverton, Oregon, USA, kahi e pālua ai i kona mana hana.
Ke hana nei mākou i nā hoʻopukapuka nui e hoʻololi i kā mākou wahi hana i kēia manawa, hoʻonohonoho hou i nā mea hana e hoʻonui ai i ka huahana, a hoʻonui i kā mākou ʻoihana holoʻokoʻa ma o ka hoʻohui ʻana i 25,000 kapuaʻi square o kahi lumi hoʻomaʻemaʻe hou, "wahi a Fred Bailey, hope pelekikena o nā hana mea kanu ma ADI.
Ua hōʻike ka hōʻike e hana nui ka mea kanu i nā ʻāpana analog kiʻekiʻe i hiki ke hoʻohana ʻia no ka hoʻokele kumu wela a me ka hoʻokele wela.ʻO ka nui o nā mākeke i hoʻopaʻa ʻia ma nā ʻoihana ʻenehana a me nā ʻoihana kaʻa.Hiki i kēia ke pale i ka hopena i kekahi ʻano i ka noi nāwaliwali o kēia manawa i ka mākeke uila mea kūʻai.
ʻenehana Huahana Hou: DRAM, SiC, Server
07 Hoʻolaha ʻo SK Hynix i ka DRAM LPDDR5T wikiwiki loa o ka ʻoihana
Ianuali 26, 2023 - Ua hoʻolaha ʻo SK Hynix i ka hoʻomohala ʻana o ka DRAM mobile wikiwiki loa o ka honua, LPDDR5T (Low Power Double Data Rate 5 Turbo), a me ka loaʻa ʻana o nā huahana prototype i nā mea kūʻai aku.
ʻO ka huahana hou, LPDDR5T, he 9.6 gigabits i kēlā me kēia kekona (Gbps), ʻo ia ka 13 pakeneka ʻoi aku ka wikiwiki ma mua o ka hanauna mua LPDDR5X, e hoʻokuʻu ʻia i Nowemapa 2022. hoʻohui i "Turbo" i ka hopena o ka inoa maʻamau LPDDR5.
Me ka hoʻonui hou ʻana o ka mākeke kelepona 5G, ke wānana nei ka ʻoihana IT i ka piʻi ʻana o ka noi no nā pahu hoʻomanaʻo kiʻekiʻe.Me kēia ʻano, manaʻo ʻo SK Hynix e hoʻonui i nā noi LPDDR5T mai nā smartphones a hiki i ke akamai artificial (AI), ke aʻo ʻana i ka mīkini, a me ka hoʻonui / virtual reality (AR/VR).
08. ʻO ON Semiconductor hoa pili me VW e kālele i ka ʻenehana SiC no nā kaʻa uila
Ian. 28, 2023 - ON Semiconductor (onsemi) i hoʻolaha koke aku nei ua kau inoa ʻo ia i kahi kuʻikahi hoʻolālā me Volkswagen Germany (VW) e hāʻawi i nā modula a me nā semiconductor e hiki ai i kahi kaʻa uila holoʻokoʻa (EV) traction inverter solution no ka ʻohana platform hanauna hou o VW. .ʻO ka semiconductor kahi ʻāpana o ka ʻōnaehana holoʻokoʻa holoʻokoʻa, e hāʻawi ana i kahi hopena e kākoʻo i nā inverters traction mua a hope no nā hiʻohiʻona VW.
Ma ke ʻano he ʻāpana o ka ʻaelike, e hāʻawi ʻo onsemi i ka EliteSiC 1200V traction inverter power modules ma ke ʻano he hana mua.ʻO nā modula mana EliteSiC he pin kūpono, e ʻae i ka scaling maʻalahi o ka hopena i nā pae mana like ʻole a me nā ʻano kaʻa.Ke hana pū nei nā hui mai nā hui ʻelua no hoʻokahi makahiki ma ka hoʻonui ʻana i nā modula mana no nā paepae o ka hanauna e hiki mai ana, a ke kūkulu ʻia nei a loiloi ʻia nā mea hoʻohālike mua.
Hoʻolālā ʻo 09 Rapidus e hoʻolālā i ka hana ʻana o nā chips 2nm ma mua o 2025
Ian. 26, 2023 - Hoʻolālā ka hui semiconductor Iapana ʻo Rapidus e hoʻokumu i kahi laina hana pilote ma mua o ka hapa mua o 2025 a hoʻohana iā ia e hana i nā pahu semiconductor 2nm no nā supercomputers a me nā noi ʻē aʻe, a hoʻomaka i ka hana nui ma waena o 2025 a me 2030, Nikkei. Ua hōʻike ʻia ʻo Asia.
Manaʻo ʻo Rapidus e hana nui i ka 2nm a ke neʻe nei i kēia manawa i 3nm no ka hana nui.ʻO ka hoʻolālā e hoʻonohonoho i nā laina hana i ka hopena o 2020s a hoʻomaka i ka hana semiconductors a puni 2030.
Hōʻike ka hōʻike e hiki iā Iapana ke hana i nā chips 40nm wale nō i kēia manawa, a ua hoʻokumu ʻia ʻo Rapidus e hoʻomaikaʻi i ka pae o ka hana semiconductor ma Iapana.
Ka manawa hoʻouna: Feb-03-2023