Nā Manaʻo Makeke: Semiconductor, Passive Component, MOSFET

Nā Manaʻo Makeke: Semiconductor, Passive Component, MOSFET

1. Hōʻike nā hōʻike o ka mākeke e hoʻomau ka hāʻawi ʻana i ka IC a me nā pōʻai lawe lōʻihi

Pepeluali 3, 2023 - E hoʻomau ʻia nā hemahema o nā lako a me nā manawa alakaʻi lōʻihi i 2023, ʻoiai ua hōʻike ʻia ka hoʻomaikaʻi ʻana i kekahi mau bottlenecks chain supply IC.ʻO ka mea nui, e laha loa ka hemahema o nā kaʻa.ʻOi aku ka nui o ke kaʻina hoʻomohala sensor ma mua o 30 mau pule;Hiki ke loaʻa ka lako ma ke kumu puʻunaue a ʻaʻohe hōʻailona o ka hoʻomaikaʻi.Eia nō naʻe, aia kekahi mau hoʻololi maikaʻi ʻoiai ua pōkole ka manawa alakaʻi o nā MOSFET.

Ke hoʻomau mālie nei nā kumukūʻai o nā hāmeʻa discrete, nā modula mana a me nā MOSFET haʻahaʻa haʻahaʻa.Ke hoʻomaka nei nā kumukūʻai mākeke no nā ʻāpana maʻamau e hāʻule a kūpaʻa.ʻO nā semiconductors carbide silikoni, ka mea i koi mua ʻia i ka hāʻawi ʻana, ua maʻalahi ka loaʻa ʻana, no laila ua wānana ʻia ka noi e maʻalahi i Q12023.Ma ka lima ʻē aʻe, ʻoi aku ka kiʻekiʻe o ke kumukūʻai o nā modula mana.

ʻO ka ulu ʻana o nā ʻoihana kaʻa kaʻa hou o ka honua i alakaʻi i ka piʻi ʻana o ka noi no nā rectifiers (Schottky ESD) a haʻahaʻa ka lako.Ke hoʻomaikaʻi nei ka hoʻolako ʻana i nā IC hoʻokele mana e like me LDO, AC/DC a me DC/DC.Aia nā manawa alakaʻi i kēia manawa ma waena o 18-20 mau pule, akā paʻa mau ka lako o nā ʻāpana pili kaʻa.

2. Ma ka hoʻomau ʻana o ka piʻi ʻana o nā kumukūʻai waiwai, manaʻo ʻia nā ʻāpana passive e hoʻonui i nā kumukūʻai ma Q2

Pepeluali 2, 2023 - Hōʻike ʻia nā pōʻai hoʻouna no nā ʻāpana uila passive e noho paʻa a hiki i 2022, akā ke hoʻololi nei ka piʻi ʻana o nā kumukūʻai maka i ke kiʻi.ʻO ke kumu kūʻai o ke keleawe, nickel a me ka alumini e hoʻonui nui i ke kumukūʻai o ka hana ʻana i nā MLCC, capacitors a me nā inductors.

ʻO Nickel ka mea nui i hoʻohana ʻia i ka hana MLCC, ʻoiai ke hoʻohana ʻia ke kila i ka hana capacitor.E alakaʻi ana kēia mau kumukūʻai i nā kumukūʻai kiʻekiʻe no nā huahana i hoʻopau ʻia a hiki ke hana i kahi hopena ripple hou ma o ke koi ʻana i nā MLCC no ka mea e piʻi mau ana ke kumukūʻai o kēia mau mea.

Eia kekahi, mai ka ʻaoʻao o ka mākeke huahana, ua pau ka manawa maikaʻi loa no ka ʻoihana ʻāpana passive a manaʻo ʻia nā mea hoʻolako e ʻike i nā hōʻailona o ka hoʻihoʻi hou ʻana o ka mākeke i ka lua o ka makahiki o kēia makahiki, me nā noi automotive e hāʻawi i kahi mea hoʻokele ulu nui no ka ʻāpana passive. nā mea hoʻolako.

3. Ansys Semiconductor: kaʻa kaʻa, ʻaʻole i pau nā kikowaena MOSFET

ʻO ka hapa nui o nā ʻoihana i ka semiconductor a me nā kaulahao lako uila e mālama i kahi ʻike conservative o nā kūlana mākeke ma 2023, akā ke hoʻomau nei nā ʻano o nā kaʻa uila (EVs), nā ʻenehana ikehu hou, a me ka hoʻopili ʻana i ke ao.ʻO ka mea hana ʻāpana mana ʻo Ansei Semiconductor (Nexperia) ʻO ka Hope Pelekikena Lin Yushu kānana i kuhikuhi i ka ʻoiaʻiʻo, ʻo ka automotive, server MOSFETs "ʻaʻohe o ka waihona".

Ua ʻōlelo ʻo Lin Yushu, ʻo ia hoʻi me ka silicon based insulated gate bipolar transistor (SiIGBT), silicon carbide (SiC), nā ʻāpana ākea ākea, ke kolu o nā ʻāpana semiconductor, e hoʻohana ʻia i nā wahi ulu kiʻekiʻe, me ke kaʻina hana silika maʻemaʻe i hala. ʻO ka mea like, mālama i ka ʻenehana i kēia manawa ʻaʻole hiki ke hoʻomau i ka wikiwiki o ka ʻoihana, ʻoi aku ka ikaika o nā mea hana nui i ka hoʻopukapuka.

Nūhou Hale Hana Kumu: ST, Western Digital, SK Hynix

4. E hoʻolilo ʻo STMicroelectronics i $4 biliona e hoʻonui i ka 12-inch wafer fab

Ian. 30, 2023 - Ua hoʻolaha aku nei ʻo STMicroelectronics (ST) i nā hoʻolālā e hoʻolilo ma kahi o $ 4 biliona i kēia makahiki e hoʻonui i kāna 12-inch wafer fab a hoʻonui i kāna hana hana silicon carbide.

I ka makahiki 2023, e hoʻomau ka ʻoihana i kāna hoʻolālā mua o ka nānā ʻana i nā ʻoihana automotive a me nā ʻoihana, wahi a Jean-Marc Chery, ka pelekikena a me ka luna nui o STMicroelectronics.

Ua hoʻomaopopo ʻo Chery ma kahi o $ 4 biliona i hoʻolālā ʻia no ka 2023, ka mea nui no ka 12-inch wafer fab expansions a me ka hoʻonui ʻana i ka mana hana carbide silicon, me nā hoʻolālā no nā substrates.Ke manaʻoʻiʻo nei ʻo Chery e loaʻa ana ka loaʻa kālā piha o ka ʻoihana i ka makahiki 2023 ma kahi o $ 16.8 biliona a i $ 17.8 biliona, me ka ulu ʻana o ka makahiki ma mua o ka 4 pakeneka a hiki i ka 10 pakeneka, e pili ana i ka koi ikaika o ka mea kūʻai aku a hoʻonui i ka mana hana.

5. Hoʻolaha ʻo Western Digital i $900 miliona kālā e hoʻomākaukau ai no ka wehe ʻana i ka ʻoihana hoʻomanaʻo Flash

Pepeluali 2, 2023 - Ua hoʻolaha hou ʻo Western Digital e loaʻa iā ia kahi kālā $900 miliona i alakaʻi ʻia e Apollo Global Management, me Elliott Investment Management e komo pū ana.

Wahi a nā kumu ʻoihana, ʻo ka hoʻopukapuka he mea mua i ka hui ʻana ma waena o Western Digital a me Armor Man.Manaʻo ʻia ka ʻoihana paʻakikī paʻakikī o Western Digital ma hope o ka hui ʻana, akā hiki ke loli nā kikoʻī.

E like me ka mea i hōʻike mua ʻia, ua hoʻopau nā ʻaoʻao ʻelua i kahi hoʻolālā ākea ākea e ʻike ai i ka Western Digital e wehe i kāna ʻoihana hoʻomanaʻo flash a hui pū me Armored Man e hoʻokumu i kahi hui US.

Ua ʻōlelo ʻo CEO Western Digital David Goeckeler e kōkua ʻo Apollo lāua ʻo Elliott i ke Western Digital me ka pae aʻe o kāna loiloi hoʻolālā.

6. Hoʻonohonoho hou ʻo SK Hynix i ka hui CIS, hoʻopaʻa i nā huahana kiʻekiʻe

Ma Ianuali 31, 2023, ua hōʻike hou ʻia ʻo SK Hynix i kāna hui CMOS image sensor (CIS) i mea e hoʻololi ai i kāna manaʻo mai ka hoʻonui ʻana i ka mākeke i ka hoʻomohala ʻana i nā huahana kiʻekiʻe.

ʻO Sony ka mea hana nui loa o ka honua i nā ʻāpana CIS, a ukali ʻia e Samsung.Ke nānā nei i ka hoʻonā kiʻekiʻe a me ka multifunctionality, ʻo nā hui ʻelua e hoʻomalu i ka 70 a i ka 80 pakeneka o ka mākeke, me Sony ma kahi o 50 pakeneka o ka mākeke.He ʻuʻuku liʻiliʻi ʻo SK Hynix ma kēia wahi a ua kālele ʻo ia i ka CIS haʻahaʻa haʻahaʻa me nā hoʻonā o 20 megapixels a i ʻole i ka wā ma mua.

Eia nō naʻe, ua hoʻomaka ka ʻoihana e hāʻawi iā Samsung me kāna CIS ma 2021, me kahi 13-megapixel CIS no nā kelepona foldable a Samsung a me kahi sensor 50-megapixel no ka makahiki Galaxy A series.

Hōʻike nā hōʻike i kēia manawa ua hana ka hui SK Hynix CIS i kahi sub-hui e kālele ana i ka hoʻomohala ʻana i nā hana kūikawā a me nā hiʻohiʻona no nā ʻike kiʻi.