Summary of recent component market: Polarization is still obvious, AI and car core are hot
In the middle of 2023, due to the slow recovery of demand, the time for the industry chain to destock can be determined to be longer than previously expected. The demand for general-purpose materials depends on the boost of the traditional peak season, and there are still many high-priced models for automotive materials. Under the […]
Large car companies plan to guarantee chip supply, and local wafer foundries will be listed
1. Aiming at new energy, Stellantis implements chip supply guarantee and battery expansion The world-renowned car company Stellantis (which owns Dodge, Peugeot, Citroen and other brands) recently announced that it is working on a strategy aimed at managing and ensuring the long-term supply of important chips to prevent possible future shortages. In addition, Stellantis began […]
The prospect of major storage companies is grim, and wafer foundries are recovering in the peak season
1. Analyst: Samsung Electronics’ profit in the second quarter will hit a 14-year low According to IT House citing Reuters news, according to Refinitiv SmartEstimate analyst data, Samsung Electronics’ operating profit may drop to 555 billion won in the second quarter, which is equivalent to a 96% year-on-year plunge, the lowest in the past 14 […]
The MCU market has yet to bottom out, and major chip manufacturers are planning to deploy in India
1. It is said that the MCU market demand is unlikely to bottom out before the fourth quarter According to DIGITIMES asia quoted by Kechuang Daily, the MCU industry is entering the traditional peak season, but it is difficult to recover the normal peak season market momentum this year. The downstream customers of mainstream consumer-grade […]
Micron cuts production by a further 30% to save memory prices and revenue
1. Micron’s net loss in the third fiscal quarter was US$1.9 billion, and it will vigorously reduce production by 30% A few days ago, Micron, the original memory manufacturer, announced its financial report for the third quarter of the 2023 fiscal year, with revenue of 3.75 billion US dollars, a year-on-year decrease of 57%, and […]
The semiconductor destocking period is extended, and the packaging and testing plant increases the layout of the car core
1. Semiconductor destocking time may be extended to the third quarter According to Taiwan’s Economic Daily quoted by Science and Technology Innovation Board Daily, there are new changes in the inventory adjustment speed of the semiconductor and electronics industries in the second half of the year. Whether new electronic terminal products such as Apple can […]
The strategic adjustment of large-scale IC distributors “sailing against the current” contains enlightenment
In the blink of an eye, it will enter the second half of the year. For a long time, what the electronics industry chain is most looking forward to is undoubtedly the recovery of the economy. From the perspective of the IC industry, the recovery of demand is later than expected. The entire first half […]
The tide of PC replacement next year will boost the demand for chips
1. Industry: The wave of PC replacement will appear next year, and the demand for related chips will increase According to Taiwan Electronics Times quoted by Science and Technology Board Daily, industry insiders revealed that the chip design industry is preparing for a possible PC replacement wave in 2024, and it is expected that the […]
Micron and Texas Instruments’ two major original factories expand their layout
1. Micron will invest more than 4.3 billion yuan in the Xi’an packaging and testing factory Micron Technology announced on its official website today (16) that it plans to invest more than 4.3 billion yuan in its packaging and testing plant in Xi’an, China in the next few years. The company has decided to acquire […]
In addition to computing power chips, AI has also made these chips popular
On May 29, Nvidia released the DGX GH200 artificial intelligence (AI) supercomputer, bringing the AI field to a new peak. The popularity of generative AI such as ChatGPT has created a huge demand for computing power, which has led to the shortage of Nvidia GPUs and price increases. The delivery cycle of the key model […]