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IGBT supply and demand balance is expected, TSMC has been cut by a major customer
1. Forecast: IGBT may reach a balance between supply and demand in Q3 this year According to the DIGITIMES asia survey quoted by the Science
The delivery time of most car cores is shortening, and Infineon raised its performance guidance
1. Forecast: The lead time of most automotive chips will continue to shorten in 2023 According to the DIGITIMES Research survey quoted by the Science
IGBT price rise continues, driver IC will rebound
1. The demand for automobiles has increased greatly, and IGBT will be out of stock until mid-2024 According to Kechuang Daily citing Taiwan Electronics Times,
The “big reshuffle” in the automotive industry takes the core as the core, and the sales of components welcomes transformation opportunities
The sudden epidemic and the macro changes in various backgrounds have directly promoted the transformation of the automobile industry. The sudden interruption of chip supply
The demand for mobile phones has not yet recovered, and the rise of AI may lead to a shortage of GPUs
1. Apple’s iPhone 14 series screen orders fell sharply year-on-year, reflecting that demand for mobile phones has not recovered According to foreign media reports quoted
Mobile phone-related components are still under pressure to cut prices, and silicon wafers are delayed
1. The inventory of mobile phone related components is relatively high, and there is pressure to reduce prices According to Taiwan’s Electronic Times quoted by
The two MCU factories received urgent orders, and the destocking process improved
1. Nuvoton and Holtek filled up urgent orders, and the destocking process improved According to the Taiwan Business Times report, the effect of unblocking consumption
Wafer foundry market turns, Infineon expands foundry layout
1. IC design factories start to diversify their supply, and the foundry market turns According to a report from IT House citing Taiwan’s Central News
Infineon expands foundry orders and strengthens MCUs for advanced vehicles
1. UMC won an order for automotive MCU from Infineon, and manufactured products using 40nm process According to China Taiwan Business Times, Infineon and UMC