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Texas Instruments: The car core is a bright spot, and customers in other industries continue to cut orders
1. Texas Instruments: The car core is a bright spot, and customers in other industries continue to cut orders According to the Science and Technology
Wafer foundry price competition is more intense, memory is going through the bottom
1. Industry: The recovery of wafer foundry is not as good as expected, and a price war will start According to the Science and Technology
New energy vehicles “deeply step on the accelerator”, silicon carbide devices accelerate hurricanes
Recently, as the 20 millionth new energy car rolled off the production line, the cumulative number of new energy vehicle production in my country broke
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
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
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
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
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 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