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Semiconductor market news(Jan. 23 to 29)丨Chip lead times shorten, but still 24 weeks
01. Chip lead times shorten, but still 24 weeksMarket research agency Susquehanna Financial Group found that the chip supplies are rallying with an average lead time now about 24 weeks – three weeks shorter than the record high in May last year.Susquehanna reports the December 2022 lead time was shortened by 8 days — the most significant monthly drop since 2017 — but the fact remains this is still much higher than the 10 to 15 weeks before the…
2023-03-15
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Semiconductor market news(Jan. 30 to Feb 5)丨MLCC inventory to return to normal in 2Q23 on mounting replenishment demand
01. Market Reports Imply Supply Shortages and Extensive Lead Times Will PersistResearch indicates that while some of the supply chain bottlenecks have improved, supply shortages and long lead times will persist throughout 2023. In particular, automotive shortages will be widespread. Sensor lead times are at an average of 30-plus weeks; supply is available on an allocation basis only and not showing signs of improvement. Nevertheless, there are so…
2023-03-15
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The high price of CPU and GPU may become the norm; The monthly sales of TSMC and UMC1 declined; Microchip chip price increased by 5% in March
01. UMC sales declined and TSMC sales growth slowedThe sales of TSMC, a semiconductor foundry enterprise, increased year on year in January, but the growth rate was lower than that of the previous few months, while the sales of UMC, a Taiwan foundry enterprise, declined in January both month on month and year on year.In January this year, TSMC achieved sales of NT $200.5 billion (about US $6.65 billion), up 16.2% year-on-year and 3.9% month-on-mo…
2023-03-15
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The inventory of Android mobile phone processor is excessive; Intel discontinued Rocket Lake CPU
01. Android handset manufacturers hold surplus inventory of electronic componentsOn February 15, 2023, it was reported that Chinese mobile phone manufacturer Xiaomi had a high inventory of electronic components recently, including a serious surplus of processor inventory. Most Android brands, such as Xiaomi, face the risk of high inventory level.The report points out that the inventory of electronic components of Xiaomi is equivalent to about 200…
2023-03-15
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AMD expects to account for more than 20% of the server CPU market by 2023, and Arm will account for 8%; Intel 3nm chip order delay
01. The chip industry is more optimistic that Singapore will become a production centerWestern large chip manufacturers and related suppliers are starting to increase their production in Singapore to meet the growth of medium and long-term demand and diversify supply chain risks.Soitec, a French substrate manufacturer, will invest 400 million euros (US $430 million) to double the capacity of its wafer factory in Singapore, while Applied Materials…
2023-03-15
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Toshiba is expected to expand the production capacity of automobile power chips; Qualcomm has made rapid progress in automotive chip solutions
01. Toshiba is expected to expand the production capacity of automobile power chipsToshiba Electronics and Storage Co., Ltd. recently revealed that it plans to build a new automobile power semiconductor production line at its existing Jilu semiconductor manufacturing plant in Hyogo, western Japan. The construction of the new plant will start in June 2024 and is planned to be put into operation in the spring of 2025. The project will more than dou…
2023-03-15
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