01 Waqtiga dhalmada Chip waa la dhimay, laakiin wali waxay qaadataa 24 toddobaad
Jan. 23, 2023 – Chip sahayda ayaa kor u sii kacaysa, iyadoo celcelis ahaan waqtiyada dhalmada ay hadda ku dhow yihiin 24 toddobaad, saddex toddobaad ayaa ka gaaban rikoorkii bishii May ee la soo dhaafay laakiin weli aad uga sarreeya 10 ilaa 15 toddobaad ka hor cudurka dillaacay, sida lagu sheegay warbixin cusub oo ay soo saartay Susquehanna. Kooxda Maaliyadda.
Warbixintu waxay sidoo kale xustay in waqtiyada rasaasta la dhimay dhammaan qaybaha muhiimka ah ee alaabta, iyadoo maamulka awoodda ICs iyo chips IC-ga analogga ah ay muujinayaan hoos u dhaca ugu weyn ee waqtiyada rasaasta.Waqtiga hogaanka Infineon waxaa la dhimay 23 maalmood, TI 4 usbuuc, iyo Microchip 24 maalmood.
02 TI: weli rajo wanaagsan oo ku saabsan 1Q2023 suuqa gawaarida gawaarida
Janaayo 27, 2023 – Analooga iyo soo saaraha chip Texas Instruments (TI) ayaa saadaaliyay in dakhligoodu hoos u dhici doono 8% ilaa 15% sanadka oo dhan rubuci hore ee 2023. Shirkadu waxay aragta “baahida daciifka ah ee dhamaan suuqyada dhamaadka marka laga reebo baabuurta” ee rubucii.
Si kale haddii loo dhigo, TI, sanadka 2023, sida baabuur-sameeyayaashu ay ku rakibaan chips analog badan iyo chips-ku-xidhan baabuurtooda korontadu, ganacsiga chip-ka baabuurta ee shirkaddu wuxuu ahaan karaa mid xasiloon, ganacsiyada kale, sida taleefannada casriga ah, isgaarsiinta iyo nidaamyada ganacsiga ayaa jabay iibka ama sii ahaanaya kuwo hoos loo dhigay.
03 ST waxay filaysaa kobac gaabis ah 2023, waxay ilaalisaa kharashaadka raasumaalka
Iyada oo ay jirto korodhka dakhliga iyo awoodda la iibinayo, Madaxweynaha ST iyo maamulaha guud Jean-Marc Chery waxa uu sii wadaa inuu arko hoos u dhac ku yimaadda kobaca warshadaha semiconductor ee 2023.
Dakhligeedii ugu dambeeyay, ST ayaa ku warrantay daqliga saafiga ah ee rubuci-4-aad ee $4.42 bilyan iyo faa'iidada $1.25 bilyan, dakhliga sanadka oo dhan ka sarreeya $16 bilyan.Shirkaddu waxa kale oo ay kordhisay kharashaadka raasamaalkeeda 300 milyan mm maraqa wafer ee ku taal Crolles, France, iyo warshadeeda silikoon carbide wafer iyo sariirta substrate ee Catania, Italy.
Dakhligu wuxuu kordhay 26.4% ilaa $16.13 bilyan miisaaniyadeed 2022, taasoo ay keentay baahida xooggan ee ka imanaysa waaxyaha baabuurta iyo warshadaha, "ayuu yidhi Jean-Marc Chery, madaxweynaha iyo maamulaha STMicroelectronics."Waxaan ku kharash-garnay $3.52 bilyan kharashyada raasumaalka annaga oo dhalinayna $1.59 bilyan oo lacag caddaan ah oo bilaash ah.Aragtidayada ganacsi ee muddada-dhexe ee rubuca koowaad waa dakhliga saafiga ah ee $4.2 bilyan, kor u kaca 18.5 boqolkiiba sannad-sannadka iyo hoos 5.1 boqolkiiba si isku xigta."
Wuxuu yiri: '2023-ka, waxaan dakhli u gaarsiin doonnaa $16.8 bilyan ilaa $17.8 bilyan, koror ah 4 ilaa 10 boqolkiiba marka loo eego 2022'.'Baabuurta iyo warshaduhu waxay noqon doonaan darawallada kobaca ugu weyn, waxaanan qorsheyneynaa inaan maalgelinno $4 bilyan, 80 boqolkiiba taas oo loogu talagalay 300mm fab iyo koritaanka SiC, oo ay ku jiraan dadaallada substrate, iyo 20 boqolkiiba soo haray ee R&D iyo shaybaarada.'
Chery wuxuu yidhi, " Way caddahay in dhammaan meelaha la xidhiidha baabuurta iyo warshadaha B2B (oo ay ku jiraan sahayda korantada iyo kuwa yaryar ee baabuurta) si buuxda loogu ballansan yahay awooddeena sanadkan."
Wararka Warshadda asalka ah: Sony, Intel, ADI
04 Omdia: Sony waxay haysataa 51.6% suuqa CIS
Dhawaan, marka loo eego qiimeynta Omdia ee suuqa dareemayaasha sawirka CMOS ee caalamiga ah, iibka dareemayaasha sawirka Sony wuxuu gaaray $2.442 bilyan rubuci saddexaad ee 2022, taasoo ka dhigan 51.6% saamiga suuqa, taasoo sii ballaarisay farqiga u dhexeeya Samsung oo kaalinta labaad ku jira, taas oo xisaabisay 15.6%.
Kaalinta saddexaad ilaa shanaad waa OmniVision, onsemi, iyo GalaxyCore, oo leh saamiyada suuqyada 9.7%, 7%, iyo 4%, siday u kala horreeyaan.Iibka Samsung ayaa gaadhay $740 milyan rubuci saddexaad ee sannadkii hore, isagoo hoos uga dhacay $800 milyan ilaa $900 milyan rubucii hore, iyada oo Sony ay sii waday saami qaybsiga suuqa oo ay horseedday dalabaadka talefannada casriga ah sida Xiaomi Mi 12S Ultra.
Sannadka 2021, saamiga suuqa CIS ee Samsung waxa uu gaadhay 29% iyo Sony 46%.2022, Sony ayaa sii ballaadhisay farqiga u dhexeeya booska labaad.Omdia waxay aaminsan tahay in isbeddelkani uu sii socon doono, gaar ahaan Sony's CIS ee soo socda ee taxanaha Apple ee iPhone 15, kaas oo la filayo inuu kordhiyo hoggaanka.
05 Intel: macaamiishu waxay caddeeyaan alaabada la arkay kaliya sannadkii la soo dhaafay, oo la saadaaliyay 1Q23 khasaare sii socda
Dhowaan, Intel (Intel) ayaa ku dhawaaqday dakhligeeda 4Q2022, dakhliga soo galay $14 bilyan, mid cusub oo 2016 ah, iyo khasaaraha $ 664 milyan, 32% hoos u dhac faa'iido ah isla muddadaas sannadkii hore.
Pat Gelinger, maamulaha guud, wuxuu rajeynayaa in hoos u dhacu uu sii socdo qeybta hore ee 2023, sidaas darteed khasaaro ayaa la filayaa inuu sii socdo rubuci hore.30-kii sano ee la soo dhaafay, Intel waligiis ma dhicin laba rubuc oo isku xigta oo khasaare ah.
Sida laga soo xigtay Bloomberg, kooxda ganacsiga ee mas'uulka ka ah CPU-yada ayaa hoos u dhacay 36% ilaa $ 6.6 bilyan rubuci afaraad.Intel waxay rajaynaysaa wadarta shixnadaha PC-ga sanadkan inay gaadhaan 270 milyan oo unug oo keliya ilaa 295 milyan unug oo ah astaanta ugu hoosaysa.
Shirkaddu waxay filaysaa in dalabka server-ku hoos u dhaco rubuci hore oo dib loo soo celiyo ka dib.
Maamulaha guud ee Intel Pat Gelsinger ayaa qirtay in saamiga suuqa ee xarunta xogta ay sii socoto inay sii burburto Supermicro (AMD).
Gelsinger ayaa sidoo kale saadaaliyay in ficilka nadiifinta alaabada macaamiisha ay wali sii socoto, mowjaddan nadiifinta alaabada sida kaliya ee la arkay sanadkii la soo dhaafay, sidaa darteed Intel sidoo kale si weyn ayay u saameyn doontaa rubuci hore.
06 Warshadaha iyo Baabuurta, ADI waxay kordhisaa awooda Analog IC
Dhawaan, waxaa la sheegay in ADI ay ku bixinayso $1 bilyan si ay u cusboonaysiiso warshadeeda semiconductor ee u dhow Beaverton, Oregon, USA, taas oo laba jibaari doonta awoodeeda wax soo saar.
Waxaan sameyneynaa maalgashi la taaban karo si aan u casriyeyno goobta wax soo saarka ee hadda jirta, dib u habeynta qalabka si aan u kordhino wax soo saarka, iyo ballaarinta kaabayaasha guud annagoo ku darayna 25,000 cagood oo laba jibbaaran oo dheeraad ah oo bannaan oo nadiif ah," ayuu yiri Fred Bailey, madaxweyne ku xigeenka hawlgallada dhirta ee ADI.
Warbixintu waxay xustay in warshaddu ay inta badan soo saarto chips-ka analogga ah ee dhamaadka-sare ee loo isticmaali karo maareynta ilaha kulaylka iyo xakamaynta kulaylka.Suuqyada la beegsanayo waxay u badan yihiin qaybaha warshadaha iyo baabuurta.Tani waxay ka fogaan kartaa saameynta ilaa xad baahida daciifka ah ee hadda jirta suuqa macaamiisha elektiroonigga ah.
Farsamada Alaabada Cusub: DRAM, SiC, Server
07 SK Hynix wuxuu ku dhawaaqay moobilka ugu dhaqsiyaha badan warshadaha DRAM LPDDR5T
Janaayo 26, 2023 – SK Hynix wuxuu ku dhawaaqay horumarinta DRAM mobilada aduunka ugu dhaqsiyaha badan, LPDDR5T (Qalabka Xogta Laba-jibbaaran ee Awooda Hoose 5 Turbo), iyo helida badeecadaha nooca loo yaqaan 'prototype' ee macaamiisha.
Badeecada cusub, LPDDR5T, waxay leedahay heerka xogta 9.6 gigabits ilbiriqsi kasta (Gbps), taas oo 13 boqolkiiba ka dhakhso badan jiilkii hore LPDDR5X, kaas oo la bilaabi doono Noofambar 2022. Si loo muujiyo sifooyinka xawaaraha ugu badan ee alaabta, SK Hynix ku daray "Turbo" dhamaadka magaca caadiga ah LPDDR5.
Iyada oo la ballaarinayo suuqa casriga ah ee 5G, warshadaha IT-ga ayaa saadaalinaya kororka baahida loo qabo chips-yada xusuusta gaarka ah.Isbeddelkan, SK Hynix waxay rajaynaysaa codsiyada LPDDR5T inay ka fidiyaan taleefannada casriga ah una gudbaan sirdoonka macmal (AI), barashada mashiinka, iyo xaqiiqada dhabta ah ee la kordhiyay (AR/VR).
08. ON Semiconductor-ku-hawlgalayaasha VW si ay diiradda u saaraan farsamada SiC ee baabuurta korontada
Jan. 28, 2023 – ON Semiconductor (onsemi) ayaa dhawaan ku dhawaaqay in ay heshiis istiraatijiyadeed la saxeexatay Volkswagen Germany (VW) si ay u bixiso modules iyo semiconductors si ay awood dhamaystiran gaadhi koronto (EV) jiidashada inverter xal for VW ee soo socda madal qoyska madal qoyska. .Semiconductor-ku waa qayb ka mid ah hagaajinta guud ee nidaamka, siinta xal lagu taageerayo rogayaasha hore iyo gadaal ee moodooyinka VW.
Iyada oo qayb ka ah heshiiska, onsemi waxay gaarsiin doontaa EliteSiC 1200V modules koronto rogayaal ah tallaabada ugu horreysa.Qaybaha korantada ee EliteSiC waxay ku habboon yihiin biinanka, taas oo u oggolaanaysa in si fudud loo cabbiro xalka heerarka korantada ee kala duwan iyo noocyada matoorada.Kooxaha labada shirkadood waxay ka wada shaqaynayeen in ka badan hal sano si ay u wanaajiyaan qaybaha korantada ee jiilka soo socda, muunado wax-soo-saar ka hor ayaa la sameeyay lana qiimeeyay.
09 Rapidus wuxuu qorsheynayaa inuu tijaabiyo wax soo saarka chips 2nm horaantii 2025
Jan. 26, 2023 – Shirkadda Japanese semiconductor Rapidus waxay qorsheyneysaa inay dejiso khad wax soo saar tijaabo ah horaantii qeybtii hore ee 2025 oo ay u isticmaasho inay soo saarto 2nm chips semiconductor ee supercomputers iyo codsiyada kale, oo ay bilowdo wax soo saar ballaaran inta u dhaxaysa 2025 iyo 2030, Nikkei Aasiya ayaa sheegtay.
Rapidus waxa uu hiigsanayaa in uu soo saaro tiro dhan 2nm waxana uu hadda ku sii socdaa 3nm wax soo saarka guud.Qorshuhu waa in la dejiyo khadadka wax-soo-saarka dhammaadka 2020-yada oo la bilaabo wax-soo-saarka semiconductors agagaarka 2030.
Warbixintu waxay tilmaamtay in Japan ay soo saari karto oo keliya 40nm chips hadda, Rapidus waxaa loo aasaasay si loo hagaajiyo heerka wax soo saarka semiconductor ee Japan.
Waqtiga boostada: Febraayo-03-2023