Xigashooyinka Suuqa: Semiconductor, Qaybta Passive, MOSFET
1. Warbixinnada suuqa ayaa si maldahan u sheegay in yaraanta sahayda IC iyo wareegyada dhalmada ee dheer ay sii socon doonaan
Feebarwari 3, 2023 – Qalab yarida iyo waqtiyada hogaaminta dheer ayaa sii socon doona ilaa 2023, in kasta oo la sheegay in horumar laga sameeyay qaar ka mid ah caqabadaha silsilada saadka ee IC.Gaar ahaan, yaraanta baabuurta ayaa noqon doonta mid baahsan.Celceliska wareegga horumarinta dareemayaasha waa in ka badan 30 toddobaad;Sahayda waxa kaliya oo lagu heli karaa si qaybsan mana muuqato calaamado horumar ah.Si kastaba ha ahaatee, waxaa jira xoogaa isbedelo wanaagsan ah maadaama waqtiga hogaanka MOSFET-yada la soo koobay.
Qiimaha aaladaha kala duwan, qaybaha korantada iyo MOSFET-yada korantada yar ayaa si tartiib tartiib ah u xasilinaya.Qiimaha suuqa ee qaybaha caadiga ah ayaa bilaabay inuu hoos u dhaco oo xasiliyo.Silicon carbide semiconductors, oo hore loogu baahnaa qaybinta, ayaa si aad ah u diyaarsan, sidaa darteed baahida ayaa la saadaalinayaa inay ku fududaato Q12023.Dhanka kale, qiimaha cutubyada korantada ayaa weli ah mid aad u sarreeya.
Kobaca shirkadaha tamarta cusub ee caalamiga ah ayaa horseeday kor u kaca baahida hagaajinta (Schottky ESD) iyo sahayda ayaa weli hooseysa.Bixinta maamulka awoodda IC-yada sida LDOs, AC/DC iyo beddelayaasha DC/DC ayaa soo hagaagaya.Waqtiyada rasaastu hadda waxay u dhaxaysaa 18-20 toddobaad, laakiin sahayda qaybaha baabuurta la xidhiidha ayaa weli ah mid adag.
2. Kor u kaca sii socda ee qiimaha alaabta, qaybaha dadban ayaa la filayaa inay kor u qaadaan qiimaha Q2
Feebarwari 2, 2023 – Wareegyada keenista qaybaha elegtarooniga ah ee dadban ayaa lagu soo waramayaa inay xasiloon yihiin ilaa 2022, laakiin kor u kaca kharashyada alaabta ceeriin ayaa bedelaya sawirka.Qiimaha naxaasta, nikkel iyo aluminiumku waxay si weyn u kordhiyaan qiimaha wax soo saarka MLCCs, capacitors iyo inductors.
Gaar ahaan nickelku waa shayga ugu muhiimsan ee loo isticmaalo wax soo saarka MLCC, halka birta sidoo kale loo isticmaalo kaabcitor processing.Isbeddelladan qiimaha waxay u horseedi doonaan qiimaha sare ee alaabooyinka la dhammeeyey waxaana laga yaabaa inay abuuraan saameyn dheeraad ah iyada oo loo marayo baahida MLCCs maaddaama qiimaha qaybahan uu sii wadi doono inuu kordho.
Intaa waxaa dheer, dhinaca suuqa wax soo saarka, waqtigii ugu xumaa ee warshadaha qaybta dadban ayaa dhammaatay, alaab-qeybiyeyaasha ayaa la filayaa inay arkaan calaamadaha soo kabashada suuqa rubuci labaad ee sanadkan, iyada oo codsiyada baabuurta gaar ahaan ay siinayaan darawal korriin weyn oo loogu talagalay qaybaha dadban. alaab-qeybiyeyaal.
3. Semiconductor-ka Ansys: Automotive, server MOSFETs ayaa wali meesha ka maqan
Inta badan shirkadaha ku jira semiconductor-ka iyo silsiladda sahayda elektiroonigga ah waxay ilaashadaan aragti muxaafid ah oo ku saabsan xaaladaha suuqa 2023, laakiin isbeddellada gawaarida korantada (EVs), tignoolajiyada tamarta cusub, iyo xisaabinta daruuraha ayaa sii socda si aan kala go 'lahayn.Soo saaraha qaybaha korontada ee Ansei Semiconductor (Nexperia) Madaxweyne ku xigeenka Lin Yushu falanqaynta ayaa tilmaamay in, dhab ahaantii, baabuurta, server MOSFETs ay weli "la'aanta ah".
Lin Yushu wuxuu yidhi, oo ay ku jiraan silikoon ku salaysan transistor gate bipolar transistor (SiIGBT), qaybaha silicon carbide (SiC), kuwaas oo farqiga tamarta ballaaran, qaybta saddexaad ee qaybaha semiconductor, waxaa loo isticmaali doonaa meelaha koritaanka sare, iyadoo la soo dhaafay habka silicon saafi ah ma aha. si la mid ah, ilaalinta tignoolajiyada jira ma awoodi doonaan inay la socdaan xawaaraha warshadaha, soo saarayaasha waaweyn ayaa aad ugu firfircoon maalgashiga.
Wararka Warshadda asalka ah: ST, Western Digital, SK Hynix
4. STMicroelectronics si ay u maalgashato $4 bilyan si ay u balaadhiso 12-inch wafer fab
Jan. 30, 2023 – STMicroelectronics (ST) ayaa dhawaan ku dhawaaqday qorshayaal ay ku maalgalinayso ku dhawaad $4 bilyan sanadkan si ay u balaariso warshadeeda 12-inji ee waferka ayna kordhiso awoodeeda wax soo saarka silikoon carbide.
Inta lagu jiro 2023, shirkaddu waxay sii wadi doontaa hirgelinta istaraatiijiyadeeda bilowga ah ee diiradda saaraya waaxyaha baabuurta iyo warshadaha, ayuu yiri Jean-Marc Chery, madaxweynaha iyo madaxa fulinta ee STMicroelectronics.
Chery waxay xustay in ku dhawaad $4 bilyan oo kharash raasumaal ah loo qorsheeyay 2023, ugu horrayn 12-inji balaarin wafer wafer ah iyo kordhinta awoodda wax soo saarka silikon carbide, oo ay ku jiraan qorshayaasha substrates.Chery waxa ay aaminsantahay in dakhliga saafiga ah ee sanadka oo dhan 2023 uu noqon doono inta u dhaxaysa $16.8 bilyan ilaa $17.8 bilyan, iyada oo sanadba sanadka ka dambeeya uu korayo inta u dhaxaysa 4 boqolkiiba ilaa 10 boqolkiiba, taas oo ku salaysan baahida macaamiisha ee xooggan iyo korodhka awoodda wax soo saarka.
5. Western Digital waxa ay ku dhawaaqday $900 milyan oo maalgashi si ay isugu diyaariso leexinta ganacsiga xusuusta Flash
Febraayo 2, 2023 – Western Digital waxay dhawaan ku dhawaaqday inay heli doonto $900 milyan oo maalgashi oo ay hogaaminayso Apollo Global Management, iyadoo Elliott Investment Management uu sidoo kale ka qayb qaadanayo.
Sida laga soo xigtay ilaha warshadaha, maalgashiga ayaa horudhac u ah isku dhafka Western Digital iyo Armor Man.Ganacsiga adag ee Western Digital waxaa la filayaa inuu ahaado mid madax banaan ka dib isku darka, laakiin faahfaahintu way isbedeli kartaa.
Sidii hore loo sheegay, labada dhinac waxay soo gabagabeeyeen qaab-dhismeedka heshiis ballaadhan oo arki doona Western Digital inay leexiso meheraddeeda xusuusta flash-ka oo ay ku biirto Man Armored si ay u samaysato shirkad Maraykan ah.
Maamulaha Western Digital David Goeckerer ayaa sheegay in Apollo iyo Elliott ay ka caawin doonaan Western Digital wejiga xiga ee qiimeynta istiraatiijiyadeed.
6. SK Hynix waxa uu dib u habeeyaa kooxda CIS, waxa uu bartilmaansadaa badeecooyinka dhamaadka-sare
Janaayo 31, 2023, SK Hynix ayaa la sheegay in ay dib u habayn ku samaysay kooxdeeda CMOS image sensor (CIS) si ay diiradda u saarto ballaarinta saamiga suuqa oo ay u horumariso alaabada dhamaadka-sare ah.
Sony waa wax soo saarka ugu weyn adduunka ee qaybaha CIS, oo ay ku xigto Samsung.Iyaga oo diiradda saaraya xallinta sare iyo hawlaha badan, labada shirkadood waxay si wadajir ah u maamulaan 70 ilaa 80 boqolkiiba suuqa, iyada oo Sony ay leedahay qiyaastii 50 boqolkiiba suuqa.SK Hynix waa ku yar yahay goobtan wuxuuna diiradda saaray CIS-da-dhamaadka hoose leh xallinta 20 megapixels ama ka yar waagii hore.
Si kastaba ha noqotee, shirkaddu waxay durba bilowday inay siiso Samsung CIS-keeda sanadka 2021, oo ay ku jiraan 13-megapixel CIS taleefannada isku laabma ee Samsung iyo 50-megapixel sensor ee taxanaha Galaxy A ee sannadkii hore.
Warbixinadu waxay muujinayaan in kooxda SK Hynix CIS ay hadda abuureen koox-hoosaad si ay diiradda u saaraan horumarinta hawlo gaar ah iyo muuqaalada dareemayaasha sawirka.
Waqtiga boostada: Febraayo-07-2023