01 Ixesha lokuhanjiswa kweChip lincitshisiwe, kodwa kusathatha iiveki ezingama-24
NgoJanuwari 23, 2023 - Unikezelo lweChip luyakhula, ngamaxesha okuhanjiswa komndilili ngoku malunga neeveki ezingama-24, iiveki ezintathu zimfutshane kunerekhodi likaMeyi lokugqibela liphezulu kodwa lingaphezulu kweeveki ezili-10 ukuya kwezili-15 ngaphambi kokuqhambuka, ngokwengxelo entsha ekhutshwe nguSusquehanna. IQela lezeMali.
Ingxelo iphinda iphawule ukuba amaxesha okukhokela ayancitshiswa kuzo zonke iindidi zeemveliso eziphambili, kunye ne-ICs yolawulo lwamandla kunye ne-analog IC chips ezibonisa ukuhla okukhulu kumaxesha okukhokela.Ixesha lokukhokela lika-Infineon lancitshiswa ngeentsuku ezingama-23, i-TI ngeeveki ezi-4, kunye ne-Microchip ngeentsuku ezingama-24.
02 TI: isenethemba malunga ne-1Q2023 yemarike yetshiphu yeemoto
NgoJanuwari 27, 2023 - I-analog kunye nomenzi we-chip ofakelweyo waseTexas Instruments (TI) uqikelela ukuba ingeniso yakhe iya kuhla nge-8% ukuya kwi-15% unyaka nonyaka kwikota yokuqala ka-2023. Inkampani ibona "imfuno ebuthathaka kuzo zonke iimarike zokuphela ngaphandle kweemoto” kwikota.
Ngamanye amazwi, kwi-TI, ngo-2023, njengoko abenzi be-automakers bafaka i-analog eninzi kunye nee-chips ezifakwe kwiimoto zabo zombane, ishishini le-chip yemoto yenkampani linokuhlala lizinzile, amanye amashishini, anjengee-smartphones, unxibelelwano kunye neenkqubo zeshishini lokuthengisa i-chip okanye uhlale uphantsi.
I-03 ST ilindele ukukhula okucothayo kwi-2023, igcina inkcitho eyinkunzi
Ngelixa lokukhula kwemivuzo eqhubekayo kunye nomthamo othengisiweyo, uMongameli we-ST kunye ne-CEO uJean-Marc Chery uyaqhubeka nokubona ukuncipha kokukhula kweshishini le-semiconductor ngo-2023.
Kukukhutshwa kwayo kwamva nje kwengeniso, i-ST ichaze ingeniso yekota yesine yengeniso eyi-4.42 yeebhiliyoni zeerandi kunye nenzuzo ye-1.25 yeebhiliyoni zeedola, kunye nengeniso yonyaka wonke edlula i-16 yeebhiliyoni zeedola.Inkampani ikwanyuse inkcitho eyinkunzi kwi-300 yezigidi ze-wafer fab e-Crolles, eFransi, kunye ne-silicon carbide wafer fab kunye ne-substrate fab e-Catania, e-Itali.
Ingeniso ikhule nge-26.4% yaya kutsho kwi-16.13 yeebhiliyoni zeerandi kwimali ka-2022, iqhutywa yimfuno emandla evela kumacandelo eemoto kunye namashishini, utshilo uJean-Marc Chery, umongameli kunye ne-CEO ye-STMicroelectronics.“Sichithe i-3.52 yeebhiliyoni zeedola kwinkcitho eyinkunzi ngelixa sivelisa i-1.59 yeebhiliyoni zeedola ekuhambeni kwemali simahla.Imbono yethu yeshishini lexesha eliphakathi kwikota yokuqala yeyengeniso eyi-4.2 yeebhiliyoni zeedola, inyuke nge-18.5 yeepesenti unyaka nonyaka kwaye yehle nge-5.1 yeepesenti ngokulandelelana.
Wathi: 'Ngo-2023, siya kuqhuba ingeniso kwi-16.8 yeebhiliyoni zeedola ukuya kwi-17.8 yeebhiliyoni zeedola, ukwanda kwe-4 ukuya kwi-10 ekhulwini ngaphezu kwe-2022.''Iimoto kunye nezoshishino ziya kuba yizona zinto ziqhuba ukukhula, kwaye siceba ukutyala i-4 yeebhiliyoni zeebhiliyoni, i-80 ipesenti yayo i-300mm ye-fab kunye nokukhula kwe-SiC, kubandakanywa namanyathelo okuqala e-substrate, kunye neepesenti ezingama-20 eziseleyo kwi-R & D kunye ne-labs.'
UChery uthe, "Kucacile ukuba zonke iindawo ezinxulumene neshishini leemoto kunye ne-B2B (kubandakanya izixhobo zombane kunye nezixhobo zokulawula iimoto) zibhukiselwe ngokupheleleyo amandla ethu kulo nyaka."
Iindaba zoMzimveliso wokuqala: I-Sony, i-Intel, i-ADI
04 Omdia: U-Sony ubambe i-51.6% yemarike ye-CIS
Kutshanje, ngokwenqanaba lika-Omdia kwimakethi yehlabathi ye-CMOS ye-sensor sensor, intengiso ye-Sony sensor ifikelele kwi-2.442 yeebhiliyoni zeedola kwikota yesithathu ka-2022, ibalelwa kwi-51.6% yesabelo semarike, yandisa ngakumbi umsantsa kunye ne-Samsung ekwinqanaba lesibini, eyenze ingxelo. 15.6%.
Indawo yesithathu ukuya kweyesihlanu yi-OmniVision, i-onsemi, kunye ne-GalaxyCore, kunye nezabelo zemarike ze-9.7%, i-7%, kunye ne-4%, ngokulandelanayo.Ukuthengiswa kwe-Samsung kufikelele kwi-740 yezigidi zeedola kwikota yesithathu yonyaka odlulileyo, ukusuka kwi-$ 800 yezigidi ukuya kwi-900 yezigidi zeedola kwiindawo zangaphambili, njengoko u-Sony waqhubeka efumana isabelo semarike esiqhutywa yi-oda yee-smartphones ezifana ne-Xiaomi Mi 12S Ultra.
Ngo-2021, isabelo semakethe ye-CIS ye-Samsung ifikelela kwi-29% kunye ne-Sony's 46%.Ngo-2022, uSony wayandisa ngakumbi isithuba kwindawo yesibini.U-Omdia ukholelwa ukuba lo mkhwa uya kuqhubeka, ngakumbi nge-Sony ezayo yeCIS ye-Apple's iPhone 15 series, ekulindeleke ukuba yandise ukukhokela.
I-Intel ye-05: i-inventri ecacileyo yabathengi ibonakala kuphela kunyaka odlulileyo, iqikelele i-1Q23 ilahleko eqhubekayo
Kutshanje, i-Intel (Intel) ibhengeze ingeniso ye-4Q2022, kunye nengeniso ye-14 yeebhiliyoni zeedola, i-low entsha ngo-2016, kunye nelahleko ye-664 yezigidi zeedola, i-32% yehla kwinzuzo ngexesha elifanayo kunyaka odlulileyo.
U-Pat Gelsinger, i-CEO, ulindele ukuba ukudodobala koqoqosho kuqhubeke kwisiqingatha sokuqala se-2023, kwaye ngoko ke ilahleko kulindeleke ukuba iqhubeke kwikota yokuqala.Kwiminyaka engama-30 edlulileyo, i-Intel ayizange ibe neekota ezimbini ezilandelelanayo zelahleko.
Ngokutsho kweBloomberg, iqela leshishini elijongene ne-CPU lehlile i-36% ukuya kwi-6.6 yeebhiliyoni zeedola kwikota yesine.I-Intel ilindele ukuthunyelwa kwe-PC iyonke kulo nyaka ukufikelela kuphela kwi-270 yezigidi zeeyunithi ukuya kwi-295 yezigidi zeeyunithi zolona phawu lusezantsi.
Inkampani ilindele ukuba imfuno yeseva yehle kwikota yokuqala kwaye iphinde ibuyele emva koko.
I-CEO ye-Intel uPat Gelsinger uvumile ukuba isabelo semarike yeziko ledatha siyaqhubeka nokuchithwa yi-rival Supermicro (AMD).
UGelsinger ukwathe waxela kwangaphambili ukuba isenzo sokukhutshwa kwe-inventri yabathengi sisaqhubeka, eli liza lokukhutshwa kwempahla njengoko kubonwe kuphela kulo nyaka uphelileyo, ngoko i-Intel iya kuchaphazeleka kakhulu kwikota yokuqala.
I-06 yezoShishino kunye neZithuthi, i-ADI Yandisa i-Analog IC Capacity
Kungekudala, kwaxelwa ukuba i-ADI ichitha i-1 yeebhiliyoni zeedola ukuphucula isityalo sayo se-semiconductor kufuphi ne-Beaverton, e-Oregon, eU.SA, eya kuphinda kabini amandla ayo okuvelisa.
Senza utyalo-mali olubalulekileyo ukuze siphucule indawo yethu ekhoyo yokuvelisa, silungelelanise izixhobo zokwandisa imveliso, kwaye sandise iziseko zethu jikelele ngokongeza i-25,000 yeenyawo zesikwere sendawo eyongezelelweyo yokucoceka, "utshilo uFred Bailey, usekela-mongameli wemisebenzi yezityalo e-ADI.
Ingxelo yaphawula ukuba isityalo ikakhulu sivelisa iitshiphusi ze-analog eziphezulu ezingasetyenziselwa ukulawula umthombo wokushisa kunye nokulawula ukushisa.Iimarike ekujoliswe kuzo ikakhulu kumacandelo oshishino kunye neleemoto.Oku kunokunqanda impembelelo ukuya kwinqanaba elithile kwimfuno ebuthathaka yangoku kwimarike yomthengi wombane.
IThekhnoloji entsha yeMveliso: iDRAM, iSiC, iSeva
07 I-SK Hynix Ibhengeza eyona mfonomfono ikhawulezayo kwi-DRAM LPDDR5T
NgoJanuwari 26, 2023 - SK Hynix ubhengeze uphuhliso lweyona DRAM ikhawulezayo kwihlabathi, LPDDR5T (Inqanaba leDatha eliPhantsi laMandla eDatha 5 Turbo), kunye nokufumaneka kweemveliso zeprototype kubathengi.
Imveliso entsha, i-LPDDR5T, inomlinganiselo wedatha ye-9.6 gigabits ngomzuzwana (Gbps), eyi-13 yeepesenti ngokukhawuleza kunesizukulwana sangaphambili i-LPDDR5X, eya kuqaliswa ngoNovemba 2022. Ukugqamisa iimpawu zesantya esiphezulu semveliso, i-SK Hynix yongeza "Turbo" ukuya ekupheleni kwegama eliqhelekileyo LPDDR5.
Ngolwandiso olongezelelweyo lwemakethi ye-smartphone ye-5G, imboni ye-IT ixela kwangaphambili ukonyuka kwemfuno yeememori zememori eziphezulu.Ngalo mkhwa, i-SK Hynix ilindele ukuba izicelo ze-LPDDR5T zande ukusuka kwii-smartphones ukuya kubukrelekrele bokwenziwa (AI), ukufunda ngomatshini, kunye nenyani eyongeziweyo / eyinyani (AR/VR).
08. KWI-Semiconductor amaqabane kunye ne-VW ukuba bagxininise kubuchwepheshe be-SiC kwizithuthi zombane.
NgoJanuwari 28, 2023 - ON Semiconductor (i-onsemi) kutshanje ibhengeze ukuba isayine isivumelwano sobuchule kunye neVolkswagen Germany (VW) ukubonelela ngeemodyuli kunye ne-semiconductors ukwenza isisombululo sombane esipheleleyo sombane (EV) inverter inverter yentsapho ye-VW yesizukulwana esilandelayo .I-semiconductor yinxalenye yokulungiswa kwenkqubo ngokubanzi, ukubonelela ngesisombululo sokuxhasa i-inverters ye-traction yangaphambili nasemva kwiimodeli ze-VW.
Njengenxalenye yesivumelwano, i-onsemi iya kuhambisa iimodyuli zamandla e-EliteSiC 1200V ye-traction inverter njengenyathelo lokuqala.Iimodyuli zamandla ze-EliteSiC zikhonkwane ezihambelanayo, ezivumela ukukala okulula kwesisombululo kumanqanaba ahlukeneyo amandla kunye neentlobo zeenjini.Amaqela avela kwiinkampani zombini asebenze kunye ixesha elingaphezu konyaka ekuphuculeni iimodyuli zamandla kwiiplatifti zesizukulwana esilandelayo, kwaye iisampuli zangaphambi kokuveliswa ziyaphuhliswa kwaye zivavanywe.
09 iRapidus iceba ukulinga ukuveliswa kweetshiphusi ze-2nm kwangoko ngo-2025
NgoJanuwari 26, 2023 - Inkampani yaseJapan ye-semiconductor i-Rapidus iceba ukuseka umgca wemveliso yokulinga kwangoko kwisiqingatha sokuqala se-2025 kwaye uyisebenzise ukuvelisa i-2nm semiconductor chips kwii-supercomputers kunye nezinye izicelo, kwaye iqalise imveliso enkulu phakathi kwe-2025 kunye ne-2030, i-Nikkei. I-Asiya inike ingxelo.
I-Rapidus ijolise ekuveliseni ubunzima be-2nm kwaye ngoku iqhubela phambili ukuya kwi-3nm yemveliso yobuninzi.Isicwangciso kukuseta imigca yemveliso ekupheleni koo-2020 kwaye uqalise ukuvelisa i-semiconductors malunga ne-2030.
Ingxelo ibonisa ukuba iJapan inokuvelisa kuphela i-chips ye-40nm okwangoku, kwaye i-Rapidus yasekwa ukuphucula umgangatho wokuvelisa i-semiconductor eJapan.
Ixesha lokuposa: Feb-03-2023