Kev Lag Luam Quotes: Semiconductor, Passive Component, MOSFET
1. Cov ntaub ntawv qhia txog kev ua lag luam qhia tias IC cov khoom tsis txaus thiab lub sijhawm xa khoom ntev yuav txuas ntxiv mus
Lub Ob Hlis 3, 2023 - Kev xa khoom tsis txaus thiab lub sijhawm ua haujlwm ntev yuav txuas ntxiv mus rau xyoo 2023, txawm hais tias tau tshaj tawm txog kev txhim kho hauv qee qhov IC cov saw hlau tsis muaj dab tsi.Tshwj xeeb, qhov tsis txaus ntawm cov tsheb yuav muaj dav.Qhov nruab nrab sensor kev loj hlob voj voog yog ntau tshaj 30 lub lis piam;Kev xa khoom tuaj yeem tsuas yog tau txais los ntawm kev faib tawm thiab tsis pom muaj kev txhim kho.Txawm li cas los xij, muaj qee qhov kev hloov pauv zoo vim tias lub sijhawm ua haujlwm ntawm MOSFETs luv luv.
Tus nqi ntawm cov khoom siv tsis sib xws, cov khoom siv hluav taws xob thiab cov hluav taws xob tsawg MOSFET yog maj mam stabilizing.Cov nqi lag luam rau cov khoom siv feem ntau pib poob thiab ruaj khov.Silicon carbide semiconductors, uas yav tas los xav tau kev faib tawm, tau dhau los ua kom yooj yim, yog li kev thov tau kwv yees kom yooj yim hauv Q12023.Ntawm qhov tod tes, tus nqi ntawm cov fais fab modules tseem tseem siab.
Kev loj hlob ntawm lub ntiaj teb tshiab lub zog tsheb tuam txhab uas muag tau ua rau muaj kev nce rau hauv kev thov rau rectifiers (Schottky ESD) thiab cov khoom siv tseem qis.Kev muab hluav taws xob tswj ICs xws li LDOs, AC / DC thiab DC / DC converters yog txhim kho.Lub sijhawm txhuas yog tam sim no nyob nruab nrab ntawm 18-20 lub lis piam, tab sis cov khoom ntawm cov khoom siv hauv tsheb tseem nruj.
2. Los ntawm kev nce ntxiv hauv cov nqi khoom, cov khoom siv passive yuav tsum nce nqi hauv Q2
Lub Ob Hlis 2, 2023 - Kev xa khoom mus rau cov khoom siv hluav taws xob passive tau tshaj tawm tias yuav nyob ruaj khov mus txog xyoo 2022, tab sis nce nqi raw khoom tau hloov daim duab.Tus nqi ntawm tooj liab, npib tsib xee thiab txhuas tau nce nqi ntawm kev tsim MLCCs, capacitors thiab inductors.
Nickel tshwj xeeb yog cov khoom siv tseem ceeb siv hauv MLCC ntau lawm, thaum hlau tseem siv hauv kev ua cov khoom siv hluav taws xob.Cov kev hloov pauv ntawm tus nqi no yuav ua rau tus nqi siab dua rau cov khoom tiav thiab tuaj yeem tsim qhov cuam tshuam ntxiv los ntawm kev thov rau MLCCs vim tias tus nqi ntawm cov khoom no yuav nce ntxiv.
Tsis tas li ntawd, los ntawm cov khoom lag luam sab, lub sijhawm phem tshaj plaws rau kev lag luam kev lag luam passive tau dhau mus thiab cov neeg muag khoom xav tias yuav pom cov cim ntawm kev lag luam rov qab nyob rau lub quarter thib ob ntawm lub xyoo no, nrog rau cov ntawv thov tsheb tshwj xeeb muab cov kev loj hlob loj rau kev tiv thaiv passive. cov neeg muab khoom.
3. Ansys Semiconductor: automotive, server MOSFETs tseem tawm ntawm Tshuag
Feem ntau cov tuam txhab lag luam hauv cov khoom siv hluav taws xob thiab cov khoom siv hluav taws xob muaj kev saib xyuas zoo ntawm kev ua lag luam hauv xyoo 2023, tab sis cov kev hloov hauv cov tsheb hluav taws xob (EVs), cov thev naus laus zis tshiab, thiab huab suav txuas ntxiv tsis tu ncua.Lub zog Cheebtsam chaw tsim tshuaj paus Ansei Semiconductor (Nexperia) Tus Lwm Thawj Coj Lin Yushu tsom xam qhia tias, qhov tseeb, tsheb, neeg rau zaub mov MOSFETs tseem "tawm".
Lin Yushu tau hais tias, suav nrog silicon raws li lub qhov rooj insulated bipolar transistor (SiIGBT), silicon carbide (SiC) Cheebtsam, cov kev sib txawv ntawm lub zog loj, peb pawg ntawm cov khoom siv semiconductor, yuav siv rau hauv qhov chaw loj hlob, nrog rau yav dhau los cov txheej txheem silicon ntshiab tsis yog. tib yam, tswj cov cuab yeej technology uas twb muaj lawm yuav tsis tuaj yeem ua kom tau raws li kev lag luam, cov tuam txhab lag luam tseem ceeb heev hauv kev nqis peev.
Original Factory News: ST, Western Digital, SK Hynix
4. STMicroelectronics los nqis peev $ 4 nphom los nthuav 12-nti wafer fab
Lub Ib Hlis 30, 2023 - STMicroelectronics (ST) tsis ntev los no tshaj tawm cov phiaj xwm los nqis peev kwv yees li $ 4 nphom xyoo no los nthuav nws 12-nti wafer fab thiab nce nws cov khoom siv silicon carbide.
Thoob plaws xyoo 2023, lub tuam txhab yuav txuas ntxiv mus siv nws thawj lub tswv yim ntawm kev tsom mus rau kev lag luam tsheb thiab kev lag luam, hais tias Jean-Marc Chery, tus thawj tswj hwm thiab tus thawj coj ntawm STMicroelectronics.
Chery tau sau tseg tias kwv yees li $ 4 nphom hauv kev siv peev nyiaj tau npaj rau xyoo 2023, feem ntau yog rau 12-nti wafer fab nthuav dav thiab nce hauv silicon carbide tsim muaj peev xwm, suav nrog cov phiaj xwm rau substrates.Chery ntseeg tias lub tuam txhab cov nyiaj tau los puv xyoo 2023 yuav nyob rau hauv thaj tsam ntawm $ 16.8 billion txog $ 17.8 billion, nrog rau xyoo dhau los kev loj hlob nyob rau hauv thaj tsam ntawm 4 feem pua rau 10 feem pua, raws li cov neeg siv khoom muaj zog thiab muaj peev xwm tsim tau.
5. Western Digital tshaj tawm $ 900 lab nqis peev los npaj rau kev sib tw ntawm Flash Memory lag luam
Lub Ob Hlis 2, 2023 - Western Digital tsis ntev los no tshaj tawm tias nws yuav tau txais $ 900 lab kev nqis peev uas coj los ntawm Apollo Global Management, nrog Elliott Investment Management kuj koom nrog.
Raws li kev lag luam cov peev txheej, kev nqis peev yog qhov ua ntej rau kev sib koom ua ke ntawm Western Digital thiab Armor Man.Western Digital lub hard drive lag luam yuav tsum nyob twj ywm ywj siab tom qab kev sib koom ua ke, tab sis cov ntsiab lus tuaj yeem hloov pauv.
Raws li yav dhau los tau tshaj tawm, ob tog tau ua tiav cov qauv dav dav uas yuav pom Western Digital divest nws lub cim xeeb ua lag luam thiab koom ua ke nrog Armored Man los tsim ib lub tuam txhab Asmeskas.
Western Digital CEO David Goeckeler tau hais tias Apollo thiab Elliott yuav pab Western Digital nrog rau theem tom ntej ntawm nws qhov kev ntsuam xyuas zoo.
6. SK Hynix reorganizes CIS pab neeg, lub hom phiaj high-end khoom
Thaum Lub Ib Hlis 31, 2023, SK Hynix tau tshaj tawm rov tsim kho nws pab pawg CMOS duab sensor (CIS) txhawm rau hloov nws lub hom phiaj los ntawm kev nthuav dav kev lag luam los tsim cov khoom lag luam siab.
Sony yog lub ntiaj teb tus tsim khoom loj tshaj plaws ntawm CIS cov khoom, ua raws li Samsung.Kev tsom mus rau kev daws teeb meem siab thiab kev ua haujlwm ntau, ob lub tuam txhab ua ke tswj 70 txog 80 feem pua ntawm kev ua lag luam, nrog Sony muaj txog 50 feem pua ntawm kev ua lag luam.SK Hynix kuj yog qhov me me hauv cheeb tsam no thiab tau tsom mus rau qhov qis kawg CIS nrog kev daws teeb meem ntawm 20 megapixels lossis tsawg dua yav dhau los.
Txawm li cas los xij, lub tuam txhab twb tau pib muab Samsung nrog nws CIS xyoo 2021, suav nrog 13-megapixel CIS rau Samsung lub xov tooj foldable thiab 50-megapixel sensor rau xyoo tas los Galaxy A series.
Cov ntawv ceeb toom qhia tias SK Hynix CIS pab pawg tam sim no tau tsim ib pab pawg ua haujlwm los tsom rau kev tsim cov haujlwm tshwj xeeb thiab cov yam ntxwv rau cov duab sensors.
Post lub sij hawm: Feb-07-2023