Oge nnyefe 01 ebelatala, mana ọ ka na-ewe izu 24
Jan. 23, 2023 - Chip ọkọnọ na-ebuli elu, yana nkezi oge nnyefe ugbu a ihe dị ka izu 24, izu atọ dị mkpụmkpụ karịa ndekọ May gara aga mana ọ ka dị elu karịa izu 10 ruo 15 tupu ntiwapụ ahụ, dị ka akụkọ ọhụrụ Susquehanna wepụtara. Otu ego.
Akụkọ ahụ kwukwara na a na-ebelata oge ndu n'ụdị ngwaahịa niile, yana njikwa ike IC na ibe IC analog na-egosi mbelata kachasị na oge ndu.E belatara oge ndu Infineon site na ụbọchị 23, TI n'izu anọ, yana Microchip site na ụbọchị 24.
02 TI: ka nwere nchekwube gbasara ahịa mgbawa ụgbọ ala 1Q2023
Jenụwarị 27, 2023 - The analọg na agbakwunyere mgbawa onye na-emepụta Texas Instruments (TI) na-ebu amụma na ego ha ga-enweta ga-agbada ọzọ 8% ruo 15% afọ na nkeji mbụ nke 2023. Ụlọ ọrụ ahụ na-ahụ "na-adịghị ike n'ofe ahịa njedebe niile. ma e wezụga ụgbọala” maka nkeji iri na ise.
N'ikwu ya n'ụzọ ọzọ, maka TI, na 2023, ka ndị na-emepụta ụgbọ ala na-etinyekwu analọg na ibe agbakwunyere n'ime ụgbọ ala eletrik ha, azụmahịa mgbawa ụgbọ ala nke ụlọ ọrụ ahụ nwere ike ịnọgide na-eguzosi ike, azụmahịa ndị ọzọ, dị ka smartphones, nkwukọrịta na usoro ụlọ ọrụ mgbawa ire ahịa ma ọ bụ nọgide na-emeri ya.
03 ST na-atụ anya uto nwayọ na 2023, na-ejigide mmefu ego
N'ime ego na-aga n'ihu na-eto eto na ikike ire ere, ST Onye isi ala na onye isi oche Jean-Marc Chery na-aga n'ihu na-ahụ mbelata na uto ụlọ ọrụ semiconductor na 2023.
N'ime mwepụta ego ya kachasị ọhụrụ, ST kọrọ ego ruru ijeri $ 4.42 na uru nke ijeri $ 1.25, yana ego afọ zuru oke karịrị ijeri $ 16.Companylọ ọrụ ahụ abawanyela mmefu isi obodo na 300 nde mm wafer fab na Crolles, France, yana silicon carbide wafer fab na mkpụrụ osisi na Catania, Italy.
Ego ha nwetara toro 26.4% ruo ijeri $16.13 na mmefu ego 2022, nke sitere na nnukwu ọchịchọ sitere na ngalaba ụgbọ ala na ụlọ ọrụ mmepụta ihe, "Jean-Marc Chery, onye isi oche na onye isi oche nke STMicroelectronics kwuru."Anyị mefuru ijeri $3.52 na mmefu ego ka anyị na-enweta ijeri $1.59 na ntinye ego efu.Echiche azụmaahịa anyị nke obere oge maka nkeji mbụ bụ maka ego netwọọkụ nke ijeri $ 4.2, gbagoro pasenti 18.5 kwa afọ wee gbadaa 5.1% n'usoro.
Ọ sịrị: 'N'afọ 2023, anyị ga-ebuba ego ruru ijeri $16.8 ruo ijeri $17.8, mmụba nke 4 ruo 10 pasent karịa 2022.'' Ụgbọ ala na ụlọ ọrụ mmepụta ihe ga-abụ ndị na-ebuwanye ibu na-eto eto, na anyị na-eme atụmatụ itinye ego $ 4 ijeri, 80 pasent nke bụ maka 300mm fab na SiC eto, gụnyere mkpụrụ atumatu, na ihe fọdụrụ 20 pasent maka R & D na labs.'
Chery kwuru, "O doro anya na mpaghara niile metụtara ụgbọ ala na ụlọ ọrụ B2B (gụnyere ọkụ eletrik na ndị na-ahụ maka ụgbọ ala) ka edobere ikike nke afọ a."
Akụkọ ụlọ ọrụ izizi: Sony, Intel, ADI
04 Omdia: Sony nwere 51.6% nke ahịa CIS
N'oge na-adịbeghị anya, dị ka ọkwa Omdia nke ụwa CMOS image sensọ ahịa si kwuo, ire ahịa ihe oyiyi ihe oyiyi Sony ruru $2.442 ijeri na nkeji nke atọ nke 2022, na-aza 51.6% nke ahịa ahịa, na-agbasawanye ọdịiche ahụ na Samsung nọ n'ọkwá nke abụọ, bụ nke mere ka ọ bụrụ ihe na-akpata ya. 15.6%.
Ebe nke atọ ruo ise bụ OmniVision, onsemi, na GalaxyCore, nwere oke ahịa nke 9.7%, 7%, na 4%, n'otu n'otu.Ahịa Samsung ruru $740 nde na nkeji nke atọ nke afọ gara aga, gbadara site na nde $800 ruo $900 na nkeji gara aga, ka Sony gara n'ihu na-enweta oke ahịa nke iwu maka smartphones dị ka Xiaomi Mi 12S Ultra.
N'afọ 2021, oke ahịa CIS nke Samsung ruru 29% yana Sony 46%.N'afọ 2022, Sony mere ka ọdịiche ahụ dị na ọnọdụ nke abụọ.Omdia kwenyere na omume a ga-aga n'ihu, ọkachasị na Sony na-abịa CIS maka usoro Apple iPhone 15, nke a na-atụ anya ịgbatị ụzọ.
05 Intel: ndị ahịa na-ekpochapụ ngwa ahịa naanị n'afọ gara aga, buru amụma na 1Q23 na-aga n'ihu
N'oge na-adịbeghị anya, Intel (Intel) kwuputara ego 4Q2022 ya, yana ego ruru ijeri $ 14, obere dị ala na 2016, na mfu nke $ 664 nde, 32% na-adaba uru n'otu oge ahụ n'afọ gara aga.
Pat Gelsinger, onye isi ala, na-atụ anya nkwụghachi ụgwọ ahụ ga-aga n'ihu na ọkara mbụ nke 2023, yabụ a na-atụ anya na mfu ga-aga n'ihu na nkeji mbụ.N'ime afọ 30 gara aga, Intel enwebeghị ụzọ abụọ n'ụzọ anọ nke mfu.
Dabere na Bloomberg, otu azụmaahịa na-ahụ maka CPUs jụrụ 36% ruo ijeri $ 6.6 na nkeji nke anọ.Intel na-atụ anya na mbupu PC n'afọ a ga-eru naanị nkeji 270 ruo nde 295 nke akara kacha ala.
Ụlọ ọrụ ahụ na-atụ anya ka ihe nkesa na-achọ ka ọ daa na nkeji mbụ ma laghachi azụ ma emesịa.
Onye isi Intel Pat Gelsinger kwetara na oke ahịa nke ebe data na-aga n'ihu na-emebi Supermicro (AMD).
Gelsinger bukwara amụma na omume nke mkpochapụ ngwa ahịa ndị ahịa ka na-aga n'ihu, nchapụta ngwa ahịa a ka a na-ahụ naanị n'afọ gara aga, yabụ Intel ga-emetụtakwa nke ukwuu na nkeji mbụ.
06 Maka ụlọ ọrụ mmepụta ihe na ụgbọ ala, ADI na-agbasa ikike Analog IC
N'oge na-adịbeghị anya, a kọrọ na ADI na-emefu $ 1 ijeri iji kwalite ụlọ ọrụ semiconductor dị nso na Beaverton, Oregon, USA, nke ga-eme ka ikike mmepụta ya okpukpu abụọ.
Anyị na-etinye ego dị ukwuu iji mee ka oghere nrụpụta anyị dị ugbu a, hazie akụrụngwa iji mee ka nrụpụta dịwanye elu, ma gbasaa akụrụngwa anyị niile site n'ịgbakwunye 25,000 square ụkwụ nke oghere ime ụlọ ọzọ dị ọcha, "Fred Bailey, onye osote onye isi oche nke ọrụ ihe ọkụkụ na ADI kwuru.
Akụkọ ahụ kwuru na ụlọ ọrụ ahụ na-emepụtakarị ibe analọgụ dị elu nke enwere ike iji maka njikwa isi ọkụ na njikwa okpomọkụ.Ahịa ndị e lekwasịrị anya bụ tumadi na ngalaba ụlọ ọrụ mmepụta ihe na ụgbọ ala.Nke a nwere ike izere mmetụta ahụ ruo n'ókè ụfọdụ na-adịghị ike ugbu a na ahịa ngwá electronic.
Teknụzụ ngwaahịa ọhụrụ: DRAM, SiC, sava
07 SK Hynix na-ekwupụta DRAM Mobile kacha ọsọ ngwa ngwa LPDDR5T ụlọ ọrụ
Jenụwarị 26, 2023 – SK Hynix kwuputara mmepe nke DRAM ekwentị kacha ọsọ n'ụwa, LPDDR5T (Obere Power Double Data Rate 5 Turbo), yana nnweta ngwaahịa prototype nye ndị ahịa.
Ngwaahịa ọhụrụ, LPDDR5T, nwere ọnụọgụ data nke 9.6 gigabits kwa nkeji (Gbps), nke bụ 13 pasent ngwa ngwa karịa ọgbọ gara aga LPDDR5X, nke a ga-ewepụta na Nọvemba 2022. Iji gosipụta njirimara ọsọ ọsọ nke ngwaahịa ahụ, SK Hynix agbakwunyere "Turbo" na njedebe nke aha ọkọlọtọ LPDDR5.
Site na mgbasawanye nke ahịa ekwentị 5G, ụlọ ọrụ IT na-ebu amụma mmụba nke ọchịchọ maka ibe ebe nchekwa dị elu.Site na omume a, SK Hynix na-atụ anya ka ngwa LPDDR5T gbasaa site na smartphones gaa na ọgụgụ isi mmadụ (AI), mmụta igwe, yana eziokwu agbakwunyere/virtual (AR/VR).
08. NA ndị mmekọ Semiconductor na VW ka ha lekwasị anya na teknụzụ SiC maka ụgbọ ala eletrik
Jan. 28, 2023 – ON Semiconductor (onsemi) na nso nso a mara ọkwa na ọ bịanyere aka a stratejik nkwekọrịta na Volkswagen Germany (VW) inye modul na semiconductor iji mee a zuru ọkụ eletrik ụgbọ ala (EV) traction inverter ngwọta maka VW na-esote ọgbọ ikpo okwu ezinụlọ ezinụlọ. .The semiconductor bụ akụkụ nke n'ozuzu usoro njikarịcha, na-enye ihe ngwọta na-akwado n'ihu na azụ traction inverters maka VW ụdị.
Dị ka akụkụ nke nkwekọrịta, onsemi ga-ebuga EliteSiC 1200V traction inverter ike modul dị ka nzọụkwụ mbụ.Modul ike EliteSiC dakọtara na ntụtụ, na-enye ohere ịbelata ngwọta dị mfe na ọkwa ike dị iche iche na ụdị moto.Ndị otu sitere na ụlọ ọrụ abụọ a na-arụkọ ọrụ ọnụ ihe karịrị otu afọ na-ebuli modul ike maka nyiwe ọgbọ na-abịa, na-emepụta ma na-enyocha ihe nlele tupu mmepụta.
09 Rapidus na-ezube ịnya ụgbọ elu nke 2nm ibe n'oge dị ka 2025
Jan. 26, 2023 - Japanese semiconductor ụlọ ọrụ Rapidus na-ezube ịtọ a pilot mmepụta akara ka n'oge dị ka ọkara mbụ nke 2025 na-eji ya na-emepụta 2nm semiconductor ibe maka supercomputers na ndị ọzọ ngwa, na-amalite uka mmepụta n'etiti 2025 na 2030, Nikkei. Asia kọrọ.
Rapidus bu n'obi imepụta 2nm ma na-aga n'ihu ugbu a na 3nm maka mmepụta oke.Atụmatụ a bụ ịtọlite ahịrị mmepụta na ngwụcha afọ 2020 wee malite imepụta semiconductors gburugburu 2030.
Akuko a gosiputara na Japan nwere ike weputa ibe 40nm ugbu a, ma guzobe Rapidus iji meziwanye ogo nke nrụpụta semiconductor na Japan.
Oge nzipu: Feb-03-2023