01 Igihe cyo gutanga chip cyaragabanutse, ariko biracyatwara ibyumweru 24
Mutarama 23, 2023 - Gutanga ibicuruzwa biragenda byiyongera, mugihe impuzandengo yo kugemura ubu ibyumweru 24, ibyumweru bitatu bigufi ugereranije n’ibyabaye muri Gicurasi umwaka ushize ariko biracyari hejuru y'ibyumweru 10 kugeza kuri 15 mbere yuko iki cyorezo, nk'uko raporo nshya yashyizwe ahagaragara na Susquehanna ibigaragaza. Itsinda ry'Imari.
Raporo ivuga kandi ko ibihe byo kuyobora bigenda bigabanuka mu byiciro byose by’ibicuruzwa, hamwe n’imicungire y’ingufu za IC hamwe n’ikigereranyo cya IC byerekana kugabanuka kwinshi mu bihe byo kuyobora.Igihe cyo kuyobora Infineon cyagabanutseho iminsi 23, TI ibyumweru 4, na Microchip iminsi 24.
02 TI: iracyafite ibyiringiro ku isoko rya chip yimodoka 1Q2023
Tariki ya 27 Mutarama 2023 - Ikigereranyo kandi cyashyizwemo uruganda rukora chip Texas Instruments (TI) ruvuga ko amafaranga yinjiza azagabanuka ku gipimo cya 8% kugeza kuri 15% umwaka ushize mu gihembwe cya mbere cya 2023. Isosiyete ibona “ubushake buke ku masoko yose ya nyuma usibye amamodoka ”mu gihembwe.
Muyandi magambo, kuri TI, mumwaka wa 2023, mugihe abakora amamodoka bashiraho analogi nyinshi kandi bagashyiramo chip mumodoka zabo zamashanyarazi, ubucuruzi bwimodoka ya sosiyete irashobora kuguma ihagaze neza, ubundi bucuruzi, nka terefone zigendanwa, itumanaho hamwe na sisitemu yimishinga kugurisha chip cyangwa bikomeza kugengwa.
03 ST iteganya kuzamuka gahoro muri 2023, ikomeza gushora imari
Mu gihe iterambere ryakomeje kwiyongera ndetse n’ubushobozi bwagurishijwe, Perezida wa ST akaba n’umuyobozi mukuru, Jean-Marc Chery akomeje kubona umuvuduko w’iterambere ry’inganda zikoresha amashanyarazi mu 2023.
Mu makuru aheruka gusohora, ST yatangaje ko igihembwe cya kane cyinjije miliyari 4.42 z'amadolari n’inyungu ya miliyari 1.25, aho umwaka wose winjije urenga miliyari 16.Isosiyete kandi yongereye amafaranga yakoreshejwe muri miliyoni 300 za wafer fab i Crolles, mu Bufaransa, hamwe na silicon carbide wafer fab na substrate fab i Catania, mu Butaliyani.
Amafaranga yinjiye yiyongereyeho 26.4% agera kuri miliyari 16.13 z'amadolari mu ngengo y’imari ya 2022, bitewe n’ibisabwa cyane n’inganda z’imodoka n’inganda, ”ibi bikaba byavuzwe na Jean-Marc Chery, perezida akaba n’umuyobozi mukuru wa STMicroelectronics.Yakomeje agira ati: “Twakoresheje miliyari 3.52 z'amadolari mu gushora imari mu gihe twinjije miliyari 1.59 z'amadolari y'Amerika ku buntu.Icyerekezo cyacu cy'igihe giciriritse mu gihembwe cya mbere ni amafaranga yinjiza miliyari 4.2 z'amadolari, yiyongereyeho 18.5 ku ijana umwaka ushize kandi agabanuka 5.1 ku ijana bikurikiranye. ”
Yavuze ati: 'Mu 2023, tuzotwara amafaranga yinjiza agera kuri miliyari 16.8 z'amadolari gushika kuri miliyari 17.8 z'amadolari, twiyongereyeho 4 gushika ku 10 kw'ijana mu 2022.''Imodoka n’inganda nibyo bizatera imbere iterambere, kandi turateganya gushora miliyari 4 z'amadolari, 80 ku ijana akaba ari ay'iterambere rya 300mm fab na SiC, harimo na substrate, naho 20% asigaye kuri R&D na laboratoire.'
Chery yagize ati: "Biragaragara ko ibice byose bijyanye n'inganda zitwara ibinyabiziga na B2B (harimo ibikoresho by'amashanyarazi na microcontrollers) byanditse neza ku bushobozi bwacu muri uyu mwaka."
Amakuru yumwimerere yumwimerere: Sony, Intel, ADI
04 Omdia: Sony ifite 51,6% yisoko rya مۇستەقىل
Vuba aha, ukurikije urutonde rwa Omdia ku isoko ry’imashini zikoresha amashusho ya CMOS ku isi, kugurisha amashusho ya Sony amashusho yageze kuri miliyari 2.442 z'amadolari mu gihembwe cya gatatu cya 2022, bingana na 51,6% by’imigabane y’isoko, bikomeza kwagura icyuho na Samsung iri ku mwanya wa kabiri, ikaba yari ifite 15,6%.
Umwanya wa gatatu kugeza ku wa gatanu ni OmniVision, onsemi, na GalaxyCore, imigabane yisoko ya 9.7%, 7%, na 4%.Igicuruzwa cya Samsung cyageze kuri miliyoni 740 z'amadolari mu gihembwe cya gatatu cy’umwaka ushize, kiva kuri miliyoni 800 kigera kuri miliyoni 900 mu gihembwe cyashize, kubera ko Sony yakomeje kubona imigabane y’isoko itwarwa n’ibicuruzwa bya terefone zigendanwa nka Xiaomi Mi 12S Ultra.
Mu 2021, umugabane w’isoko rya Samsung muri Samsung ugera kuri 29% naho Sony ya 46%.Muri 2022, Sony yarushijeho kwagura icyuho n'umwanya wa kabiri.Omdia yizera ko iyi nzira izakomeza, cyane cyane mu bihugu bya Sony bigiye kuza muri seriveri ya Apple ya iPhone 15, biteganijwe ko izakomeza kuyobora.
05 Intel: abakiriya basobanura ibarura ryagaragaye gusa mumwaka ushize, bahanuye igihombo 1Q23
Vuba aha, Intel (Intel) yatangaje ko yinjije 4Q2022 yinjiza, yinjije miliyari 14 z'amadolari, igabanuka rishya muri 2016, n’igihombo cya miliyoni 664 z'amadolari, igabanuka rya 32% mu gihe kimwe n’umwaka ushize.
Umuyobozi mukuru, Pat Gelsinger, yiteze ko ubukungu buzakomeza mu gice cya mbere cya 2023, bityo bikaba biteganijwe ko igihombo kizakomeza mu gihembwe cya mbere.Mu myaka 30 ishize, Intel ntabwo yigeze igira ibihe bibiri bikurikiranye.
Nk’uko Bloomberg abitangaza ngo mu gihembwe cya kane itsinda ry’ubucuruzi rishinzwe CPU ryagabanutseho 36% rigera kuri miliyari 6.6 z'amadolari.Intel iteganya ko PC yoherejwe muri uyu mwaka igera kuri miliyoni 270 gusa kugeza kuri miliyoni 295 z'ikimenyetso cyo hasi.
Isosiyete iteganya ko seriveri isaba kugabanuka mu gihembwe cya mbere hanyuma ikagaruka nyuma.
Umuyobozi mukuru wa Intel, Pat Gelsinger yemeye ko umugabane w’isoko ry’ikigo gikomeza kwangirika na mukeba we Supermicro (AMD).
Gelsinger yahanuye kandi ko ibikorwa byo gukuraho ibicuruzwa by’abakiriya bikomeje, iyi ntera yo gukuraho ibicuruzwa nk'uko bigaragara mu mwaka ushize, bityo Intel nayo ikagira ingaruka ku buryo bugaragara mu gihembwe cya mbere.
06 Ku nganda n’imodoka, ADI Yagura Ubushobozi bwa Analog IC
Vuba aha, byavuzwe ko ADI ikoresha miliyari imwe y'amadolari yo kuzamura uruganda rwayo rwa semiconductor hafi ya Beaverton, Oregon, muri Amerika, izikuba kabiri umusaruro.
Turimo gushora imari ikomeye mu kuvugurura aho dusanzwe dukora, kuvugurura ibikoresho kugira ngo twongere umusaruro, kandi twongere ibikorwa remezo muri rusange twongeraho metero kare 25.000 z’ahantu hasukuye ubwiherero, ”ibi bikaba byavuzwe na Fred Bailey, visi perezida w’ibikorwa by’inganda muri ADI.
Raporo yagaragaje ko uruganda rukora cyane cyane chip yo mu rwego rwo hejuru ishobora gukoreshwa mu gucunga ubushyuhe no kurwanya ubushyuhe.Amasoko agenewe ahanini ari mu nganda n’imodoka.Ibi birashobora kwirinda ingaruka kurwego runaka mubisabwa bidakenewe ku isoko rya elegitoroniki y'abaguzi.
Ikoranabuhanga rishya ryibicuruzwa: DRAM, SiC, Seriveri
07 SK Hynix Itangaza Inganda Yihuta Yimodoka DRAM LPDDR5T
Mutarama 26, 2023 - SK Hynix yatangaje iterambere rya DRAM igendanwa yihuta cyane ku isi, LPDDR5T (Power Power Double Data Rate 5 Turbo), hamwe n’ibicuruzwa bya prototype kubakiriya.
Igicuruzwa gishya, LPDDR5T, gifite igipimo cyamakuru cya gigabits 9,6 ku isegonda (Gbps), kikaba cyihuta 13 ku ijana ugereranije n’ibisekuru byabanjirije LPDDR5X, bizashyirwa ahagaragara mu Gushyingo 2022. Kugira ngo hagaragazwe umuvuduko ntarengwa w’ibicuruzwa, SK Hynix wongeyeho "Turbo" kurangiza izina risanzwe LPDDR5.
Hamwe nogukomeza kwagura isoko rya terefone ya 5G, inganda za IT ziteganya ko iziyongera ryibisabwa kuri chip yibikoresho byihariye.Hamwe niyi nzira, SK Hynix yiteze ko porogaramu ya LPDDR5T yaguka kuva kuri terefone igendanwa ikagera ku bwenge bwa artile (AI), kwiga imashini, hamwe no kwiyongera / kugaragara (AR / VR).
08. KURI Semiconductor ifatanya na VW kwibanda kubuhanga bwa SiC kubinyabiziga byamashanyarazi
Mutarama 28, 2023 - KURI Semiconductor (onsemi) iherutse gutangaza ko yasinyanye amasezerano n’ingamba n’Ubudage bwa Volkswagen (VW) yo gutanga modul na semiconductor kugira ngo ibinyabiziga bikoresha amashanyarazi byuzuye (EV) bikemurwe bikemure umuryango wa VW uzakurikiraho. .Igice cya kabiri ni igice cya sisitemu yo gutezimbere muri rusange, itanga igisubizo cyo gushyigikira inverteri yinyuma ninyuma ya moderi ya VW.
Mubice byamasezerano, onsemi izatanga EliteSiC 1200V traction inverter power modules nkintambwe yambere.Amashanyarazi ya EliteSiC arahuza pin, yemerera gupima byoroshye igisubizo kurwego rwimbaraga zitandukanye nubwoko bwa moteri.Amakipe yo muri ibyo bigo byombi amaze umwaka urenga akorera hamwe mugutezimbere ingufu z'amashanyarazi kubisekuruza bizaza, kandi ibyitegererezo byabanjirije umusaruro birategurwa kandi bigasuzumwa.
09 Rapidus irateganya kugerageza umusaruro wa 2nm chip kuva 2025
Tariki ya 26 Mutarama 2023 - Isosiyete ikora ibijyanye n’icyuma cy’Ubuyapani Rapidus irateganya gushyiraho umurongo w’ibikorwa by’icyitegererezo guhera mu gice cya mbere cy’umwaka wa 2025 ikanayikoresha mu gukora chipi ya semiconductor 2nm ya mudasobwa nizindi porogaramu, hanyuma igatangira kubyara umusaruro hagati ya 2025 na 2030, Nikkei Aziya yatangaje.
Rapidus igamije gutanga umusaruro mwinshi 2nm kandi kuri ubu iragenda igera kuri 3nm kugirango ikore byinshi.Gahunda nugushiraho imirongo yumusaruro mu mpera za 2020 no gutangira gukora semiconductor ahagana mu 2030.
Raporo yerekana ko muri iki gihe Ubuyapani bushobora gukora chip 40nm gusa, kandi Rapidus yashizweho kugira ngo izamure urwego rwo gukora semiconductor mu Buyapani.
Igihe cyo kohereza: Gashyantare-03-2023