Amagambo y'Isoko: Semiconductor, Ibikoresho bya Passive, MOSFET
1. Raporo yisoko yerekana ko ibura rya IC ritanga hamwe nigihe kirekire cyo gutanga bizakomeza
Gashyantare 3, 2023 - Ibura ry'amasoko hamwe nigihe kirekire cyo kuyobora bizakomeza muri 2023, nubwo byavuzwe ko hari byinshi byahinduwe muri IC.By'umwihariko, ibura ry'imodoka rizaba ryinshi.Impuzandengo ya sensor yiterambere ryinzira irenga ibyumweru 30;Isoko rishobora kuboneka gusa kugabanijwe kandi ntagaragaza ibimenyetso byiterambere.Ariko, hari impinduka nziza nkigihe cyo kuyobora MOSFETs kigufi.
Ibiciro byibikoresho byihariye, modules yingufu hamwe na MOSFET ya voltage nkeya bigenda bihinduka buhoro buhoro.Ibiciro byisoko kubice bisanzwe bitangiye kugabanuka no guhagarara neza.Silicon carbide semiconductor, byasabwaga gukwirakwizwa mbere, biragenda biboneka byoroshye, bityo biteganijwe ko ibisabwa bizoroha muri Q12023.Kurundi ruhande, ibiciro byingufu modules bikomeza kuba hejuru.
Ubwiyongere bw'amasosiyete mashya y’ibinyabiziga bitanga ingufu ku isi byatumye ubwiyongere bukenerwa ku bikosora (Schottky ESD) kandi itangwa rikomeza kuba rito.Isoko ryo gucunga ingufu za IC nka LDOs, AC / DC na DC / DC zihindura.Ibihe byambere biri hagati yibyumweru 18-20, ariko itangwa ryibice bifitanye isano nimodoka bikomeje kuba bike.
2. Mugihe izamuka ryibiciro byibintu, ibice byigenga biteganijwe kuzamura ibiciro muri Q2
2 Gashyantare 2023 - Bivugwa ko inzinguzingo zitangwa ku bikoresho bya elegitoroniki byoroheje bikomeza kuba byiza kugeza mu 2022, ariko izamuka ry’ibiciro fatizo rihindura ishusho.Igiciro cyumuringa, nikel na aluminiyumu byongera cyane ikiguzi cyo gukora MLCCs, capacator na inductor.
Nickel byumwihariko nibikoresho byingenzi bikoreshwa mubikorwa bya MLCC, mugihe ibyuma nabyo bikoreshwa mugutunganya capacitor.Ihindagurika ryibiciro rizatuma ibiciro byiyongera kubicuruzwa byarangiye kandi birashobora guteza izindi ngaruka zinyuze mubisabwa na MLCCs kuko igiciro cyibi bice kizakomeza kuzamuka.
Byongeye kandi, uhereye kumasoko yibicuruzwa, igihe kibi cyinganda zinganda zirangiye kandi abatanga isoko biteganijwe ko bazabona ibimenyetso byuko isoko ryongeye kugaruka mugihembwe cya kabiri cyuyu mwaka, hamwe nibisabwa mumodoka byumwihariko bitanga umushoramari witerambere ryingenzi kubintu byoroshye. abatanga isoko.
3. Ibisubizo Semiconductor: ibinyabiziga, seriveri MOSFETs iracyari mububiko
Amasosiyete menshi yo muri semiconductor na electronics atanga uburyo bwo gukomeza kubona uko isoko ryifashe mu 2023, ariko imigendekere yimodoka zikoresha amashanyarazi (EVs), ikoranabuhanga rishya ryingufu, hamwe na comptabilite bikomeje guhagarara.Uruganda rukora amashanyarazi Ansei Semiconductor (Nexperia) Visi Perezida Lin Yushu isesengura ryerekanye ko, mubyukuri, amamodoka, seriveri MOSFETs ikiri “mububiko”.
Lin Yushu yavuze ko, harimo na silicon ishingiye ku irembo rya bipolar transistor (SiIGBT), karbide ya silicon karbide (SiC), iki cyuho cy’ingufu nini, icyiciro cya gatatu cy’ibice bya semiconductor, kizakoreshwa ahantu hakura cyane, hamwe na silikoni itunganijwe neza ntabwo ari kimwe, komeza ikoranabuhanga risanzwe ntirishobora kugendana numuvuduko winganda, inganda zikomeye zikora cyane mubushoramari.
Amakuru Yuruganda Yumwimerere: ST, Digital Digital, SK Hynix
4. STMicroelectronics gushora miliyari 4 z'amadolari yo kwagura wafer ya santimetero 12
Mutarama 30, 2023 - STMicroelectronics (ST) iherutse gutangaza gahunda yo gushora hafi miliyari 4 z'amadolari y'uyu mwaka yo kwagura wafer fab ya santimetero 12 no kongera ubushobozi bwa karbide ya silicon.
Mu mwaka wa 2023, iyi sosiyete izakomeza gushyira mu bikorwa ingamba zayo za mbere zo kwibanda ku nzego z’imodoka n’inganda, nk'uko byatangajwe na Jean-Marc Chery, perezida akaba n’umuyobozi mukuru wa STMicroelectronics.
Chery yavuze ko amafaranga agera kuri miliyari 4 z'amadorari ateganijwe gukoreshwa mu mwaka wa 2023, cyane cyane mu kwagura wafer fab ya santimetero 12 no kongera ubushobozi bwo gukora karbide ya silicon, harimo na gahunda ya substrate.Chery yizera ko isosiyete ikora mu mwaka wa 2023 amafaranga yinjiza azagera kuri miliyari 16.8 z'amadolari kugeza kuri miliyari 17.8 z'amadolari, aho umwaka ushize uzamuka uri hagati ya 4% na 10%, hashingiwe ku cyifuzo gikomeye cy'abakiriya ndetse no kongera ubushobozi bwo gukora.
5. Western Digital iratangaza miliyoni 900 z'amadolari yo gushora mu rwego rwo kwitegura gukuraho ubucuruzi bwa Flash Memory Business
2 Gashyantare 2023 - Western Digital iherutse gutangaza ko izakira ishoramari rya miliyoni 900 z'amadolari iyobowe na Apollo Global Management, hamwe na Elliott Investment Management nayo izitabira.
Nk’uko amakuru aturuka mu nganda abivuga, ishoramari ni intangiriro yo guhuza Western Digital na Armour Man.Ubucuruzi bukomeye bwa Western Digital buteganijwe gukomeza kwigenga nyuma yo guhuza, ariko ibisobanuro birashobora guhinduka.
Nkuko byavuzwe mbere, impande zombi zarangije imiterere yagutse izabona Western Digital itandukanya ubucuruzi bwayo bwa flash yibuka kandi igahuzwa na Armored Man gushinga isosiyete yo muri Amerika.
Umuyobozi mukuru wa Western Digital, David Goeckeler, yavuze ko Apollo na Elliott bazafasha Western Digital mu cyiciro gikurikira cyo gusuzuma ingamba.
6. SK Hynix itunganya itsinda rya CIS, igamije ibicuruzwa byo mu rwego rwo hejuru
Ku ya 31 Mutarama 2023, bivugwa ko SK Hynix yavuguruye itsinda ryayo ryerekana amashusho ya CMOS (CIS) mu rwego rwo guhindura intego zayo kuva kwagura imigabane ku isoko no guteza imbere ibicuruzwa byo mu rwego rwo hejuru.
Sony niyo ikora ibicuruzwa byinshi ku isi mu bihugu bya مۇستەقىل, ikurikirwa na Samsung.Yibanze ku gukemura cyane no gukora byinshi, ibigo byombi hamwe bigenzura 70 kugeza 80% byisoko, hamwe na Sony ifite 50% byisoko.SK Hynix ni ntoya muri kano karere kandi yibanze kuri CIS yo mu rwego rwo hasi ifite imyanzuro ya megapixels 20 cyangwa munsi yayo.
Nyamara, iyi sosiyete yamaze gutanga Samsung hamwe na CIS yayo mu 2021, harimo 13 megapixel CIS kuri terefone zigendanwa za Samsung hamwe na sensor ya megapixel 50 ya seriveri ya Galaxy A umwaka ushize.
Raporo zerekana ko itsinda rya SK Hynix CIS ryashizeho itsinda rito kugirango ryibande ku guteza imbere imikorere yihariye n'ibiranga amashusho.
Igihe cyo kohereza: Gashyantare-07-2023