Since 2024, with the blessing of AI, the demand for memory chips has soared, from losses everywhere to continuous price increases.
It is understood that from January to April 2024, the sales of memory chips increased by about 85.4% year-on-year, and the market prices of DRAM and NAND continued to rise, increasing by about 50% over the same period last year.
With the accelerated rebound of memory chips, WSTS has raised the growth rate of the global chip industry from 13.1% to 16.0% this year, and SIA also predicts that the sales of the chip industry will reach $611.2 billion this year, a record high.
So, is the chip market really going to recover?
下面,整理了TI、ST、NXP、Microchip、ADI、安森美、英飞凌等大厂芯片最新行情,仅供大家参考!
1、TI
Demand for TI remains weak, with sufficient spot supply in the market and some parts prices inverted.
TI's inventory level is still very high, and the prices of many parts are still falling. Taking TMS320F28335PGFA as an example, this material is TI automotive-grade MCU, whose market price was about 6.8 yuan at the beginning of this year, and has now dropped to about $5.5, a decline of nearly 20%.
In addition, in the spot market, many customers give targets that are too low to close a deal.
2、ST
This year, the MCU market is seriously involuted, and the overall demand for ST's MCUs is still tepid.
However, ST continues to make efforts in the field of silicon carbide and has rapid development prospects. In March, it signed a long-term cooperation agreement with SiCrystal, a manufacturer of silicon carbide substrate wafers, and in early June, the good news came that it had deepened its cooperation with Geely.
It is understood that ST and Geely signed a long-term supply agreement for silicon carbide devices, and Geely's mid-to-high-end pure electric vehicles of several brands will use ST's third-generation silicon carbide MOSFET devices.
3、NXP
Demand for automobiles is declining, and overall demand for NXP continues to slow.
On the whole, the original factory has sufficient production capacity, and the order arrangement is relatively stable. The demand for vehicle specifications has not improved, while the demand for industrial control has increased compared with the previous month.
Recently, NXP released the new SAF9xxx series audio DSP, which brings a number of artificial intelligence audio functions to the in-vehicle infotainment system, which is an important technical improvement in automotive audio processing.
4、Microchip
Microchip's demand was sluggish this month, the spot market was well supplied, and many factories were also selling off a lot of goods.
At present, there is almost no shortage of material demand from the client, which is basically the demand for order ordering, and the delivery time of agent orders continues to shorten, but the target price of customers continues to fall, and it is difficult to make a transaction.
Previously, Microchip had said that its revenue and earnings per share forecast for the current quarter were lower than market expectations as clients continued to clear excess inventory.
5、ADI
In the spot market, the supply of ADI general materials is sufficient and the price is relatively stable.
ADI is adapting its channel strategy, optimizing its sales channel mix and strengthening its direct sales capabilities to adapt to market changes and customer needs. It is reported that starting May 26, 2024, the way ADI and Arrow work together is changing, and Arrow is no longer approved for new requirements, but still acts as ADI's fulfillment agent.
In early June, ADI launched a new customer service online store platform to provide users with comprehensive online support and services, and began to expand its manufacturing facilities.
6, Mi Yasumori
onsemi's overall demand is still weak, and this month's demand is mainly concentrated in the power MOSFETs of NCP, NCV, NVM, MC series, FQ and FD series, as well as diodes and transistors starting with MMB.
Although the delivery time of some general-purpose diodes and transistors is shortening, the overall delivery time is still relatively long compared with other brands.
Recently, onsemi announced plans to reduce its global workforce by about 1,000 people in order to simplify its business structure and reduce operating costs, and also announced the construction of a silicon carbide plant in the Czech Republic.
7. Infineon
Infineon's market demand has slowed down, and spot demand is still mainly concentrated in materials that have stopped production of old batches or have poor manufacturing processes.
From the perspective of customers, many customers are looking for lower prices and alternative solutions, but in terms of medium and high pressure pipes, Infineon still has an irreplaceable market share.
8. Renesas
Renesas overall demand is not much, mainly concentrated in industrial control, automotive and other fields, and the shortage demand is mainly concentrated in some old discontinued series, such as ISLxx, HD64xx, M30xx and other series.
Renesas today announced the completion of the acquisition of Transphorm, a global manufacturer of gallium nitride (GaN) power semiconductors, and is ready to expand its wide bandgap product range to provide customers with more power solutions.
以上就是TI、ST、NXP、Microchip、ADI、安森美、英飞凌等芯片最新行情,希望对大家有帮助!
On the kitten core city, make the procurement of components easier, welcome to pay attention!