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One-week semiconductor news review
automotive chip customers consider re-negotiating with TSMC
media reported that wafer foundry is facing customer order cuts, and the capacity utilization rate has dropped significantly. Previously, due to chip shortages and downs, car manufacturers and chip manufacturers who only seek to seize the opportunity and plan to re-negotiate with wafer foundry in the fourth quarter. There may be uncertainty about the price increase of TSMC, the leader in foundry, next year, and some automotive chip customers have considered re-negotiating.
core missing! Japanese manufacturers make moves: Toyota production cuts, Panasonic price increases!
Toyota said on Thursday that due to the shortage of semiconductor , 800,000 vehicles will be produced in October, which is 100,000 less than the previous scheduled average monthly plan. Panasonic also announced this week that it will raise the shipment prices of about 120 categories such as home appliances and batteries starting from October 2022, with an adjustment of about 2% to 45%.
South Korea's dependence on China's semiconductor raw materials surged
According to businessKorea, South Korea's dependence on China on major semiconductor raw materials has soared in the past five years. According to data released by the South Korean Ministry of Industry and Commerce and Resources on September 20, from 2018 to July 2022, the number of silicon wafers imported by South Korea from China, hydrogen fluoride , neon, krypton and xenon increased sharply.
U.S. Department of Defense urges defense companies to decouple China's supply chain
U.S. Department of Defense said it has begun to use Artificial Intelligence to better analyze whether aircraft parts, electronic products and raw materials used by its military contractors come from China and other potential rivals. At the urging of the U.S. Department of Defense and lawmakers, defense contractors have said they will gradually stop using microelectronics and specialty metals from China.
LichiChang: Automotive semiconductor business opportunities are more than mobile phones
LichiChangren, chairman of LijiChang, revealed that he had discussed the topic of automotive semiconductor business opportunities with TSMC President Wei Zhejia. The consensus between the two is that only a small number of automotive semiconductors use advanced processes, and most of them are about 80% mature processes, so "everyone has a chance" and brings more business opportunities than mobile phones.
Original dynamics
Infineon: Some SAK series demand continues to increase, and prices have also continued to rise. For example, the price of SAK-TC1797-512F180EF AC new batch has risen by more than 20%; the price of SAK-TC387QP-160F300S AE has also been rising, and it is out of stock and is prone to delay tickets; however, the price of SAK-TC377TP-96F300S AA has been falling, and the price has fallen by more than half from the beginning of August to the present, and the market has sufficient supply.
NXP: MK10DN512VLQ10 still has demand, but it is difficult to get the goods. The prices of MK64FN1M0VLQ12, S912ZVL64F0MLF, and S912ZVL96F0VLF have all risen sharply, but the volume of goods is very small. The industrial general-purpose MCU-MK series is still very popular. NXP is mainly out of stock in automobiles and medical categories.
Melexis: The order delivery time of overall melexis has not been eased; general diode and transistor are now delivered more than 40 weeks, and the price is on the downward trend but it is still expensive; low-voltage mos tubes, logic devices and image sensors have been delivered for more than 50 weeks, and there are currently a small number of sensors, and the out-of-stock has been alleviated, and the spot price is still high; logic IC chips have been delivered at 30-50 weeks, and some series of models are severely out of stock, such as the NC7SZ series, which is difficult to find at present.
TI: The price of popular model TPS92662AQPHPRQ1 has more than doubled, and the goods are booked immediately as soon as they are released. The demand for automotive materials for the DS90UB series is still very strong, and the prices are rising again and again.
Microchiph: The market demand in the plc16 series and KSZ8 series is strong, and Internet celebrities are expected to be very popular. The out-of-stock status is expected to last for 3 months.
vishay: The delivery period of the diode is as high as 30-25 weeks, and the delivery period is tight. Some materials have dropped prices. The prices of some automobile materials have risen, and the delivery period is unstable, and the market demand is large.
ADI: Due to the impact of inflation in the supply chain, ADI will increase the price of the entire product line, and the execution will begin at 9.25, and the increase of is unknown.
ON: demand for ON this week is relatively strong, mainly focusing on automotive-specific pipes and chips, power management chip . Although the supply of some products has eased, the delivery time is still very long and it is relatively tight.
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