The Latest Chip Market Information of Broadcom, Renesas, ON Semiconductor By Lansheng Technology
1. Broadcom: Demand continues to slow
The demand for #Broadcom continues to slow down, and the market prices of most materials have tended to normal order prices, and the market prices of some materials have even turned upside down. Weak demand for consumer and communication products in the first half of the year is basically a foregone conclusion. Broadcom’s out-of-stocks are mainly concentrated in some automotive materials and some high-end PLX materials. The automotive industry mainly comes from overseas demand, while PLX high-end materials mainly benefit from the current artificial intelligence such as ChatGPT fiery influence.
2. Renesas: The demand for MCU has increased significantly
#Renesas’ demand for MCUs has increased significantly this month, especially for the R5 and R7 series, which are in short supply. The delivery cycle of these two products is around 40-50 weeks, and it is difficult to arrive in advance. In addition, the supply of the R8Axxxx series is currently tight, and the delivery time is still unstable, and it is expected to continue to be out of stock.
Both sales and net profit of Renesas in the first quarter of 2023 have increased, which is generally better than expected, but Renesas is not optimistic about the performance of the second quarter. Renesas is carefully studying the demand trend in the second half of the year and shipping. Raise channel inventory slightly to avoid opportunity loss.
3. ON Semiconductor: The demand for automotive specifications continues to grow
At present, the delivery period of ON Semiconductor has gradually stabilized, and even for high-priced chips, the upside is limited. What is still missing today is mainly a batch of products that are difficult to replace, such as automotive MOS, automotive IC, and MBRS series used in industry and medical treatment.
ON Semiconductor is strengthening cooperation with customers through joint laboratories and long-term supply agreements. When customers need to ramp up mass production, ON Semiconductor's supply can keep up with their needs. ON Semiconductor will work hard to increase SiC #silicon carbide production capacity this year.
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