The latest information of chip manufacturers (1)

Lansheng Technology Information: This article is about the demand for chips from Texas Instruments, NXP, and STMicroelectronics.

TI: General-purpose analog chips have become the hardest hit area for price cuts.

The demand for TI has been on a downward trend in the past six months, and the current price has returned to normal levels. In order to seize more market share, TI started a price war with domestic chips. General-purpose analog chips (power management & signal chain) have become the hardest hit by price cuts, and the market impact of dedicated analog chips is relatively scattered.

In terms of delivery time, except for automobile materials, the normal delivery time of other series has basically returned to 6-8 weeks, and large automobile factories and TI have signed guaranteed delivery agreements, so it is difficult for TI to be out of stock in the short term Appear. This month, TI also announced that it will build two new assembly and testing plants in Malaysia, which are expected to meet approximately 90% of TI's assembly and testing needs by 2030.

The current demand for ST is stable, and the inventory level of consumer MCUs in the original factory and agents is relatively high.

Q3 continues to arrive, and this category is still returning to normal prices. It is rumored that the original factory of Q3 will have a price adjustment. With the arrival of Q3 in large quantities, market channel operators are more optimistic that the original factory will provide corresponding price support to seek rolling shipments. ST's demand is mainly concentrated on automotive materials, such as VNI4140KTR, VNH3SP30TR-E, the price is often high.

In the next 2-3 years, ST will vigorously promote the development of silicon carbide. This month, ST announced a partnership with Sanan Optoelectronics to produce dedicated SiC devices for ST to meet the needs of its Chinese customers. In addition, ST announced that it will cooperate with Airbus in Europe on wide bandgap power semiconductors.

NXP: The overall demand is weak, some materials are upside down.

NXP's overall demand is weak this month, and demand is still concentrated in automobiles and some industrial products. The materials that were in short supply before are still out of stock, such as S912ZVxx, 1.MX60xx, MKxx, and the delivery time is still more than 52 weeks, but the price fluctuation has become smaller. In addition, on the whole, the number of out-of-stock models is decreasing, the arrival of agents has increased, and the prices of some materials have been inverted.

Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports. 

Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc

To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com