The latest information of chip manufacturers (3)
Lansheng Technology Information: This article is about the demand for chips from Broadcom, Xilinx, and ADI.
Broadcom: gratifying financial report, auto is expected to soar
Broadcom's demand has not improved in the past month, communications and consumption are in trouble, and industrial products have some demand. It is understood that industrial products may be out of stock in the later stage. But recently, automotive materials have become popular again, and prices have even reached a high point in 2021. For example, BCM89811 has risen to more than 10 dollars, BCM89551 has risen to more than 20 dollars, and BCM89251 has risen to more than 10 dollars. over $10. It is reported that the BCM89551 series is also used in BMW cars. This month, Broadcom also announced its second-quarter financial report, with revenue of US$8.733 billion, an increase of 8% year-on-year.
Xilinx: The demand has increased, and the delivery date has not changed significantly
Xilinx's demand this month is mainly focused on the XCKU and XC6SLX series. In terms of delivery time, the delivery time of most 7 series materials is maintained at 18-30 weeks; the delivery time of 6S series materials has not improved significantly for the time being, about 50-80 weeks; the attitude of the original factory to adjust the price is also relatively vague.
In addition, AMD recently announced that the product life cycle of 7 FPGA series devices will be extended to at least 2035, and the product life cycle of 6 FPGA series devices will be extended to at least 2030.
ADI: Industrial control and automotive specifications chips are still in short supply
The inventory of ADI general materials is sufficient, and the market price has dropped sharply. The lead time of general materials has been restored to 13 weeks, but the lead time of some materials has exceeded 30 weeks. It is expected that the follow-up delivery period will continue to improve. On the other hand, industrial control, medical, and automotive materials are still in short supply and lead times are long. Previously, ADI said it expected to adjust product prices at the end of May, but it has not yet been reflected in June.
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