Seektronics

Analog IC as the second wave of the drive IC into the stock price correction of the group, the stock price almost compared to the high point has been cut, the market re-examination of the possibility of this group. In terms of fundamentals, as most of the applications are focused on consumer electronics-related industries, orders are still quite weak in the first quarter, and new pulling power may start after April at the earliest. However, inventories are still high, so it will take time to wait for new momentum or new film investment.   From the perspective of this year's operating structure, the situation of the top and bottom of the second half of the year seems to have been settled, but it is still impossible to say how the demand will rebound in the second half of the year. However, from the perspective of the volume of open cases, it is understood that the general willingness of brand customers to develop new products is still high, most according to the original plan, but i

 Following the suspension of MCU orders by ELAN , Holtek Semiconductor issued a notice on 21st April suspending orders with immediate effect. The price of various semiconductors, especially MCUs, has risen as a result of factors such as the tightness of 8-inch wafer foundries. The demand for MCUs is so high that many major MCU manufacturers at home and abroad are operating at full capacity, but supply still exceeds demand. In its notice, Holtek  Semiconductor stated that Suspension of orders for 2022 Subject: Orders with delivery dates in 2022 are suspended with immediate effect.   Description: 1. The wafer fabs and packaging houses have advised that there will be another wave of price increases soon - price increases of 15%-30%. 2. The fabs are expected to provide 2022 production numbers by early May and will announce 2022 order acceptance rules when confirmed.   3. expected to resume accepting orders for 2022 by mid-May. 4. 2022 orders that have received deposits will be rescheduled