Seektronics

  As we all know, the chip industry has a cycle, and according to the historical experience value, usually, a chip cycle is 3-5 years, and the market will be 1-2 quarters ahead of the fundamentals.   Why do cycles occur? First of all, the market demand increases, the supply exceeds the supply, the price goes up, then the fabs increase production, increase capacity, and the chip industry continues to rise, and this is the upcycle.   As capacity grows, there is a problem, which is that supply slowly exceeds demand, so inventories are high, prices fall, and eventually, there are fewer fabs, and you enter a downward cycle.   Until after the production cut, the market supply and demand relationship are balanced, slowly short of supply, then the chip price began to rise, into the upward cycle.   Throughout the decades of chip history, the industry has been up - down - up - down... Periodic fluctuations.   So the question arises, what stage is the chip industry currently in?   We all know tha

1. The gate   1.1 AND gate   And gate is two inputs and one output, when both inputs are 1, the output will be 1, otherwise the output will be 0. The underlying principle of the gate is explained by relays as follows:     In the case of an energized coil, there will be a magnetic effect. In the figure above we can see that if the two coils are energized, they will each suck down the switch above them, thus making the switch closed, which will then eventually lead to the bulb being energized.   We can see that there is a power supply connected to the bulb, and there are two switches on this circuit, which are controlled by the other two power supplies, so three power supplies are used in the whole circuit.     After simplifying the circuit, it looks like this above. As you can see, the light bulb should have the power to ignore, leaving only two switching power supplies.   1.2 Or-gate   OR-gate also has two inputs and one output. If at least one of the two inputs is 1, then the output i

  Out of stock, price rise, the global lack of chips increasingly intense.   Recently, the global power semiconductor leading Infineon is brewing a new round of product prices, prices or up to 12%! Similarly, the world's largest foundry TSMC also rumored in July will be adjusted upward, the rate of 15 ~ 30%.   And accompany of out of stock rise in price, is the chaos .   Chaos 1: Fakes proliferate   From masks to vaccine passports to chips: almost all products that have been in high demand over the past year or so have inevitably provided opportunities for fraudsters hoping to make easy money by faking them.   The shortage of chips has increased prices, leading companies to place orders with suppliers who do not pass quality checks, thus flooding them with counterfeit goods. Studies have shown that as lead times increase, manufacturers are under pressure to source parts quickly and start sourcing from third-party distributors. Soon, counterfeit products entered the supply chain.