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

TSMC rare increase in the full process foundry price 10 ~ 20%, the market is expected to IC design and even downstream terminal brand industry will face foundry up costs difficult to pass on, but the foundry offer although strong quarterly up does not affect many IC design industry price increase plan.   The IC design industry revealed that this wave has the strength to "fully pass on" the industry, including MediaTek, REALTEK, Novatek, ASMedia, ASPEED, etc. have been determined in the fourth quarter, the first quarter of 2022 will start to increase prices, in addition to STMicroelectronics, Xilinx, Molex, ON Semiconductor, TI, Broadcom and Intel have also been increasing chip prices.   01 STMicroelectronics raises for the third time   On 27 September, STMicroelectronics issued another notice stating that the current shortage in the semiconductor supply chain continues to severely affect our industry, with no short-term signs of recovery.   With some key supplies in the suppl

Semiconductors are the main components used in transistors, LED displays, solar cells, and perhaps more commonly used in microchips. As the demand for microchips in many industries continues to increase, manufacturers are struggling to keep up, and the current delivery time is very long. And the supply of semiconductors is limited. But what prevents manufacturers from meeting this requirement?     Fast-growing markets and new technologies   Although issues related to the pandemic have certainly exacerbated these problems, component shortages started long before quarantines and travel restrictions. Electronic equipment and vehicles require microchips, and therefore semiconductors.   These markets continue to grow exponentially, as many people buy new smartphones every time a new model comes on the market, more and more home devices are compatible with the Internet of Things, and the imminent ICE driving ban prompts consumers to switch to electric vehicles. With the rapid growth of thes