Wafer foundry market turns, Infineon expands foundry layout

1. IC design factories start to diversify their supply, and the foundry market turns

According to a report from IT House citing Taiwan’s Central News Agency, the semiconductor industry’s prosperity has reversed, and wafer foundry capacity has been loosened. IC design factories are strengthening the supply chain. OEM quotations may face pressure.

IC design manufacturers predict that as chip factories gradually complete the multi-capacity layout, the wafer foundry market will change from a seller’s market to a buyer’s market in the past, and wafer foundries may face pressure in future foundry quotations.

2. Samsung foundry department will expand power semiconductor cooperation with Infineon

According to the Science and Technology Board Daily, citing the Korean media The Elec, Samsung’s foundry department will join hands with Infineon to expand its power semiconductor business. According to industry sources, since last year, Samsung has OEM MOSFET products for Infineon. In addition, the scope of cooperation between the two companies is likely to be further expanded to next-generation power semiconductors such as IGBT or SiC.

3. The demand for applications other than mobile phones has recovered, and the revenue of display driver IC manufacturers has increased

According to Taiwan’s Electronic Times report quoted by Science and Technology Innovation Board Daily, display driver IC manufacturers have successively announced their revenue performance in February. With various applications receiving urgent orders, the revenue of most manufacturers has increased compared with the previous month.

At this stage, the demand for mobile phones is still relatively weak; in the IT application segment, some high-end panel products have started to replenish; the demand for TV is relatively healthy, and the visibility of orders is gradually increasing; automotive and non-consumer applications demand is better. In addition to the sluggish outlook for mobile phone demand, other applications are expected to gradually usher in demand recovery.

4. Winbond helps STMicroelectronics improve the performance of STM32 series memory

According to the Winbond Electronics official account, the storage manufacturer Winbond has reached a cooperation with the MCU giant STMicroelectronics (ST), importing Winbond’s niche memory chips and memory modules into STMicroelectronics’ STM32 series MCU and MPU.

After the conclusion of this cooperation, the two parties will aim to optimize integration and improve performance, and ensure the long-term availability of Winbond and STMicroelectronics equipment to further meet the needs of customers in the industrial market.

5. Toshiba launched a new discrete IGBT, which will greatly improve the efficiency of air conditioners and industrial equipment

Toshiba Electronic Devices & Storage Corporation today (9) announced the launch of a 650V discrete IGBT—GT30J65MRB—for power factor correction (PFC) circuits of large power supplies for air conditioners and industrial equipment. The product supports volume shipments starting today.

Power semiconductor devices have been proven in the industry and are of great significance for energy saving efforts. Demand for high-efficiency switching devices is growing due to the increasing use of inverters in air conditioners in high-power industrial equipment and home appliances, and the need to reduce power consumption in large power supplies for industrial equipment. This creates a need for low loss switching devices and higher switching frequencies in PFC circuits.

6. SIA: Global semiconductor sales in January fell 5.2% month-on-month and 18.5% year-on-year

According to foreign media reports quoted by TechWeb, according to foreign media reports, the US Semiconductor Industry Association (SIA) announced that global semiconductor sales in January 2023 will be 41.3 billion US dollars, a month-on-month decrease of 5.2% and a year-on-year decrease of 18.5%.

In early February of this year, data released by SIA showed that global semiconductor sales in 2022 will set a new record, reaching 573.5 billion US dollars, an increase of 3.2% compared with 2021. In the fourth quarter of 2022, global semiconductor sales will be US$130.2 billion, a year-on-year decrease of 14.7% and a quarter-on-quarter decrease of 7.7%.

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