Flyking Weekly Express 20230522

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Relative Shortage of DDR5 Supply

So far, there is a relative shortage of DDR5 supply and pricing has increased by roughly 20%. Customers who are seeking supplies of DDR5 RDIMMs are receiving very low inventory allocations. Support for DDR5 128GB RDIMMs supply will be limited until mid-July. For lead time orders, the average lead time is approximately one month.

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Part of Vishay’s Products Are in Tight Supply

In terms of Vishay, VY, and CRW series are up to 100 weeks. In addition, customers reported receiving pushback on SQJ series MOSFET allocations, and delivery times were in excess of 80 weeks?

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NXP's Lead Times Are Still?Unstable

Lead times for the FSxxx and MCF series of automotive grade MCUs are slightly better but still take at least 52 weeks. The supply of the S9x series is also limited and market pricing has increased. Also, lead times for the LPC series have improved.

MCIMxx's lead times are around 70 weeks, but still unstable. Sxxx's lead times have been up to at least 52 weeks. In the FS32 series, stock demand for FS32K146HFT0VLHT is increasing.

Allocation of MPN MKE18F512VLL16 has been unstable as lead times continue to be pushed back. This MPN as well as other supplies directly from the manufacturer are seeing lead times extended.

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China's Investigation of Micron Will Have Certain Effects

China's investigation of Micron could have both short- and long-term effects on supply and demand. In the long term, Micron could lose its competitive edge in the memory market as customers look for substitutes from other brands. In the short term, however, forecasts indicate a small spike in memory demand. In addition, distributors were notified that they will not accept lower prices for DRAM and NAND Flash from May 1, indicating that current price levels are as low as they can go.

High Demand for Electric Vehicles, Renesas MCU Production Expansion by 10%

According to the report, due to the popularity of EVs and the surge in demand for MCUs, Renesas plans to invest about 48 billion yen to introduce manufacturing equipment in three factories in Japan, aiming to increase MCU production capacity by 10% by 2026.

The Ministry of Economy, Trade and Industry (METI) of Japan will provide subsidies for related investments to strengthen semiconductor production. And they will provide 15.9 billion yen in subsidies for Renesas' investments in the three plants. Renesas rose 0.27% to close at 2,046.5 yen on the 17th, a new record high in the past 14 years and 8 months (since Oct. 1, 2008).

ST's LPS22DF Pressure Sensor Is Officially Certificated by NextNav

ST's LPS22DF pressure sensor officially received NextNav certification, which guarantees performance and reliability for geolocation and other types of applications. The certification thus provides a new assurance for the growing number of manufacturers who need precise vertical positioning information for regulatory or market reasons. The device supports a maximum pressure of 1260 hPa while consuming only 9.1 μA in high-performance mode. therefore, the NextNav certification is an objective and external recognition of its capabilities and encourages manufacturers to adopt it.

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Onsemi?Is Considering Expanding Production of Silicon Carbide Chips

Onsemi is considering investing $2 billion to boost production of silicon carbide chips widely used to help expand the range of electric vehicles, executives said on 5.16. Accordingly, Onsemi is considering expansion in the United States, the Czech Republic or South Korea. At a financial analyst day on Thursday, executives said they aim to capture 40 percent of the silicon carbide automotive chip market by 2027. The company forecasts that growth in this and other areas will help its revenue grow at a compound annual growth rate of 10 to 12 percent, with sales expanding from $8.3 billion in 2022 to a median of $13.9 billion in 2027. Over the same period, Onsemi expects free cash flow to expand from $1.6 billion in 2022 to $3.5 billion to $4 billion in 2027.

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Infineon Partners with Imagimob

Imagimob joins Infineon team to collaborate on hardware/software ecosystem. Infineon said that artificial intelligence and machine learning are about to enter every embedded application to a large extent, respectively. With Imagimob's outstanding platform and its expertise in developing powerful machine learning solutions for edge devices, it can help the company further strengthen its ability to achieve new levels of control and energy efficiency in products, while protecting privacy.

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