Flyking Weekly Express 20230904

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Demand for TI Remains Weak

Demand for Tl remained low in August, and factory inventories will be able to meet this year's production requirements. TI's lead time has gone back to 6-8 weeks for most chips which will cause the spot market to remain difficult to face in the coming months. Some factories are beginning to look for long-term ordering opportunities to lower their costs.

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ST’s Demand Is Low, Inventory Is Waiting For Cleaning

Demand for ST has been mediocre recently, with many customers on the sidelines.

Agents?are still cleaning their inventory.

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NXP Overall Demand Is Weak

NXP overall demand is weak in August and inventory levels are higher. Generally, most of the product prices are declining. For example, the price of MK64XXXXX?is decreasing sharply.?There are also some industrial and automotive products, and although the lead time has been improved, there is still some oversupply, such as MC52XXX,?S912ZVXXX, and others. Overall customers need to have good price support to pick up their products. Customers now have more demand for long-term orders based on new projects.

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ADI Demand Declined Significantly

ADI's shortage of products is mainly concentrated in the fields of industrial control, medical, and automotive products. General products' prices, due to sufficient inventory, dropped seriously. In general, ADI's demand has declined significantly, there is a need to focus on the shortage of products, such as automotive parts. In terms of delivery, the lead time of general products has fallen back to 13 weeks, part of the shortage of product delivery is still more than 30 weeks.

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Broadcom’s Automotive Products Will Ease

It is expected that automotive products will ease, it might not occur shortage problems soon.

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Broadcom's demand is still mainly focused on AI, as well as SS26/SS24 and other high-end PLX chips. In terms of communications, although it is close to the traditional peak season of previous years, there is still no sign of improvement. The second half of the year is still very challenging, as consumer products are even more stagnant, and many customers have indicated that they have a large amount of inventory that needs to be released and that they need to be cautious in their purchases.

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Intel to Launch Data Center Chip Sierra Forest Next Year

Intel will launch a new data center chip-Sierra Forest next year. Sierra Forest is said to be Intel's first E-core Xeon scalable chip for data centers, which will deliver a 240 percent increase in performance per watt over current-generation data center chips. In addition to Sierra Forest, Intel will also launch Granite Rapids, the next generation of Xeon processors, in 2024.

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MICROCHIP's 8-bit, 16-bit MCUs Are in Sufficient Stock

Because Microchip arranged the production capacity in the first place this year, 8-bit and 16-bit MCU product delivery has basically returned to 12-30 weeks. The supply is relatively sufficient, and the spot offer has returned to the pre-2020 level. So far, there is still premium space for most of the MCU used in automotive applications, but due to the low substitutability of the product, the customer orders will need to wait for a longer lead time.

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Intel May Become the World's Second-Largest Foundry Chipmaker by 2024

According to the report, Intel could overtake Samsung as the world's second-largest foundry chipmaker behind TSMC as early as 2023. Intel aims to regain its position as a technology leader through its IDM 2.0 program, expanding its use of third-party foundry capacity and increasing its own fab capacity to expand its presence in contract chip manufacturing. As a result, the list of top 10 foundries is set to change in 2024 as Intel ramps up its efforts to return to the foundry space, coupled with Samsung's ongoing inability to win major external customers for its advanced chip manufacturing and packaging capabilities.

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