Flyking Weekly Express 2024-12-02
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Microchip Demand Remains Weak
The market is still in the phase of clearing Microchip inventory, with common items such as the KSZ and USB series maintaining high stock levels. Throughout October, demand for Microchip products has been relatively soft, with purchases limited to small batches or individual units. For general-purpose materials, customers favor scheduled orders, while factory clients are preparing for production plans up to a year ahead, aiming to lock in prices early to optimize costs.
NXP: Tight Supply of MCUs and MOSFETs
Overall demand in NXP's spot market has remained stable. However, shortages in some MCU and RF MOSFET lines are noticeable. Key demand areas include China and the Asia-Pacific, driven by the rapid shift in the Chinese automotive industry toward electrification, smart technologies, and autonomous driving, boosting the need for NXP's automotive semiconductor products.
Onsemi Targets Chinese Automotive and Energy Storage Markets
Onsemi is strengthening its presence in China, focusing on automotive and energy storage markets as strategic priorities for 2025. Additionally, Onsemi highlighted the rising energy consumption in AI data centers, which mirrors the growth of EVs, emphasizing the importance of efficiency in this market.
Renesas Faces Shortages in Discontinued Products
Renesas' overall demand remains low, centered on industrial control and communication fields. Current shortages are evident in some discontinued series, including ISL, HD64, and M30. For standard materials, customers are showing patience, opting to wait 3-12 weeks or more to receive their products.
AMD Expands R&D in India
AMD has inaugurated the second phase of its AMD Technostar design center in Bengaluru, focusing on developing high-performance CPUs, GPUs, and adaptive SoCs. With an initial $400 million investment over five years, AMD is accelerating its R&D efforts, potentially surpassing its financial commitment earlier than expected.
Infineon Struggles with Inventory Challenges
Infineon continues to grapple with surplus chip inventory, particularly in the automotive sector. Despite a slow international automotive market, China's EV sector shows steady growth. With weak demand for automotive and industrial equipment chips, Infineon's revenue for the next fiscal year is projected to decline.
Intel to Receive CHIPS Act Subsidies
The U.S. Department of Commerce has confirmed a $7.86 billion subsidy for Intel. These funds will support semiconductor manufacturing and advanced packaging projects in Arizona, New Mexico, Ohio, and Oregon, aimed at bolstering the U.S. semiconductor industry.
Vishay Invests in NWF Wafer Fab
Vishay plans to invest £51 million in the NWF wafer fab in Wales, which it acquired from Nexperia earlier this year. This funding will support the development of power devices and a transition to SiC power devices, enhancing production capabilities.
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