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Jun 21 , 2021

The logic of chip shortage

The logic of chip shortage Transparent core The Fed's dollar hegemony cuts the leek cycle + the Sino-US trade war + the epidemic + the N element. When the normal supply chain is destroyed: The first wave : The US entity list companies represented by Huawei have prepared goods for one or two years, which has drastically caused an ecological imbalance in the supply chain, leading to the collapse of ...

Jun 21 , 2021

The supply of large-size driver ICs is in short supply until the end of the year

The housing economy has strong market demand, and the supply of large-size driver ICs is in short supply until the end of the year Core headlines According to the latest report of the research institute TrendForce, benefiting from the housing economy effect derived from the epidemic, the demand for IT products will continue to increase in 2021, so the demand for driver ICs will also increase accor...

Jun 17 , 2021

Big price increase

Big price increase! Foundry Q3 rose another 30%, driver IC, MCU followed by 10% Core headlines According to Taiwan media reports, the supply of mature wafer foundry processes has intensified. It is reported that the quotation in the third quarter will be increased by up to 30% , which is far higher than the market expected 15%. UMC and Power Semiconductor Manufacturing Co. are ...

Jun 17 , 2021

How long will the "core shortage tide" continue?

How long will the "core shortage tide" continue? The 340 billion semiconductor giant will raise prices again Out of stocks and price increases, the popularity of global chips has become more and more intense. The 340 billion semiconductor giant’s price increase plan has further aggravated the anxiety of the global automotive industry. According to media reports, Infineon, the global lead...

Jun 11 , 2021

Anshi Semiconductor: Start to increase prices from June 7th

Anshi Semiconductor: Start to increase prices from June 7th! The epidemic hit, too tempting, KYEC, and Epson have stopped work! Anshi Semiconductor: price increase from June 7 Recently, the Security World Semiconductor (Nexperia) issued a notice to customers hike. Security World Semiconductor, said, affected by the new crown pneumonia, semiconductor wafer foundry and ...

Jun 11 , 2021

Burst! Taiwan today announced that it will extend Taiwan's three-level alert control to June 28

Burst! Taiwan today announced that it will extend Taiwan's three-level alert control to June 28 The epidemic has not slowed down, and the second extension of the third-level alert is on the line! Taiwan’s “Chief of Health” Chen Shizhong announced a total of 343 cases in the mainland on the 6th, with 75 cases in Miaoli County attracting attention, surpassing Taipei’s 64 cases for the firs...

Jun 09 , 2021

IC supply is even worse due to the outbreak of Epidemic on June

The outbreak of the epidemic in the Taiwan factory, the escalation of the core panic, the chip supply is even worse! Original core world Recently, the local epidemic in Taiwan has continued to spread. The number of confirmed cases has exceeded the 10,000 mark, and the death toll has continued to rise. The administrative agency of the Taiwan authorities announced on the 7th that the three-leve...

Apr 06 , 2021

TI individual ingredients are fried to 1000%! Behind the madness of power management ICs

The shortage of power management ICs that began in July last year has lasted for three quarters, and downstream electronics manufacturers are still actively looking for goods to stock up. From the rapid increase in downstream consumption, the elimination of the original production capacity of the head factory and the transformation of channels have led to the concentration and reduction of supply,...