行业趋势

Where there is data, there is storage. As we all know, semiconductor memory has the characteristics of small size and fast storage speed, which can be widely used in server, PC, smart phone, automobile, Internet of things, mobile storage and other fields.

According to ECIA's latest Electronic Components Sales Trend (ECST) survey, the electronic components Sales Trend index surged in February, but cooled in March. In the February survey, respondents had expected sales sentiment to improve in March. However, the actual result in March was a 2-point drop in overall sentiment to 88.6

With the continuous development of global economy, semiconductor industry has become one of the key points of economic competition. However, in recent years, the investment in the semiconductor industry has slowed down, and the operation of equipment engineering plants is feared to be stagnant, which has aroused people's concern. This article will analyze the reasons for the slowdown in semiconductor industry investment from a variety of perspectives, and explore the possible challenges facing the operation of equipment engineering plants.

A recovery in the car market will boost revenues for European chipmakers this year. Automakers are scrambling to source the most efficient parts for their passenger cars as they push to electrify vehicles.

Not only did the global semiconductor supply chain slow ahead of the pandemic, but volatile markets further exacerbated these problems. The most important factor contributing to the delay is the limited supply of semiconductors, materials and related components.

According to Gartner's latest forecast, global IT spending is expected to reach $4.5 trillion in 2023, up 2.4 percent from 2022. That was down from the 5.1 per cent growth forecast in the previous quarter. While inflation continues to erode consumer purchasing power and depress budget spending, overall corporate IT spending is expected to remain strong

Dennis Laudick, vice president of automotive go-to-market strategy at Arm, said support for electric vehicles, Advanced Driver Assistance Systems; Automotive electronics, such as ADAS and in-car entertainment, are growing faster than other sectors such as smartphones and data centers.

According to Taiwan media reports, the US department of foreign investment issued the latest report pointed out that MCU spot price in December appeared a small rebound. With the trough reached in November, inventory dropped to the normal level, mega easy innovation 32 bit MCU pricing rebound. While demand is likely to remain weak in the recent past, the reopening of the mainland market and normal inventories could set the stage for a recovery in the second half of next year.

Strong demand for semiconductor materials, combined with strong sales of materials such as CMP abrasive pads and specialty gases, has led research firm TECHCET to estimate the market will exceed $66 billion this year, up 8% from last year. Looking ahead to next year, sales are likely to falter due to the many challenges facing the global economy.

The global semiconductor market is expected to shrink by 4.1 percent to $557 billion in 2023 due to the sharp freeze in the memory chip market, according to the latest forecast released by the World Semiconductor Trade Statistics Association (WSTS). It is the first time since 2019 that the global semiconductor market will decline in four years.