Here are some links to current electronics industry trends worth to check out:
2021 ELECTRONIC DESIGN FORECASTS
Check out all the forecasts for this year from the editors and industry experts.
https://www.electronicdesign.com/magazine/50043?utm_source=EG+ED+IoT+for+Engineers&utm_medium=email&utm_campaign=CPS210129062&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
If You Build It, Will They Come: The Butterfly Effect
As the pandemic rages on and with political tumult in the air, 2021 will present various challenges for new products and technologies.
https://www.electronicdesign.com/altembedded/article/21152061/electronic-design-if-you-build-it-will-they-come-the-butterfly-effect?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210112082&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Technology Overkill
Whether it’s tough-to-install software or needlessly complex products replete with thick manuals, it’s high time that the “user-friendly” aspect is once again a key factor in today’s designs.
https://www.electronicdesign.com/communiqu/article/21153900/electronic-design-technology-overkill?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210129048&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
2021 Forecast for the Edge
Jason Shepherd, VP of Ecosystem at ZEDEDA, shares his predictions on what will be trending in edge computing in 2021.
https://www.electronicdesign.com/technologies/iot/article/21152901/zededa-2021-forecast-for-the-edge?utm_source=EG+ED+IoT+for+Engineers&utm_medium=email&utm_campaign=CPS210129062&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Analog Matters, Even in a Digital World
Why is machine learning in analog the key to smart devices with longer-lasting batteries?
https://www.electronicdesign.com/technologies/analog/article/21154259/aspinity-analog-matters-even-in-a-digital-world?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210129051&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Taking the Pulse of Trends in Timing—the Heartbeat of Electronics
In this forecast article, Piyush Sevalia, EVP Marketing at SiTime, explores three significant trends impacting the timing market in 2021 and beyond.
https://www.electronicdesign.com/technologies/analog/article/21153309/sitime-taking-the-pulse-of-trends-in-timingthe-heartbeat-of-electronics?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210120096&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
US Chip Sector Continues to Grow as Global Sales Rebound in 2020
Overall sales by US-based companies came to $208 billion in 2020, or around 47% of the market, while chips shipped into the US for use in electronics production totaled $94.2 billion, up around 20% from 2019.
https://www.electronicdesign.com/technologies/embedded-revolution/article/21154323/electronic-design-us-chip-sector-continues-to-grow-as-global-sales-rebound-in-2020?utm_source=EG+ED+Analog+%26+Power+Source&utm_medium=email&utm_campaign=CPS210204079&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Three Possible 2021 Outcomes: Pick Only One
There are three ways that 2021 could evolve. This article details each of the three and explains how and why each will result in relatively predictable revenues, but it’s uncertain which of these three will develop.
https://www.mwrf.com/technologies/semiconductors/article/21154243/three-possible-2021-outcomes-pick-only-one?utm_source=RF+MWRF+Today&utm_medium=email&utm_campaign=CPS210204039&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Chip supply is so tight it is shutting down automotive production lines and could affect other industries as well.
White House working to address semiconductor shortage hitting auto production
https://www.reuters.com/article/us-autos-semiconducts-biden-idUSKBN2AB2AU
US senators urge action on shortage of auto chips
CALL FOR FUNDING: A global shortage of chips used in auto production threatens the US’ post-pandemic economic recovery, a bipartisan group of senators wrote
https://www.taipeitimes.com/News/biz/archives/2021/02/04/2003751722
CEOs Urge President Biden to Fund Chips, Executive Order Expected
https://www.eetimes.com/ceos-urge-president-biden-to-fund-chips-executive-order-expected/
Car chip shortages a sign of wider demand crunch: ASML executive
https://www.reuters.com/article/us-asml-semiconductors-idINKBN2AB28Z
Carmakers have been hit hard by a global chip shortage — here’s why
https://www.cnbc.com/2021/02/08/carmakers-have-been-hit-hard-by-a-global-chip-shortage-heres-why-.html
Auto Industry Chip Shortages Reflect Wider Shortfall
https://www.eetimes.com/auto-industry-chip-shortages-reflect-wider-shortfall/
How Covid led to a $60 billion global chip shortage for the auto industry
https://www.cnbc.com/2021/02/11/how-covid-led-to-a-60-billion-global-chip-shortage-for-automakers.html
TSMC to Start Dedicating New Capacity to Auto Chips First
https://www.tomshardware.com/news/TSMC-to-prioritize-auto-chips-when-adding-capacity
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Tomi Engdahl says:
QuickChat: Learn About the State of the Semiconductor Market with Industry Executive Arnoud Stibane
https://www.electronicdesign.com/featured-media/video/video/21178501/quickchat-learn-about-the-state-of-the-seminconductor-market-with-industry-executive-arnoud-stibane?code=EMDElectronicsQC-11052021&utm_rid=CPG05000002750211&utm_campaign=36785&utm_medium=email&elq2=c2fe11dffd1e4d03a147db5483d32c37&oly_enc_id=7211D2691390C9R
Today’s discussion explores how the Electronics business of Merck KGaA, Darmstadt, Germany is working to increase production, reduce waste, and deliver the type of performance that customers need as well as how the nature of semiconductor materials is changing and how multiple technologies can collectively enhance our quality of life.
Tomi Engdahl says:
Alibaba’s silicon chip in the age of hypersonic missiles
Business & Technology
Alibaba’s Yitian 710 chip shows how the U.S.-China-Taiwan semiconductor dance hides an increasingly unstable equilibrium.
https://supchina.com/2021/11/01/alibabas-silicon-chip-in-the-age-of-hypersonic-missiles/
Tomi Engdahl says:
https://www.analog.com/en/analog-dialogue/articles/understanding-microphone-sensitivity.html
Tomi Engdahl says:
Christopher Mims / Wall Street Journal:
How a scarcity of secondhand chip manufacturing machines, which use older fabrication techniques, has exacerbated the global chip shortage — The world is hungry for semiconductors, and not all of them need to be made with cutting-edge technology. The race is on to find older machines that can still crank out chips.
What’s Harder to Find Than Microchips? The Equipment That Makes Them
https://www.wsj.com/articles/manufacturing-microchips-the-equipment-that-makes-them-11636149507?mod=djemalertNEWS
The world is hungry for semiconductors, and not all of them need to be made with cutting-edge technology. The race is on to find older machines that can still crank out chips.
Tomi Engdahl says:
What’s Harder to Find Than Microchips? The Equipment That Makes Them
https://www.wsj.com/articles/manufacturing-microchips-the-equipment-that-makes-them-11636149507?mod=djemalertNEWS
The great chip shortage of 2020 and 2021 has crimped the world’s ability to produce everything from automobiles to smartphones. And according to many analysts and semiconductor makers, as well as Mr. Howe, the lack of secondhand equipment for making microchips is one reason the chip shortage has become so acute.
We typically associate microchips with the latest and greatest technology, but it turns out that most of the chips that go into the products we use are made with older manufacturing techniques. No one knows precisely what proportion of the world’s microchips is made on used equipment, but Mr. Howe, owner of SDI Fabsurplus, estimates it might be as much as a third.
More than half the global semiconductor industry’s revenue comes from these older types of chips, says Wayne Lam, director of research at CCS Insight, a technology advisory firm. This, despite the fact that these chips are individually much less expensive than the high-end processors that are the “brains” of smartphones and laptops. A new, advanced Intel laptop processor chip costs hundreds of dollars. In contrast, many of these older-generation chips cost just a few dollars; some as little as pennies.
These chips that use more mature technology go into cameras and other sensors in our phones and cars; power-handling electronics; the logic controllers of factory equipment; the chips that enable wireless communication. It’s a shortage of these chips that is at the root of shutdowns of automobile manufacturing and Apple’s inability to meet demand for the latest iPhone, alike.
The pandemic helped trigger current chip shortages, prompting both shutdowns of factories that are critical to the manufacturing and packaging of these chips and a surge in demand for work-from-home gear and other products that use them. But that is just part of the story.
A longer-term trend, of expanding and insatiable demand for microchips in every electronic device you can name, has for years been taking slack out of the supply chains for the equipment at the heart of the supply chain for microchips.
Mr. Howe, who started his company in 1998, says that typically the semiconductor industry has gone through cycles of boom and bust that by turns fill and then empty his warehouses
Demand is soaring for less-sophisticated microchips made using 8-inch wafers and older machines.
That swelling demand is due in part to the growth of the “Internet of Things” over the past five or so years, says Hassane El-Khoury, chief executive of Onsemi, a Phoenix, Ariz.-based semiconductor manufacturer that specializes in power and sensing technologies for automotive and industrial applications.
It’s not just that so much of what we buy these days has a chip in it—it’s also that some of those things have many more chips than ever before. For Onsemi, the dollar value of microchips in an electric vehicle with a driver assist system is 30 times as much as the cost of the chips in a gas-powered vehicle without such a system
In the second quarter of 2021, the latest for which data are available, the semiconductor industry sold more chips than at any point in history, according to the Semiconductor Industry Association.
Chip manufacturers are responding to all this demand by pledging to make more chips than ever, but ramping up manufacturing of the kinds of chips that so many companies need right now is difficult or impossible, for a number of reasons.
This level of complexity means that even if a startup or less-experienced chip manufacturer can obtain chip-making equipment—China has been subsidizing domestic chip manufacturers of this sort for over a decade—it may not be able to make chips well enough to make a profit.
Even the best chip manufacturers throw out on average 10% of the chips they make, and getting the percentage that low requires considerable technical expertise.
As the chip shortage has grown acute, bidding wars for used equipment have spiraled, says Mr. Howe. For example, a Canon FPA3000i4, a piece of lithography equipment manufactured in 1995, which is used to etch circuits in chips, was worth as little as $100,000 in October 2014, and today goes for $1.7 million, he adds.
Potential buyers are now left with a difficult choice if they want to expand their capacity to make older chips: either pay exorbitant prices for old equipment, assuming they can even find it, or get on a waiting list for new equipment, which often stretches to six months and beyond.
TSMC is expanding its capacity to make older chips by building a new plant for that purpose in Japan. Intel has no plans to build new capacity for manufacturing older kinds of chips, and continues to concentrate on making bleeding-edge chips
Continuing to build more fabs that make the newest generations of chips could help alleviate the chip shortage by creating more global capacity overall, she adds. But taking advantage of that newer capacity requires manufacturers to migrate their designs for chips from the older technology to the newer kind, says Gaurav Gupta, an analyst at Gartner covering semiconductors and electronics. This is expensive and takes time, in part because manufacturers of chips for automobiles, for example, must verify the longevity and safety of their chips every time they come out with a new generation of them. Intel has set up a team to help automakers transition to newer chip tech.
In products where the technology has been certified for safety and durability, older chip tech is favored, says a spokeswoman for Infineon, which manufactures a variety of chips for the automotive industry.
Dr. Gupta says that the 28 nanometer level is optimal for a number of reasons—they are left jostling for capacity at the fabs that make older-style chips, which typically have individual features that are up to 140 nanometers wide.
Even the companies that make chips are themselves affected by the chip shortage. Infineon, for example, has adequate capacity for making its own power-handling chips, but can’t get enough of the older-style microcontroller chips that its systems also require, and which it has long outsourced to third-party manufacturers like TSMC
Tomi Engdahl says:
What’s Harder to Find Than Microchips? The Equipment That Makes Them
https://www.wsj.com/articles/manufacturing-microchips-the-equipment-that-makes-them-11636149507?mod=djemalertNEWS
The great chip shortage of 2020 and 2021 has crimped the world’s ability to produce everything from automobiles to smartphones. And according to many analysts and semiconductor makers, as well as Mr. Howe, the lack of secondhand equipment for making microchips is one reason the chip shortage has become so acute.
We typically associate microchips with the latest and greatest technology, but it turns out that most of the chips that go into the products we use are made with older manufacturing techniques. No one knows precisely what proportion of the world’s microchips is made on used equipment, but Mr. Howe, owner of SDI Fabsurplus, estimates it might be as much as a third.
More than half the global semiconductor industry’s revenue comes from these older types of chips, says Wayne Lam, director of research at CCS Insight, a technology advisory firm. This, despite the fact that these chips are individually much less expensive than the high-end processors that are the “brains” of smartphones and laptops. A new, advanced Intel laptop processor chip costs hundreds of dollars. In contrast, many of these older-generation chips cost just a few dollars; some as little as pennies.
These chips that use more mature technology go into cameras and other sensors in our phones and cars; power-handling electronics; the logic controllers of factory equipment; the chips that enable wireless communication. It’s a shortage of these chips that is at the root of shutdowns of automobile manufacturing and Apple’s inability to meet demand for the latest iPhone, alike.
The pandemic helped trigger current chip shortages, prompting both shutdowns of factories that are critical to the manufacturing and packaging of these chips and a surge in demand for work-from-home gear and other products that use them. But that is just part of the story.
A longer-term trend, of expanding and insatiable demand for microchips in every electronic device you can name, has for years been taking slack out of the supply chains for the equipment at the heart of the supply chain for microchips.
Mr. Howe, who started his company in 1998, says that typically the semiconductor industry has gone through cycles of boom and bust that by turns fill and then empty his warehouses
Demand is soaring for less-sophisticated microchips made using 8-inch wafers and older machines.
That swelling demand is due in part to the growth of the “Internet of Things” over the past five or so years, says Hassane El-Khoury, chief executive of Onsemi, a Phoenix, Ariz.-based semiconductor manufacturer that specializes in power and sensing technologies for automotive and industrial applications.
It’s not just that so much of what we buy these days has a chip in it—it’s also that some of those things have many more chips than ever before. For Onsemi, the dollar value of microchips in an electric vehicle with a driver assist system is 30 times as much as the cost of the chips in a gas-powered vehicle without such a system
In the second quarter of 2021, the latest for which data are available, the semiconductor industry sold more chips than at any point in history, according to the Semiconductor Industry Association.
Chip manufacturers are responding to all this demand by pledging to make more chips than ever, but ramping up manufacturing of the kinds of chips that so many companies need right now is difficult or impossible, for a number of reasons.
This level of complexity means that even if a startup or less-experienced chip manufacturer can obtain chip-making equipment—China has been subsidizing domestic chip manufacturers of this sort for over a decade—it may not be able to make chips well enough to make a profit.
Even the best chip manufacturers throw out on average 10% of the chips they make, and getting the percentage that low requires considerable technical expertise.
As the chip shortage has grown acute, bidding wars for used equipment have spiraled, says Mr. Howe. For example, a Canon FPA3000i4, a piece of lithography equipment manufactured in 1995, which is used to etch circuits in chips, was worth as little as $100,000 in October 2014, and today goes for $1.7 million, he adds.
Potential buyers are now left with a difficult choice if they want to expand their capacity to make older chips: either pay exorbitant prices for old equipment, assuming they can even find it, or get on a waiting list for new equipment, which often stretches to six months and beyond.
TSMC is expanding its capacity to make older chips by building a new plant for that purpose in Japan. Intel has no plans to build new capacity for manufacturing older kinds of chips, and continues to concentrate on making bleeding-edge chips
Continuing to build more fabs that make the newest generations of chips could help alleviate the chip shortage by creating more global capacity overall, she adds. But taking advantage of that newer capacity requires manufacturers to migrate their designs for chips from the older technology to the newer kind, says Gaurav Gupta, an analyst at Gartner covering semiconductors and electronics. This is expensive and takes time, in part because manufacturers of chips for automobiles, for example, must verify the longevity and safety of their chips every time they come out with a new generation of them. Intel has set up a team to help automakers transition to newer chip tech.
In products where the technology has been certified for safety and durability, older chip tech is favored, says a spokeswoman for Infineon, which manufactures a variety of chips for the automotive industry.
Dr. Gupta says that the 28 nanometer level is optimal for a number of reasons—they are left jostling for capacity at the fabs that make older-style chips, which typically have individual features that are up to 140 nanometers wide.
Tomi Engdahl says:
Benjamin Mayo / 9to5Mac:
Report: Apple and TSMC plan to produce 3nm chips for Macs as soon as 2023, with as many as four dies and up to 40 CPU cores per chip
3nm Mac and iPhone chips coming as soon as 2023, Apple Silicon roadmap leaps ahead of Intel
https://9to5mac.com/2021/11/05/mac-iphone-apple-silicon-future/
Apple is taking the PC world by storm with its first debut of Apple Silicon chips inside of Macs, taking what it learned from developing the iPhone and iPad A-series of chips and bringing that architecture to laptops and desktops.
Today, The Information said that Apple has no intent of slowing down and has plans for even faster second- and third-generation chips in the coming years.
The M1, M1 Pro and M1 Max are fabricated on a 5-nanometer process. The report says Apple will follow up with second-generation Apple Silicon chips in 2022, using an upgraded 5-nanometer process. Therefore, the performance and efficiency gains compared to the M1 generation will be relatively small. Apple plans for at least some of these chips to feature two dies, doubling performance in machines that can accommodate larger chips like desktop Macs.
Most notably, The Information says Apple and foundry partner TSMC plan to produce 3-nanometer chips for Macs as soon as 2023. These could feature as many as four dies, with up to 40 CPU cores in total per chip. The three versions of the third-generation chip are reportedly codenamed ‘Ibiza’, ‘Lobos’ and ‘Palma’.
The roadmap suggests that Apple will continue to “easily outperform Intel’s future processors for consumer PCs”, according to the report.
Tomi Engdahl says:
Paul Alcorn / Tom’s Hardware:
AMD unveils Zen 4 CPU roadmap, including a 96-core Genoa chip in 2022 and a 128-core chip in 2023, both using a 5nm TSMC process that doubles power efficiency
AMD Unveils Zen 4 CPU Roadmap: 96-Core 5nm Genoa in 2022, 128-Core Bergamo in 2023
AMD drops the 128-core bomb
https://www.tomshardware.com/news/amd-unveils-zen-4-cpu-roadmap-96-core-5nm-genoa-128-core-begamo
AMD CEO Lisa Su shared the company’s Zen 4 CPU roadmap today at its AMD Accelerated Data Center event, including a 96-core Genoa model and a 128-core Bergamo chip. That adds yet more excitement to the event after AMD unveiled the EPYC Milan-X chips with up to 768MB of L3 cache and the Instinct MI250X GPU. AMD also shared its first details of the 5nm TSMC process it will use for the new Genoa and Bergamo chips, claiming it provides twice the density and power efficiency along with 1.25X more performance than the 7nm process AMD uses for its current-gen chips.
The new roadmap covers the fourth-gen EYPC processors. The 96-core Genoa will come on the 5nm process in 2022, while the 128-core Bergamo, also on 5nm, will come to market in 2023. In addition, Bergamo comes with a new type of ‘Zen 4c’ core optimized for specific use cases, meaning that AMD’s Zen 4 chips will come with two types of cores, with the ‘c’ cores obviously being the smaller variants.
Paul Alcorn / Tom’s Hardware:
AMD says chips with new 3D-stacked L3 cache tech, allowing up to 768MB of L3 cache per chip, will arrive in Q1 2022 and are in preview now on Azure
AMD’s EPYC Milan-X is Official: 3D V-Cache Brings Up To 768MB of L3 Cache, 64 Cores (Updated)
https://www.tomshardware.com/news/amds-epyc-milan-x-is-official-3d-v-cache-brings-up-to-768mb-of-l3-cache-64-cores
Tomi Engdahl says:
Komponenttikauppa käy kiihkeänä – pulaa tavarasta
https://www.uusiteknologia.fi/2021/11/09/elektroniikan-komponenttikauppa-kay-kiihkeana-pulaa-tavarasta/
Elektroniikan puolijohteiden kauppa kasvoi Euroopassa kesä-syyskuun aikana komponenttipulasta huolimatta lähes 32 prosenttia viime vuoteen verrattuna. Alan järjestön DMASS:n mukaan kasvua passiiveissa komponenteissa, liittimissä ja muissa sähkömekaanisissa tuli jopa 45 prosenttia.
Pohjoismaissa elektroniikan puolijohdekauppa kasvoi 44,8 prosenttia 203 miljoonaan euroon. Euroopan suurin markkina eli Saksa kasvoi 25 prosenttia 672 miljoonaan euroon ja runsaasti EMS-tehtaita sisältävä Itä-Eurooppa 28,7 prosenttia 430 miljoonaan euroon.
Komponenttipula jatkunee silti edelleen. Suomessakin Nokia etunenässä ovat kertoneet komponenttipulan rajoittavan jo kasvua. Tuotantoa on myös seisotettu ja rajoitettu eri puolilla Eurooppaa. Suomessa esimerkiksi Valmet Automotive kertoi kesällä tuotantoseisokeista komponenttipulan takia.
”Milloin tilanne muuttuu, ei ole selvää. Toivomme, että vuoden 2022 puoliväliin mennessä näemme jonkin verran helpotusta toimituspuolella ja toimitusketjussa’’, arvioi jakelijajärjestö DMASS:n uusi ykkösmies komponenttien nettijakelija Digi-Keyn Herman Reiter.
Euroopan puolijohdejakelu uuteen ennätykseen
https://etn.fi/index.php/13-news/12796-euroopan-puolijohdejakelu-uuteen-ennaetykseen
DMASS-järjestön mukaan Euroopan jakelumarkkinoilla ollaan menossa kohti ennätysvuotta. Kolmannella neljänneksellä jakelijat myivät puolijohteita 2,46 miljardilla dollarilla. Summa on 31,8 prosenttia suurempi kuin vuotta aikaisemmin.
IPE-ryhmässä eli liitäntä-, passiivi- ja sähkömekaanisissa komponenteissa kasvau tuli 44,7 prosenttia. Tuoe puheenjohtaja Herman Reiter sanoo, että komponenttien puute on tällä hetkellä koko teollisuuden suurin ongelma.
- Vaikka näytämme nauttivan terveestä kasvusta tällä hetkellä, paineet ovat kaikilla markkinaosapuolilla löytää ratkaisuja ja välttää lisähäiriöitä. Toivomme, että vuosi 2022 tuo helpotusta pulaan, Reiter sanoo.
Tomi Engdahl says:
How Intel plans to catch Samsung and TSMC and regain its dominance in the chip market
https://www.cnbc.com/2021/11/06/how-intel-plans-to-catch-up-to-samsung-and-tsmc-with-44-billion-of-new-global-chip-fabs.html
“Intel was the Moore’s Law company and the undisputed leader,” said Christopher Rolland, an analyst at Susquehanna. “And something that was supposed to take them two years instead took them more than five. And they still struggle to get back on Moore’s Law today.”
While Intel’s newly released Alder Lake CPUs are packed with competitive features, its chip technology is behind that of Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung. Fifty years after Intel debuted the 4004, the world’s first CPU, it’s been hindered by several production delays.
“We had some missteps,” said Pat Gelsinger, who took over as Intel’s CEO in February. “The strategy had become a little bit confused on the role that we’re going to play in manufacturing for the long term. And now we’re leaning back into that with clarity, with clear urgency.”
Tomi Engdahl says:
“Ei tällaista tilannetta ole nähty” – elektroniikan maailmanlaajuinen komponenttipula voi viivästyttää uuden auton luovutusta kuukausilla
https://www.suomenmaa.fi/uutiset/tallaista-tilannetta-ei-ole-ennen-nahty-elektroniikan-maailmanlaajuinen-komponenttipula-voi-lisata-laitteiden-kierrattamista-ja-yhteiskayttoa/
ElektroniikkaMaailmanlaajuinen pula sähkömekaniikassa käytettävistä komponenteista tulee jatkumaan vielä pitkään.
NÄIN ENNUSTAA STT:lle Elkomit ry:n toimitusjohtaja Veli-Matti Kankaanpää, jonka yhdistys edustaa elektroniikan komponenttien maahantuojia Suomessa.
– Pula on aivan huikea. Ei tällaista tilannetta ole nähty koskaan aikaisemmin, Kankaanpää toteaa.
– Kuparista lähtien kaikkien sähkömekaniikassa käytettävien metallien kysyntä ylittää nyt tarjonnan. Kyse ei siis ole pelkästään siruista eikä edes metalleista, koska muoviosista on myös pulaa.
Siruissa eli piistä valmistettavissa puolijohteissa pula on huutavin. Näitä komponentteja käytetään tänä päivänä lähes kaikkialla: älypuhelimissa, tietokoneissa, datakeskuksissa, teollisuudessa, autoissa, kulutuselektroniikassa ja langattomassa tiedonsiirrossa.
– Puolijohteiden kysynnässä ei ole näköpiirissä minkäänlaista putoamista. Kysyntä päinvastoin kasvaa koko ajan. Yhteiskunnan muuttuessa yhä digitaalisemmaksi komponentteja tarvitaan koko ajan enemmän, Kankaanpää sanoo.
SIRUJEN RAAKA-AINEEN eli piin ylivoimaisesti suurin tuottajamaa on Kiina. Viime vuonna maailmassa tuotettiin noin 8 miljoonaa tonnia piitä, josta Kiinan osuus oli kaksi kolmasosaa. Muita merkittäviä tuottajamaita ovat Venäjä, Brasilia, Norja ja Yhdysvallat.
Neljä viidesosaa piin maailmanlaajuisesta tuotannosta on neljän yhtiön käsissä. Sirujen tuotanto ei ole pysynyt jatkuvasti kasvaneen kysynnän tahdissa.
– Tehtaita eli johdevalimoita on maailmalla aika vähän, ja investoinnit ovat kalliita. Yhden puolijohdetehtaan rakentaminen maksaa kymmeniä miljardeja euroja, Kankaanpää toteaa.
– Vaikka investoinnit saadaan lopulta pyörimään, kysynnän ja tarjonnan kova epätasapaino ei poistu nopeasti. Sirujen kysyntä on vain yksinkertaisesti niin valtava.
Kankaanpää arvelee, että tilanne tulee lopulta kääntymään päälaelleen eli komponenttien ylitarjontaan, mutta siinä kestää vielä pitkään.
– Valitettavasti tämä tilanne kestää kauan. Aiemmin uumoiltiin, että pula olisi ensi vuonna ohi, mutta nyt ei näytä siltä.
Hybridiautoissa on kolme kertaa enemmän puolijohteita kuin polttomoottoriautoissa, ja täyssähköautoissa puolestaan on kolme kertaa enemmän puolijohteita kuin hybrideissä.
KULUTTAJAEKONOMIAN professori Visa Heinonen Helsingin yliopistosta sanoo, että komponenttipulalla voi olla ekologisesti myönteinen kääntöpuolensa.
– Kovasti pitkittyessään tilanne voi johtaa siihen, että ihmiset turvautuvat erilaisiin vuokraus- ja leasing-järjestelmiin. Myös käytettyjen laitteiden kysyntä voi kasvaa.
– Molemmat ovat ihan tervetulleita ilmiöitä. On selvää, että huoleton kuluttaminen alkaa olla loppuun kuljettu tie. Siitä syntyvä jätemäärä on ihan mieletön.
Heinosen mukaan esimerkiksi uusi auto on perinteisesti ollut hyödyke, jota on totuttu odottamaan. Tietokoneille ja mobiililaitteille voi sen sijaan olla akuutimpi tarve.
– Reaalisosialismin aikaanhan Ladoja odotettiin helposti vuosi tai pari. Nykyäänkin uuden auton ostamisessa kestää joka tapauksessa aikaa, Heinonen toteaa.
– Jos taas tietokone menee rikki, voi olla hyvin tärkeää saada uusi tilalle tai vanha korjattua nopeasti. Pandemian aikana näiden laitteiden merkitys on työnteossa kasvanut entisestään.
Tavaroiden jakamiseen perustuvat yhteiskäyttöjärjestelmät ovat Heinosen mukaan suunta, johon yhteiskunnan täytyisi pyrkiä, oli komponenteista pulaa tai ei.
Tomi Engdahl says:
Solid State Batteries – Autumn 2021 mass production in Japan. Is it FINALLY happening?
https://www.youtube.com/watch?v=fdSqibMhBwg
Solid state batteries are the long-promised Holy Grail of battery technology. They’re smaller and better than existing Lithium Ion batteries. They charge more quickly and last much longer. What’s not to like? Trouble is, no-one’s managed to mass produce one at any useful scale yet. Turns out it’s quite tricky to make them reliable! Now though, two major Japanese companies are finally firing up their full production lines. So will 2021 be the year?
Tomi Engdahl says:
Takashi Mochizuki / Bloomberg:
Under shareholder pressure, Toshiba says it will split into three companies, focusing on infrastructure, tech devices, and memory chips
https://www.bloomberg.com/news/articles/2021-11-12/toshiba-to-split-into-three-units-after-pressure-from-activists
Tomi Engdahl says:
Sähköautot vetävät, komponenttipula jarruttaa
https://etn.fi/index.php/13-news/12769-saehkoeautot-vetaevaet-komponenttipula-jarruttaa
Autoalan Tiedotuskeskuksen mukaan täyssähköautojen rekisteröinnit kasvoivat selvästi lokakuussa. Kasvu perustuu järjestön mukaan hallituksen päätökseen poistaa täyssähköautojen autovero lokakuun alusta alkaen. Samaan aikaan komponenttipula viivästyttää uusien autojen rekisteröintiä.
Tomi Engdahl says:
https://etn.fi/index.php/13-news/12767-saehkoeautojen-myynti-kasvaa-kovaa-vauhtia
Tomi Engdahl says:
Agam Shah / The Register:
Mercury Research: ARM’s market share in PC chips was about 8% in Q3 2021, up from 2% in Q3 2020 when Apple’s ARM-based M1 Macs weren’t on sale
Apple is beginning to undo decades of Intel, x86 dominance in PC market
What a difference a year makes?
https://www.theregister.com/2021/11/12/apple_arm_m1_intel_x86_market/
It took Apple less than a year to seemingly start undoing decades of x86 and Intel dominance in the traditional PC chip market.
The Cupertino-based iMonster provided the boost needed for Arm-compatible chips to take noticeable desktop and laptop processor market share away from x86, said Dean McCarron, principal analyst at Mercury Research.
Arm’s market share in PC chips was about eight per cent during Q3 this year, climbing steadily from seven per cent in Q2, and up from only two per cent in Q3 2020, before Arm-compatible M1 Macs went on sale.
Apple is gradually dropping Intel’s processors from Macs in favor of its homegrown Arm-flavored processors. Arm’s PC market share growth was mostly powered by strong Macs sales, McCarron confirmed.
“Apple transitioned much more quickly than anyone expected,” McCarron said, adding the Arm share numbers also included shipments of Arm processors in Chromebooks.
Arm’s PC processor market share will continue to expand as consumers upgrade Intel-based Macs to ones with Apple’s chips, McCarron said. That market share growth may level off once the Mac upgrade cycle slows down, but that remains to be seen, he added.
Sales of Chromebooks with Arm chips have slowed, and Windows PC users are not switching over to Arm-based laptops with chips from Qualcomm. The numbers reinforce Apple’s strength as a silicon design powerhouse.
In another corner, Intel is being pecked away at by x86 rival AMD, which has been taking market share away since its Ryzen chips starting appearing in PCs, and Epyc microprocessors in servers, in 2017. Perhaps AMD undersold itself with its Buster Douglas analogy at the launch of its Zen family.
And in the background to this, there’s the ongoing popularity of Arm-powered single-board computers, primarily the Raspberry Pi, potentially providing alternative systems to traditional PCs.
AMD had a 24.6 per cent x86 processor market share – servers, PCs, and games consoles included – in Q3 this year, growing from 22.5 per cent a year ago, according to Mercury. Intel’s share declined to 75.4 per cent in Q3, compared to a 77.6 per cent share in the year-ago quarter.
“It’s not so much they are lagging; AMD went from a modestly competitive to a more significant competitive,” McCarron said.
Facebook, which wants to be known as Meta, recently announced it would use AMD chips in its data centers to power its latest and greatest microservers.
Intel’s newest Alder Lake x86 family, introduced last month, could slow down market-share loss to AMD.
During Q3, the supply-chain crunch led chipmakers to prioritize their more profitable, high-margin processor, and the CPU product mix for PCs leaned toward higher-end systems.
“That pretty much drives processor suppliers to focus on high-end products, like a Core i9 or i7 versus a Celeron,” McCarron said.
Tomi Engdahl says:
Sähkömekaaninen rele joutaa tekniikan museoon
https://etn.fi/index.php/13-news/12819-saehkoemekaaninen-rele-joutaa-tekniikan-museoon
Amerikkalainen Menlo Micro kertoo aloittaneensa volyymituotannon maailman ensimmäisessä MEMS-pohjaisessa differentiaalisessa kytkimessä, jonka suorituskyky yltää 40 gigabittiin sekunnissa. MM5600-kytkin on mullistava uudistus, joka ominaisuuksiltaan siirtää vanhat sähkömekaaniset releet kerralla tekniikan museoon.
MM5600 on DPDT-kytkin (double pole double throw) eli siinä on kaksi tuloa ja kaksi lähtöä. Sen nopeus yltää DC:stä 20 gigahertsiin tai 40 gigabittiin, mikä ylittää huomattavasti perinteisten sähkömekaanisten releiden ja puolijohdekytkimien suorituskyvyn.
Tomi Engdahl says:
Pienikin ohjainpiiri voi riittää
https://etn.fi/index.php/tekniset-artikkelit/12820-pienikin-ohjainpiiri-voi-riittaeae
Tomi Engdahl says:
AMD lisää ytimiä palvelinsiruille – ensi vuonna jo 96
https://etn.fi/index.php/13-news/12822-amd-lisaeae-ytimiae-palvelinsiruille-ensi-vuonna-jo-96
Tomi Engdahl says:
Sam Shead / CNBC:
The UK refers Nvidia’s planned Arm acquisition to the CMA for a full 24-week investigation, citing antitrust and national security concerns
Nvidia’s $40 billion takeover of chip designer Arm faces a UK national security probe
https://www.cnbc.com/2021/11/16/nvidias-arm-takeover-faces-uk-national-security-inquiry.html
Digital and Culture Secretary Nadine Dorries ordered a “phase 2” probe into Nvidia’s $40 billion bid for Arm on Tuesday.
The probe — to be carried out by the Competition and Markets Authority — will investigate antitrust concerns and national security issues associated with the deal.
Arm was spun out of an early computing company called Acorn Computers in 1990.
The company’s energy-efficient chip architectures are used in 95% of the world’s smartphones and 95% of the chips designed in China.
LONDON — The U.K. government announced Tuesday that it wants a full-blown investigation into Nvidia’s takeover of Cambridge chip designer Arm, which is widely seen as the jewel in the crown of the British tech sector.
Digital and Culture Secretary Nadine Dorries ordered a “phase 2” probe into Nvidia’s $40 billion bid for Arm. The probe — to be carried out by the Competition and Markets Authority over the next 24 weeks — will investigate antitrust concerns and national security issues associated with the deal. The CMA said it had serious concerns about the deal after it completed the initial “phase 1” probe.
The takeover is being scrutinized by regulators around the world and the chip companies said in August that the deal is now unlikely to be completed before the initial deadline of March 2022.
An Nvidia spokesperson told CNBC on Tuesday: “We plan on addressing the CMA’s initial views on the impact of the transaction on competition, and we will continue to work with the U.K. government to resolve its concerns.”
They added: “The phase 2 process will enable us to demonstrate that the transaction will help to accelerate Arm and boost competition and innovation, including in the U.K.”
Arm was spun out of an early computing company called Acorn Computers in 1990. The company’s energy-efficient chip architectures are used in 95% of the world’s smartphones and 95% of the chips designed in China.
The company, bought by Japan’s SoftBank in 2016 for £24 billion ($32 billion), licenses its chip designs to more than 500 companies who use them to make their own chips.
Critics are concerned that the merger could restrict access to Arm’s “neutral” chip designs and that it could lead to higher prices, less choice and reduced innovation in the semiconductor industry. But Nvidia argues that the deal will lead to more innovation and that Arm will benefit from increased investment.
Tomi Engdahl says:
Uusi kiinalainen sirujätti Ziguang Zhanrui vuodessa +14726 %.
With the rise of domestic chip giants, Ziguang Zhanrui compared with Kirin 9000, the gap is really too obvious
https://min.news/en/digital/75937c7ef97d12fdf506267cd4d81cc3.html
In fact, Huawei is not the only choice for domestic chips, it is just a better one. In addition to HiSilicon Kirin, we have other chip design companies, among which the more famous is Ziguang Zhanrui, the second largest chip design company in China, second only to HiSilicon.
Of course, this is because HiSilicon has given up too much market share, which gives MediaTek and Ziguang Zhanrui the opportunity to stand up. Technology will be stuck, but well-trained talents will not disappear.
The problem is that the competition in the mobile phone chip market is very fierce, especially in the high-end market. MediaTek X30 was kicked out of the mobile phone market just because of its lagging performance in the year of competing products, and it was not until the 5G era that it had the opportunity to counterattack.
Huawei also spent several years, until the Kirin 980 was developed, and it barely gained a foothold in the high-end. Now it can even be tied with Qualcomm, and Kirin 9000 is even more stable with 888 heads. Here comes the question, what is the level of Ziguang Zhanrui’s latest flagship chip, can it be on par with Kirin 9000?
Currently, Ziguang Zhanrui’s strongest chip is the Tiger Ben T770. It is equipped with a 6-nanometer process and was successfully taped out in May. It is ready for mass production in July. In terms of specific performance, this chip uses the ARM public version architecture, 4 A76 + 4 A55, and the GPU is a 4-core Mali-G57.
In short, Ziguang Zhanrui is at least two years behind HiSilicon, the gap is really too obvious.
However, the development speed of mobile phone chips has already begun to slow down. Give Ziguang Zhanrui a few more years to replace HiSilicon Kirin. Most importantly, the rise of Ziguang Zhanrui means that domestic mid-to-low-end mobile phones no longer have to worry about the problem of neck stuck. Mobile phone manufacturers can have greater options and bargaining power, and ultimately give back to consumers, which is good news. . What do you think?
Uusi sirujätti ponnisti ilmiömäiseen nousuun vain vuodessa – Markkinaosuus kasvoi 14726 %
Uusi sirujätti ponnisti ilmiömäiseen nousuun vain vuodessa – Markkinaosuus kasvoi 14726 %
https://www.tekniikkatalous.fi/uutiset/uusi-sirujatti-ponnisti-ilmiomaiseen-nousuun-vain-vuodessa-markkinaosuus-kasvoi-14726-/0ce87a04-59fe-4ac8-9ce9-0e7639069056
Komponenttipula on puhaltanut voimalla kiinalaisen siruvalmistaja Ziguang Zhanruin purjeisiin.
Tomi Engdahl says:
Smartphone chip house Ziguang Zhanrui records 14,726.1% growth in China
That’s year on year from a base close to zero … but still, that makes it the fifth biggest in the Middle Kingdom right out of the blue
Smartphone chip house Ziguang Zhanrui records 14,726.1% growth in China
That’s year on year from a base close to zero … but still, that makes it the fifth biggest in the Middle Kingdom right out of the blue
https://www.theregister.com/2021/11/15/smartphone_chipmaker_rise/
Tomi Engdahl says:
https://www.uusiteknologia.fi/2021/11/18/renesas-mukaan-fpga-piireihin/
Tomi Engdahl says:
Chaim Gartenberg / The Verge:
MediaTek announces the Dimensity 9000 mobile chip, which uses TSMC’s 4nm process and supports 5G without the faster mmWave standard, WiFi 6E, and Bluetooth 5.3
MediaTek’s new Dimensity 9000 flagship could compete with Qualcomm’s top-tier Snapdragon chips
MediaTek’s new SoC is its most powerful yet
https://www.theverge.com/2021/11/18/22790189/mediatek-dimensity-9000-flagship-chip-qualcomm-snapdragon-competition-arm?scrolla=5eb6d68b7fedc32c19ef33b4
Tomi Engdahl says:
Dallas Morning News:
Texas Instruments plans to build as many as four semiconductor wafer fabs in Texas, with production starting by 2025 and a potential total investment of ~$30B
https://www.dallasnews.com/business/technology/2021/11/17/texas-instruments-selects-sherman-for-30-billion-semiconductor-chip-manufacturing-campus/
Tomi Engdahl says:
David McCabe / New York Times:
Local US governments, including in Texas and Arizona, are offering chipmakers deals to build plants, seeking to capitalize on the semiconductor shortage — Many local governments see a silver lining in the shortage of semiconductor chips that has contributed to a slowdown in the global economy.
https://www.nytimes.com/2021/11/17/technology/samsung-semiconductor-chip-production.html
Tomi Engdahl says:
Wall Street Journal:
Ford partners with GlobalFoundries to develop chips, but offers few concrete details
Ford, GM Step Into Chip Business
https://www.wsj.com/articles/ford-enters-semiconductor-business-amid-chip-shortage-impact-11637242202?mod=djemalertNEWS
Stung by semiconductor shortage, Detroit’s two biggest car companies are looking to align with computer-chip makers to develop and potentially manufacture chips
Detroit’s two biggest auto makers— Ford Motor Co. F -1.51% and General Motors Co. GM -3.53% —are looking to get into the semiconductor business, after a year of computer-chip shortages that snarled their global factory output.
Ford on Thursday morning outlined a strategic agreement with U.S.-based semiconductor manufacturer GlobalFoundries Inc. GFS 2.50% to develop chips, a pact that could eventually lead to joint U.S. production.
GM later said it was forging ties with some of the biggest names in semiconductors—including Qualcomm Inc. and NXP Semiconductors NV—and has agreements in place to co-develop and manufacture computer chips.
The moves are the latest examples of how pandemic-related disruptions are prompting companies to exert greater control over their supply chains by moving production closer to home, or in some cases in-house. Multinational companies got an early shock in the health crisis when border closings, local restrictions and lockdowns caused chaos. Some have decided on permanent solutions.
Tomi Engdahl says:
Renesas yllättää esittelemällä FPGA-piiriperheen
https://etn.fi/index.php/13-news/12841-renesas-yllaettaeae-esittelemaellae-fpga-piiriperheen
Japanilainen Renesas tunnetaan mikro-ohjaimistaan erityisesti autoteollisuudessa. Taannoisen Diaog Semiconductorin oston kautta se laajentaa nyt yllättävästi uudelle alueelle esittelemällä FPGA-piiriperheen.
Joskus tekniikoiden kehityspolut ovat yllättäviä. Piilaaksossa perustettu Silego Technology kehitti aikoinaan ohjelmoitavien, yleensä hyvin yksinkertaisten sekasignaalipiirien GreenPAK-tekniikan. Dialog Semi osti Silegon, jolloin GreenPAK-suunnittelutiimi siirtyi tietenkin mukana.
Viime vuoden tämä suunnittelutiimi on kehittänyt erittäin vähävirtaista FPGA-tekniikkaa. Nyt työ on saatu kaupalliseen vaiheeseen, mutta omistajaksi on vaihtunut puolijohdejätti Renesas. Yhtä kaikki, uusi ForgeFPGA-tuoteperhe vastaa markkinoiden tarpeeseen ohjelmoitavista piiristä, joissa on suhteellisen vähän ohjelmoitavaa logiikkaa, mutta joka voidaan suunnitella nopeasti ja tehokkaasti kustannusherkkiin sovelluksiin.
Tomi Engdahl says:
Morgan Stanley says the semiconductor chip shortage for the auto industry is nearly over
https://www.forexlive.com/news/!/morgan-stanley-says-the-semiconductor-chip-shortage-for-the-auto-industry-is-nearly-over-20211116
MS say that Malaysian semiconductor fabrication plants are back to 100%.
And that therefore the “auto chip shortage is now in the rear-view mirror
The chip shortage should be over.
Along with the Malaysian chip output increase in October, car production and cloud data centre server shipments should both improve. ”
I hope they are correct. I’d like to hear it from auto producers too though. Toyota, at least, is upbeat though:
Toyota’s Japanese production lines will return to normal in December after 7 months of disruption
Tomi Engdahl says:
Car delays expected to last six months due to microchip shortage
Car importers urging buyers to wait until next year
https://timesofmalta.com/articles/view/car-delays-expected-to-last-six-months-due-to-microchip-shortage.915219
Tomi Engdahl says:
Smartphone chip house Ziguang Zhanrui records 14,726.1% growth in China
That’s year on year from a base close to zero … but still, that makes it the fifth biggest in the Middle Kingdom right out of the blue
https://www.theregister.com/2021/11/15/smartphone_chipmaker_rise/
Tomi Engdahl says:
Uusi sirujätti ponnisti ilmiömäiseen nousuun vain vuodessa – Markkinaosuus kasvoi 14726 %
Jori Virtanen17.11.202106:00DIGITALOUSSUORITTIMETTYÖELÄMÄ
Komponenttipula on puhaltanut voimalla kiinalaisen siruvalmistaja Ziguang Zhanruin purjeisiin.
https://www.tekniikkatalous.fi/uutiset/uusi-sirujatti-ponnisti-ilmiomaiseen-nousuun-vain-vuodessa-markkinaosuus-kasvoi-14726-/0ce87a04-59fe-4ac8-9ce9-0e7639069056
Tomi Engdahl says:
With the rise of domestic chip giants, Ziguang Zhanrui compared with Kirin 9000, the gap is really too obvious
https://min.news/en/digital/75937c7ef97d12fdf506267cd4d81cc3.html
Tomi Engdahl says:
Qualcomm Claims the Transition of PCs to Arm Is “Inevitable”
By Anton Shilov 4 days ago
Its Nuvia-designed SoCs will challenge AMD, Intel, and Apple products
https://www.tomshardware.com/news/qualcomm-to-launch-nuvia-socs-in-2023
Tomi Engdahl says:
2021 Top 50 Electronics Distributors List
Nov. 10, 2021
This year’s list is brought to you by the editors of Source Today.
https://www.mwrf.com/resources/industry-insights/article/21180935/2021-top-50-electronics-distributors-list?utm_source=RF%20MWRF%20Today&utm_medium=email&utm_campaign=CPS211112080&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Each year, the editors of Source Today collect together the top electronic product distributors. The links below provide additional details about each company and a link to their website.
Arrow Electronics, Inc.
Avnet, Inc.
Future Electronics
Digi-Key
TTI, Inc.
Electrocomponents plc/Allied Electronics, Inc.
Mouser
Smith
Farnell, trading as Newark in North America
Rutronik
….
Tomi Engdahl says:
Electrical Engineers See COVID Pain Turn Into Salary, Bonus Gains
Nov. 12, 2021
Our 2021 Salary Survey revealed that around 60% of engineers expect to see their compensation go up this year, a huge improvement compared to 2020.
https://www.electronicdesign.com/resources/article/21181050/electronic-design-electrical-engineers-see-covid-pain-turn-into-salary-bonus-gains?utm_source=EG%20ED%20Analog%20%26%20Power%20Source&utm_medium=email&utm_campaign=CPS211109017&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
As the world collapsed under the strain of coronavirus last year, many companies delayed raises, canceled bonuses, and paused hiring for electrical engineers to reduce costs. Now they are starting to make up for all the belt-tightening.
Employers are raising salaries and boosting hiring for electrical engineers as the economy roars back from the worst of the pandemic, according to the results of the latest annual survey from Electronic Design and Endeavor Business Media’s Design Engineering Group. As employers grapple with a skills shortage, many are boosting bonuses or other perks to entice engineers from other jobs or hold on to the ones they have.
Last year, engineers made it through the pandemic better than most. Unlike large swathes of the workforce, most engineers were able to work remotely. While they continued to struggle with balancing tight deadlines, continuous education, and other challenges, they prospered for the most part. For more than 58% of survey respondents, their wages have not been directly affected by the economic turmoil caused by the pandemic.
Tomi Engdahl says:
GlobalFoundries Partners With Ford to Boost Chip Supply for Cars
Nov. 19, 2021
Globalfoundries has previously said that it would at least double its output of chips to the automobile sector this year and plans to increase its supply even further in 2022.
https://www.electronicdesign.com/technologies/analog/article/21181798/electronic-design-globalfoundries-partners-with-ford-to-boost-chip-supply-for-cars?utm_source=EG%20ED%20Analog%20%26%20Power%20Source&utm_medium=email&utm_campaign=CPS211110038&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Samsung nousi taas ykköseksi
https://etn.fi/index.php/13-news/12855-samsung-nousi-taas-ykkoeseksi
Korealainen Samsung on jälleen noussut puolijohdemarkkinoiden kärkeen. Vuoden kolmannella neljänneksellä sen liikevaihto kasvoi 11,2 prosenttia 22,5 miljardiin dollariin. Samaan aikaan Intel oli suurimpien joukossa ainoa valmistaja, jonka liikevaihto pieneni. Luvut käyvät irti Semiconductor Intelligence -tutkimuslaitoksen raportista.
Tämän tuloksena Intelin liikevaihto oli heinä-syyskuussa19,2 miljardia dollaria. Inteliä rokotti ennen kaikkea PC-koneiden toimitusvaikeudet. Sama näkyi myös muilla PC-komponenttien toimittajilla, kuten SK Hynixilla ja Micronilla.
Loppuvuodesta yritykset odottavat hyvin vaihtelevaa kehitystä.
Tomi Engdahl says:
Supply Chain Transformed: Components at the Source
Oct. 26, 2021
Digi-Key talks about the global supply chain and tours one of Molex’s manufacturing facilities.
https://www.electronicdesign.com/technologies/industrial/video/21179519/digikey-supply-chain-transformed-components-at-the-source?utm_source=EG%20ED%20Auto%20Electronics&utm_medium=email&utm_campaign=CPS211116019&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Samsung rakentaa 15 miljardin jättitehtaan Teksasiin
https://etn.fi/index.php/13-news/12866-samsung-rakentaa-15-miljardin-jaettitehtaan-teksasiin
Samsung Electronics ilmoitti tänään rakentavansa uuden puolijohdetehtaan Tayloriin, Teksasiin. Arviolta 17 miljardin dollarin ei nykykurssilla hieman yli 15 miljardin euron jättihanke tuo osavaltioon yli 2000 vakituista työpaikkaa.
Teksasin uusi tuotantolaitos valmistaa edistyneisiin prosessiteknologioihin perustuvia tuotteita sovelluksiin mobiilia, 5G:tä, tehotyöasemia ja superkoneita sekä tekoälyä varten. Samsungin mukaan uusi tehdas osaltaan helpottaa puolijohdealan komponenttipulaa.
Tomi Engdahl says:
More Chips Will Be Made in America Amid a Global Spending Surge
Samsung’s $17 billion bet on Texas mirrors large spending increases in Asia and elsewhere
https://www.wsj.com/articles/more-chips-will-be-made-in-america-amid-a-global-spending-surge-11637762400
Tomi Engdahl says:
https://www.livemint.com/technology/tech-news/a-few-hundred-billion-dollars-won-t-fix-chip-shortages-11637710784725.html
Tomi Engdahl says:
https://www.extremetech.com/computing/329219-intel-shows-off-next-gen-chips-at-fab-42
Tomi Engdahl says:
Renesas introduces sub 50 cents FPGA family with free Yosys-based development tools
https://www.cnx-software.com/2021/11/22/renesas-50-cents-fpga-forgefpga-yosys-development-tools/
Tomi Engdahl says:
https://www.techrepublic.com/article/global-chip-shortage-cheat-sheet/
Tomi Engdahl says:
Explained: How the tech world is tackling the chip shortage
The global semiconductor shortage has affected smartphones, personal computers, game consoles, automobiles, and medical devices.
https://indianexpress.com/article/explained/how-the-tech-world-is-tacking-the-chip-shortage-7633696/
Tomi Engdahl says:
Semiconductor Industry Forecast Projects Huge Gains for AMD, Losses for Intel and Sony
https://www.extremetech.com/computing/329208-semiconductor-industry-forecast-projects-huge-gains-for-amd-losses-for-intel-and-sony
Tomi Engdahl says:
3 Chip Stocks To Watch As The Semiconductor Shortage Worsens
https://finance.yahoo.com/news/3-chip-stocks-watch-semiconductor-220000966.html
A global shortage in semiconductor chips has been wreaking havoc on the tech sector, automotive industry, consumer electronics industry, and everything in between thanks to massive supply chain snarl ups. The global Covid-induced supply crunch for chips has badly hurt production across a number of industries, ranging from cars to consumer appliances, smartphones and personal computers.
The trade war between the United States and China has only served to make a bad situation worse.
About a year ago, the U.S. Commerce Department declared Chinese chip manufacturer Semiconductor Manufacturing International, or SMIC, persona non grata after determining the company supplies the Chinese military with chips thus making it a threat to national security.
SMIC is one of the largest manufacturers of semiconductor chips, accounting for about 5% of global semiconductor supply. Although the Biden administration recently granted SMIC and Huawei suppliers billions of dollars worth of licenses from November through April that allows them to sell them goods and technology despite their remaining on the U.S. trade blacklist, it remains to be seen if the move will ease the shortages.
The alarming part: Some experts expect the supply chain glitches to drag on into 2022.
But whereas the global chip shortage has been a nightmare for businesses that make cars and home appliances as well as people who buy them, semiconductor stock investors are hardly complaining as they continue to see outsized gains on their investments.
For instance, shares of gaming and auto chip manufacturer Nvidia Corp. (NASDAQ:NVDA) have gained 40% over the past 30 days; those of smartphone chip maker Qualcomm Inc. (NASDAQ:QCOM) are up 38% while those of computer chip maker Advanced Micro Devices Inc. (NASDAQ:AMD) have added 25%.
Investment bank JPMorgan is recommending that investors pursue longer-term trends in the semiconductor space that are more structural than cyclical.
Bearing this in mind, here are our top semiconductor chip stocks for long-term investors.
#1. Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM) is the world’s largest contract manufacturer for semiconductor chips.
#2. ASML Holding
ASML Holdings (NASDAQ:ASML) is a Dutch semiconductor equipment maker. ASML develops, produces, markets, sells, and services advanced semiconductor equipment systems consisting of lithography, metrology, and inspection related systems for memory and logic chipmakers.
#3. UMC Corporation
United Microelectronics Corporation (NYSE:UMC) is another Taiwan-based wafer foundry with operations in the United States, Europe, China, Singapore, Hong Kong, and Japan. The company serves fabless design companies and integrated device manufacturers and provides circuit design, mask tooling, wafer fabrication, and assembly and testing services.
Tomi Engdahl says:
GlobalFoundries forecasts upbeat sales on booming chip demand
https://www.reuters.com/technology/globalfoundries-posts-56-rise-quarterly-sales-booming-chip-demand-2021-11-30/
Nov 30 (Reuters) – GlobalFoundries (GFS.O) forecast upbeat current-quarter sales on Tuesday, in its first earnings update after going public in October, banking on a spike in chip demand as companies scramble to secure supplies amid a global semiconductor crunch.
The Malta, New York-based company makes silicon wafers for chip designers such as Advanced Micro Devices (AMD.O), Broadcom Inc (AVGO.O) and Qualcomm Inc (QCOM.O), which do not have their own fabrication plants, called fabs.
Tomi Engdahl says:
Achieving semiconductor independency is ‘not doable,’ EU competition chief says
https://www.cnbc.com/2021/11/29/eu-vestager-independent-semiconductor-production-isnt-doable.html
KEY POINTS
“What is important is that there is a different level of production capacity in Europe,” Vestager said.
The European Commission has said that it wants to double the market share of semiconductors in Europe by 2030.
At the moment, “on a good day,” Europe’s market share is at 10% — it used to be 40% in the 1990s, according to data from the commission.
Vestager said the EU is working with the United States to identify what is causing shortages in the production of semiconductors.