Infineon recently said at its earnings meeting that it expects the shortage of automotive MCUs to ease in the second half of 2023.
Infineon reiterated the divergence in the semiconductor market, with demand for semiconductors remaining strong in the automotive, renewable energy and security sectors, but a cyclical slowdown in demand for consumer products and weak corporate spending on IT infrastructure, according to Taiwan's Electronic Times.
According to Infineon, as electric vehicles and ADAS continue to evolve, customers are now more willing to sign capacity reservation agreements or place longer term commitment orders to secure semiconductor supply. OEMs now have a "strong tendency" to source strategic components directly and seek higher inventory levels.
To meet such demand, the company is increasing its production rate to nearly 1 million pieces per day. 2023 fiscal year, automotive products have been fully booked capacity.
Infineon reported revenues of 3,951 million euros in the fourth quarter of 2022 (first quarter of fiscal 2023), down 5 percent from the previous quarter, and net income of 1,107 million euros, up about 4.6 percent from the previous quarter.
Source：aijiwei
최신 산업 동향을 받아보려면 구독하세요.저희 뉴스레터는 전문가가 제공드리는 가치있는 시장 정보입니다.
The US has initiated a Section 301 investigation into China's mature semiconductor processes and third-generation silicon carbide (SiC) semiconductors. Supply chain operators state that the increa
In 2025, we expect 9.5% growth in the global semiconductor market, driven by robust demand for data centre services, including AI. However, growth in other, more mature segments is expected to be stag
Taiwanese chip manufacturer TSMC has announced a $100 billion investment in the United States, aiming to build five additional semiconductor facilities.The plan was revealed by TSMC CEO C.C. Wei along
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus programs.
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron Technology, Gen4 p
The global market is watching how TSMC, pressured by the US, might assist Intel's foundry operations, while Samsung Electronics and Rapidus, also facing challenges, may similarly require TSMC'
