Lansheng Technology

  RF is the abbreviation of Radio Frequency, which refers to radio frequency. The frequency range is between 300KHz and 300GHz. The earliest application of RF is Radio—radio broadcasting (FM/AM). The radio frequency chip is an electronic component that converts radio signal communication into a certain radio signal waveform and sends it out through antenna resonance. In mobile terminals, radio frequency chips and baseband chips are the two most important cores. The RF chip is responsible for RF transceiver, frequency synthesis, and power amplification. The baseband chip is responsible for signal processing and protocol processing. In the entire RF chip track, the RF front-end industry is huge and the market is growing rapidly. The radio frequency front-end (Radio Frequency Front-End) is the part between the antenna and the baseband circuit in the communication system, including the transmission path and the reception path, generally composed of radio frequency power amplifiers, radio f

  1.  STMicroelectronics  announced its results for the first quarter of 2023 on April 27. Net revenue in the first quarter was US$4.25 billion, a year-on-year increase of 19.8%, higher than market expectations of US$4.21 billion; net profit was US$1.04 billion, a year-on-year increase of 39.8% %. The automotive and industrial segments beat expectations, offsetting lower revenue from personal electronics. 2. The German Bosch Group has agreed to purchase the key assets of California chipmaker TSI Semiconductor and invest $1.5 billion to expand the production of silicon carbide chips for electric vehicles in the United States. Bosch and TSI did not disclose the purchase price. Bosch said it plans to invest $1.5 billion to revamp TSI's chip production facility in California to start producing silicon carbide chips by 2026. 3. Due to the sharp decline in PC sales that hit  Intel 's business hard and the recovery was slow, the chip giant suffered the largest quarterly loss in histor

  The advantage of chiplets is first of all to improve economic efficiency. Chiplet reduces the impact of wafer defects on yield by integrating small-area chips, so it has significant advantages over large-area single SoCs in terms of overall economic benefits. In addition, Chiplet can break through the area constraints of a single chip and can perform heterogeneous integration. However, Chiplet has higher heat dissipation, power consumption and space requirements than SoC, so it is more suitable for chips with large computing power. The world's leading system manufacturers are accelerating the industrialization of Chiplets, and the importance of unified interfaces and EDA tools has increased. Leading chip factories such as  #AMD ,  Intel ,  #Nvidia ,  Samsung  and  #Apple  are gradually using Chiplet technology in chip design and manufacturing. At the design level, Chiplets can shorten the chip design process for system companies, but requires efficient on-chip network design and

  1. Due to the sluggish terminal demand, automotive chip design manufacturers will decrease their orders in the second quarter. Semiconductor industry insiders pointed out that orders from international automotive IDM factories such as  Infineon ,  NXP ,  ST ,  Texas Instruments , and  Renesas  Electronics are still stable, but some automotive chip design manufacturers have recently made substantial adjustments to orders in the second quarter, with a quarter-on-quarter decline About 10-20%. The products that are named and adjusted for orders include power management ICs, driver ICs, MOSFETs, and IGBTs. 2.  #Infineon  offers power solutions such as CoolSiC™ and CoolGaN™ that increase energy efficiency. This makes it a key to sustainable design and an important cornerstone of the energy transition. At PCIM Europe 2023, Infineon will demonstrate how its latest solutions in power semiconductors and wide bandgap technologies provide solutions to current green and digital transformation cha

  In recent years, the United States has been sanctioning China on its chip policy. From the chip ban at the beginning, to the formation of a "chip four-party alliance" with Japan, South Korea and Taiwan, to the introduction of the "Chip and Science Act", and now the old United States pulls Japan, the Netherlands, etc. Signed a DUV lithography machine agreement to jointly limit the shipment of mature chips to China. It can be said that the purpose of the United States is to lock Chinese semiconductors in the 14nm process. However, with the implementation of the U.S. clothing policy, the collective reversal of the seven chip giants including  Intel 、 Samsung  and ect. has attracted widespread attention from all over the world. Four of the seven chip giants are American companies, namely  #Intel ,  #Qualcomm ,  #Nvidia , and  #Synopsys . The reason why they turn against the U.S because the US's restrictions on shipments have caused their revenue and profits to dec

  1. The  #Philadelphia   #Semiconductor  Index fell 3.4%, pushing down to 2900 points, a two-month low since February 22.  #AMD  fell more than 4% to a six-week low, while  #Nvidia  fell 3% to a five-week low.  Intel  fell 2.6%, falling for the sixth straight day to the lowest in five weeks. 2. According to Bloomberg, the U.S. government will build a network of advanced computer chip design and engineering facilities. The focus of the plan is to spend $11 billion on research and development to enhance the U.S. economy and national security. The goals of the plan include producing the latest semiconductor technology in the United States, shortening the time from design to commercialization, and training technicians, engineers and others. It aims to bring together stakeholders from across the industry. 3.  Texas Instruments ' revenue in the first quarter was US$4.38 billion, analysts expected US$4.36 billion;  Analog  revenue in the first quarter was US$3.29 billion, analysts expect

  According to industry data, the current replacement rate of new energy vehicle chips in China is not high, and the specific ratio needs to be discussed by model. The localization ratio of the power devices of the new generation of models will be relatively high, but as for other main control MCUs, M4 and above have not yet formed a large replacement rate, and the overall replacement ratio is expected to be only above 10%. Most of them are non-core components. This also shows that there are great opportunities inside. First of all, China is promoting the industrial upgrading of domestic chips at the national level, and then it is the localization actions of various OEMs, especially the new public opinion of domestic new energy vehicles, such as Internet public opinion, they are moving quickly in localization. Previous forerunners such as BYD, traditional car companies Wuling, and Geely are also running faster, including traditional car companies SAIC and BAIC, and they are also follow