Latest spot market prices for Infineon, Renesas, Broadcom and other chips（3）

 


【Lansheng Technology News】According to the latest data released by the U.S. Semiconductor Industry Association (SIA), global chip sales in the second quarter of 2023 totaled US$124.5 billion. Although it fell 17.3% from the second quarter of 2022, it was still lower than the second quarter of 2023. Growth in the first quarter was 4.7%. Global chip sales in June 2023 were US$41.5 billion, a month-on-month increase of 1.9%. This is the fourth consecutive month that global chip sales have experienced a slight increase.


1. Recently, the demand for Infineon's automotive materials has dropped a lot, and the market price of SAK series has dropped significantly.

The supply of ordinary high and low voltage MOSFETs is gradually returning to normal. The inventory pressure of agent-side MOSFETs is very high, and the market has sufficient stock.

Due to the bleak overall demand, some low-voltage models have experienced market price inversions, such as IRF250NPB and IRF2804PBE. However, the market prices of some high-voltage MOSFETs are still at high levels.

The demand for IGBTs is strong, some models are still out of stock, the delivery time is generally more than 40 weeks, and the spot price is very high.


2. In the past six months, the market prices of most Renesas materials have been on a downward trend, but MCUs, analog and power devices are still in demand in the current market, and products related to new energy vehicles still have great market demand.

For Renesas, the recent demand is mainly for MCU, CLK, memory, power management and other products. Among them, the material numbers starting with R5, R5f, and R7FUPD are relatively out of stock, and the supply has been in short supply, and the market price is relatively high.

In addition, clocks and timing equipment are still in short supply and lead times are relatively long.


3. The supply situation of Broadcom's automotive materials has improved, and its popularity has dropped a lot. It should be difficult to have the previous shortage in the future.

Broadcom's main demand is still concentrated in the AI field. High-end PLX chips such as SS26 and SS24 are out of stock, making it difficult to ship AI servers. The current market quotations are relatively chaotic.

Although it is close to the traditional peak season in previous years, communication demand shows no signs of improvement, and consumer demand is even more lifeless. Many customers said they have a large amount of inventory on hand to be sold.


4. The overall demand for Xilinx is sluggish, and the XCF series PROM has been discontinued. However, customer demand still exists, and the market price has increased slightly.

Two new products, XA AU10P and XAAU15P FPGA, have been added to the automotive grade XA Artix UltraScale+ series, which are optimized for advanced driver assistance system (ADAS) sensor applications.


Lansheng Technology Limited, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports. 

Our main brands: STMicroelectronics, Toshiba, Microchip, Vishay, Marvell, ON Semiconductor, AOS, DIODES, Murata, Samsung, Hyundai/Hynix, Xilinx, Micron, Infinone, Texas Instruments, ADI, Maxim Integrated, NXP, etc

To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com

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