Latest spot market prices of TI, ST, NXP, Infineon and other chips (1)
【Lansheng Technology News】According to the latest data released by the U.S. Semiconductor Industry Association, 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. The demand for TI is still very weak. Factory inventory has basically been able to meet this year's production needs, and the demand for spot goods is relatively sluggish.
The delivery time of most of TI's materials has returned to normal, returning to 6-8 weeks, and the inventory level is relatively high. Except for the automotive industry, demand in other end markets has been weak, and customers have cut orders, leading to an increase in TI's own chip inventory. The current inventory has climbed to 207 days.
In the next few months, TI's spot market may still be difficult. However, some factories will seek long-term ordering opportunities to reduce costs.
2. The overall demand for ST is not high, and most customers have a wait-and-see attitude. Stockists, traders, agents, etc. are all in the inventory clearance stage.
In the spot market, ST's recently popular material numbers include VNH5019ATR-E, VNH5180ATR-E and other motor driver chips, whose main function is to control and drive DC motors.
3. The demand for ADI is still sluggish, general materials are in sufficient stock, and the market prices of some materials are inverted. However, industrial control, medical, and automotive regulatory materials are still out of stock.
The delivery time of ADI's general materials has returned to 13 weeks, but the delivery time of some out-of-stock materials is still more than 30 weeks. For example, LTC2415-1IGN#PBF, the current delivery time is still 33 weeks, and it is predicted that it will continue to improve in the future.
The overall demand for ADI has dropped significantly. The materials in demand are very scarce materials, such as LTC6810HG-1#3ZZPBF, LTC6078HMS8#PBF, LTC2411IMS#TRPBF, etc. The delivery time is still very long, and the spot price is also very high.
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.
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