Global Semiconductor Sales Increase 13.3% in Q2 2022 Compared to Q2 2021

The Semiconductor Industry Association (SIA) announced worldwide sales of semiconductors totaled $152.5 billion during the second quarter of 2022, an increase of 13.3% over the second quarter of 2021 and 0.5% more than the first quarter of 2022. Global sales for the month of June 2022 were $50.8 billion, a decrease of 1.9% compared to the previous month. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

Source: Global Semiconductor Sales Increase 13.3% in Q2 2022 Compared to Q2 2021

Micron to Invest $40B in U.S. with Passage of CHIPS Act

Micron, the world’s third–largest memory chipmaker, said today it plans to invest $40 billion in expansion in the United States with the passage of the U.S. CHIPS and Science Act.

“CHIPS” stands for “Creating Helpful Incentives to Produce Semiconductors,” but the act goes beyond computer components.

U.S. President Joe Biden is expected to sign the act today, which will provide about $52 billion in subsidies and research grants to semiconductor companies that invest in the nation and limit their expansion in China.

Source: Micron to Invest $40B in U.S. with Passage of CHIPS Act

Should chipmakers be preparing for a downturn?

Semiconductor vendors, chip equipment makers and their OEM and EMS provider customers were still trying to make sense of a crippling supply chain crisis when an old nemesis suddenly showed up at the tail end of the second quarter. Inventories are rising again and quicker than expected raising the specter of another one of the semiconductor market’s erratic boom and bust cycles. 

Source: Should chipmakers be preparing for a downturn?

Why the Government Is Boosting Computer Chip Efforts in the U.S.

Semiconductors—the digital machinery running everything from our smartphones and computers to cars and refrigerators—are a vital linchpin to the economy. But only 10% are manufactured in the U.S., while the majority of are produced in Taiwan, South Korea, and China. On August 9, President Joe Biden signed the CHIPS and Science Act, a bipartisan bill to provide $280 billion to support both manufacturing and innovation in semiconductors, among other scientific efforts. CHIPS stands for Creating Helpful Incentives to Produce Semiconductors.

Source: Why the Government Is Boosting Computer Chip Efforts in the U.S. | Tufts Now

SSDI offers high current density schottky for A&D

La Mirada, California – Aerospace engineers continue to turn to SSDI’s SED20HE100 Schottky for new, high reliability designs in military aircraft, launch vehicles, rovers, and satellites. This 20 A, 100 V device is available in the SEDPACK 1 package, which utilizes a direct bond connection to the die instead of using wire bonds. This leads to a rugged device with enhanced current carrying capabilities.

Source: News 2022-07-26: SED20HE100

American Chip Manufacturing Gets a $52 Billion Infusion

The CHIPS Act of 2022 includes about $52 billion in funding for U.S. companies that produce, design and research computer chips.

Source: American Chip Manufacturing Gets a $52 Billion Infusion | Source Today

TrendForce: DRAM Prices to Drop by 10%

According to the latest TrendForce research, despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers. Facing uncertain peak-season demand in 2H22, some DRAM suppliers have begun effectively expressing clear intentions to cut prices, especially in the server field, where demand is relatively stable, in order to reduce inventory pressure. This situation will cause 3Q22 DRAM pricing to drop from the previous 3~8 percent to nearly 10 percent QoQ. If a price war is incited due to companies competing for sales, the drop in prices may exceed 10 percent.

Source: TrendForce: DRAM Prices to Drop by 10% – EPS News

U.S. chip industry split over CHIPS act benefits to Intel

Several U.S. semiconductor firms are deliberating whether to oppose a package of chip industry subsidies if the final language of the legislation awaiting a vote in the Senate disproportionately benefits manufacturers like Intel, sources familiar with the matter told Reuters. Senate Majority Leader Chuck Schumer has told lawmakers that a vote could come as early as Tuesday on a slimmed-down set of bills to bolster the U.S. computer chip industry, after Democratic lawmakers cleaved them from a larger, more contentious bill.

Source: U.S. chip industry split over CHIPS act benefits to Intel

Why The Chips Are Down: Explaining the Global Chip Shortage 

The supply chain bottlenecks we’re experiencing across the globe start with components. Rather, they start with component shortages. Of all the component shortages, by far the most severe is for certain semiconductors, or chips. The current global chip shortage rivals only a few of the past imbalanced markets. However, it’s unique in the breadth of product families feeling the gap in supply and demand.

Source: Why The Chips Are Down: Explaining the Global Chip Shortage | Jabil

Panthronics announces integrated listener for NFC wireless charging cuts board footprint

 

The PTX30W will work in tandem with an NFC poller such as the Panthronics PTX130W in a charging cradle: it harvests power wirelessly without the need for a microcontroller in the listener device. Replacing four discrete components in current designs with a single chip and occupying less than half the board footprint, the PTX30W provides significant space savings and increased design flexibility in products such as fitness trackers, smart watches, earbuds, hearing aids, smart glasses, smart rings, styluses and medical sensors.

Source: New Electronics – Fully integrated listener for NFC wireless charging cuts board footprint

Intel CEO Expects Chip Shortage to Persist Through 2024

Intel CEO Pat Gelsinger believes that the two–year shortage of chips that’s limited output of products ranging from cars to advanced weapons will continue through 2024.“Chip shortage — we’re about halfway through,” Gelsinger said in an interview with Yahoo Money on the sidelines of the World Economic Forum in Davos, Switzerland. “My expectation is that it persists through 2024.”

Source: EETimes – Intel CEO Expects Chip Shortage to Persist Through 2024

SSDI Can Replace UR and US Glass Sleeve Packages for Discrete Semiconductors

La Mirada, California – SSDI can replace UR and US glass sleeve packages with either SMD.22 or SMD.22T packages for diode rectifiers, Schottky rectifiers, Zeners or TVS devices. The SMD.22T serves as a drop-in replacement for US packages and is available for all SMD.22 products even if not included on the data sheet. SSDI also continues to provide these products in the UR (SM), US (SMS), and axial leaded options.

Source: News 2022-02-28: Diode Solutions