According to the latest report, the global analog IC leader TI recently notified customers that the imbalance between supply and demand in the second half of the year will ease, the analog IC price increase party led by power management chips will end, and even face price pressure.
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In the past two years, the global semiconductor industry has encountered a capacity crisis, leading to shortages and price increases of various chips, and the prices of some chips have risen dozens or even hundreds of times, among which analog chips are even worse. The serious chip shortage problem once caused the global auto industry to reduce production. However, TI took the lead to warn that the era of global chip price hikes is coming to an end.
On the whole, there are two reasons for this wave of chip price cuts. On the one hand, the market demand has declined, and on the other hand, it is related to the increase in the production capacity of manufacturers. It generally takes 2-3 years from the construction of a semiconductor chip factory to put it into production.
The chip factory that started construction in 2020 will be mass-produced in the second half of this year to next year. It is understood that TI has previously invested 30 billion US dollars in four fabs, and one factory will start mass production in the second half of this year, and the problem of tight production capacity has been significantly eased.
