Current State of Chip Manufacturing in 2023

As technology continues to advance, chips, as a core component of modern electronic devices, are playing an increasingly important role. However, the chip market is facing some challenges in 2023.

1. Texas Instruments (TI)

  Demand for types of chips other than automotive has returned to normal levels, and growth has slowed since the end of 2022. Although automotive chips are still in short supply, delivery times are over 30 weeks.

2. STMicroelectronics (ST)

  Last year's financial report showed a growth rate of 38%. The company stated that the automotive industry will be the main driver of growth in 2023. Delivery times for automotive chips remain at 40-52 weeks, and the delivery times for some sensors and signal chains have decreased to between 12-40 weeks. The delivery time for discrete devices such as high and low voltage MOS is around 47-54 weeks.

3. Renesas Electronics (RENESAS)

  Demand for automotive MCUs is still in short supply. In 2022, Renesas' revenue and net profit both hit record highs. Renesas' demand is mainly concentrated in the automotive and niche fields. Delivery times have dropped to around 40 weeks, but the delivery times for some MCUs still require over 52 weeks. Renesas will increase product prices starting January 1, with most of the increase between 10%-15%.

4. Analog Devices (ADI)

  Revenue for eight quarters hit a record high, and its ability to resist downturns is strong. General chip demand is still weak, with the main demand in the medical and industrial control fields. The price of the LT series chips is still high.

5. Microchip Technology (MICROCHIP)

  Overall demand is weak, and rumors of price increases in February of this year were confirmed when the company increased the prices of multiple product lines by around 5% starting March 1.

6. ON Semiconductor (ON)

  Overall demand is relatively strong and is a typical "quietly making a fortune" type. The delivery time for some chips exceeds 70 weeks. The company's revenue in the 2022 fiscal year reached a record high of $83 billion, but the supply of some products still faces problems.      

  However, ON's demand for semiconductor image sensors and automotive-grade MOSEFT/transistors continued to grow in February, and it recently acquired GeSi's 12-inch power discrete image sensor wafer factory to support its development of chips for electric vehicles, electric vehicle charging, and energy infrastructure.

7. NXP Semiconductors (NXP)

  Supply chain issues may ease in the second quarter, but shortages of automotive and industrial products still exist. Although NXP's performance also hit a record high last year, the shortage of automotive chips is still a cause for concern.

8. Infineon Technologies (Infineon)

  It has a relatively high market share in MOSFET, IGBT, and other fields, but delivery times for some of its products are also problematic. Delivery times for low-voltage MOS exceed 46 weeks, high-voltage MOS exceed 50 weeks, IGBT delivery times are 39-50 weeks, and delivery times for stabilizers, automotive analog, and power supplies are between 40-52 weeks. In addition, the SAK-TC2 series chips are also receiving attention.