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2. Infineon's MOSFET price increases
Infineon's scarce materials are mainly concentrated in high-pressure cooling MOSFET products, and the prices of automotive components are also constantly rising, such as the TLE, IPD, and AUIR series of high-voltage MOSFET components. In addition, although the volatility of car prices has weakened, the delivery cycle of Infineon products is still very long, which forces some customers to seek other sources of supply.
3. The pricing of ST materials is unstable
Since the second quarter, ST has always focused its business on the production of automotive components. However, due to pricing instability, especially in the VN series, customers will continue to face delivery issues.
4. NVIDIA GPU Average Price Rise
According to UBS, although GPU trading volume is low, there has been a price increase in its second-hand market, with Nvidia's average price increasing by 3%. This is because Nvidia's high-end market performance is complex, and prices in the low-end market generally decline. At the same time, analysts pointed out that inventory has also decreased, and the specific reason is not yet clear. However, it may be due to signs of a slowdown in the GPU upgrade cycle, as Nvidia has launched the Ada Lovelace chip, but it may also be due to consumers temporarily shelving their purchase decisions before the Consumer Day holiday.
5. Overall price increase for Meiguang products
The prices of Meiguang products have increased comprehensively, especially for automotive and NAND related components. In addition, the factory has started to reduce supply, mainly targeting commonly used components, and the situation of customers establishing buffer inventory has also increased. Meiguang focuses on inventory management and supply control, and has recently further reduced the operating rates of DRAM and NAND wafers to nearly 30%. It is expected that the production reduction will continue until 2024.
6. Microchip's demand for some materials has increased
The demand for certain NOR flash drives in Microchip's SST39VF series is increasing, resulting in supply constraints, extended delivery times to 71 weeks, and limitations on passive components. In addition, the customer is still reporting the issue of Microchip issuing default notices.
7. Recent situation of Renesas delivery time
Overall, Renesas shows no signs of shortening the lead time for chip production. Currently, the lead time for R5F and R7F series microcontrollers is close to one year, while the lead time for transistors and thyristors exceeds 30 weeks. Renesa is raising prices almost every quarter, and orders placed before these changes will still be executed according to the new pricing when shipped.
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