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模拟芯片开始涨价,交期增长
半导体行业观察· 2025-07-01 01:03
Core Viewpoint - The article discusses the recovery of the semiconductor market as manufacturers clear inventory, leading to rising prices and delivery times for analog chips [2][3]. Group 1: Market Dynamics - Analog chip prices and delivery times are increasing as manufacturers address inventory backlogs [2]. - Texas Instruments (TI) is raising the production process of various analog components by 30%, with some data converter component prices doubling [2]. - TI is increasing the output of 300mm wafer analog components at its Richardson, Texas facility and plans to invest $60 billion to build three new fabs [2]. Group 2: Future Market Outlook - The German distribution trade group FBDi anticipates market improvement in the second half of 2025 due to reduced inventory [3]. - Supply chain resilience has become a priority for companies post-COVID, emphasizing the need for robust risk management strategies [3]. - Generative AI is increasingly applied in supply chain management, enabling continuous analysis of large datasets to identify potential risks and generate insights [3]. Group 3: Distributor Insights - UK distributor Anglia's marketing director indicates that market conditions are improving, with suppliers concerned about potential order backlogs due to expected longer delivery times later in the year [4].