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ST STMicroelectronics Asia Pacific has issued a notice to distribution channels, saying that due to the impact of the epidemic and the continued strong demand in the semiconductor market, the increase in raw material, energy and logistics costs has re…
ST STMicroelectronics Asia Pacific has issued a notice to distribution channels, saying that due to the impact of the epidemic and the continued strong demand in the semiconductor market, the increase in raw material, energy and logistics costs has reached an indigestible level. In order to ensure the stable supply of follow-up products and meet customer needs, decided to During the Q2 period in 2022, the price of all its product lines will be increased, and the target of the price increase will also include the current backlog of orders.
According to Taiwan reports, the Morgan Stanley report pointed out that in early March, the spot price of STMicroelectronics (STM) 32-bit MCU, a major semiconductor manufacturer, continued to rise, and it is currently only 23% lower than the peak level in July last year. However, lead times are still very long, with some products even exceeding 52 weeks.
According to the report, although the overall supply of MCUs has increased, the supply share of foreign manufacturers in the Chinese market is much smaller. This year’s Q1 supply is about 60% of last year’s Q4 level, and this year’s Q2 is expected to be even lower, about the same as last year’s Q4. 40%. In addition, facing inflationary pressures, rising commodity prices and rising OEM costs are all upside risks to spot prices.
Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
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