What are the topics? There are planned increases in TSMC prices, results from Infineon Q1, Marvell buys Tanzanite Silicon Solutions, sales growth in Design IP and the downward cycle of the semiconductor train market …
5. TSMC raises prices
TSMC told customers it plans to increase its prices by “single digits” by early 2023, blaming rising costs. This is the second time in less than a year that he has said he will raise prices. Last August, it raised prices by 20%. Last year, TSMC said it would end its practice of cutting prices quarterly when a new process runs smoothly. It is reported that the new prices are between 5% and 8% for the various processes.
4. Infineon expects revenues for 2022 of 13.5 billion euros
Infineon’s revenue for the calendar quarter rose 22% year on year and 4% consecutively to € 3.298 billion for a profit of € 761 million with a margin of 23.1%. There was a free cash flow of € 120 million. For calendar Q2, he forecasts revenue of about 3.4 billion euros with a margin of about 21%. For the financial year 2022, Infineon expects revenue of 13.5 billion euros with a margin of 22%. The company plans to invest 2.4 billion euros in 2022. The free cash flow is expected to be 1.1 billion euros.
3. Marvell to buy Tanzanite
Marvell will acquire Tanzanite Silicon Solutions, developer of advanced technology Compute Express Link (CXL). Tanzanite’s experience in CXL technology will help Marvell advance to a fully composite cloud infrastructure. CXL connectivity is an integral part of Marvell’s data center portfolio of computing, power optics, networking, security and storage. The advantages of CXL include flexibility of the infrastructure for allocating resources in accordance with the requirements of the workload.
2. Design IP sales grew by 19.4% in 2021
Design IP sales grew 19.4% in 2021 to reach $ 5.45 billion, Eric Esteve’s IPnest reported in its IP Design Report for May 2022. The report ranked IP providers by category and nature. The main trends that shake Design IP in 2021 are very positive for most IP providers, especially for Synopsys, which is growing by 21.7%, more than the market, as well as Imagination Technologies (IMG) with 43.4% and Flash memory compiler vendors (SST, eMemory Technology) and Alphawave with over 100% growth.
1. 2023 IC market will fall by 22%, says Penn
The semiconductor industry has reached the peak of the roller coaster market cycle and is beginning to decline, said Malcolm Penn, executive director of Future Horizons at IFS2022 in London yesterday. Although 2022 will not be a disaster, 2023 will be, Penn said. This year the growth forecast is + 6%. + 10% is still possible, but + 4%. “Delays are inevitable, the scale of which depends on the weather,” Penn said.