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Industry
China analog chipmakers raise prices as broader semiconductor price hikes spread
Pressure to raise prices is spreading across the semiconductor supply chain, prompting Chinese analog chipmakers to lift prices in line with global companies. The trend could give China, which is strong in mature-node manufacturing, an opening to expand market share, analysts say. S&P Global Ratings\' Clifford Kurz said China may benefit as analog chips are mainly made on mature processes. SEMI expects China’s share of 22 to 40 nm capacity to rise from 25 percent in 2024 to 42 percent in 2028.
Industry
TI aims to push power density limits for AI data centres
Texas Instruments unveiled next-generation insulated power modules targeting data centres and the electric vehicle market. It applied its in-house IsoShield multi-chip packaging to raise power density by up to three times versus existing solutions and cut solution size by up to 70 percent. At a media briefing, TI introduced the UCC34141 and UCC14240. TI highlighted IsoShield and MagPack technologies and said the approach reduces component count and design risk.
Industry
Texas Instruments shares rise as outlook boost lifts analog chip recovery hopes
Texas Instruments raised its first-quarter earnings and revenue outlook, pointing to a possible recovery in the analog chip market, SiliconANGLE reported on Tuesday. Although the chipmaker missed Wall Street expectations for fourth-quarter earnings per share and revenue, investors focused on the improving outlook and sent the stock up more than 9 percent. CEO Haviv Ilan said orders rose steadily and customers were starting to buy again after working down inventories.