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Ti will increase by 15% - 30%; At the end of the year, all Toshiba's factories were closed and completely withdrew from China;

release time:2022-03-17Author source:SlkorBrowse:690

01
Toshiba closes all factories at the end of the year and completely withdraws from China
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According to the Australian Kan Media "Kan News" report, at the end of last month, the Japanese electrical giant Toshiba held a "Thousands Dismissal Conference" at its Dalian plant in China, announcing that the plant would be closed on September 30. In addition, Toshiba's 33 factories in 24 cities in China and The R&D institutions will be closed by the end of December, with the R&D institutions and precision component production returning to Japan, while the e-commerce business will be transferred to Vietnam. This is another major retreat after Toshiba closed its TV factory in Dalian at the end of 2013.

 


Previously, on September 4, a netizen posted on Weibo that Dalian Toshiba’s thousand-person meeting announced the official suspension of production, and the liquidation was officially dissolved at the end of September. The netizen also attached a video of thousands of employees participating in the conference. The footage showed Chinese employees in work clothes taking pictures of the situation with their mobile phones.

 

Toshiba Dalian Company was established in September 1991. He never expected that on his 30th birthday, he would not be greeted by all the staff singing and dancing to celebrate the birthday, but reluctantly announcing the dissolution; this dissolution, many workers were both reluctant and even more Most of them are helpless. In the past 30 years, many employees have fallen in love, got married, and had children here.

 

The report also pointed out that Japan's Ministry of Economy, Trade and Industry plans to allocate 2.2 billion US dollars to subsidize Japanese companies to withdraw production lines from China. In June 2020, the first batch of 87 Japanese companies withdrew from China, of which 30 transferred their production lines to Southeast Asia and 57 moved back to Japan. In July of the same year, as many as 1,670 Japanese companies applied for the second batch of withdrawal subsidies. Some are waiting in line for the Japanese to approve their evacuation. Toshiba's "retreat" this time does not rule out that it is related to Japan's subsidies.


02
burst! It is rumored that TI will increase in price! Up another 15%-30%


Recently, the market began to spread the news that TI is about to increase the price, saying that the cost of raw materials will continue to rise recently, now and in the foreseeable future. Another driving factor is the market. It is expected to increase by 15%-30%.




Since the beginning of this year, the heavy snowfall in Texas has caused the local power grid to be damaged by a cold snap, and the operation of TI's wafer fab in Dallas has also been affected, making the already tight chip supply situation even worse, and TI's product delivery time has been prolonged. The supply tension is gradually spreading.

 

Texas Instruments (TI) management said internal inventory had fallen to 111 days in the third quarter, well below the 130 to 190 days the company wanted to have. Delivery times, i.e. the time between placing an order and delivering it to a customer, are also getting longer.

 

The price increase and the extension of the delivery period have now become the main theme of the market for most electronic components. From AKM, ST, NXP to today's TI, the price has increased by more than ten times, and the price of one a day has all been staged. Not only foreign ICs have risen, but alternative domestic ICs have even been unavailable due to rising raw materials, packaging and testing costs.

 

And Texas Instruments (TI) has a pivotal position in the global semiconductor industry. TI's price increase will inevitably lead other manufacturers to follow suit and increase prices. In addition, traders' sense of smell is extremely sensitive, and the phenomenon that there is no goods and low prices is also Will disrupt the atmosphere of the entire market.


03
$17 billion invested! Samsung's second U.S. fab may land in Tyler, Texas


On September 8, the Administrative Court of Williamson County, Texas, and the city of Taylor in the county voted for Samsung Electronics to set up a local factory. The outside world believes that it is likely to settle in Taylor City, Texas ( Taylor), with an expected investment of at least $17 billion.


 

According to the "Central Daily" report, this is Samsung's second wafer foundry in the United States after the Austin, Texas factory. It is rumored that Samsung has evaluated the location in addition to Austin, Texas and Taylor City, and Goodyear, Arizona. Compared with Queen Creek and Genesee in New York State, the geographical conditions of Taylor City are more advantageous.

 

In addition, in June this year, the Taylor City Independent Education District (ISD) board of directors also approved a 10-year $314 million tax cut plan proposed by Samsung Electronics Austin Branch (SAS).

 

If Samsung Electronics confirms and announces the investment plan for the Taylor City semiconductor factory, it is expected to be completed in the second half of 2024.







Disclaimer: This article is reproduced from "Chip Vision". This article only represents the author's personal opinion, not the opinion of Sacco Micro and the industry. It is only for reprinting and sharing, and supports the protection of intellectual property rights. Please indicate the original source and author for reprinting. If there is any infringement Please contact us to remove.


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