Omer Cheema
@Omercheema
Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Posting for fun. Opinions my own.
731 Following 10.3K Followers
This is significant. $STM is the market leader in microcontrollers and they are having problems getting allocations at TSMC for their mature node chips. Reason is that TSMC is allocating this capacity to Nvidia ecosystem and asing STM to move to 40nm of below. As a result, STM is asking its customers to input orders for whole 2027.
Companies with their own fabs will benefit from this situation.
Show more
Further price hikes from Texas Intruments. $TXN
Second round of price increase from analog and power companies is happening.
