· According to reports, STMicroelectronics' fourth-quarter revenue report for 2022 shows that the net revenue of the automotive business has risen sharply , with a year-on-year increase of 24.4%, and the total revenue in the fourth quarter was US$4.42 billion. Other related media also said that STMicroelectronics’ net profit in Q4 increased by 66.4% year-on-year, and its gross profit margin in Q1 is expected to rise to 48%. As the giant's revenue in the second quarter exceeded expectations, it is expected that the production capacity will continue to be fully loaded during the year!
· In 2022, the net profits of many core companies will plummet, with the highest drop exceeding 600%. In this context, STMicroelectronics' 2022 Q4 financial report is so eye-catching, which is inseparable from the contribution of discrete components and vehicles. The CEO is very accurate about STMicroelectronics' financial reports and financial report forecasts. At the same time, he also believes that the strong demand has led to the expansion of production.
· STMicroelectronics (ST) Group was established in 1987 by the merger of SGS Microelectronics in Italy and Thomson Semiconductor in France. It is reported that STMicroelectronics’ capital expenditure this year is about 4 billion US dollars, which is expected to increase by 13.6% year-on-year, and will be used to expand production of 12-inch wafers and silicon carbide. Last year, it was reported that STMicroelectronics will enter the 10nm process in the future. After seeing the development of semiconductors in the future, STMicroelectronics (STM. US) decisively announced cooperation with TSMC (TSM. US), the leading wafer foundry, to accelerate the development of GaN process technology and improve the GaN product market. adoption rate.
· In terms of wafers, only STMicroelectronics plans to expand production, and South Korea's SK Hynix and Samsung are under pressure and cut silicon wafers. Obviously, due to the decline in chip profits, Samsung and SK Hynix plan to significantly reduce and reduce the purchase of silicon wafer materials. The monthly purchase demand is as high as hundreds of thousands of pieces; the upstream end of semiconductors is on alert. Samsung’s approach this time is only to continue to reduce foundry investment in the future, while Hynix is rumored to be preparing for production reduction. In addition, SK hynix recently issued the industry's first sustainable development-linked bond with a scale of US$1 billion. In fact, as early as last year, Samsung and Hynix had targeted automotive semiconductors, but now they are being attacked by the "dark night" of chip profits. The development of the two Korean chip giants is still worth watching.
· It is worth noting that, not long ago, STMicroelectronics launched ACEPACK SMIT, an automotive-grade surface-mount power device package with super heat dissipation capabilities; at the same time, the noise performance and performance of automotive 40V MOSFETs are even worse after its replacement. Huge improvements. It can be seen that automotive and industrial chips are strongly promoting the growth of the industry.
