TI

16 atoms · 跨 10 天 · 首见 2026-04-19 · 最近 2026-06-15

三色: 🟦 fact 13 · 🟥 take 3 · stance ▲4/▼1/◆7

来源: X 16

时态: fresh:16

标签: 好数字:8 · 好信源:4 · 好思考:3 · 好观点:2

叙事 (narrative) (1)

• 2026-06-15 · auto and China revenue dependency
  auto is the bread and butter of Western analog/power players — NXP, STM, TI, ON, Rohm, Infineon, Renesas all lean heavily on auto and China revenue.
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-06-15 · AI数据中心的直流800伏特供电预计登场时间
  AIデータセンターの直流800ボルト給電、登場は2027年か 米TI見通し
  tags: 好信源 · → daily
  value: date=2027年

事实 (fact) (14)

• 2026-04-27 ⭐ · delivery time
  Lead times for power semiconductors have become extremely stretched because of AI servers. According to industry sources, delivery times for some products from major suppliers such as Infineon, TI, and onsemi have extended to as long as 30 weeks.
  tags: 好数字·好信源 · → daily
  value: qty=30 weeks · direction=extended · date=current
• 2026-05-25 · 提价
  英飞凌、AOS、安森美、TI等国际大厂（2026年4月起）
  tags: 好信源 · → daily
  value: date=2026年4月起
• 2026-05-13 · 模拟芯片提价
  TI模拟芯片部分产品提价15%-50%
  tags: 好数字 · → daily
  value: qty=15%-50% · date=2026-04-01
• 2026-05-11 · 存储芯片/MCU/功率半导体提价生效日期
  TI存储芯片、模拟芯片、MCU、功率半导体2026年4月1日起生效
  tags: 好数字 · → daily
  value: date=2026-04-01
• 2026-05-10 · 供应链已发送邮件建议客户将订单从7月提前到6月
  Supply chain at Texas Instruments has sent emails to customers recommending them to pull-in orders from July to June.
  tags: 好思考 · → daily
• 2026-05-10 · 交货周期已增加至26周
  Lead times have been increased to 26 weeks.
  tags: 好数字 · → daily
  value: qty=26 weeks
• 2026-05-10 · 低于交货周期的芯片交付请求要求客户支付TI商店的1ku价格
  Any request to deliver chips below the lead time would require customers to pay 1ku price from the TI store.
  tags: 好思考 · → daily
• 2026-05-10 · 1ku价格通常是高批量定价的100-150%
  For reference, 1ku price is usually 100-150% of high volume pricing.
  tags: 好数字 · → daily
  value: qty=100-150%
• 2026-05-10 · 模拟和电源公司第二轮涨价正在发生
  Second round of price increase from analog and power companies is happening.
  tags: 好思考 · → daily
• 2026-04-22 · unveiled 800V to 6V reference design
  At GTC in March 2026, TI unveiled a reference design built around 800V → 6V → <1V.
  tags: 好信源 · → daily
  value: date=2026-03
• 2026-04-20 · 调价函最高涨幅
  TI、ADI、英飞凌、恩智浦密集发出调价函，最高涨幅达85%
  tags: 好数字 · → daily
  value: qty=85% · date=2026年2-4月
• 2026-04-19 · 股价自2026年4月涨价正式实行后上涨17%
  自2026年4月涨价正式实行后，TI、ADI股价均已上涨17%
  tags: 好数字 · → daily
  value: qty=17% · date=2026-04-19
• 2026-04-19 · 高端品类涨价幅度在30%-80%
  此前TI、ADI对高端品类的涨价幅度在30%-80%不等
  tags: 好数字 · → daily
  value: qty=30%-80%
• 2026-05-22 · supply chain strategy repositioning
  VIS, Innoscience, Infineon, ROHM, STMicro, and TI are each repositioning with distinct supply chain strategies.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-15 · narrative · auto and China revenue dependency · → daily
• 2026-06-15 · forecast · AI数据中心的直流800伏特供电预计登场时间 · → daily
• 2026-05-25 · fact · 提价 · → daily
• 2026-05-22 · fact · supply chain strategy repositioning · → daily
• 2026-05-13 · fact · 模拟芯片提价 · → daily
• 2026-05-11 · fact · 存储芯片/MCU/功率半导体提价生效日期 · → daily
• 2026-05-10 · fact · 供应链已发送邮件建议客户将订单从7月提前到6月 · → daily
• 2026-05-10 · fact · 交货周期已增加至26周 · → daily
• 2026-05-10 · fact · 低于交货周期的芯片交付请求要求客户支付TI商店的1ku价格 · → daily
• 2026-05-10 · fact · 1ku价格通常是高批量定价的100-150% · → daily
• 2026-05-10 · fact · 模拟和电源公司第二轮涨价正在发生 · → daily
• 2026-04-27 · fact · delivery time · → daily
• 2026-04-22 · fact · unveiled 800V to 6V reference design · → daily
• 2026-04-20 · fact · 调价函最高涨幅 · → daily
• 2026-04-19 · fact · 股价自2026年4月涨价正式实行后上涨17% · → daily
• 2026-04-19 · fact · 高端品类涨价幅度在30%-80% · → daily

← 实体目录 · 系统日志