Zhitong financial APP learned that on November 24th, affected by the news of the shortage of power management chips, A-share semiconductors and components were pulled up. As of press time, 300373.SZ was up more than 14%; Beijing Junzheng (300223.SZ), new Jiereng (605111.SH), Shenghong Technology (300476.SZ), 688037.SH, 688601.SH and other stocks rose.
At present, the DDR5 memory bars on the market are out of stock, mainly because the power management chip PMIC, which is loaded with DDR5 memory, is in short supply, resulting in the order delivery time being extended to as much as 35 weeks.
The head Leopard Research Institute points out that the power management chip is the chip that undertakes the responsibility of transforming, distributing, detecting and other power management in the electronic equipment system. Power management chip has a direct impact on the performance of electronic equipment. at present, power management chip is developing in the direction of fidelity signal, increasing power density, prolonging battery life, reducing external noise and improving safety under high voltage. Power management chips are needed in wearable devices such as mobile phones, TWS headphones, communication base stations, automobiles, industry, Internet of things and so on. With a wide range of downstream applications and the development of related application terminals, the strong downstream demand in the future will be a strong driving force for the sustained growth of the entire power management chip industry.