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What industries will the shortage of electronic chips affect?

【概要描述】The global semiconductor shortage didn't come suddenly, following a massive snap-up by Huawei, which was previously sanctioned by the United States. At present, global electronic products are selling well due to infectious diseases. In the second half of the year, the fire of major semiconductor factories in Japan, the closure of factories in Southeast Asia due to infectious diseases, and the successive strikes in French factories have exacerbated the global semiconductor shortage. The US science and technology website Extremetech said on the 21st that one of the keys to the "chip shortage" in the article is the lack of 200mm wafer investment by producers for chip raw material products. Over the past few decades, manufacturers have pushed larger wafer sizes all at once because larger wafer sizes reduce material waste and increase the number of chips a factory can produce per day. Originally, 200mm wafers were thought to disappear with 300mm wafers coming online, but this trend did not happen in the end, and customers still like to produce on 200mm wafer production lines, which are very mature and low-cost.

What industries will the shortage of electronic chips affect?

【概要描述】The global semiconductor shortage didn't come suddenly, following a massive snap-up by Huawei, which was previously sanctioned by the United States. At present, global electronic products are selling well due to infectious diseases. In the second half of the year, the fire of major semiconductor factories in Japan, the closure of factories in Southeast Asia due to infectious diseases, and the successive strikes in French factories have exacerbated the global semiconductor shortage. The US science and technology website Extremetech said on the 21st that one of the keys to the "chip shortage" in the article is the lack of 200mm wafer investment by producers for chip raw material products. Over the past few decades, manufacturers have pushed larger wafer sizes all at once because larger wafer sizes reduce material waste and increase the number of chips a factory can produce per day. Originally, 200mm wafers were thought to disappear with 300mm wafers coming online, but this trend did not happen in the end, and customers still like to produce on 200mm wafer production lines, which are very mature and low-cost.

  • 分类:Industry news
  • 发布时间:2022-05-17 16:59
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The global semiconductor shortage didn't come suddenly, following a massive snap-up by Huawei, which was previously sanctioned by the United States. At present, global electronic products are selling well due to infectious diseases. In the second half of the year, the fire of major semiconductor factories in Japan, the closure of factories in Southeast Asia due to infectious diseases, and the successive strikes in French factories have exacerbated the global semiconductor shortage. The US science and technology website Extremetech said on the 21st that one of the keys to the "chip shortage" in the article is the lack of 200mm wafer investment by producers for chip raw material products. Over the past few decades, manufacturers have pushed larger wafer sizes all at once because larger wafer sizes reduce material waste and increase the number of chips a factory can produce per day. Originally, 200mm wafers were thought to disappear with 300mm wafers coming online, but this trend did not happen in the end, and customers still like to produce on 200mm wafer production lines, which are very mature and low-cost.

A lot of IoT and 5G chips are engraved on 200mm wafers, and as demand for these products has increased this year, 200mm wafer capacity has become difficult to book. Large foundries such as TSMC have been slow to expand new 200mm production capacity. Prior to the COVID-19 outbreak, many fabs were already operating at high 200mm capacity utilization. In the wake of the outbreak, additional demand for a variety of chips has further added pressure to a near-saturated supply chain. Affecting a variety of industries such as automobiles, cameras, etc. in the mature part of the process, everyone can literally understand. Maturity means that the process is basically a more mature field, so in the past it has always been slow to expand. In addition, many equipment companies do not provide equipment for the mature process at all, so the expansion of a wafer substitute in the mature process was basically slow in the past, and the process of becoming an advanced and mature process on the entire supply side faced some bottlenecks.

The suspension and suspension of demand for Wawper foundry has resulted in some changes in order allocation across Wawper foundry as well. In the automotive semiconductor segment in particular, vehicle sales showed negative growth globally last year, so the entire order book was delayed. Because the whole infectious disease will slowly recover this year. However, the order war process for Wawper's foundry takes 3 to 6 months, so the chip foundry demand for the entire automobile cannot be met in the short term.

Since the large-scale revision project has just mentioned the increase in production by the supply side, its flexibility also has certain limitations. We believe that the shortage of chips cannot be eliminated in a short period of time throughout this year.

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