Industry News

Chip Prices Continue to Rise, and UMC and SMIC may Increase the Quotation of Wafers in the Third Quarter

Update time : 2022-05-26 11:00:38

According to Taiwan's supply chain media DIGITIMES, major wafer foundry UMC, world advanced, Li Jidian, SMIC international and lattice core will plan to increase their wafer foundry quotation again to cope with the continuous shortage of production capacity.

It is reported that the planned increase in the quotation of wafer foundry in the third quarter will be higher than that in the first half of this year, including 8-inch and 12 inch wafers. In addition, TSMC has canceled all price discounts for new orders this year and orders in 2022, which is equivalent to price increases. With the further rise of OEM prices, it is expected that the wafer foundry will release strong revenue and profits in the third quarter. At present, customers are waiting in line for the capacity of the wafer foundry, and the 8-inch wafer foundry is the top priority of customers. However, although TSMC, UMC, SMIC and other manufacturers have announced plans to expand their mature processes, the new capacity will not be opened immediately.
DIGITIMES also said that due to the extreme shortage of wafer foundry capacity, in order to meet the huge order demand of customers, the wafer foundry has successively expanded investment and production. The mature process capacity will be opened successively from 2022 and reach the peak in 2023. At that time, the capacity shortage is expected to be alleviated. However, as the production capacity is opened one by one, the industry may face oversupply in the future.
Under the serious shortage of global mature process capacity, in order to meet the needs of customers, a number of wafer foundry recently announced the expansion of production. Among the wafer factories in Chinese Mainland, SMIC, Huahong Semiconductor and other manufacturers are promoting the 12 inch production expansion. SMIC announced in March that its Shenzhen wafer plant would be put into operation in 2022.
In terms of capacity construction, SMIC plans to expand the production of 10000 pieces / month of mature 12 inch production line and no less than 45000 pieces / month of mature 8-inch production line this year. In terms of the follow-up new plant plan, SMIC international, together with the national integrated circuit industry investment fund and Beijing Yizhuang International Investment Development Co., Ltd., established SMIC capital in December last year. The first phase of the project is planned to be completed in 2024. After completion, about 100000 12 inch wafers per month will be produced.

Previous : In 2021, the Global Refurbished Smartphone Market Increased by 15% Year-on-year, and Apple Ranked first

Next : Electronics are set to get even more expensive as chip giants hike their prices

How many chips does a car need?

Sep .19.2024

Automotive chips can be divided into four types according to their functions: control (MCU and AI chips), power, sensors, and others (such as memory). The market is monopolized by international giants. The automotive chips people often talk about refer to

Position and Function of Main Automotive Sensors

Sep .18.2024

The function of the air flow sensor is to convert the amount of air inhaled into the engine into an electrical signal and provide it to the electronic control unit (ECU). It is the main basis for determining the basic fuel injection volume. Vane type: The

Chip: The increasingly intelligent electronic brain

Sep .14.2024

In this era of rapid technological development, we often marvel at how mobile phones can run various application software smoothly, how online classes can be free of lag and achieve zero latency, and how the functions of electronic devices are becoming mo

LDA100 Optocoupler: Outstanding Performance, Wide Applications

Sep .13.2024

In terms of characteristics, LDA100 is outstanding. It offers AC and DC input versions for optional selection, enabling it to work stably in different power supply environments. The small 6-pin DIP package not only saves space but also facilitates install

About Us

About Us What we do Quality People

Products

CHIP/IC Active devices Passive device Components OTHER

China electronic components supplier----Wah Luen Shing Electronic.----www.wlschip.com

Leave a message