Highlights of the day: Negative components from IC shortages start to indicate
DIGITIMES employees
Because of worsening shortages of ICs and elements, downstream ICT product makers are anticipated to decelerate their paces in specs upgrades for his or her new merchandise as their upstream companions won’t have sufficient capability to help them. Meanwhile the difficulty may even constrain MCU distributors’ revenues as they’re experiencing longer supply lead occasions from their foundries and backend service suppliers. As demand from cryptomining functions stays sturdy, many chip distributors have turned to undertake BT substrates for cryptomining chips as ABF substrates are at the moment having critical shortages.
Chips shortages to decelerate specs upgrades for brand spanking new choices in 2H21: As shortages of ICs and different elements are anticipated to worsen additional within the peak season, downstream system makers are anticipated to decelerate specs upgrades for his or her new choices set for launch within the second half of the yr, in accordance with business sources.
Longer manufacturing lead occasions to constrain income progress at MCU distributors: Taiwan’s MCU distributors will see their income progress momentum constrained within the brief time period by prolonged supply lead occasions at foundry and backend homes, though they’ve considerable orders in palms, in accordance with business sources.
BT substrate provide more and more tight on sturdy cryptomining demand: The provide of BT substrates has been more and more tight, as extra distributors of chips, notably cryptomining ASICs, have turned to undertake BT substrates amid worsening shortages of ABF substrates, in accordance with business sources.
