Highlights of the day: Semiconductor merchandise in critical shortages
DIGITIMES workers
As demand for semiconductor merchandise has continued selecting up, their provide has additionally grown tighter. Foundries’ provide of automotive MCUs, storage controller chips and energy administration ICs has already fallen in need of demand by 25-40%, whereas HPC, server and 5G networking chips are additionally seeing inadequate provide of high-end ABF substrates due partly to low yield charges. Automotive chip makers have additionally been pushing keenly to acquire companies from foundries because the automotive business has began to get well.
Foundries see provide for auto chips fall far in need of demand: Pure-play foundries have seen their provide for automotive ICs, together with MCUs, storage controller chips and energy administration ICs, fall in need of demand by 25-40%, in line with business sources.
High-end ABF substrates in more and more quick provide for HPC, server chips: The provide of extra profitable high-end ABF substrates to be used in HPC, server and 5G networking chips has been more and more in need of demand due partly to inadequate yield charges at IC substrate suppliers, squeezing suppliers’ capability allocation for ABF substrates wanted to course of pocket book processors lengthy in scarcity, in line with business sources.
More automotive chipmakers search foundry assist amid tight capability: More automotive chipmakers have approached Taiwan-based foundry homes TSMC, UMC and Vanguard International Semiconductor (VIS) looking for capability assist to fulfill a ramp-up in automotive chip demand from automakers who’re recovering from the pandemic-induced manufacturing facility shutdowns, in line with business sources.
