Highlights of the day: Toshiba fabs will not remedy foundry scarcity
DIGITIMES employees
Toshiba has maintained that it has not reached any “definitive decisions” to promote its two wafer fabs. But even when any of the pure-play foundries handle to purchase Toshiba’s fabs, the provision of 8-inch wafer fab capability will stay in need of demand. Global IC foundry output worth is predicted to go up by greater than 20% in 2020 and ris additional in 2021, accordig to Digitimes Research. In the IC design sector, Taiwan-based service and IP suppliers have seen many Chinese shoppers come knocking on their doorways looking for help for improvement of CPUs in bids to unshackle themselves from reliance on US provide.
Addition of Toshiba fabs unlikely to alleviate 8-inch fab capability scarcity: Toshiba is reportedly looking for to promote its 8-inch fabs within the first quarter of 2021, however the world 8-inch foundry capability shortages will nonetheless hardly be relieved even when the Japanese IDM’s fabs are bought to pure-play foundry homes that look to extend their provide to shoppers, in line with trade sources.
Global IC foundry output worth to rise over 20% in 2020: Output worth for the worldwide IC foundry trade is forecast to surge greater than 20% in 2020, and can register one other on-year progress however at a slower tempo in 2021, in line with Digitimes Research.
China stepping up homegrown processor improvement: Taiwan-based IC design service and silicon IP suppliers proceed to see sturdy demand significantly for high-margin CPUs from China, in line with trade sources.
