SMM: according to industry media news, 8-inch wafer generation production capacity is in short supply, not only the delivery period has been extended to 4 months, but the quotation has also been reported to increase by 10%. Some IC design factories have decided to follow up and increase the price of their products to cope with the increase in costs.
Not only TSMC's 12-inch advanced process capacity utilization rate is full, 8-inch demand is also full of 28-inch process orders, the world's advanced second-line factories and UMC's 8-inch production capacity are also in short supply, although it is reported that the contract manufacturing price will be increased by 1020%. Customers are still lining up for production capacity.
In addition, the second-line power plant, the world's advanced global 8-inch production capacity is in short supply, the tight situation will continue until 2021 and the price increase has been brewing in the near future.
People in the IC design industry said that limited 8-inch wafer foundry capacity is tight, and product delivery time has been extended to 4 months from 2 to 3 months in the past.
Panel driver IC factory Duntai also pointed out that due to the increase in wafer foundry prices and higher costs, it will follow up to increase the price of panel driver and touch integrated single-chip (IDC) products.
Under the impact of the epidemic this year, the recovery slope of the global semiconductor industry has slowed down, but the growth trend has not changed. According to data from the American Semiconductor Industry Association, in 2020, as the epidemic spread around the world, it had a certain impact on the global economy and brought some uncertainty to the semiconductor industry. however, according to the monthly sales data of global semiconductors, in the first four months of 2020, global monthly sales of semiconductors basically maintained the trend of year-on-year growth. The year-on-year growth rates from January to April were-0.23%, 4.99%, 7.96% and 7.16%, respectively.
According to the latest forecast of the SEMI World Foundry report, global fab equipment spending in 2020 is expected to recover slowly in 2020, rising 3% year-on-year to US $57.8 billion. As the recovery begins to stabilize, it may continue to grow in the second half of this year, and is expected to hit a record in 2021.
At the company level, it also confirms the high-profile demeanor of the wafer generation factory. TSMC, the leading foundry foundry, has seen a year-on-year rise in revenue this year, with revenue growth rates of more than 10 per cent in the first eight months, with the highest increase of more than 50 per cent in one month.
In fact, the expansion of local wafer manufacturing capacity is also closely advancing. SMIC, the local wafer foundry leader, has raised its capital expenditure this year to US $6.7 billion, and plans to expand its 100000-piece-month mature production capacity in Beijing. Huahong Semiconductor plans to invest $2.5 billion in capacity expansion.
Changjiang Storage plans to build a 3DNAND flash memory chip factory in two phases, with a total investment of US $24 billion. Among them, the first phase mainly achieved technological breakthroughs and completed a production capacity of 100000 pieces per month; the second phase planned production capacity of 200000 pieces per month, with a total monthly production capacity of 300000 pieces after the two phases of the project reached production. Changxin Storage DRAM particles to achieve shipment, is expected to rapidly expand production capacity.
Industry insiders said that under the high prosperity of the industry, leading large factories are actively expanding production, and related companies in the domestic industrial chain hope to benefit.
The Financial Associated Press collates the relevant wafer foundry companies, including SMIC, Jacques Technology, Haite High-tech, Jiangfeng Electronics, to Pure Technology.
SMIC: wafer foundry leader, the world's leading integrated circuit wafer foundry.
Jacques Technology: subsidiary Comet is a qualified supplier of TSMC, supplying high purity tetrafluorocarbon products to TSMC Fab14A.
Hite Hi-Tech: China's leading compound semiconductor integrated circuit chip production line, building the core wafer manufacturing capability in the compound semiconductor industry chain.
Jiangfeng Electronics: it is the leader of sputtering target and has become the main supplier of wafer foundry such as TSMC and UMC.
To pure technology: the company's semiconductor cleaning equipment is used in 8-inch and 12-inch wafers.