Benefiting from the strong demand for semiconductors, IDM factories not only have their own full capacity, but also expand outsourced production, coupled with the effects of the epidemic in Malaysia, strengthen the cooperation between large IDM factories and closed test factories. Jingyuan Power, Silicon Grid and so on will become the main partners of IDM companies in the next few years.
Quiheng quoted the industry as saying that due to the trend of digital transformation, the permeability of 5G and WiFi 6 has increased, and the testing process has been greatly lengthened. In the second half of the year, due to the insufficient production capacity of IDM manufacturers and the expansion of contract release orders, there is an obvious gap in the planned production capacity at the beginning of the year, so we will actively increase capital expenditure to meet the needs of the time.
Test big companies Jingyuan Power and Silicon GE recently raised capital expenditure, not only to more than NT $10 billion (NT $), but also to an all-time high of mass entrepreneurship and innovation, by as much as 70% and 80%, respectively.
Industry frankly, due to the good semiconductor market conditions, IDM orders have been seen until next year, and in the early stage of the market outbreak to achieve a huge market share, so the resources are allocated to the front-end design capacity, the latter section of the wafer foundry, closed testing is handed over to the wafer foundry, sealing and testing industry, as the product variety increases, the outsourcing share naturally increases.
In addition, although large IDM manufacturers have their own closed test plants in Malaysia, due to the severe local epidemic, most of them maintain load reduction production and maintain existing product shipments by adjusting the proportion of closed test production outside the commission. coupled with the long life cycle characteristics of automotive chips, IDM manufacturers are looking for long-term partners.
