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Power Semiconductor Manufacturing Co., Ltd. held a public briefing at the counters on November 30. President Huang Chongren noted that current production capacity has been barely in short supply and demand for production capacity from customers has reached a panic level.
In the past, the market basically believed that 8-inch wafer production capacity was indispensable. However, Huang Chongren’s views on the supply chain situation are now even more tense. The wafer production capacity has become unimaginable, and even 2,300 wafers have been squeezed. no way. Although Power Semiconductor Manufacturing intends to build a new plant, the price of steel has risen and workers are not easy to find, so it may take at least three years. He expects that from the second half of next year to 2022, the logical markets for IC and DRAM will be exhausted to an unimaginable level.
Huang Chongren explained that due to the slowdown in the epidemic, all industries are waiting to be developed in the first half of next year. With the continued rise in applications such as 5G and AI, the demand for semiconductors will only become more prosperous. The current 8-inch capacity of Power Semiconductor Manufacturing Co., 12-inch production capacity of 100,000 pieces, the total capacity utilization rate has reached 100%. And in the next 5 years, smelting capacity will be the key for the semiconductor industry. Power Semiconductor Manufacturing Co., Ltd. has determined that it will increase prices and is currently actively chasing bottlenecks and has already squeezed more capacity for customers.
Power Semiconductor Manufacturing Co. said it will continue with the Open Foundry model, allowing customers to also participate in investing in the factory for more capacity. Times are different now. In the past, many large manufacturers scorned low-end production capacity. Now they have to search everywhere and ask for it. So Open Foundry is a good way for IC design houses to master sufficient production capacity. In the future, the production capacity of the new Tongluo plant is planned to cooperate with major customers for advanced implementation.
Huang Chongren also said that after 2022, the demand for discrete components will increase dramatically, especially if the demand for power management ICs will increase nearly 2.5 times, coupled with sensor testing applications and automotive electronics, it will continue to cause a shortage. of semiconductor production capacity and the speed of construction of new plants will not keep pace.
Current market conditions for wafer production capacity have not yet been taken into account. It is worth continuing to watch if the gap will increase next year.
(Source of the first image: Science and Technology News)
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