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![]() Source:digitimes As for the reasons for the price increase, digitimes pointed out that the epidemic situation stimulated the demand for telecommuting and education, coupled with the popularity of 5G, and the recent international transfer effect of SMIC, the global 8-inch wafer OEM production capacity is tight, and it is expected that the situation of short supply will continue until the second half of next year.
According to the report, the demand for terminal consumer electronic products is growing against the trend. The content of 5g mobile phone chips has also increased by more than 30% compared with the previous generation, and the consumption of power management, MOSFET, off screen fingerprint identification, TOF, sensor and other chips has significantly doubled.
However, due to the fact that many chips only need mature process production, 8-inch wafer foundry is in short supply since the third quarter. At that time, the market rumors that the foundry will increase the quotation.
Semiconductor manufacturers pointed out that due to the shortage of 8-inch production capacity, it is difficult to expand in the short term, and chip manufacturers have been scrambling to buy production capacity, thus establishing the trend of rising prices of wafer foundry. In the fourth quarter, the quotation of wafer foundry increased by about 10-15%. |
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