Scout**
2022-07-14 13:06:55
- #1
There is movement again in microchips:
Apparently, the tide in the semiconductor industry is turning faster than expected: Especially due to the collapsed demand from private households, manufacturers are cutting wafer orders with chip foundries like TSMC, Samsung, UMC, and Globalfoundries (GF) in the second half of 2022. This is reported by the well-networked market research team of Trendforce in Asia.
The decline in orders therefore affects all process generations with 350-nanometer structures and finer, especially older manufacturing technology that processes 200-millimeter wafers. Most of the chips needed worldwide, aside from modern processors, systems-on-chip (SoCs), graphics chips, and accelerators, are produced there. The shortage of manufacturing capacity in 200-millimeter wafer fabs contributed significantly to the chip shortage in recent years. After two years of full capacity utilization, production lines that mainly produce components for consumer electronics and household appliances could drop to less than 90 percent utilization.
Apparently, the tide in the semiconductor industry is turning faster than expected: Especially due to the collapsed demand from private households, manufacturers are cutting wafer orders with chip foundries like TSMC, Samsung, UMC, and Globalfoundries (GF) in the second half of 2022. This is reported by the well-networked market research team of Trendforce in Asia.
The decline in orders therefore affects all process generations with 350-nanometer structures and finer, especially older manufacturing technology that processes 200-millimeter wafers. Most of the chips needed worldwide, aside from modern processors, systems-on-chip (SoCs), graphics chips, and accelerators, are produced there. The shortage of manufacturing capacity in 200-millimeter wafer fabs contributed significantly to the chip shortage in recent years. After two years of full capacity utilization, production lines that mainly produce components for consumer electronics and household appliances could drop to less than 90 percent utilization.