According to data released by the Ministry of Health of Malaysia on the 11th, there were 9,105 new confirmed cases of new crown in the country in the past 24 hours, with a daily increase of more than 9,000 cases for three consecutive days, and the epidemic was completely out of control.
The recent implementation of the "Strengthening Movement Control Order" in Malaysia has caused major local IDM factories to be forced to suspend operations. It is reported that IDM has notified customers that the delivery period will be extended for at least 2 weeks, and the MOSFET supply gap will further expand, becoming one of the most lacking components of the terminal today.
According to foreign media reports, Infineon's Malaysian plant has implemented emergency plans to reduce the impact due to the infection of some employees with the new crown epidemic. However, due to the continued shortage of supply in the market, it has planned to increase the price of MOSFETs by about 12% in the near future.
In addition, power semiconductor manufacturers, including ON Semiconductor, Microsemi, Rohm, and Nexperia, have lead times for many products such as IGBTs, diodes, transistors, low-voltage MOSFETs, and rectifiers, which have reached 16 to 52 weeks. The normal delivery cycle is basically about 8 weeks.
Taiwanese industry players pointed out that the Malaysian epidemic continues to heat up, and the delivery of MOSFETs is forced to lengthen. End customers can only look for alternative sources more actively and are even willing to pay higher prices for purchases. In addition, the increase in foundry costs has prompted MOSFETs. The quotation remains high. The industry expects that MOSFET will rise by at least another 10%-20% in the third quarter.
It is reported that the MOSFET factory has set off a wave of overall price increases in the second quarter, and the increase has fallen at a double-digit level.
The MCU package price has increased by 15%, and the order quantity has doubled by 5 times!
The housing economy continues to grow stronger and the automotive market is booming, and semiconductor packaging and testing continues to be in short supply. IC design industry revealed that the current controller (MCU) package orders have doubled five times, making the MCU package increase of up to 15% this quarter. The demand for memory packaging is also strong, not only canceling discounts to customers, but also dynamically adjusting prices.
Supply chain analysis shows that since the second half of last year, foundries have received orders. Recently, the housing economy has continued to strengthen and the automotive market is booming, and the market has greatly increased the demand for microcontrollers. At present, microcontrollers are mostly used in wire-bonded packaging, so the demand for wire-bonded packaging is also booming. The industry revealed that the current order quantity ratio is higher. It turned five times at the beginning of the year.
From the perspective of overall packaging and testing quotations, microcontroller packaging saw the largest increase in the third quarter, with quotations rising about 15% and testing also rising about 15%; driver IC packaging increased by a single-digit percentage; memory packaging demand visibility was also very high. Not bad.
The expansion of the Nanjing plant is under pressure from the US government? TSMC said:
Rumor has it that the US government has put pressure on the foundry leader TSMC and urged TSMC not to start the plant expansion plan in Nanjing, China. In this regard, TSMC said on the 11th that it is currently in a period of silence and will not respond to market rumors.
TSMC announced in April this year that it would spend US$2.8 billion to start an expansion plan for its Nanjing plant with a new production capacity of 28nm and more mature processes to meet the growing demand for automotive chips.
According to the plan, TSMC's Nanjing plant expansion plan is expected to start mass production in the second half of 2022, with a target monthly production capacity of 40,000 pieces, which is the first major investment in China since TSMC announced the construction of a new plant in Nanjing in 2015.
However, the news of the expansion at that time caused heated discussions in the market. According to TSMC’s financial report data, the Nanjing plant turned smoothly into profit in 2019. Last year’s profit exceeded NT$12 billion, but it accounted for less than 3% of TSMC’s overall profit.