Review of core information in October: Wafer Foundry continued to rise, and data collection caused storm

Date：2021-11-05 14:15:00Views：980

10月, the core shortage market continues. financial institutionSusquehanna data points out1Chip delivery date in 0 monthDelay to21.9 weeks, reaching a new high. The market situation of short supply prompted many wafer foundries to start a new round of price increases last month, and the impact will continue until next year.

In addition, the U.S. government collected data on chip enterprises that month, which also aroused widespread heated discussion. Although it is called to solve the problem of chip shortage, it is inevitable to speculate about the more far-reaching intention behind it. The far-reaching impact of this matter deserves attention.

Supply exceeds demand, and wafer foundry continues to rise

10月，Wide range of original factory price increasestemporaryto quell(only released by Renesas next year)The price rise that came into effect in January) is the turn of the wafer foundry to play the leading role. Reported that TSMC increased by 2Labor price in 02210%-20%Subsequently, liandian, Lizhi, world advanced and other manufacturers successively informed customers that they wouldPrices rose again in the first quarter of 2002，Average amplitude20%-30%。

The reason is that the gap between supply and demand is still the first. Before, there was some noise of demand from the market, and the phenomenon of long and short materials was becoming more and more serious, but these did not overturn the fundamentals of short supply. From the perspective of OEM, if the fundamentals of short supply are unstable, it will not expand production at all. This year's expansion measures of the foundry are aimed at obtaining returns in the future.

of course, capital expenditure must have risks. For wafer foundry, false demand is the main risk of expanding production. Under tight market conditions, over orders, repeated orders and even orders for the purpose of hoarding goods will emerge together with the real demand, resulting in the agency factory misjudging the demand, resulting in excess production expansion.

In order to avoid excess capacity expansion, wafer foundries generally sign contracts with customers while raising prices2-3 years old about，Lock capacity allocation destination。 Earliera joint circular telegramLalaiduo familyCustomer joint production expansionIt also plays the role of risk sharing. TSMC is also making active efforts to identify whether the demand is true or not and try to ensure the priority of customers in urgent need.

Of course, the price rise of wafer foundry itself can also eliminate some false demand, which belongs to the spontaneous regulation of supply and demand by the market. However, with the increasingly irrational market and frequent supply chain speculation and hoarding chaos, it is impossible to correct the deviation by relying on the market mechanism alone, which requires the power of external intervention.

The US government collected data, causing controversy

It is related to the overall stability of the electronics industry，The national level has long begun to correct the chaos of the chip market，In August, domestic market regulators began to crack down on the hoarding speculation in the chip market, and several illegal enterprises had been investigated and dealt with by September. one0月, the United States on the other side of the ocean also took action. Their idea is to comprehensively grasp the industry trends in order to find out the bottleneck of chip supply. As a first step, the US government requires chip companies to provide key information such as business data, which has aroused widespread controversy.

Report disclosure，The U.S. government requires chip companies to provide process level. inventory, customers and production expansion plan of key products. For these data, the attitude of the US government must be obtained, and chip enterprises are not allowed to respond perfunctorily. However, these materials do involve trade secrets. It is unknown whether chip enterprises will hand in or not, and how much they will hand in. It depends on the follow-up progress.

As for thesedataWhat will it do？ The U.S. government may use it to find the nodes where chips are hoarded and force relevant enterprises to release the supply of chips in order to open up the supply chain. Even the U.S. government may directly allocate the chip production capacity of various factories to make them tend to the U.S. market.

Of course, after obtaining the data of chip enterprises, the state of the whole chip industry chain will be transparent to the U.S. government, which is far more than solving the problem of core shortage. How this will specifically affect the global chip industry in the future deserves continued attention.

Other important industry events in October

Samsung motor terminates flexible circuit board business

UMC plans to build a new one in Singapore12 inch wafer factory

Wentai technology enters Apple's new modelMacBook assembly plant

EU acquisition of NVIDIAArm launched an investigation

Silicon Wafer FactorySilonic announces new 12 inch plant in Singapore

Sony cooperates with TSMC to build a chip factory in Japan