February core information summary: the price rise tide strikes again, and the geography and epidemic situation affect the nerves of the market

Date：2022-03-04 15:40:20Views：888

February is the shortest month of the yearAnd becauseSpring Festival holiday，So only3 weeks working time. But this short three weeks is worth saying a lot, and all determine the direction behind the chip market. The first thing to mention is that out of stock price increases are not limited to IC material，Flash memory has now joined the tide of rising prices。in addition，The situation in Russia and Ukraine、The local epidemic has also disrupted the supply chain, exacerbating the expectation of out of stock.

There are so many situations at the beginning of the year of the tiger that it is doomed to the whole yearQ1Will"The off-season is not light", and even the market trend of the whole year can not get rid of the impact caused by these events in February. In short, the market is now facing high winds and waves. For the majority of distributors, traders and terminal operators, the challenge is self-evident.

February ICLinked price increase with flash memory

Microchip sends a letter to notify the agent，Will bePrice increase on March 1;

Price rise of group linked flash memory module15%；

Price rise of Western digital flash memory；

Meguiar flash contract price rises17% - 18%, and the spot price rose by more than 25%;

Infineon sent a letter suggesting a price increase.

Price rise in February, IC material and flash memory are involved。IC major material manufacturers microchip and InfineonThe former officially announced the price rise, while the latter is still brewing. Both reasons emphasize upstream factors. Since last year, the price of wafer foundry has increased several times and has not stopped so far. In addition, there are local epidemic situations that cause logistics difficulties and affect the distribution of finished products and materials to various demand points.

According to Fuchang ElectronicsReleased in mid FebruaryMarket Report，Microchip、InfineonTwo factoriesMCUofThe delivery date is4Take off in 5 weeks, up to5More than 2 weeks。Infineon is a big manufacturer of automotive electronics, all kinds ofThe delivery dates of MOSFET, IGBT, automotive analog and power chips are also 4Take off in about 0 weeks，Longest5More than 2 weeks。Another big auto electronics factoryNXP is no less important，hisMCU、All automobile materials show shortage，Than before the Spring Festivalnervous.

Microchip and Infineon sent letters，Subsequent peer manufacturersWill follow up. Meanwhile, the armor man/The impact of the pollution accident of Western Digital raw materials continues to ferment, bringing the flash memory into the tide of rising prices. In February, the prices of the original flash memory manufacturers, Western Digital, micron and the group alliance of module manufacturers increased one after another, indicating that the supply chain responded quickly and the price trend of flash memory turned sharply. Research organization Jibang tightened Q1. Flash memory falling price expectation，And willQ2. The contract price is expected to increase by 5% - 10%, the expectation of oversupply was immediately revised.

Except for the armor man/For the accident of western mathematics, there are new variables affecting I in FebruaryC industry。 The conflict between Russia and Ukraine has caused the industry to pay attention to the supply risk of important semiconductor materials, and some of them haveIC enterprise speaks out about this。

Russia Ukraine conflict provokes new price expectations

The conflict between Russia and Ukraine has intensified, affecting the supply of special gases used in semiconductor production lines. Ukraine supplies the worldNeon gas with a specific gravity of 70% and krypton gas with a specific gravity of 40% are both important lithographic gases. In addition, Ukraine also supplies 30% of the world's xenon for semiconductor etching processes.

For the supply of special gas, liandianSK HynixAnd Meguiar have stated their positions, generally optimistic, and stressed the diversified supply strategy.ASML as a lithography equipment factory，A small amount of neon is also used, wherehave20%From Ukraine。ASML said it was looking for other sources，In case of risk。

Relevant reports pointed out that the global semiconductor enterprise lithography gas inventory remained stableThere has been no problem for six months. Now the main worry is that the prices of these gases may continue to rise. Not only are special gases, the conflict between Russia and Ukraine has also formed price pressure on other bulk commodities. Among them, silicon, copper, aluminum and other metals are closely related to semiconductors. If they rise, they will inevitably increase the cost of chip manufacturers again.

Previously, Infineon released its price rise expectations and soonIn late February, it was reported that some international IDMS had increased the quotation of automotive MCU by an average of 20% at the beginning of the first quarter of 2022. Similar price increases will be carried out in the second quarter, involving Infineon and nXP、Reza、ST andTClass I plant。 In this way, it is inevitable to receive more price increase letters later, and the supply in the spot market will also be affected, which is a great challenge for distributors, traders and downstream terminals.

The epidemic is still disturbingindustrychain

Mid February，The epidemic in Suzhou led to the shutdown of many manufacturing enterprises in the industrial park，Among them, the chip industry is mainly wafer foundry liandian。14日，Liandian announced the shutdown of Suzhou Hejian manufacturing company，be behind2 days after 10 daysOperation resumed on the 4th。IC trading network learned，Suzhou HejianweiThe 8-inch wafer factory mainly produces PMIC, MCU, driver IC and other products.

As for the specific impact of and ship decommissioning，Jibang consultingTrendforce points outImpact of outage on the overall quarterly capacity of Lianhe power4% - 5%, 0.4% - 0.5% of the global 8-inch production capacity, which has a slight impact on liandian and the industry. In addition, this outage is not an accident. The factory can still maintain a certain production rate, and the wafers on the production line do not need to be scrapped. With this important consideration, there is no need to worry about the impact.

And the impact of ship shutdown is generally clear，But at best it won't get worseThe shortage and price rise of relevant chips. Due to the shortage of supply and expansion equipment,In 8-inch chipPMIC、driveIC andWiVarieties such as fi chips are still in short supply, it seems to become a key player in the electronic supply chain"Breakpoint", in the pattern of "long and short materials", is similar to MCo occupation of CuA pole of "short material".

After the chip manufacturing industry, the epidemic has affected the chip trading and circulation.In late February, a new round of epidemic occurred in Shenzhen. February 25日，Huaqiangbei market has conducted a round of closed investigation，All personnel shall conduct nucleic acid test and unseal after confirming that they are negative。 From here on, all buildings entering the market should provide2Report within 4 hours，It means that all merchants should carry out nucleic acid testing every day。

get intoIn the first week of March, Huaqiangbei area was under control due to the track of confirmed cases. The market property announced that it would be closed for four days from March 3 to 6. After opening on the 7th, merchants need to hold the daily nucleic acid negative certificate of suspension for 4 days to enter the market. With regard to the epidemic situation, market dynamics and its impact in Shenzhen, the industry has tightened its nerves, iC trading network will also continue to pay attention。

Other important events in February

EU issues chip bill to mobilize super43 billion euros investment

Softbank plans next yearLaunch arm before March

Murata Announces Acquisition of the United StatesResonant

TSMC added Japanese joint venture factory investment to$8.6 billion

Infineon investment2 billion euros to expand the production of third-generation semiconductors

Changxin capital increase put into operation17nm process ddr5 memory

Han ChangDInsufficient DL supply affects BOE's screen capacity

Samsung thorough investigationLow yield of 4nm process

Instant precision fixed increase13.5 billion yuan for semiconductor packaging and other projects

Bosch additional investment2EUR 150 million chip expansion

Apple talks with sun and moonlight5G baseband packaging service

Liandian announced the establishment in Singapore22nm new plant