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TSMC says: Someone must be stockpiling

via:半导体行业联盟     time:2021/10/5 14:00:49     readed:85


The U.S. government held a semiconductor summit, but the semiconductor industry to hand over chip inventory and sales data, is expected to impact the global leading chip foundry TSMC operations, mainly to solve the automotive chip shortage situation.

Liu Deyin, Chairman of TSMC:Someone must be stockpiling.

In an interview with foreign media, Liu Deyin, chairman of TSMC, pointed out that many automakers blame TSMC for the chip shortage.Liu counters that someone in the supply chain must be stockpiling.

Auto chip shortage from this year, Taiwan semiconductor and other wafer foundries and face pressure from all sides. Impact of new crown outbreak last year, major automakers have cut production, coming along with the rapid economic recovery, however, these were cut down a single depot and restore production capacity, and emergency orders to the semiconductor industry, which leads to the second half of last year, chip shortage problems begin to emerge, the United States, Germany and Japan earlier this year the government sent a letter to Taiwan, hope that the Taiwan wafer foundry can expand capacity, In order to supply more chips to carmakers, the average lead time for chips in February was 15 weeks, which has been deteriorating recently.

"I told them, 'You are my customer's customer's customer's customer,'" Liu said in an interview, according to TIME. How can I [prioritize others] and not give you the chip?"

Liu Deyin said that the global chip shortageMore chips are sent to factories than are used in products, meaning someone in the supply chain must be stockpiling chips.To solve the problem, Liu asked his team to review different data points to decipher which customers really needed and which were hoarding. 'We didn't have to do that before, so we're still learning how to adjust orders so that we can defer chips that aren't urgent,' Mr. Liu emphasized.

'Some customers may not be happy, but TSMC has to do this so that the whole supply chain can function properly,' Mr. Liu said.TSMC announced earlier this year that it would invest $100bn in new capacity over the next three years, but Mr Lau believes this is far from enough to meet demand.

TSMC founder David Chang brought the professional foundry model to the industry, making TSMC more competitive with advanced manufacturing processes and IDM models such as Intel and Samsung Electronics, the report said. As for the combination of Liu and Wei, it helps TSMC go overseas and diversify its wafer foundry capacity geographically.

The latest! TSMC and UMC will add another 20%

On October 4, Taiwan's economic Daily reported that the semiconductor industry chain in Taiwan will continue to increase prices in the fourth quarter. TSMC and UMC, the two leading wafer makers, continued to suffer from tight production capacity this quarter, the report said.

TSMC has previously reported that the prices have been raised according to different customers. Some of them have applied the new price since late August, while some of them have adopted the revised price since October. Mature processes are up 15 to 20 per cent and advanced processes 10 per cent. Umc will also start its fourth round of price increases this quarter, averaging 10 percent in November and 15 percent for some processes.

The report also said that chip, power management IC, drive IC demand is still in the high price range, part of the product is also coming out and customers to negotiate prices. Industry insiders expect that power management IC may have been out of stock to the second half of next year, resulting in silicon-KY, Lianyong and other related enterprises in the secondary market is continuing to be optimistic.

According to the report, in the face of wafer foundry quotation continues to rise, IC design plants also launched a response. An IC design plant revealed that the first half of the price of chip products increased, mainly because of the cost of foundries and packaging. Since the second half of the year, wafer foundries have successively increased their prices, but if customers' demand for chips is too urgent, they have to adjust prices again.

As for the fourth quarter of the chip price increase, IC design industry admitted that it is still discussing with customers. In TSMC, for example, the price will rise by 20 per cent.The IC design house is considering whether to increase the prices of all categories next or only for products sold in TSMC.

China Taiwan power management IC factory includes silicon power, Maoda, zhixin, bike, Tongjia, Hongguan etc.

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