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8-inch wafer foundry opens price increase mode until next year Q2

Foundry production capacity is in short supply, including TSMC, UMC, Advanced Semiconductor Manufacturing Co., Ltd., and Power Semiconductor Manufacturing Co., Ltd. and other foundries in the fourth quarter. The orders will be fully booked. At present, in addition to TSMC’s clear decision not to raise prices, UMC has confirmed last week that 8-inch wafer capacity is insufficient. This year, it has raised prices in response to the additional demand of IC design plants, and will be more comprehensive next year. At the same time, recent orders for chips for smartphones and automobiles have been released significantly, foundry is under pressure, and production capacity has become tighter. The subsequent packaging and testing plants also have orders queuing, which has caused chip price increases. Follow up the price adjustment to pass on the cost pressure...Since the beginning of the year, due to the impact of the new crown epidemic, the global increase in home office and online education has led to an increase in the demand for notebook computers and tablet products, which has driven the growth of demand for driver ICs and other semiconductor products. In addition, Huawei has aggressively promoted before the ban takes effect. The OEM negotiates production capacity, and orders for small and medium-sized enterprises are delayed. Under the situation of multiple factors, the global 8-inch wafer production capacity is tight.　In order to ensure sufficient production capacity, many IC design manufacturers have begun to actively book production capacity for next year, and some long-term orders have even been placed in the second quarter of 2021. Some IC design manufacturers said that the current foundry production capacity is very tight, and the delivery time has been extended a lot. The previous delivery time was about two months, but at this stage it has reached four months. Even with such a delivery date, it is still being snatched wildly, otherwise there will be a huge risk of delivery failure.　Among them, the 8-inch production capacity is the most popular, especially in the Chinese mainland market, where the market has fully launched a price increase model. Following Chipone North and Fuman Electronics, the industry also reported that Novatek, the leader in panel driver ICs, and Duntek, the world’s largest touch IC manufacturer, raised product prices, and Novatek’s increase rate reached 10%-15%. The increase depends on different customers.8-inch wafer foundry capacity continues to be tightHua Hong Semiconductor has three 8-inch wafer fabs with a monthly capacity of approximately 180,000 wafers; it has a 12-inch wafer fab with a monthly production capacity of 40,000 wafers. CICC's recent survey minutes on Hua Hong Semiconductor show that the 8-inch wafer production line is operating at full capacity.　　As the supply of 8-inch wafers exceeds demand, some manufacturers have also increased product prices. According to Free Finance reports, UMC’s 8-i...