In 2018, silicon wafers and lead frames are still in short supply, prices will continue to rise, DRAM, MOSFET out of stock situation will be difficult to alleviate, although MCU delivery is expected to shorten due to enter the off-season, but generally still delivery Up to 3 months, 1 to 1.5 months above the normal safety stock period, while NAND / NOR Flash will be relieved of pressure due to new capacity.
In terms of semiconductor silicon wafer, due to the major suppliers have not expanded in recent years, this year coincides with a large number of semiconductor fab wafer production capacity out of stock in 2017 is out of stock throughout the year, will also be in short supply in 2018; to ensure In 2018, silicon wafers will be supplied without any worries, and the global semiconductor manufacturers will adopt the method of deposit payment to ensure next year's supply and the price will increase quarterly. The legal person is optimistic about the supplier of silicon wafers, such as Global Crystal, Hejing, Jiajing, Taishengke Operation.
Semiconductor lead frame is also facing the problem of out of stock.Because the international IDM plant to fully attack the market of automotive electronics and networking, the demand for lead frame increased significantly, but the major suppliers continued consolidation in recent years, the supply has been tight in the second half of this year, next year Will also be out of stock for half a year, the price is expected to continue rising, for Changhua Branch, Lin and other suppliers is very favorable.
Memory section, DRAM serious shortage in the second half of next year, will continue out of stock in the first half of next year, although the industry intends to increase production capacity, but the new production capacity will be out of time at the end of next year and the beginning of the following year, so the first half of 2018 DRAM supply growth only Can rely on 1x nano upgrade, the overall demand is still in short supply, the price continued to rise, South Asia Branch, Winbond, A-DATA will continue to benefit.
NAND Flash and NOR Flash can get relief in the first half of next year, including Samsung, Toshiba, SK hynix, Micron and other second-half to speed up the 3D NAND production capacity and technology conversion, yield has continued to improve, next year after the production capacity Sufficient supply NOR Flash also due to mainland China Yangtze River storage and SMIC out, coupled with the crystal into OEM market, capacity growth in the first half of next year, the demand side into the traditional off-season, the market conditions are expected to tend to supply and demand balance.
As for the MCU market, a large number of MCUs were introduced into the automotive electronics and internet of things. However, due to lack of production capacity of IDM plants including STMicroelectronics, Texas Instruments and Renesas, the delivery period was drastically extended to more than 3 months with some out of stock Of the material delivery date as long as six months.With the terminal demand into the off-season in the first half of next year, coupled with the foundry capacity support, delivery is expected to be reduced to less than 3 months, but still more secure delivery of 1 to 1.5 A long month, Holtek, New Tang will benefit from a single, the first half of next year will be off-season operation is not short.
International IDM plants have gradually faded out of the low- and medium-voltage MOSFET market for computers and consumer electronics. Production capacity has shifted to the automotive high-voltage MOSFET market or to IGBT or Super Junction modules, Therefore, medium and low voltage MOSFET will be in short supply in the second half of next year. Due to lack of new capacity support in the first half of next year, the supply shortage will still remain. However, the shortfall will be reduced. The legal person optimistic about the operation performance of Nixon, Dazhong and Fuding.