1. Wang Quan announced suspension of orders, thick-film resistors or pulled up again; Set micro-mesh news, since the beginning of this year, passive component prices upward trend did not fall, from Guolian Miaofa MLCC price increases and delayed delivery notice, exacerbating the MLCC inventory market prices; and Wang Quan recently issued a notice Suspend to accept the new single film resistor, chip resistor prices or will pull again to a new high.
February 21, Klitly new Mongolian Quan announcement announcing new orders to accept thick-film resistors, open orders for a separate announcement. The market is expected, this does not rule out the second half of Wang Quan interpretation of the second wave of price increases.
Wang Quan said the announcement, due to the continued influx of a large number of orders, in order to ensure that all customers scheduled and delivery, with immediate effect the company suspended to accept the full range of thick film resistors of all types of new orders, the specific opening orders, will choose another announcement.
As early as January 2 this year, Wang Quan has issued a notice that part of the series resistance to 15% price increase.
Notice that due to the continuous rise of raw materials and packaging materials, causing us to face great cost pressures, in order to continue to provide better customer service, Wang Quan must be adjusted for the following types of unit price: 0402 0603 0805 1206 series chip resistors, the price Up 15%.
It is understood that the current gap between supply and demand of passive components of about 5%, consumer electronics accounts for more than 70% of passive components market share, with large customers to ease cut single, the market demand will increase substantially, the delivery cycle will also be elongated, passive Component gap between supply and demand is also further widened, manufacturers and customers have to line up to goods.
However, Wang Quan has long been expanded production plan.Wang Quan started to expand China's Kunshan plant and Malaysia factory in the second half of last year, the legal person estimates Wang Quan growth range of 15% to 20% range this year, due to restricted by the impact of Kunshan, the future of Malaysia Wang accounting accounting for the proportion will be higher and higher.
In addition, the country has twice this year raised the price of chip resistors; light Jie Wuxi Tai Ming Electronics also announced a price adjustment of thick film resistors, part of the package resistance based on the previous price increase of 15%.
Although the opening in 2018 soon, but the passive components out of stock prices continued the trend of rising prices, coupled with environmental protection in mainland China's limited spring breeze swept the mainland is expected to affect some chip resistors plant product supply, product supply may continue tight, the future price of chip resistors Trend or will again pull up, triggering a new round of passive components industry reshuffle.
2. Intel invested 5 billion U.S. dollars in Israel to upgrade local fab to 10nm process;
According to Reuters, Intel will invest 5 billion U.S. dollars in Israel between 2018 and 2020 to expand its production scale and technological upgrading in Israel. Israeli Economy Minister Eli Cohen, on Wednesday, after talks with Intel Corp. Said Intel plans to invest 5 billion U.S. dollars to expand production capacity at Kiryat Gat chip plant in southern Israel.
Eli Cohen said the expansion of the Buffalo plant will start this year and be completed by 2020. Intel had previously said it plans to upgrade its manufacturing process from 22 to 10 nanometers to produce smaller, faster chips.
Intel spokesman declined to comment.
In order to attract Intel's continued investment, the Israeli government will give it a series of preferential policies including a government grant of 20% -30% of the total investment, a reduction of corporate tax, land acquisition-free bidding and development cost subsidy, 4 ~ 500 million US dollars.
It is reported that the Kyle Yetegat plant in southern Israel is one of the most advanced chip manufacturing bases in the world. In 2014, Intel invested $ 6 billion to upgrade the Buffalo plant, of which 5% was subsidized by the Israeli government and won 5 % Of the 10-year corporate tax concession Intel invested $ 6 billion between 2016 and 2017 for the expansion and upgrade of the plant.
Intel is expected to receive a maximum of 10% of government subsidies in the newly announced $ 5 billion plant ramp-up program, and a spokesman for Israel's Ministry of Economy said the specific subsidies will depend on Intel's final stimulus package.
Israel's Ministry of Economic Affairs and Finance, the Inland Revenue Department officials will meet next month to reach a general agreement on Intel's proposed agreement. Israel's Ministry of Economic Affairs will be responsible for reviewing Intel's detailed plan.
Since 1974, Intel has invested 17 billion U.S. dollars in Israel, hiring more than 10,000 employees and 60% in research and development. Currently, Intel is also investing in Israel in areas such as artificial intelligence, driverless and 5G communications Last year, Intel acquired Mobileye, Israel's vision and driver assistance system developer, for more than $ 15 billion and entered the area of driverless technology.
Driven by the announcement of a new generation of processors, Intel's exports to Israel last year increased to 3.6 billion U.S. dollars from 3.3 billion U.S. dollars in 2016. Intel is now the largest Israeli investor in technology. 3 foreign: silicon wafer Q1 price increase of 10% of some manufacturers up to more than double digits;
Set micro-mesh news, foreign institutions predict that equipment will continue to grow in 2018, from the memory and high-end equipment manufacturing process expansion investment, the first quarter of silicon wafer prices rose by 5 to 10% quarterly ups and downs, some manufacturers even up to double Above the median, the outlook is still optimistic.
Silicon wafer is used to produce the important raw material of semiconductor components, so the growth of silicon wafer shipments means that the overall shipment of the semiconductor industry and the booming market demand, but also because of the continued growth in demand, the recent silicon wafer Manufacturers have been brewing news of the rumors.
According to SEMI statistics, the global shipments of silicon wafers (including epitaxial silicon wafers) in 2017 broke the historical record for four consecutive years to reach 11.81 billion square inches, up 21% over 2016.
From the sales amount perspective, global silicon wafer sales in 2017 were US $ 8.71 billion, up 21% from US $ 7.21 billion in 2016. However, since silicon wafer unit prices are still much lower than historical highs, Silicon wafer sales amount is still a long way from the historical record of 121 billion US dollars.
Japanese silicon wafer maker SUMCO said this month that the price of 12-inch silicon wafers is expected to further rise by about 20% in 2018 (40% higher Q4 in 2018 than Q4 2016) and is expected to continue to pick up in 2019, The current customer focus has shifted to how to ensure that after 2020 the number.
In the 8-inch product segment, SUMCO said that due to the limited increase in supply, the tension between supply and demand may become long-term. In the 6-inch product segment, the current under-supply situation is significant and the outlook for the future is unknown.
4.8-inch foundry orders full, automotive electronics production capacity;
Set micro-grid news, according to Taiwanese media reports, IDM manufacturers sent OEM orders plug the world advanced and UMC 8-inch wafer foundry capacity, to full capacity before May, a lot of IC design fares have the opportunity to get the capacity In fact, the demand for automotive electronics has greatly boosted a lot.
Last year, the world advanced one after another received orders from foreign IDM plant, especially for automotive electronics bulk, this year in power management IC, fingerprint identification IC will appear double-digit growth, in which the power management IC benefit from the foreign production outsourcing trend , Last year has made customer orders, mass production in succession this year, accounting for a large number of production capacity, which squeeze out a lot of IC design small factory orders, you need to increase the price have the opportunity to row capacity.
The world's advanced chairman and chief strategist has said that benefiting from power management, imaging sensors, fingerprint recognition chips and driver ICs, strong demand for 8-inch wafer foundry will make the world's advanced production capacity "very tight" this year. The company is seeking to build a new 12- This breakthrough capacity bottleneck.
As the 8-inch production capacity is tight and the utilization rate is full, the world's advanced cost of responding to 8-inch silicon wafers increases. Gradually adjust the quotation of the foundry, which is estimated by the corporation to increase by 1% to 2% quarter-to-quarter. , Estimated full-year gains of 4% to 8%.
The reason is that in the past most fabs gradually shift their production capacity from 8 inches to 12 inches, the global 8-inch production capacity gradually reduced, and the current investment in 8-inch wafer equipment is expensive, not cost-effective in recent years, 8-inch wafers Foundry capacity has been reduced.
In addition, fingerprinting is gradually gaining popularity in smartphones and the demand for such products has risen sharply. Fingerprinting, on the other hand, eats up to 8 inches of production capacity. The other is that the demand for crying MOSFETs went up last year. The two major applications accounted for more capacity for 8-inch wafers.