8-inch wafer foundry capacity is tight | transfer quotes rose

Due to the shortage of MOSFETs and the impact of price hikes, upstream 8-inch wafer production capacity has raised alarms. The 8-inch quotation has been escalated again. The world’s advanced 8-inch production capacity is still in short supply. The industry estimates that it will not be able to achieve settlement until early next year.

Recently, the MOSFET quoted price has increased. As the trend of household appliances in mainland China continues to increase, the demand for MOSFETs continues to increase. In addition, new applications such as wireless charging, Internet of Things, and automotive applications have led to an increase in the demand for related components, resulting in the global 8-inch crystal. The capacity utilization of the circle foundry is maintained at a level of around 100%.

In addition, the expansion of global wafer foundries is mainly based on 12-inch advanced processes. The 8-inch equipment is expensive and does not meet the investment benefits. Global wafer foundries do not plan to significantly expand production. The overall demand continues to increase, resulting in supply and demand. The situation will be even more intense.

In addition, there will be a large number of orders for power management and vehicle use by foreign IDM makers, and this glory will continue all the way to 2019. And the industry expects that the trend of IDM manufacturers' release will only increase and will not decrease, mainly due to foreign companies. The optimization of product mix will continue to release mid-end gross profit orders to professional foundries for production. The company concentrates its resources on vehicle use, industrial control and other niche-based product development, lowers production costs and costs, and the advanced world has passed a number of IDM customer certifications. Expected to continue to benefit from this trend.

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