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July 14, according to the Economist, citing research firm Future Horizons information pointed out that the second half of 2021 global semiconductor equipment spending grew by 75%, it is estimated that the newly added manufacturing equipment will take about 1 year to be converted into capacity, so it is expected that by the end of 2022 there may be excess capacity problems.

Semiconductor manufacturing plants have also invested heavily in the construction of new plants, TSMC, Samsung and other major manufacturers have planned a year of tens of billions of dollars in capital expenditure for the construction of new wafer fabs to expand capacity. It is estimated that about 34 wafers worldwide will be online in 2020 and 2021, and 58 plants will start production between 2022 and 2024.

TSMC's new plant in Arizona, U.S., is expected to be officially opened in 2024, with a monthly production of 20,000 5-nanometer chips; Samsung invested $ 17 billion in Texas to build the plant, the same is expected to be able to mass produce the following 5-nanometer chips in 2024.

And the previous chip shortage caused by panic, making various manufacturers crazy stockpiling situation, may make the supply and demand problem reversed more quickly. Semiconductor research firm TechInsights chip economy experts described this as a bit like the previous toilet paper shortage situation.

If you look into the words, the outside world that the impact is mainly in the field of electronics, automotive and data center industry demand will not decline in this year. Only the automotive industry hoarding chip situation is quite serious, the amount of chips purchased compared with the sale of vehicles to 40% higher, whenever the demand avalanche may not be surprising.

In particular, TSMC, Samsung, Intel and other semiconductor manufacturing majors are interested in raising foundry prices this year, it is likely to prompt the manufacturers to decide to consume the hoarded inventory first and reduce the number of chips purchased.