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According to reports, according to reports from the supply chain, thanks to the strong demand for power semiconductors such as automotive MOSFETs, and the full capacity of the 6-inch chip foundry, Hanlei, as an outsourced factory, will comprehensively increase the quotation for the major customer Infineon. Up to 50%, while actively expanding the production capacity of the third-generation semiconductor silicon carbide (SiC), it is expected that shipments will grow exponentially this year.

Founded in 1985, Hanlei can manufacture power semiconductors, analog chips, etc. It is one of the earliest chip factories to provide SiC power device foundry services, and it is also the world's first silicon-based semiconductor and third-generation semiconductor foundry. Capable factories currently have 1 4/5-inch and 2 6-inch chip factories, and often undertake outsourcing orders from IDM factories.

Infineon has cooperated with Hanlei for a long time, and at this stage, related businesses account for up to 20% of Hanlei's revenue. According to the report, Hanlei has greatly increased prices for major customers, highlighting the strong overall market demand and "has to rise" trend.

It is understood that the demand for automotive and industrial control power semiconductors continues to be strong. Taking Infineon as an example, its backlog of orders exceeds 31 billion euros (the company expects to generate 13 billion euros in fiscal year 2022), and 80% of the demand is concentrated in 12 months. , far exceeding the company's ability to deliver. In this context, the proportion of outsourcing of international IDM manufacturers such as STMicroelectronics, Infineon, NXP and Renesas has increased significantly.

On the other hand, a number of first-tier IDM factories have placed automotive chips as a strategic priority, reducing MOSFET production for commercial PCs, notebook computers and other IT equipment, prompting customers to transfer some power semiconductors for consumer electronics to small foundries.