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Latest InformationOn April 14, it was reported that the price of analog chips is expected to continue to rise, but at a slower pace, while supply constraints remain, according to sources at an IC design company in Taiwan.The sources pointed out that lead times for anal…
On April 14, it was reported that the price of analog chips is expected to continue to rise, but at a slower pace, while supply constraints remain, according to sources at an IC design company in Taiwan.
The sources pointed out that lead times for analog IDM vendors are still as long as 52 weeks, although the overall shortage of analog ICs is not as severe as it was last year. IDMs are looking to build additional fab capacity and work closely with pure-play foundries, but so far these efforts have not been enough to meet demand.
Limited expansion space for 8-inch fabs around the world is another key reason why analog IC supply remains tight, the person said. It said that for Taiwanese analog IC suppliers that rely on 8-inch fabs for cost reasons, they hope that IDMs will increase the production capacity of 12-inch fabs to help ease the capacity constraints of 8-inch fabs. And IDM manufacturers intend to focus more on automotive and industrial applications, so focus on the expansion of 12-inch fabs.
It was also pointed out that some Taiwanese analog IC companies believe that despite supply constraints, the increasing uncertainty in demand for consumer electronic devices (mainly their target applications) is a best-case scenario for sustaining their prices. The addition of 12-inch fab capacity by IDMs may ease supply constraints faced by analog chip suppliers in Taiwan, as more 8-inch fab capacity will be used for their cost-sensitive products, it said.
Time:2024-06-29
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Time:2024-06-29
Time:2024-06-29
Time:2024-06-29
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