Introduction: As of the end of March, upstream supply chain sources said that the delivery time of MCU, power management IC, analog IC, MOSFET, wireless communication IC, NAND main control IC and other categories has generally been extended by 8 weeks to 12 weeks.
Picture: Realtek chip
Previously, Chip Master has reported that among the semiconductor categories, the categories with the longest supply chain delivery times are: MCU (general type) > power IC (management & conversion type) ≥ power device ( High-voltage MOS&IGBT)>Panel driver IC (OLED)>NAND main control IC.
Netcom chip maker Realtek (Realtek) recently notified customers that due to the shortage of upstream production capacity and supply Due to demand imbalance, future orders for some Realtek network communication chips will be temporarily unable to be arranged. The delivery time and quantity will be notified within 112 weeks until shipments are expected.
Previously, the longest delivery time for this part of the product had reached 32 weeks, which was much longer than the maximum length of 12 weeks in Q1. At the same time, because the production capacity of wafer foundries and packaging and testing plants is very likely to change, Realtek's move is intended to retain the flexibility and power to modify delivery dates.
Picture: Broadcom CEO announced that orders are full
And the related ICs of Broadcom (Broadcom), the global leader in this field, have grown to 36 Zhou couldn't even take orders, and his CEO had confessed in early March that despite increasing outsourced foundry capacity, 90% of Broadcom's 2021 full-year production capacity had been ordered, while in normal years this number was about 25% .
Global chip supply is seriously tight, including TSMC, UMC , World Advanced Micro Devices, Power Semiconductor Manufacturing Co., SMIC , Hua Hong Semiconductor Foundries and major IDM factories such as TI, STMicroelectronics, Infineon, Broadcom, ON Semiconductor, Samsung, Renesas are facing the problem of insufficient production capacity. The shortage has expanded from automotive to PC, Servers, smartphones, consumer electronics and other fields.
Since March, wafer foundries such as TSMC and UMC have adjusted the wafer production priorities of different categories many times to avoid interruptions in the electronics supply chain due to shortages. However, the capacity utilization rate exceeded 100%. Under the conditions now all capacity has been determined can no longer be explicitly adjusted .
Source: Industrial and Commercial Times
According to information from machine manufacturers and EMS, chip delivery times at the end of the first quarter have generally been extended by another 8 to 12 weeks based on the beginning of the year , resulting in continued delays in end product delivery or even shutdowns. .
Among them, MCU supply gap is the largest, and the general delivery time has been extended to 24-52 weeks. As for power management and analog IC, MOSFET and power devices, the longest delivery time is also up to html more than 140 weeks. The recent delivery time of wireless network chips Start stretching to 20-36 weeks .
In order to curb customers' over-ordering, wafer foundries and packaging and testing factories, in addition to raising Q2 foundry prices , also need to arrange production capacity based on customers' previous orders . However, under the current circumstances, this move Whether it is effective and allows some customers to reduce orders and squeeze out production capacity seems doubtful.
