Industry News
TSMC is raising its prices, and multiple industries will feel the impact
Taiwan Semiconductor Manufacturing Corporation (TSMC), the world’s leading foundry service provider, plans to increase its fees by up to 20 percent starting in January 2022. That development will likely result in higher costs in several end markets.
Western Digital in Advanced Discussions to Merge with Kioxia for $20 Billion
Western Digital is reportedly in advanced talks to merge with Kioxia Holdings. However, the deal might not happen because of a long-planned IPO, international trade tensions, and market competition concerns.
Apple supplier Foxconn purchases $91M chip plant to further electric vehicle plans
Foxconn, Apple’s chief iPhone assembler, purchased a chip factory from Macronix International for $91 million. The corporation intends to use the fab to bolster its electric vehicle manufacturing ambitions.
Could the global chip shortage precipitate a widespread inventory glut?
Manufactures across the world have increased their parts orders in the wake of the global chip shortage. Is that stockpiling trend creating a new semiconductor inventory glut?
Malaysia’s rising COVID-19 cases disrupt global electronic components supply chain
Since June, Malaysia has enacted nationwide lockdowns to mitigate the impact of a spike in domestic COVID-19 infections. Consequently, the country’s chipmakers have had to curb their output, which has caused problems for some of the world’s leading automakers.
Intel looks to reassert industry leadership with new GPU line, 3nm products in 2022
Intel has plans to reassert its position as the semiconductor industry’s foremost provider next year. It intends to launch a new high-performance consumer GPU, and multiple data center products made with TSMC’s 3nm node.
Market analysts predict robust growth for global chip industry in 2022
Industry analysts forecast the worldwide semiconductor industry will generate $527 billion in revenue in 2022, up 8.8 percent from this year. The changes made to facilitate that expansion will greatly impact OEMs, CMs, and EMS providers.
Automakers moving away from JIT inventory model post-global chip shortage
Several multinational carmakers are moving away from the “just-in-time” semiconductor inventory model because of problems they encountered during the global chip shortage. The paradigm shift could have major implications for OEMs, CMs, and EMS providers.
Global chip shortage to constrict mature node capacity through mid-2022
Semiconductor Engineering expects production capacity for components made using mature nodes to remain constricted because of the global chip shortage through mid-2022. Consequently, CMOS, PMIC, and MCU could be difficult to procure until then.
TSMC increasing car chip output, but supply expected to remain tight until 2022
TSMC, the world’s top contract foundry, will increase its vehicle microcontroller production by 60 percent to address the global chip shortage. However, recent reports indicate that the worldwide component bottleneck will not ease up until 2021.
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