A surge in demand for various chips is causing shortages for select 200mm foundry capacity as well as 200mm fab equipment, and it shows no signs of abating in 2021. Foundry customers will face a shortfall of 200mm capacity at select foundries at least in the first half of 2021, and perhaps beyond. Those customers will need to plan ahead to ensure they obtain enough 200mm capacity in 2021. Otherwise they could get locked out of the market altogether, or may need to pay a premium for that capacity.
(Semiconductor Engineering, Dec 17)
Dale Gai:
- Shortages have been caused by late response from equipment suppliers and reluctance of new capacity adds from vendors.
- This is going to impact CE products most, exacerbating current issues with shortages in components like PMICs.