Jiwei network news, on January 7, EdWin test held a media exchange meeting, the company's Taiwan chairman and general manager Wu Wankun said that the current equipment delivery time of at least half a year, chip shortage problem is expected to be gradually alleviated by the 4th quarter, for advanced processes, it is estimated that 2 nanometer advanced processes can be expected to be trial production in 2024, mass production in 2025, driving the demand for test equipment to resume growth momentum can be expected.
For the semiconductor long and short material situation, Wu Wankun said that the number of test equipment commercial to semiconductor components is not large, but the priority of semiconductor manufacturing in the front stage is inferior, so the supply is still tight, it is expected that the shortage situation can be gradually alleviated by the end of the 3rd quarter to the 4th quarter, and the current test equipment delivery time is at least more than half a year.
For the layout of advanced wafer test equipment, Wu Wankun pointed out that the complexity of 3-nanometer testing is mainly due to the increase in the complexity of high-performance computing (HPC) chip design, the lengthening of test time, and the increase in demand for test equipment, and it is expected that related equipment will continue to be prepared from this year to next year.
The market demand for test equipment in 2023-2024 is expected to grow slowly, Wu Wankun said that mainly affected by the advanced process to promote the time course, it is expected that the 2-nanometer advanced process may be trial production in 2024, mass production falls in 2025, EdWan in the advanced chip test equipment can be extended to the 2-nanometer advanced process, is expected to drive the demand for test equipment to resume growth momentum can be expected.
Compound semiconductor testing part, Wu Wankun said that Edwin testing is cooperating with international manufacturers in the field of silicon carbide (SiC), and there is no relevant cooperation with Taiwanese manufacturers, mainly because the demand is not much, and it takes a while to achieve mass production.
(Proofreading/Jouvet)
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