Chip price increases are inevitable! South Korea's 8-inch semiconductor foundry capacity has been sold out

Recently, there are media reports that the booking of 8-inch semiconductor foundry capacity in South Korea has actually ended, and it is expected that this year's semiconductor supply will also face similar difficulties with last year due to the lack of foundry capacity.

It is reported that Key Foundry's production capacity this year has been booked, and DB HiTek, which accepts bookings every six months, will also close the order channel in the second quarter, while Samsung and Hynix are facing a similar situation.

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In fact, last year, South Korea's major foundry manufacturers have received an excess of orders, on the basis of which there are new orders added this year, resulting in more serious bottlenecks in foundry capacity, even if Key Foundry and DB HiTek and other manufacturers have introduced new equipment, improve production efficiency and other methods to increase the instantaneous energy, can not meet the demand.

At the same time, the consideration of the distribution of production capacity in the foundry has also become part of the consideration, because most manufacturers will give priority to the capacity supply of existing customers, resulting in new customers are difficult to obtain capacity, which leads to the Korean local design factory is risking to pay excess costs to ensure foundry capacity.

In this case, the foundry price of 8-inch semiconductors has risen by 20% to 40% last year, and the increase in foundry prices is expected to continue as this year's production capacity is exhausted.

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