Recently, according to foreign media reports, the news of the industrial chain shows that TSMC, the world's largest wafer foundry, is actively seeking to obtain more long-term OEM orders from customers.
The English media mentioned in the report that TSMC actively seeks long-term oem orders from more customers, which has triggered concerns about the oversupply of wafer foundry, especially mature process capacity, and the wafer foundry market may face oversupply of mature processes as soon as 2023.
The possible oversupply of mature processes may be related to the global chip shortage that began last year, followed by the expansion of production capacity by a number of chip manufacturers and OEMs.
After the global shortage of automotive chips at the beginning of last year, the chip shortage has become the focus of attention in many fields, in addition to cars, consumer electronics has also seen a shortage of chips, smartphone manufacturers have also been affected, Apple is no exception, there have been previous reports that in order to prioritize the production of iPhone 13, they cut the output of iPads.
After the emergence of chip shortages, the production capacity of wafer OEMs such as TSMC and UMC has also been tightened, and many wafer OEMs are running at full capacity. UMC and LCC also announced that they would build new plants to expand production capacity. TSMC, which has already built a plant in the United States, also announced at the end of the year that it will establish a joint venture with Sony in Japan to provide 22nm/28nm process foundry services.
In addition to TSMC, UMC and LCC, Intel also has two new plants that began construction in September last year, and SMIC has announced plans to build two plants.
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