In the past two years, the news of global "lack of cores" has been continuous, and at present, from all aspects, the shortage of chips has not yet been alleviated. So, to what extent is the core missing now?
According to the Daily Economic News quoted by foreign media reports, Lithography giant Asmaite CEO Peter Wennink (Peter Wennink) revealed that due to the shortage of chips, some large manufacturing companies have had to buy old washing machines in order to remove the chips in the washing machine.
The chip is not enough, the washing machine to make up?
"There was a large industrial group that started buying old washing machines and took out the semiconductors in them for their own chip modules."
On April 20, local time, Peter Winningk, CEO of asmail (ASML), the global leader of lithography machines, talked about this situation in the company's earnings report. Winningk did not name which company it was, saying only that the company had revealed its plight to him only the week before. He also added that "this situation is not uncommon".
Image source: @Baidu
This situation clearly vividly shows the current severity of chip shortages in some industries, and implies that this "serious lack of cores" will continue for the foreseeable future.
In addition, Winningke also revealed that a major Chinese chip manufacturer has sold out all its production capacity by the end of 2023.
"The demand we're seeing right now comes from a lot of places in the industry," Winningk said, adding that he also referred to the widespread use of IoT, "it's so broad that we're grossly underestimating the breadth of demand, and I don't think that's going to go away." ”
Image source: @Baidu
Also on the 20th, Tim Archer, CEO of U.S. semiconductor etching equipment supplier Lam Group, similarly said, "On the demand side, the overall environment remains very strong, and continued supply-related delays may limit investment in wafer manufacturing equipment in 2022." ”
When is the missing core problem?
The "lack of core tide" that has lasted for two years has not been alleviated so far, and it is even more severe.
Since the current problem of global core shortage has not been effectively alleviated, Intel, TSMC and other major semiconductor manufacturers plan to expand production, hoping to seize market share and meet market demand. However, their expansion plan is likely to be unable to complete on schedule because the equipment cannot be delivered.
The lack of equipment supply has created a sense of crisis for chipmakers. Intel CEO Henry Kissinger said the shortage of equipment poses challenges to the company's expansion plans, and Intel has sent its own manufacturing experts to the company to help speed up production. He stressed that the company still has time to solve this problem, and it will take two years to expand the chip factory.
Image source: @Baidu
Peter Hanbury, a partner at Bain & Company, an industry consultancy, said delays in equipment could hinder a solution to the global chip crisis, and that the risk of poor supply of these devices would be detrimental to manufacturers who increase capacity, while also bad news for the industry as a whole.
Image source: @Baidu
Huo Hansong, an analyst at the Head Leopard Research Institute, said that the demand for mature chips in new energy vehicles, photovoltaics and other fields is relatively strong, there is still a large gap on the supply side, and orders are basically concentrated in the hands of TSMC, considering the long expansion cycle and other reasons, the production capacity is still very tight.
"Various countries, including China, are trying to complete the puzzle of their own industrial chains, essentially to resist risks and ensure that local enterprises can still maintain output under the influence of the epidemic and environmental factors, rather than complete stagnation." However, to truly solve the problem of chip shortage, it is necessary for all parties in the global industrial chain to carry out benign communication and in-depth cooperation. Hohansson said.
— END —
The material comes from the communication circle, the Xianji network, and the network
If there is any infringement, please contact to delete it