2021/4/18  
Chip shortage to raise prices in 2021 (2021/04/07)
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  • 英文 English 
    Chip shortage to raise prices in 2021 (2021/04/07)

    A global chip shortage is pushing up the price of semiconductors. TSMC raised its pricing by 3% in the first quarter, due to over-demand. Other Taiwan foundries have hiked the price of 8-inch wafers by at least 20% since 2020. With costs soaring for chips used in cars, phones, and laptops, consumers are expected to feel the pinch.

    Amid a pandemic-fueled shortage of semiconductors, chipmakers have been raising their prices. Sources say that Taiwanese foundries UMC, Vanguard International and PSMC have raised the price of 8-inch wafers by at least 20% since last year. TSMC raised prices by 3% in the first quarter of 2021. And the shortage is projected to get more severe. This month, IC giant MediaTek raised prices by 5% for select products, due to the soaring cost of supplies that’s raising the cost of doing business.

    Arisa Liu
    TIER researcher
    From TSMC’s previous announcement, we know that the company will be suspending its discount deals with clients until the end of next year. Its delivery times are now more than 30 weeks. These days the car industry still finds itself having to scale back production. There’s starting to be a shortage of smartphone chips, too.

    The chip shortage is expected to intensify in the second quarter, hitting assembly lines for cars, smartphones, and laptops. In response, foundries worldwide are pushing to expand production.

    Taiwan chipmaker PSMC is investing NT$278 billion to build two new 12-inch wafer fabs in Miaoli’s Tongluo Township. Last month, Intel announced it will spend US$20 billion to build an advanced foundry in the U.S. with a new independent chip designer and a monthly output of 30,000 wafers. TSMC has a US$6 billion plan to build six plants in the U.S. state of Arizona, with a projected monthly capacity of over 100,000 wafers. Meanwhile, reports say Samsung’s new plants will use advanced processes at the 5-nanometer level and below to produce up to 70,000 wafers a month. These breakneck developments have raised concerns over what happens if the chip market crashes, as it did in 1980.

    Arisa Liu
    TIER researcher
    Currently operations are at full capacity and chips are in high demand. That’s going to be the situation with advanced processes until the end of next year. For more mature processes, the demand will persist until the end of this year. The shortage will not begin to ease until the beginning of next year.

    With chips set to stay scarce, prices will only climb higher. That spells bad news for downstream producers and for consumers as well.
    中文 Chinese  
    8吋晶圓今年已漲20% 台積電、聯發科漲聲響

    全球掀起晶片荒,根據了解,最吃緊的8吋晶圓,從2020年至今,已經漲價至少20%以上,就連老大哥台積電今年Q1也跟著補漲,但緊縮續擴大,Q2傳出IC龍頭廠聯發科,4月起部分產品也將調漲5%,連帶讓筆電、手機等終端產品的價格,也跟著喊漲。

    受到疫情影響,晶圓代工產能全面吃緊,根據了解,晶圓二哥聯電、世界先進及力積電等代工廠,最吃緊的8吋晶圓,從去年至今,已經漲價至少20%以上,就連老大哥台積電今年Q1也跟著補漲3%,但緊縮狀態持續嚴峻,Q2傳出IC龍頭廠聯發科,4月起部分產品要調漲5%。原物料漲聲不斷,也讓終端產品價格也跟著波動。

    [[台經院產經資料庫總監 劉佩真]]
    “先前台積電發言可以看到,他對客戶一直到明年底,都取消折讓。目前交貨期都長達30週以上。汽車部分陸續出現減產,甚至手機晶片也同步出現這樣情形。”

    Q2零組件供應狀況加劇,從汽車、手機到筆電,各個生產都大受影響,因此各國競相建晶圓廠,增加產能。

    國內積片大廠力積電,斥資2780億,在苗栗銅鑼興建全新12吋廠。英特爾上個月也宣布,將投資約200億美元,在美國設先進晶圓廠,並新設獨立的晶圓代工部門,月產能約3萬片。台積電也傳出斥資60億美元,在亞利桑那州蓋6座晶圓廠,月產能可望達10萬片以上。至於三星,新廠傳都是5奈米以下先進製程,月產能最高可達7萬片。不過卻有外界質疑,恐怕會重演1980年晶片價格崩跌的情況。

    [[台經院產經資料庫總監 劉佩真]]
    “目前都是呈現產能滿載,而且緊俏的局面。先進製程這塊更會延續到明年年底,成熟製程也至少都會到今年年底,明年年初才會開始出現緩解。”

    全球晶片大缺貨、漲價消息滿天飛,半導體產業供不應求,不僅下游廠商叫苦連天,就連消費者也跟著受到牽連。
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