Escassez mundial de ICs em 2021

Samsung Electronics to Build EUV Foundry in Austin​

While it is reported that the company has already begun working on the construction, it is likely that the company will make an official announcement around May 21 when President Moon and President Biden are scheduled to have their first summit in Washington D.C.
According to the industry on Monday, it is reported that Samsung Electronics has decided to build an EUV semiconductor fab in Austin, Texas. The company plans to break ground this third quarter and start the operation in 2024.

It is reported that the fab will use the 5nm process.
https://english.etnews.com/20210518200001
 
Supply Issues Limit 2021 Semiconductor Growth

The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021. However, supply constraints may limit semiconductor growth in 2021.

The table below show the top 14 semiconductor companies’ revenues in 1Q21, change versus 4Q20, and guidance (where available) for revenue growth in 2Q21 versus 1Q21. Of the 12 companies which have reported for 1Q21, three had revenue declines from 4Q20 – Intel, Qualcomm, and STMicroelectronics. These three companies all expect declines in 2Q21 revenues of about 4% from 1Q21. Intel and Qualcomm stated they were supply constrained. STMicroelectronics attributed the decline to seasonal trends.

Top-Semiconductor-Revenues-2021-768x648.jpg.webp

https://semiwiki.com/semiconductor-services/299350-supply-issues-limit-2021-semiconductor-growth/

NOTA: as vendas estão em valor $B, não em unidades.
 
^A Intel tem que tentar manter os investidores animados quando a nível de fabrico já foi ultrapassada e a hipótese de voltar a ter vantagem no processo de fabrico está cada vez mais distante..
E ao mesmo tempo tentar sacar ainda mais milhares de Milhões de $$ do bolso dos americanos com a autorização do Biden..
 
^A Intel tem que tentar manter os investidores animados quando a nível de fabrico já foi ultrapassada e a hipótese de voltar a ter vantagem no processo de fabrico está cada vez mais distante..
E ao mesmo tempo tentar sacar ainda mais milhares de Milhões de $$ do bolso dos americanos com a autorização do Biden..

Também me parece que é mais isso. A própria GM já começa a ver a escassez a diminuir, tudo bem que são segmentos diferentes, não precisas de bleeding edge para o fabrico de carros, mas não parece que a escassez seja um problema no mercado onde a Intel opera.

G.M. will increase production of cars and trucks as the chip shortage eases.​


https://www.nytimes.com/2021/06/03/business/general-motors-chip-shortage.html
 
Não precisa, mas já está disponível, o N5A já está qualificado para o mercado automóvel

TSMC’s Zhang: Automotive is Going HPC​

In a blog post, TSMC head of global marketing Godfrey Cheng, wrote that, “Compared to TSMC’s N7 technology with the Automotive Service Package, N5A delivers a ~20% improvement in performance or a ~40% improvement in power efficiency and a ~80% improvement in logic density.”
N5A-automotive-standards.png

https://www.eetimes.com/tsmcs-zhang-automotive-is-going-hpc/
 
Mais boas noticias :facepalm:

Graphics cards could get even more expensive following GDDR6 price rise


The depressing news comes from TrendForce, which notes that graphics DRAM prices are expected to rise by 8% to 13% throughout the year. That will almost certainly push up the retail prices of graphics cards already selling way above their MSRP.

Why is this happening? TrendForce writes that there are four main factors behind the price hikes. The first and most obvious one is that the unprecedented demand for graphics cards, a result of the global chip shortage, cryptominers, and scalpers, seems to be getting worse rather than better.

Another factor is Nvidia. Team green is, naturally, one of the largest customers for GDDR6 and GDDR6X firms, seeing as the DRAM is bundled with some of its GPUs, which means suppliers give Nvidia priority over smaller clients when it comes to allocating production capacity. Additionally, contract manufacturers that create the latest consoles for Sony and Microsoft, which use 16Gb GDDR6 memory, are also being prioritized, as is production of server DRAM products.



“As various products each compete over limited DRAM production capacities, graphics DRAM contract prices are expected to undergo an increase going forward. In particular, medium- and small-size OEMs/ODMs may likely face double-digit percentages increases,” states the report.

TrendForce adds that fulfillment rates for some medium- and small-size customers have been around 30%, explaining why spot prices of graphics DRAM products were occasionally up to 200% higher than contract prices. It’s noted that the decline in the value of some cryptocurrencies has caused spot prices of GDDR6 products to fall, but they remain nearly 100% higher than the average contract prices.

One thing that isn’t being heavily impacted is GDDR5, which has seen almost no difference between spot and contract prices due to it primarily being used in older graphics cards such as the GTX 1650/1660.

AMD has said it hopes to increase its GPU supply in Q3, and Nvidia will likely be trying to do the same. With crypto prices trending downward, partly thanks to Elon Musk, we can hold onto the hope that the situation could slightly improve later this year. But with one manufacturing giant warning normality might not return until 2023, now’s certainly not a good time to build a new PC.
 

Não são só os modulos de memória volatil, os chips NAND usados em SSD também devem sofrer do mesmo quando ainda nem há meio ano existia excesso de oferta. Os aumentos, para o periodo de Julho-Setembro, são na ordem dos 3 a 8% nos modulos de DRAM e 5-10% no caso dos NAND comparativamente ao periodo homologo do ano passado. Mas no caso dos gpus aumentos do preço dos modulos de memória devem ser diluidos no aumento de oferta de produto e um ligeiro decréscimo na procura do hemisfério norte.
 
A GF anunciou há dias o início da expansão da FAB 7 (Singapura), aumento de cerca de 1/3 da capacidade


GLOBALFOUNDRIES Breaks Ground on New Fab in Singapore​

GF the global leader in feature-rich semiconductor manufacturing, today announced it is expanding its global manufacturing footprint with the construction of a new fab on its Singapore campus. In partnership with the Singapore Economic Development Board and with co-investments from committed customers, GF’s more than US $4B (S$5B) investment will play an integral role in meeting the growing demand for the company’s industry-leading manufacturing technologies and services to enable companies worldwide to develop and scale their business. 
The global demand for semiconductor chips is growing at an unprecedented rate, with worldwide semiconductor revenue projected to increase 2.1 times in the next eight years1. To meet that demand, GF has planned capacity expansions at all its manufacturing sites in the U.S., Germany and, starting with the construction of phase one of its 300mm fab expansion, Singapore. When complete, GF will add capacity for 450,000 wafers per year, bringing GF’s Singapore campus up to approximately 1.5 million (300mm) wafers per year.
The new fab will be the most advanced semi manufacturing facility in Singapore and will further enhance GF’s ability to provide its feature-rich RF, analog power, non-volatile memory solutions. GF is adding 250,000 square feet (23,000 square meters) of cleanroom space and new administrative offices. The new fab will create 1,000 new high-value jobs such as technicians, engineers and more. With construction already underway, the Fab is planned to ramp in 2023.
https://globalfoundries.com/press-release/globalfoundries-breaks-ground-new-fab-singapore
 
Tendo em conta a quantidade de gadgets, sensores, e outros necessários a um mundo cada vez mais digital será necessário alguma expansão da capacidade de fabrico.
O investimento da GF na FAB 7 é feito em parceria, há empresas a avançar com €£$, para garantir capacidade, o node mais recente da referida FAB é 40nm...

Mas lá está muita dessa necessidade não precisa de nodes recentes, a FAB da Bosch inaugurada recentemente até é a 65nm, embora a Bosch recorra igualmente a fabrico externo.
 
A TI acabou de anunciar a aquisição da FAB 3D Xpoint da Micron por $900M, e não a TI não vai fabricar memória 3DX ou Optane, o interesse é ficar com uma FAB já construída e fazer apenas o retooling para poder começar a produzir o mais rápido possível.


TI to acquire Micron 300-mm semiconductor factory, extending TI's cost advantage and greater control of supply chain​

Texas Instruments Incorporated (TI) (Nasdaq: TXN) today announced it signed an agreement to acquire Micron Technology’s 300-mm semiconductor factory (or "fab") in Lehi, Utah, for $900 million.
The Lehi fab will be TI’s fourth 300-mm fab, joining DMOS6, RFAB1 and soon-to-be-completed RFAB2 in TI’s wafer fab manufacturing operations. In addition to its value as a 300-mm fab, the acquisition is a strategic move, as Lehi will start with 65-nm and 45-nm production for TI’s analog and embedded processing products and be able to go beyond those nodes as required.
https://news.ti.com/ti-to-acquire-m...st-advantage-and-greater-control-supply-chain
 
Semiconductor market to grow 25% in 2021, says WSTS

https://www.digitimes.com/news/a20210818PR202.html?mod=2

Lucros recorde em tudo o que é empresa de semicondutores. Crescimento anual de 25% é uma brutalidade em qualquer sector. A escassez serviu para os accionistas forrarem os bolsos.

Ainda bem. De outro modo não evoluiríamos. Com estes resultados é de esperar que muitos dos lucros sejam reinvestidos no mesmo sector.
 
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