Escassez mundial de ICs em 2021

reise

Power Member
Ainda funciona, não tinha fechado?
Nunca fechou realmente. No tempo da Qimonda entrou em processo de insolvência e mandou embora a maior parte dos funcionários (eu incluido!), depois os credores criaram a Nanium que mudou a estratégia de produção de semicondutores para serviços em semicondutores, e à coisa de 3 anos fomos adquiridos pela AMKOR Technology, e agora somo AMKOR Technology Portugal!
Eu voltei há cerca 4 anos à mesma equipa mas agora somos muito mais pequenos.
 

Dark Kaeser

Colaborador
Staff

SMIC Revenue Soars as Chinese Market Sours​

Semiconductor Manufacturing International Corp. (SMIC) saw sales grow by more than 66% during the first three months of this year as the company warned of weakening demand in China, its home market.

While the Chinese government locked down cities such as Shanghai, SMIC’s headquarters, as part of a zero–Covid strategy, the company was still able to keep its fabs running at 100% utilization.
China’s largest chipmaker shifted production to meet strong demand for semiconductors used in electric vehicles and advanced displays while consumer electronics tanked.

Smartphones and other consumer electronics previously accounted for as much as 50% of revenue for chip foundries like SMIC. During the first quarter of this year, that figure fell to less than 30% for the company.

“Smartphones, consumer products, PCs, and internet…they’ve dropped like a rock,” SMIC co–CEO Haijun Zhao told analysts on a conference call last week. “Some customers hold five months of inventory in the supply chain. Oversupply is very serious.”

The company has switched production to address shortages of power management ICs and AMOLED drivers as well as MCUs and parts for WiFi 6, where demand remains strong.

SMIC Q1 2022 sales YoY. (Source: SMIC)
SMIC_Alan-Patterson.png

https://www.eetimes.com/smic-revenue-soars-as-chinese-market-sours/

captain-obvious-funny-face.gif
 

The WolfMan

1st Folding then Sex
Os 200mm é o diâmetro do wafer? Quais as vantagens e às desvantagens de um wafer maior? Se os Yields forem iguais, a capacidade aumenta não?
 

Dark Kaeser

Colaborador
Staff
Sim... mas para muito IC que ainda é produzido em processos mais antigos, esse era o diâmetro mais usado.

Mas o problema é que a maioria desse equipamento já não é produzido...
 

reise

Power Member
Os 200mm é o diâmetro do wafer? Quais as vantagens e às desvantagens de um wafer maior? Se os Yields forem iguais, a capacidade aumenta não?
Sim é o diâmetro.
Pode interessar porque uma de 300mm leva quase o dobro dos chips de uma 200mm, porque os chips têm aumentado de tamanho e cada wafer produz menos quantidade, porque pode haver processos que levam o mesmo tempo independente do tamanho.
Agora até há testes com wafers rectangulares.
 

The WolfMan

1st Folding then Sex
Sim... mas para muito IC que ainda é produzido em processos mais antigos, esse era o diâmetro mais usado.

Mas o problema é que a maioria desse equipamento já não é produzido...
Por experiência própria sei que há muito equipamento industrial (para máquinas de linhas de produção) que usado é um mina de ouro! Estando descontinuados e sem substituto directo então…
 

Dark Kaeser

Colaborador
Staff
Não é que não tenham substituto directo, mas dado que os fabricantes e fornecedores dessas máquinas para 200mm deixaram de as produzir, havia o stock produzido e o que foi liquidado das empresas que foram à falência ou venderam quando fizeram o upgrade para os 300mm, esgotado esse as foundries mais antigas se querem aumentar a capacidade terão de ir para as máquinas mais recentes que usam wafers de 300mm, que é o que há, até podem comprar as chinesas, que já as há.

https://en.wikipedia.org/wiki/List_of_semiconductor_fabrication_plants

As últimas Fab da Bosch, Infineon e Texas Instruments, são todas a 300mm, e o node mais recente será provavelmente a 65nm, mas para a maioria do que produzem chega e sobra recorrendo à TSMC, GF, UMC e etc para coisas mais específicas porque aí o investimento que teriam de fazer já não lhes compensa.
 

Dark Kaeser

Colaborador
Staff
TSMC to Expand Capacity for Mature and Specialty Nodes by 50%

TSMC this afternoon has disclosed that it will expand its production capacity for mature and specialized nodes by about 50% by 2025. The plan includes building numerous new fabs in Taiwan, Japan, and China. The move will further intensify competition between TSMC and such contract makers of chips as GlobalFoundries, UMC, and SMIC.
The company is investing in four new facilities for mature and specialty nodes:
  • Fab 23 Phase 1 in Kumamoto, Japan. This semiconductor fabrication facility will make chips using TSMC's N12, N16, N22, and N28 nodes and will have a production capacity of up to 45,000 300-mm wafer starts per month.
  • Fab 14 Phase 8 in Tainan, Taiwan.
  • Fab 22 Phase 2 in Kaohsiung, Taiwan.
  • Fab 16 Phase 1B in Nanjing, China. TSMC currently makes chips on its N28 in China, though the new phase was once rumored to be capable of making chips using more advanced nodes.
https://www.anandtech.com/show/17456/tsmc-to-expand-capacity-for-mature-and-specialty-nodes-by-50


Durante a apresentação publicaram alguns exemplos

tsmc-specialty-smartphones-june-2022_575px.png


A vermelho os sensores são produzidos em processos desde os 0.35 µm (350 nm :coolshad: ) até aos 28nm, e o violeta PMIC de 0.25µm (250nm) até aos 40nm


tsmc-specialty-smart-cars-june-2022_575px.png
 

Dark Kaeser

Colaborador
Staff

Já agora para o Q2

Semiconductors Weakening in 2022

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues.
Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus 1Q 2022. All four cited COVID-19 related lockdowns in China as a factor.
Six non-memory companies expect revenue growth in 2Q 2022 from 1Q 2022 ranging from 3% to 7%. Three of these companies (Infineon Technologies, STMicroelectronics and NXP Semiconductors) have significant automotive business contributing to their growth.
Memory companies have a brighter outlook than non-memory companies. Micron’s guidance for its fiscal quarter which ended in early June was an increase of 11.7% from the prior quarter. Samsung, SK Hynix and Kioxia all reported demand for both DRAM and flash memory remains solid.
June-2022-companies.jpg


The outlook for key semiconductor market drivers is also abating. Earlier this month IDC projected declines in 2022 shipments of both smartphones and PCs. Smartphones are forecast to decline 3.5% in 2022 after 6% growth in 2023. IDC expects smartphones to recover to 5% growth in 2023. PCs boomed in 2020 and 2021 with double-digit growth driven by work-at-home and learn-at-home trends due to the COVID-19 pandemic. IDC forecasts a decline of 8.2% for PCs in 2022. PCs should grow 1% in 2023, in line with pre-COVID trends.
The automotive industry is the only bright spot among major drivers. In May 2022, S&P Global Mobility (which merged with IHS Markit) expects light vehicle production to grow 4.1% in 2022 after 3.5% growth in 2021. Pent-up demand for vehicles would drive even higher growth, but production is limited by shutdowns in China, supply chain issues, and the war in Ukraine. Vehicle production is forecast to grow a healthy 9.4% in 2023.
June-2022-driver.jpg

https://semiwiki.com/semiconductor-...ence/314356-semiconductors-weakening-in-2022/
 
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