Because of automotive electronics, 8-inch wafer foundry capacity is tight

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According to reports, after the current semiconductor supply chain gradually entered the traditional peak season in the second half of the year, the 8-inch wafer foundry capacity was all tight. Among them, the 8-inch wafer foundry capacity of TSMC and UMC's wafers in the third quarter of 2017 has reached full load. The world's advanced third season is also full of orders, and order visibility has been seen at the end of October. As for the products that drive this 8-inch wafer foundry demand, it is the current popular fried chicken - Internet of Things (IoT) and automotive electronics. Let's take a look at the related content with the car electronics editor.

Because of automotive electronics, 8-inch wafer foundry capacity is tight

According to sources disclosed by the semiconductor industry, the current 8-inch fab will see a significant recovery in the future, driven by the Internet of Things and automotive electronics. Among them, the 8-inch fab has emerged from the downturn since the 2008 financial tsunami, whether from the fab's operating conditions or monthly production capacity.

According to estimates by the International Semiconductor Association (SEMI), by 2020, the global 8-inch wafer fab will have a monthly capacity of 5.7 million units, surpassing the 2007 record. From the fab's operating conditions, there were 188 8-inch fabs in operation worldwide in 2016. When this number comes to 2021, it is expected to increase to 197, growing 4.7%.

In addition, according to the geographic distribution analysis of the location of the fab headquarters, China's 8-inch wafer capacity will be the highest in the world by 2021. It is estimated that the capacity growth rate from 2017 to 2021 will reach 34%. The 8-inch wafer capacity in Southeast Asia and the US will also grow significantly at the same time, with growth rates of 29% and 12% respectively.

SEMI analysis pointed out that the Internet of Things and automotive electronics are the main drivers for the 8-inch wafer recovery. Because the chips required for related applications are well-suited for mass production at 8-inch fabs, many operators with 8-inch fabs are not only expanding their existing plant capacity to the limit, but also plans to build a new 8-inch fab. To meet future market needs. As far as 2017 is concerned, the semiconductor industry has reached a consensus on the 8-inch wafer production capacity until the end of the year, and under the singular effect, it is expected to stimulate the average selling price (ASP) of wafers in the second half of 2017 to rebound.

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