As the demand for consumer products has slowed down significantly, the production capacity of 8-inch and 12-inch has also begun to loosen, including MOSFET and diode manufacturers, all pointed out that the production capacity obtained in recent months has increased compared with the original expectations, and because some products are new automotive products. , and the ranking of the fabs has also moved forward, which will help the operating performance in the second half of the year.
The industry pointed out that last year, due to the strong demand for consumer electronic products, it was very difficult for power semiconductor manufacturers to obtain additional foundry capacity. Gain additional capacity in monthly rolling adjustments.
Especially at this stage, the major international IDM manufacturers are still affected by the epidemic and lack of labor. Both the quotation and delivery time of power components remain high-end. Due to the short delivery time and certain quality assurance of the Taiwanese supply chain, the terminal industry or the module can be obtained. Factory use, including rectifiers, voltage regulators, medium and low voltage MOSFETs, etc.
Diode manufacturers also continue to design new products, including high and medium voltage MOSFETs used in automobiles or industrial control, and rectifier diodes of the third-generation semiconductor SiC, all of which are expected to be released in the second half of this year.
In addition, in order to obtain more production capacity, power semiconductor companies have strategic partnerships with fabs, such as Qiangmao (2481-TW) and World Advanced (5347-TW), Taiwan Semiconductor (5425-TW) and UMC (2303-TW) TW), with the loosening of production capacity in recent months, the number of wafer fabs obtained by the industry has also increased, and it is also expected that the new products developed at the end of last year will be introduced into mass production one after another, which will increase performance.
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