The strong earthquake in Japan caused the global silicon wafer supply chain in the upper reaches of the semiconductor industry to be hit hard. Although the founder of Taiwan Semiconductor Manufacturing Co., Ltd. Zhang Zhongmou, said that there are other sources of emergency, everything is under control, but the foreign capital week is still the semiconductor industry The material crisis will continue until the end of the third quarter, and the investment rating of semiconductor stocks will be greatly reduced. Although it is not difficult for semiconductor stocks to grow in February this month, which is lower than the base period, the test of material shortage and shrinking market demand after the second quarter will begin.
The strong impact of the Japanese direct shock on the domestic semiconductor industry is the supply of upstream silicon wafer materials and equipment. As for silicon wafer materials, Japan’s Shinsegae and SUMCO have both suffered in the hardest-hit areas this time, bringing the total global market share to half. The impact on the global semiconductor industry and the quality of Japanese silicon wafers have always been better. Even domestic companies with secondary and tertiary sources are worried that the yield rate of future production may be affected.
In addition, in terms of semiconductor devices, Zhang Zhongmou also admitted earlier that the equipment that TSMC currently purchases from TEL will not be able to seek other sources and directly impact the expansion of production next year. TSMC has benefited from tablet computers and wisdom since last year. The boom in mobile phones has led to a positive expansion of production capacity. Although the strong earthquake effect in Japan may also impact global market demand, TSMC is still unable to meet the needs of OEMs that have integrated orders for component manufacturers. On schedule will be the most immediate impact.
From the point of view of orders, after the strong earthquake in Japan, TSMC did receive orders from Japanese manufacturers. However, the foundry products must be customized. In order to meet the demand for customers to increase orders, we can actually increase production, so we can benefit from it. But I am afraid it is both slow and small. In particular, some technology companies took justintime (instant supply) strategy to replace inventory preparations, hit this major earthquake, fear of facing the dilemma of no goods available.
Analysts estimate that the current shortage of raw materials has reached at least 2 quarters, especially for IC carrier board adopting BT resin. The shortage ratio in the second quarter exceeds 20%, while the 12-inch wafers have a shortage of 10% to 15%. Downstream hardware manufacturers to avoid the shortage of key materials, resulting in all products into a product (Workin Process), has begun to cut some of the wafer orders, the overall semiconductor industry is expected this year, the growth rate of shipments will be reduced from 18% to 3.6%, and logic IC shipment growth rate decreased from 10.6% to 7.7%.
However, due to lack of material, the market also expects that in the third quarter, the price of bare crystals will rise by 15%, and the cost of bare chips will account for about 10% of the wafer cost. Therefore, it is expected that the wafer-generation industry will adjust to a moderate increase in the third quarter. 2 to 3% of the selling price to reflect the cost, and Zhang Zhongmou after the earthquake also said that TSMC can still maintain 20% of this year's operating growth target unchanged, whether it is also follow-up can be a trend to reflect OEM prices, it is worth observing.
The strong impact of the Japanese direct shock on the domestic semiconductor industry is the supply of upstream silicon wafer materials and equipment. As for silicon wafer materials, Japan’s Shinsegae and SUMCO have both suffered in the hardest-hit areas this time, bringing the total global market share to half. The impact on the global semiconductor industry and the quality of Japanese silicon wafers have always been better. Even domestic companies with secondary and tertiary sources are worried that the yield rate of future production may be affected.
In addition, in terms of semiconductor devices, Zhang Zhongmou also admitted earlier that the equipment that TSMC currently purchases from TEL will not be able to seek other sources and directly impact the expansion of production next year. TSMC has benefited from tablet computers and wisdom since last year. The boom in mobile phones has led to a positive expansion of production capacity. Although the strong earthquake effect in Japan may also impact global market demand, TSMC is still unable to meet the needs of OEMs that have integrated orders for component manufacturers. On schedule will be the most immediate impact.
From the point of view of orders, after the strong earthquake in Japan, TSMC did receive orders from Japanese manufacturers. However, the foundry products must be customized. In order to meet the demand for customers to increase orders, we can actually increase production, so we can benefit from it. But I am afraid it is both slow and small. In particular, some technology companies took justintime (instant supply) strategy to replace inventory preparations, hit this major earthquake, fear of facing the dilemma of no goods available.
Analysts estimate that the current shortage of raw materials has reached at least 2 quarters, especially for IC carrier board adopting BT resin. The shortage ratio in the second quarter exceeds 20%, while the 12-inch wafers have a shortage of 10% to 15%. Downstream hardware manufacturers to avoid the shortage of key materials, resulting in all products into a product (Workin Process), has begun to cut some of the wafer orders, the overall semiconductor industry is expected this year, the growth rate of shipments will be reduced from 18% to 3.6%, and logic IC shipment growth rate decreased from 10.6% to 7.7%.
However, due to lack of material, the market also expects that in the third quarter, the price of bare crystals will rise by 15%, and the cost of bare chips will account for about 10% of the wafer cost. Therefore, it is expected that the wafer-generation industry will adjust to a moderate increase in the third quarter. 2 to 3% of the selling price to reflect the cost, and Zhang Zhongmou after the earthquake also said that TSMC can still maintain 20% of this year's operating growth target unchanged, whether it is also follow-up can be a trend to reflect OEM prices, it is worth observing.
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