Who is "manipulating" the semiconductor market behind the price increase and tight supply?

From sanctions to lack of core, from the beginning of self-research to breaking through some difficulties, domestic semiconductors can be said to be vigorously carried out, but under this vigorous situation, the whole industry has changed.

Price increase! The supply does not meet the demand.

Perhaps because of sanctions or market demand, the semiconductor industry has ushered in a stage of tight production capacity. Not only Huawei, but also home appliances, smart phones, PCs and other industries are short of cores, and the direct consequence is price increases. But the hidden point behind its price increase deserves our attention.

Chip industry with crazy price increase

More and more enterprises have joined the ranks of "price increase", such as China Resources Micro, Xinjieneng and Ding Hui Science and Technology. Some people say why it is so serious.

In fact, since the second half of last year, the reason why the United States restricted the export of chips, coupled with the recovery of the market, but the chip manufacturers went on strike, so there was a situation of short supply.

As can be seen from the related news, the continuous tight production capacity of the 8-inch wafer fab has led to the shortage of power management IC and power semiconductor, which has triggered a wave of price increases.

How about raising the price? For better or worse.

First of all, the price increase is definitely good for chip-related enterprises, at least for a period of time, and it will not be crushed by the market environment economically, but it will also bring impact to this industry. For example, it is not very friendly to the downstream terminal enterprises in the chip industry, such as Volkswagen, which stopped production of low-end cars because of lack of cores.

This is not a lack of core in an enterprise. With the arrival of 5G, the Internet of Things era will accelerate, which will inevitably lead to different levels of core shortage in various industries. According to relevant analysis, this situation is likely to continue until next year.

In terms of chip manufacturing, TSMC can be said to be the "shoulder handle" in this field.

According to the news, TSMC's 5nm has been seized by Apple for 80% of its production capacity, and other companies can only queue up for more production capacity.

The manufacturing process itself is difficult. Under the appeal of American companies such as Intel and Apple, the United States also invited TSMC to set up factories in the United States, starting with 5nm. Recently, it has been reported that TSMC has begun to recruit new people.

It seems to be to seize the production capacity, but also to compete for the market. A few days ago, Japan was invited to build a factory in the past, but it was the first time to invite a wafer factory. However, after TSMC's audit, it was found that its supply chain was not strong, so it was asked to settle for the second best and build a sealing and testing plant.

According to relevant news, TSMC and Japan each invested half of the factory, which is TSMC's first overseas sealing and testing plant.

It seems that many enterprises and countries are seizing TSMC. In fact, whoever occupies the production capacity will occupy the market, which is understandable.

What about China? Actually, I'm not idle. SMIC mass production 14nm, Huawei will enter chip production, starting from 45nm.

At this time, someone will definitely say, what can 45nm do? However, we should know that 90% of applications can actually be solved with 14nm or 28nm chips. We are all in a hurry, but we need to develop slowly.

The global lack of core, TSMC, Samsung's next process delay, in fact, is also a good thing for China, we can have more time to catch up, and in the case of lack of core, the industrial chain will be rectified.