By Penny | 09 September 2021 | 0 Comments

The Latest Market Review of Semiconductors



Market Review Summary of Electronic Components


Recently, the electronic components and parts market has fluctuated frequently and the prices has been going up. Foundries and IC design companies have raised prices continuously. With the recurring waves of COVID-19 pandemic, the key packaging and MLCC factories are forced to suspend the production all around the world. As the pandemic hits Southeast Asia, the semiconductor supply chain has been intensified all over again.


 
Summary of different brands with price increase in Aug
 


 
MLCC


As the COVID-19 surges in Malaysia, many factories are forced to shut. The epidemic prolongs the global MLCC supply, which makes the market supply situation even worse. Taiwanese factories such as Yageo and Walsin Technology received a great amount of production orders.


 
Reasons for the short supply of MLCC

 

Market Review: The epidemic has influenced the production of two major factories, which has a huge impact on the global MLCC supply chain. Driven by industries such as 5G communications and automotive electronics, MLCC will still be in an increasing demand in the second half of the year.





MCU



In recent years, the Internet of Things has developed rapidly, and there are an increasing demand for smart products. Traditional equipment, smart furniture and industrial intelligent upgrades have become a trend. Facing tens of billions and diversified IoT smart equipment market,  MCUs are in huge demand.


 
MCU recent market situation
 
 

Market review: Due to the continuous tight production capacity from the upstream wafer fabs and packaging and testing plants, and the continuous rise of raw material costs, the MCUs are in short supply, which results in prolonged lead time and higher prices.


 

 
Prosperity of the industry


According to some media reports, industry chain professionals and research institutions have repeatedly predicted that the contract prices of DRAM and NAND flash memory will rise in the first and second quarters of this year.


 


 
Market review: The semiconductor market fluctuated in August, and the market had strong demand for some downstream terminal products. TSMC indicated that carmakers can expect a substantial rebound in chip supply in the near future. This means that the global chip shortage has been eased. 
 

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