Nowadays, with the development of digitization, automation, and artificial intelligence, chips are becoming increasingly important across many areas, which makes it an inseparable part for mobile phones, laptops, smart home appliances, automotives, high-speed rails, robots as well as medical instruments, etc. The chips industry has gradually attracted attention from different fields. At present, the demand for semiconductor continues to grow in the downstream industries, which makes the chips supply even more tight.
Update on MLCC
With the extension of the Malaysian movement control order, global passive component of MLCC supply are faced with challenges. Among which, the high-end MLCC is the one with most excessive shortage, which are important components for mobile phones, computers, servers and 5G base stations, etc.
Market Review: Murata, Taiyo Yuden and Kyocera, the three main suppliers of MLCC, are expected to encounter the growing demand in the third to fourth quarters of 2021. The extension of lockdown in Malaysia makes the supply for passive component in shortage, such as high polymer aluminum solid capacitors SP CAP, tantalum capacitors (Tan CAP), and MLCC raw materials. Murata and Kyocera have been enlarging the production capacity in order to solve this issue.
ON Semiconductor
ON Semiconductor announced on July 12th that the ISMF will start its operations on July 16, and Seremban factory is expected to operate on July, 19th.
Market Review: The lead time of ON Semiconductor's discrete device products has reached more than 20 weeks. For Mosfet and IGBT, the lead time has been extended to 30 weeks. For some logic circuit IC and image sensor chips, the lead time has even been extended over 50 weeks. The 14-day shutdown of ON Semiconductor's Seremban factory will cause severe impact on its production capacity and the lead time will be getting even worsen.
Login 
Inquiry List
