The two-year chip shortage has only influenced the low-end chips so far, but that could change as semiconductor manufacturers struggle to get the equipment to manufacture more advanced processors.
The report points out that the supply gap of advanced chips is likely to reach 20% by 2024, which will have a knock-on effect on the relevant industries such as AI, high-performing computing, and self-driving cars.
Due to technical obstacles and the huge investment required, only two chip-makers, TSMC and Samsung, have the ability to produce high-end chips.
In some cases, the delivery period of new orders has been extended by two to three years. An industry insider revealed that some customers of TSMC have received warnings that equipment procurement problems may prevent the company from increasing production in the next two years.
In the face of these challenges, both TSMC and Samsung Electronics stated that they were working to avoid interference in chip production.
Source from ECCN
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
Micron will get $6.1 billion in US Chips Act grants to help build fabs in New York and Idaho. Senator Chuck Schumer of New York announced the award and said the money would go towards building two fabs in New York by 2030 and o
Earlier today TSMC announced Q1 revenue up 12.9% y-o-y at $18.87 billion and profit up 8.9% y-o-y at $6.96 billion. Compared to Q4, the Q1 revenue was down 5.3% and net income was down 5.5%. Gross margin for the
The Q1 smartphone market grew 7.8% q-o-q to 289.4 million units, says IDC. It was the third consecutive quarter of market growth, Notes: • Data are preliminary and subject to change.
2023 sales of semiconductor manufacturing equipment fell 1.3% to $106.3 billion from 2022’s record $107.6 billion, says SEMI. China was the biggest market, growing 29% y-o-y to $36.6 billion, followed by Korea whi
TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023. For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion. It was the biggest m-o-m rise since Nove
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to IDC RECOMMENDED ARTICLESHMI claim
