Benefiting from the peak season of the wafer, TSMC and UMC supply are tight.

According to the IC design industry, the order-to-bill ratio (B/B) value of TSMC's advanced process products has risen above 1 last month, and UMC's production capacity has become full. TSMC has started the "capacity allocation" supply for specific processes since this season. The delivery time for customers has also been extended from normal four to six weeks to more than ten weeks. The industry revealed that the peak season of the foundry industry is ahead of schedule this season.

It is understood that TSMC is currently the only wafer foundry capable of supplying 28nm capacity. Capacity utilization has been raised to 110%. As some IC design companies have improved their demand for the client, the cargo is accelerating, and the order is added to the foundry. Nvidia, a graphics processor manufacturer, and Qualcomm, a mobile phone chipmaker, have revealed that the 28nm process of the foundry is insufficient. Feida even said that due to tight wafer production capacity, the supply of Tegra 3 products in its hot sale is tight. .

UMC originally pointed out in the last season's law conference that the first-quarter low-priced 8-inch wafer shipment speed is faster than 12-inch, but last month due to the unexpected tightening of the entire semiconductor supply chain, UMC's 12-inch capacity shipment speed Faster than the company expected, the number is also more. UMC also reported that the capacity utilization rate is approaching 100%. As everyone competes for production capacity, it will be good in the second to third seasons of the supply chain. It is worth noting that not only is the capacity utilization rate of advanced processes rising rapidly, but the eight-inch mature process capacity is also full.

Consumer IC design industry said that the second season is the traditional consumption season, the stock should have been stocked, plus this inventory adjustment, the inventory water level is too low, after getting the upstream notification capacity is tight, simply put a bold order, make up the inventory The normal water level has led to the maturity of the maturity of the wafers, mainly based on wafers with large panel and analog IC.

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