Wafer woes could drag out chip shortage – Hardware

Two silicon wafer vendors, which together characterize much more than 50 p.c of world source, have warned that they will not be in a position to satisfy desire during 2022.

Which is grim news for any person hoping the global semiconductor lack would relieve this yr.

Wafers are the standard constructing blocks of semiconductors, and the two corporations, Sumco (with 25 p.c of the world-wide marketplace in 2020, according to Statista) and Shin-Etsu (32 p.c in 2020) have both of those lately warned demand from customers is outstripping source. 

Releasing its 2021 comprehensive-yr consequence [pdf], Sumco explained offer unsuccessful to fulfill demand for 200mm and 300mm wafers throughout 2021, with need from facts centres, Covid-driven teleworking, electrical autos, along with shopper and industrial goods all developing.

The enterprise also cited the Covid-19 pandemic, and climbing US-China tensions as warranting shut notice.

Though the business committed to developing new amenities in Japan and Taiwan, it predicted offer shortages during the initial quarter of 2022, and it regards the semiconductor current market as far too risky for more time-expression forecasts.

Shin-Etsu declared its effects at the stop of January, and in its Q&A [pdf], it manufactured likewise grim forecasts.

Shin-Etsu is pessimistic for the entire of 2022, indicating its prospects have been accumulating stock to try out and maintain their have production as large as attainable.

The enterprise extra that it has restricted options to extend existing services, and that any greenfield investments would not come on the web until eventually 2024 or beyond, a issue exacerbated by the growing prices of creating products.