According to foreign media reports, although the global chip shortage only appeared in the automobile, consumer electronics and other fields at the beginning of this year, the shortage of chip foundry production capacity appeared at the end of last year, and the chip foundry production capacity appeared at the end of last year. Nervous, considering the news of raising the price of foundry.
In the case of tight supply of chips in many fields such as automobiles and consumer electronics, chip foundries are also facing greater pressure, and production capacity is generally tight, and it is difficult to meet the strong demand for foundries.
As the world's largest chip foundry company, TSMC's production capacity is also tight. On Thursday’s third-quarter earnings analyst conference call, TSMC CEO Wei Zhejia revealed that they expect production capacity for the rest of 2021 will remain tight, and that the tight capacity situation will continue through 2022.
Judging from the news disclosed by Wei Zhejia on the earnings analyst conference call, they believe that the tight production capacity will continue until the end of 2022. It is not only due to the current tight supply of chips in many fields, but leading technology is an important reason for their continued tight production capacity. .
In a conference call with financial analysts, Wei Zhejia said that due to the recent supply interruption caused by the epidemic, short-term supply and demand are still imbalanced. Although short-term supply and demand imbalances may continue or may not, they believe that leading technology will enable TSMC to catch them. Strong demand for advanced and professional technology.
Post time: May-18-2022