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MCU manufacturers confirm price increases! Semiconductors are out of stock or ushered in a comprehensive price hike!

Posted by: Yoyokuo 2022-10-22 Comments Off on MCU manufacturers confirm price increases! Semiconductors are out of stock or ushered in a comprehensive price hike!

In addition to the shortage of wafer production capacity, STMicroelectronics, a major global microcontroller (MCU) manufacturer, also has a major strike recently, which has an increasingly obvious impact on the market.

At present, it is reported that the delivery time of all MCU lines is getting longer, even up to 10 months, so the industry intends to increase the quotation by nearly 10%, mainly for products with low gross profit. This situation has been confirmed, and the industry said that the MCU delivery time is at least 4 months.

In particular, the previous failure of the STMicroelectronics labor-management agreement led to a strike at the French factory, resulting in a substantial shortage of production capacity in Europe, resulting in market supply problems. At present, suppliers such as Nuvoton, Holtek, Lingtong, Elan and Songhan in Taiwan will A transfer order is expected. The same is true in mainland China, such as Hangshun, etc. are also planning to raise prices. The MCU quotation stopped falling after reflecting the cost, and finally recovered from the bottom.

Since the shortage of foundry capacity, the prices of silicon wafers, packaging and testing and IC design have been gradually increased, and a trend has begun to spread to various upstream silicon parts. The demand for discrete components such as diodes and MOSFETs has also begun to explode, and even 6-inch fabs have begun to struggle.

And due to the lack of own production capacity of the international IDM factory, the expansion of outsourcing orders, even if the price increases, it is necessary to grab the production capacity. At present, it is confirmed that the price increase will be comprehensive and will continue to next year. This may be a rare semiconductor in recent years. Price surge.

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