With many major factories halting production one after another, is the “last mile” of semiconductors facing “paralysis”?

成都亿佰特

With many major factories halting production one after another, is the “last mile” of semiconductors facing “paralysis”? [Copy link]

 

"On June 4, King Yuan Electronics, a leading semiconductor packaging and testing company in Taiwan, announced that due to the impact of the epidemic, the company began to suspend production for 48 hours."

In fact, the epidemic situation in Taiwan has worsened sharply, and it is indeed "naive" to suspend production for 48 hours!

The last mile of semiconductors

Taiwanese media said that King Yuan Electronics' business is the "last mile" of the semiconductor industry , and its customers are almost all of the world's major chip manufacturers.

The semiconductor manufacturing process consists of several steps including design, manufacturing, testing, and packaging .

Chip packaging and testing is located at the downstream of the industrial chain. As the name suggests, semiconductor packaging and testing mainly includes packaging and testing . Packaging refers to the process of processing the tested wafers to obtain independent chips, and testing is the detection of defective chips, including wafer testing before packaging and finished product testing.

Therefore, the "last mile" of the semiconductor industry refers to the chip packaging and testing process.

Is the global chip supply chain facing “paralysis”?

According to the survey, KYEC is currently the 8th largest packaging and testing company with a global market share of 3.7%, and its main customers are MediaTek and Intel. After the outbreak, the company estimated that its revenue and production capacity in June would be affected by 30-35%.

MediaTek said that King Yuan Electronics' shutdown plan after the outbreak of the epidemic will have some impact on its June revenue.

However, large chip design companies usually have more testing partners and can simply send the same product to other partner factories for testing.

Therefore, Taiwanese media said that the impact of KYEC's infection on the global semiconductor industry at this stage is minimal, and has little impact on KYEC's related supply chain, including major customers MediaTek and Intel, because the latter will look for other packaging and testing suppliers to spread the risk.

So, did the "chip shortage" caused by the epidemic really have no impact on the semiconductor supply chain? Obviously not.

Many major manufacturers have stopped production, and the global chip shortage is getting worse.

Obviously, it is not just King Yuan Electronics that is affected by the epidemic. After King Yuan Electronics, it was also revealed that foreign workers at Chaofeng Electronics were also infected.

Taiwan's semiconductor industry has reached a deadlock, while on the other hand, Malaysia , a "major semiconductor packaging and testing center" , has seen its semiconductor companies shut down and stop production.

Malaysia is one of the world's major packaging and testing centers, with more than 50 large semiconductor companies, most of which are multinational corporations, including AMD, NXP, Infineon, STMicroelectronics, Intel, Texas Instruments and ASE. Compared with other Southeast Asian countries, Malaysia has always had a unique position in the global semiconductor packaging and testing market.

However, due to the worsening epidemic, Malaysia had to implement a nationwide "lockdown", and its semiconductor factories were also required to retain no more than 20% of employees on the production line to ensure the most basic production capacity.

However, some market insiders said that Malaysia’s current packaging and testing capacity is almost zero.

The semiconductor industry is already extremely fragile, and sentiment for a new round of price increases and “chip shortages” in the industry is growing.

The rise of " Chinese chips"

As the world is suffering from the impact of the epidemic, only China, with its strong governance and response capabilities, has ensured the stability of domestic production and manufacturing, ensuring that its supply chain will not be affected too much by the epidemic.

Since the beginning of this year, domestic chip manufacturers have had very ample orders, and many domestic semiconductor equipment companies have also had full orders, with product delivery times generally extended.

Industry insiders said that some overseas semiconductor manufacturing and equipment manufacturers are unable to produce normally, prompting wafer fabs and packaging plants to increase their domestic purchases.

Although the transfer of the global chip industry chain is extremely difficult, there is now a clear transfer trend.

Recently, good news came from the team of Academician Guo Guangcan from the University of Science and Technology of China: China's photonic quantum chips have made a major technological breakthrough !

With the expansion of domestic semiconductor manufacturing and the acceleration of plant construction, my country's semiconductor industry is expected to usher in a wave of development!

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