Gokewei: There is uncertainty as to whether wafer foundry capacity can meet procurement needs

Recently, Goke Microelectronics stated on an interactive platform that the company maintains a strategic partnership with Yangtze Memory Technologies. Recently, the global integrated circuit industry has been in short supply, and there is uncertainty as to whether the production capacity of wafer foundries and packaging and testing plants can meet the company's procurement needs.

In the context of "chip shortage", the share prices of many chip stocks have hit record highs recently. Behind the strong share prices, the unexpected performance growth in the first quarter is also one of the important driving factors. Among them, Gokewei has accumulated a rise of more than 90% in the past two months. Some institutions believe that "the chip shortage is expected to drive the global semiconductor industry to maintain a relatively high prosperity cycle. At the same time, under the trend of domestic substitution, domestic wafer/packaging and testing/equipment manufacturers are expected to usher in rapid development."

Recently, the well-known research organization Counterpoint released a forecast that semiconductor demand in multiple industries is strong, the imbalance between supply and demand will continue, and chip prices will increase by at least 10% to 20% by 2022. Counterpoint's research shows that some products of 200mm foundries have increased in price by 30% to 40% compared with the second half of last year.

It is understood that after the GK2302 was successfully mass-produced and became the main chip in the market, Gokewei also successfully released another 2302 upgrade chip 2302V200 equipped with a domestic embedded CPU, which will be fully mass-produced in 2021 and move towards the core market. The company's storage business has achieved full blossoming of the "SSD + controller chip" dual business engine. In order to maintain the company's leading position in the domestic solid-state storage controller chip market, a new generation of solid-state storage enterprise-level controller chips for the future are also being actively developed and are expected to be launched in the market in 2021.