It is said that Qualcomm, apple and MediaTek have turned to 12 inch chip OEM
Time:2022-05-14
Views:2072
According to the news on May 12, the problem of chip capacity shortage has lasted for two years. However, with the expansion of major wafer factories and the release of inventory by channels, it can be said that it has changed from "overall core shortage" to "structural core shortage". The Electronic Times reported that some power management chip manufacturers in the industry pointed out that many products using 8-inch wafers have turned to the 12 inch process, and major customers such as Qualcomm, apple and MediaTek have successively abandoned the 8-inch production capacity they previously won after entering the 12 inch process.
The source said that as Qualcomm and MediaTek seek to turn to 12 inch manufacturing of power management IC, the second and third tier Fabs will release more available 8-inch capacity in 2023. Although the foundry capacity will not loosen this year, the second and third tier Fabs are expected to empty more 8-inch capacity in 2023.
The source said that as Qualcomm and MediaTek seek to turn to 12 inch manufacturing of power management IC, the second and third tier Fabs will release more available 8-inch capacity in 2023. Although the foundry capacity will not loosen this year, the second and third tier Fabs are expected to empty more 8-inch capacity in 2023.
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