Thought for the day...

nsaspook

Joined Aug 27, 2009
16,330

This chip shortage is a mixed blessing for those in the industry. A huge amount of money is being made on markups to inventory but the extra costs to ramp will be passed on. Much of the needed extra capacity is not in the state of art production at the leading edge Fabs with 300MM and 450MM. The problem is more centered in the lower tier 200MM fabs that make the controllers, drivers and interface chips. There is no extra 200MM equipment being made and all of the old stuff is being recycled back into production at mind-boggling cost to meet production projections.

https://semiengineering.com/200mm-demand-surges/
The 200mm market is a sizeable business for device and equipment makers alike. More than 200 fabs in operation worldwide today produce chips using 200mm (8-inch) diameter wafers. Chipmakers use these 200mm fabs to manufacture chips based on mature processes, ranging from the 350nm to the 90nm nodes. Analog, display drivers, power management ICs (PMICs), and RF devices are among the chips produced in 200mm fabs.

Many of these devices aren’t manufactured in today’s state-of-the-art 300mm fabs. The 300mm fabs are used to process the most advanced chips, although they also manufacture devices at mature nodes from 65nm to 28nm.
https://www.extremetech.com/computi...ild-our-way-out-of-the-semiconductor-shortage
Robust demand has convinced tool manufacturers to begin building 200mm hardware again, and new foundries already under construction will come online by 2023, but that’s going to be a few years late to alleviate our shortage. Total 200mm wafer production is expected to grow by 221,000 wafers per month in 2021, so foundries are actively installing equipment and bringing new manufacturing capacity online.

The semiconductor market is experiencing shortages today partly because parts of the 200mm market were running hot before the pandemic even started.
 
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