Taiwan's semiconductor industry continues suffering from tight supply with GlobalWafers seeing its capacity fully loaded all the way to the second half of 2021. Meanwhile, the shortage of copper foil is creating increased costs to CCL and PCB suppliers with them already planning to raise their quotes. With wafer foundries reportedly may increase their prices in the second half of 2021, many IC designers have already begun mulling prices hikes.
GlobalWafers to see tight capacity through 2H21: Silicon wafer company GlobalWafers expects to run all its production lines for 12-, 8- and 6-inch silicon wafers at full capacity through the second half of this year.
Copper foil shortage worsens: Shortages of copper foils for making copper clad laminates (CCL) and PCBs have become severe, according to industry sources.
IC designers may hike quotes to reflect further foundry cost increases: Taiwan's IC design houses will have no other choice but to directly pass increased costs to downstream clients if their foundry partners raise quotes again in the second half of the year, according to industry sources.
