The tide of core shortage has become more intense, and the domestic semiconductor equipment industry has entered a golden period
News from IT House, June 4 As the tide of core shortage has become more intense, the global semiconductor industry has also ushered in a peak, which naturally also includes domestic manufacturers.
According to the Shanghai Securities News, many domestic semiconductor equipment companies are now in full order, and the delivery period of various products is generally extended. At this time, they have truly ushered in a big opportunity for localization.
However, my country's semiconductor industry also has some restrictive problems, especially the shortage of parts and EDA, MES software, and limited production capacity. Some semiconductor companies are facing a "no rice to cook" situation.
It is said that a very important factor behind the "selling out of stock" of domestic semiconductor equipment and materials is: Chinese fabs have the ability to evaluate semiconductor equipment and materials and organize related verification, which has also accelerated the pace of adopting domestic equipment and materials.
IT House has reported that due to the raging semiconductor shortage, manufacturers such as TSMC have made a lot of money, including SMIC, and others have announced price increases. In addition, since Asia takes over most of the world's chip production, the United States and the European Union even "eager" that they can achieve self-sufficiency in semiconductors.
According to market research firm TrendForce, the revenue of the world's top 10 chip manufacturing companies soared to a record high in the first quarter of 2021. According to a blog published by TrendForce Consulting on Monday, the total quarterly revenue of chip makers in the first quarter increased to a record 22.75 billion U.S. dollars.