The epidemic in Shanghai is severe, analysts say that the impact on the semiconductor industry is limited – yqqlm

IT House News on April 18th, affected by the epidemic, Shanghai began to close the city on March 28th. )”, which aims to effectively and orderly and effectively promote the resumption of work and production of enterprises, and ensure the safety and stability of the industrial chain and supply chain.

Previously, Wang Jiangping, member of the party group, deputy minister of the Ministry of Industry and Information Technology, and head of the Shanghai Front Working Group, held a video conference to study and establish an emergency coordination mechanism for industrial chain supply chain demands, and to establish a “white list” of key enterprises in the industrial and information fields to ensure operation, and to prioritize resources. We ensured the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine.

IT House learned that among the 666 whitelisted companies, there are about 60 semiconductor companies. In addition to Taiwanese factories such as TSMC and ASE, there are also SMIC, SMIC South, Hua Hong, Zhongxin Wafer, and China Micro Semiconductor. etc. In addition, subsidiaries of overseas semiconductor companies such as ASML and Applied Materials in Shanghai are also on the list. At present, these enterprises are maintaining production.

During the closure and control management period in Shanghai, neither the enterprise nor the factory could enter or leave the factory. Employees worked and lived in the factory, forming a closed loop and isolating contact with the outside world. This time, the first batch of companies on the “white list” can allow employees outside the closed factory area to enter, but they cannot come out after entering the closed area.

In this regard, according to Taiwanese media “Economic Daily”, analysts said,Overall, the clean room in the semiconductor factory has a high level, which can isolate the virus.and the fabs are all 24-hour production, there are certain personnel left behind,Therefore, although the city is closed, the fab will not stop production. As long as the traffic is not interrupted, output can still be provided.. Moreover, in the past two years since the outbreak of the epidemic, it is not the first time that semiconductor factories have faced the closure of the city, and most of them have supporting measures.Even if there is an impact in the short term, the return to normal production is fast and the impact on the industry is limited. However, if the downtime is too long, the most serious situation at that time is that there will be a problem of long and short materials in the supply chain, which will affect the terminal shipment.