May 7 news, according to foreign media reports, the continuing global chip shortage in many fields, the impact on the automotive, consumer electronics and other fields is still ongoing, Hyundai Motor, Toyota and many other manufacturers have been affected by the chip shortage.
Tight supplies of industrial MCUs, FPGAs, embedded processors and other key chips have stretched lead times for automation equipment to more than a year, the sources said.
The latest reports show that the shortage of chips not only affects the production of end products such as automobiles and electronic products, but also affects the production of automation equipment in industries such as chips.
News from the semiconductor equipment sector shows that the shortage of industrial control integrated circuits has become a bottleneck in the production of automated equipment for the chip manufacturing and printed circuit board industries.
In the context of global chip shortages in many fields, if the production of chips and printed circuit board manufacturing equipment is also affected by chip shortages, it will inevitably affect the delivery of related equipment, which in turn affects chip production and inhibits chip manufacturers. The expansion of production capacity will eventually affect the supply of chips, which will further prolong the shortage of chips.
Industry insiders generally believe that the global chip shortage that started in the automotive sector early last year will take some time to completely resolve. Intel CEO Pat Gelsinger (Pat Gelsinger) has repeatedly said it will continue for some time, last week he said the chip shortage challenge will continue until at least 2024.
Longer lead times for equipment are slowing the pace of capacity expansion at foundries, the sources said. PCB manufacturers are also facing the same problem. Currently PCB manufacturers are seeing an increase in long-term contracts, which encourages them to upgrade their manufacturing capacity and build new factories, but the extended lead time of key automation equipment also challenges their ability to expand capacity on time .
In addition, the source said that the shortage of industrial control chips may continue until the end of 2023.
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