(Morning News) Analysis of the analysis of the relevant data of the global semiconductor supply chain announced on Tuesday (January 25) on Tuesday (January 25) shows that the global semiconductor supply chain is still fragile, and the shortage of chip supply will continue to continueAt least six months.
Xinhua News Agency reported that information from the US Department of Commerce from more than 150 semiconductor manufacturers, users and middlemen requested by the world shows that the median demand for user chips in 2021 increased by about 17%compared with 2019, but the supply of supply, but the supply supplyIt has not increased accordingly.At the same time, the capacity utilization rate of most semiconductor production facilities has reached more than 90%, which means that new production facilities must be built to increase chip supply.The data confirms that the supply and demand of the chip is serious and continuously not matched. The company's interviewed companies are expected to be difficult to solve in this problem in the next six months.
Information also shows that the median user inventory of key chips has been reduced from 40 days in 2019 to less than five days in 2021.The U.S. Department of Commerce said this means that if factors such as crown disease and natural disasters have caused foreign semiconductor factories to discontinue production even a few weeks, it may further lead to the suspension of production in the US manufacturing company and temporarily fired workers.
Affected by the shortage of epidemic and chip supply, many American automakers factories were forced to suspend or reduce production last year.The U.S. Department of Commerce issued a notice last September, requiring the global semiconductor supply chain to provide relevant information within 45 days, including inventory, production capacity, raw material procurement, sales, customer information, etc.According to the information released by the US Department of Commerce on the same day, the company's interviewed companies believe that the main supply bottlenecks of the semiconductor industry are insufficient in capacity in chip factories, and other bottlenecks include the lack of semiconductor raw materials and electronic assembly components.
The US Minister of Commerce Raymond issued a statement on Tuesday that the semiconductor supply chain is still fragile, and the US Congress must approve the investment of US $ 52 billion (about S $ 70 billion) as soon as possibleManufacturing plan.Raymondo said that considering that the demand for semiconductor products and the existing production facilities have been fully utilized, in the long run, the only way to solve the crisis of the semiconductor supply is to rebuild the domestic manufacturing capabilities.
