It Shouldn’t Be Just Chips

The U.S. Congress and the Biden Administration are hurtling down the track toward investing billions of dollars in the domestic semiconductor manufacturing industry. But there is a flaw in their approach because they are ignoring the broader manufacturing infrastructure that is needed to combine semiconductors with other parts to create reliable electronic systems.

Source: EETimes – It Shouldn’t Be Just Chips

Global Semiconductor Sales in July Up 29.0

WASHINGTON—Sept. 3, 2021—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $45.4 billion in the month of July 2021, an increase of 29.0% over the July 2020 total of $35.2 billion and 2.1% more than the June 2021 total of $44.5 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.

Source: Global Semiconductor Sales in July Up 29.0% Year-to-Year, 2.1% Month-to-Month – Semiconductor Industry Association

Passive Electronic Components: Global Market Update

Capacitor, resistor and inductor markets all showed signs of increased demand in August, with lead times for all three product lines reaching new heights. Lead times increased again in August 2021 by 2.1 percent. This follows a 3.4 percent month-to-month increase in July 2021, which has subsequently taken capacitor demand and lead times back to levels where MLCC shortages were dictating supply and demand back in 2019.

Source: Passive Electronic Components: Global Market Update, August 2021 | TTI, Inc.

Why Wafer Bumps Are Suddenly So Important

Wafer bumps need to be uniform in height to facilitate subsequent manufacturing steps, but a push for 100% inspection in packaging in mission-critical markets is putting a strain on existing measurement technologies.

Source: Why Wafer Bumps Are Suddenly So Important

Chip shortage to last until 2023, UMC president says 

The global semiconductor shortage is expected to last until 2023 as the COVID-19 pandemic boosts demand for chips for automobiles and smart home devices, United Microelectronics Corp (UMC, 聯電) copresident Chien Shan-chieh (簡山傑) said yesterday.

Source: Chip shortage to last until 2023, UMC president says – Taipei Times

TSMC mulls US packaging plant

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is considering building an advanced IC packaging plant in the US following a massive investment to set up a wafer fab in Arizona, Nikkei Asia reported. TSMC was considering the plant in response to “Washington’s desire to bring more of the tech supply chain onto home turf,” the report said. TSMC increasingly faces the need to expand in the US, which accounts for about 62 percent of its total sales, Nikkei Asia said, citing three sources who declined to be named.

Source: TSMC mulls US packaging plant – Taipei Times

DoD Seeks $2.3B To Bolster US Chip Making

WASHINGTON: The Pentagon is seeking $2.3 billion to improve its ability to make specialized semiconductors for military use, as well as to fund next-generation chip innovation. Semiconductors, used in almost every advanced weapon, are especially critical to enabling a range of defense “disruptive technologies,” such as hypersonics, AI, and 5G — all of which receive significant funding in the proposed 2022 budget.

Source: DoD Seeks $2.3B To Bolster US Chip Making « Breaking Defense – Defense industry news, analysis and commentary

Will Arizona Become the Nation’s Semiconductor Hub?

As organizations worldwide continue to grapple with a critical shortage of semiconductors plus myriad other supply chain disruptions, Arizona is positioning itself as a high-tech manufacturing hotbed. “Arizona has rapidly become an epicenter for electric vehicle and self-driving tech,” CNBC reports, “and it’s now the site of three big new semiconductor factories as the U.S. struggles to increase production during the global chip shortage.”

Source: Will Arizona Become the Nation’s Semiconductor Hub? | Source Today

Demand from 5G Handsets, BEVs is Increasing Lead Times for Passives 

Lead times are increasing for multiple types of passive electronic components in 2021.Figure 1 below is from Paumanok’s latest market research report titled “Passive Electronic Components: World Market Outlook: 2021-2026.” It reveals that we are about to enter a new level of value in the passive component supply chain.  The index, which follows 53 types and configurations of passive component (capacitors, resistors and inductors) show a spike in lead times reminiscent of recent spikes that demonstrated shortages and price increases.

Source: Demand from 5G Handsets, BEVs is Increasing Lead Times for Passives | TTI, Inc.

Top-15 Semi Companies Log Year-Over-Year Growth of 21% in 1Q21

IC Insights released its May Update to the 2021 McClean Report last week.  This Update included a discussion of the 1Q21 IC industry market results, an updated quarterly forecast for the remainder of this year, and a look at the top-25 1Q21 semiconductor suppliers. The top-15 1Q21 semiconductor suppliers are covered in this research bulletin.

The Next Wave of Gallium Nitride

At PCIM – this year in digital version – several companies are showing their latest innovations. The GaN power market doubled in 2020 according to Yole

Source: The Next Wave of Gallium Nitride – Power Electronics News

Semiconductor Chip Shortage Update: Relief in Sight? 

Pervasive and persistent, the global semiconductor chip shortage is impacting auto manufacturers, computer makers, mobile phone producers and pretty much any other industry that relies on chips to make its end products.

Source: Semiconductor Chip Shortage Update: Relief in Sight? | Source Today