KYEC suddenly stops production, and the “chip shortage” will intensify in June

The global “chip shortage” has become more and more serious, and it has begun to spread from the automotive field to the consumer electronics field, and the “chip shortage” problem has become more and more serious.

On June 4, KYEC, a leading semiconductor packaging and testing company in Taiwan, announced that due to the impact of the epidemic, the company began to suspend production for 48 hours.

According to Taiwan’s “Economic Daily”, a cluster infection occurred in the Zhunan factory of KYEC, and as many as 45 people were diagnosed with the new crown in the past 3 days.

It is reported that 2 foreign employees of KYEC tested positive on May 30. After a round of investigation and quarantine, KYEC did not stop production, but chose to produce as usual. The number of confirmed cases has also continued to rise.

As the largest professional testing company in the global chip industry chain, KYEC’s shutdown has undoubtedly made the already tense chip industry even worse.

Taiwan, China is the most core part of the global chip industry chain. Among them, TSMC, memory manufacturers Apacer, and Nanya are all world-renowned chip manufacturers. At present, the industry is more worried that if the epidemic affects other manufacturers, then the global “shortage” The “core” tide will be more severe.

In addition, on June 1, Malaysia announced that it “closed the country”, which also caused a certain impact on the global chip industry chain. It is reported that. As one of the major centers of global packaging and testing, Malaysia has a market share of about 13% in the global packaging and testing market. According to industry insiders, the current packaging and testing capacity in Malaysia is almost zero.

It can be expected that the global “chip shortage” will intensify in June.

In fact, in order to cope with the impact of “lack of cores”, many consumer-side manufacturers have already announced production cuts or suspensions since the beginning of the year, and the problem of “lack of cores” is spreading from the automotive field to the consumer electronics field.

In fact, at the end of March this year, Weilai’s Jianghuai foundry was temporarily suspended due to the problem of “lack of cores”.

Not only NIO is affected by the supply of chips in China, but many domestic manufacturers such as Great Wall and BAIC have also fallen into the embarrassing situation of “lack of chips”. Some media said that the leaders of Great Wall Motors did not even rest during the New Year, but in the world Find chip suppliers within the scope.

Of course, “lack of cores” not only troubles domestic auto companies, but also foreign auto companies.

It is reported that Ford, Volkswagen, GM and other car companies have also reduced production or closed some factories to varying degrees this year. Not only that, the global auto companies’ “core grab” battle has not stopped.

In order to solve the problem of chip production capacity, Tesla even came up with the idea of ​​purchasing a chip factory to solve the shortage of chips. However, this idea was rejected by industry insiders.

The source said that the global chip is an industrial chain, and purchasing a chip factory alone cannot solve the problem.

Intel CEO Pat Gelsinger also said that although the industry has taken certain measures against chip shortages, it will still take several years for the entire ecosystem to solve the problems of foundry capacity and shortages of substrates and components.

I think that with the spread of the global epidemic, the problem of “chip shortage” seems to be difficult to solve in a short period of time, but in the long run, the problem of “chip shortage” will further accelerate the reshuffle of the global chip industry, which is also our opportunity . As long as we seize this opportunity, the problem of stuck neck may be solved in the future.