On July 9th, according to foreign reports, the chip report for Apple, AMD and other battery manufacturing foundries, as reported by the media in June today, exceeded US$5 billion for the first time, and the number of presentations increased fatally from the previous month.

According to information on TSMC’s official website, they had NT$148.471 billion in June, equivalent to US$5.294 billion.

By the end of last month, there had been the theme of the industry chain. Even if there were rumors claiming that there were deadly targets, he believed that TSMC’s credit would reach a new high in June. The final NT$1,484.71 is also far higher. At the highest of 129.127 billion, it did set a new high.

There is a new high, suggesting that TSMC’s image for six months has grown more than that of terror.

TSMC: Capacity is tight until 2023

TSMC President Wei Zhejia pointed out that the structural increase in the long-term demand of the semiconductor industry and the short-term imbalance of the supply chain, customers are facing the challenge of the shortage of capacity in the entire semiconductor industry, and TSMC is also witnessing the structural increase in potential semiconductor demand, which comes from 5G and high-speed computing ) The general trend of related applications will drive strong demand for advanced manufacturing processes in the next few years.

On the other hand, the epidemic is accelerating digital transformation, and semiconductors are even more indispensable in people’s daily lives. Due to the impact of the epidemic on the supply chain and the uncertainty caused by geopolitical tensions, the supply chain has short-term The phenomenon of imbalance.

Wei Zhejia believes that the capacity shortage may continue into 2022. As for the mature process, the new capacity will not be released until two to three years later, so the tight capacity will continue until 2023.

UMC: Semiconductor structure problems are difficult to solve in the short-term, and production capacity is in short supply or by 2023

According to the Taiwan Media Economic Daily, UMC held a regular shareholder meeting on the 7th. UMC’s joint general manager Jian Shanjie said that the epidemic has impacted the global economy, but the semiconductor market has accelerated its digital transformation due to the epidemic. The tight production capacity of 12-inch factories and mature processes is even more serious.

Jian Shanjie said that the growth rate of market demand is far greater than the rate of increase in production capacity. This structural problem is difficult to solve in the short term, and the shortage of semiconductor production capacity may continue until 2023. He said that from the perspective of demand trends, the demand for 5G mobile phones, notebook computers, and automotive electronics will continue not only this year, but also beyond 2022.

Intel: Chip shortage will ease before 2023

Recently, Intel (INTC.US) CEO Pat Gelsinger predicted that the global chip shortage will not be alleviated until 2023.

It is reported that Gelsinger said in an interview with the media: "I don't think the supply and demand relationship in the chip industry will return to normal before 2023." He continued to say that the situation may still get worse before the various industries improve.

Earlier this year, Intel announced that it would invest 20 billion U.S. dollars to build a chip factory to promote it to become a company with global factories, competing with Taiwan Semiconductor Manufacturing Co. (TSM.US) and Samsung.

Earlier this week, Intel announced a departmental reorganization, including splitting the Data Platform Division into two new business divisions: Data Center and Artificial Intelligence Division, and Network and Edge Division.