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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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Xilinx CEO warns of prolonged auto chip shortage but isn't raising prices
Feb. 04, 2021 12:03 PM ET Xilinx, Inc. (XLNX) By: Brandy Betz, SA News Editor 2 Comments
  • In an interview with Nikkei Asia, Xilinx ( XLNX +0.4%) CEO Victor Peng warns that the automotive chip shortage could be prolonged due to constraints in other parts of the supply chain.
  • Peng: "[It] is not just wafers in the foundries. Chip-packaging substrates are also a challenge. It's [also] getting to the point that other kinds of discrete components are somewhat of a challenge.
  • "Chip substrates like ajinomoto build-up film or ABF are used i high-end chips found in cars, servers, and the high-demand AI and 5G connectivity markets. The current demand has pushed out ABF delivery times to more than 30 weeks, according to Nikkei sources. ABF suppliers have already increased capacity but still can't meet demand.
  • Peng says he hopes the shortage won't last all year and notes the company doesn't plan to raise its prices. Auto chip peer STMicroelectronics ( STM +1.0%) raised its prices at the start of the year. During its earnings report earlier this week, NXP Semiconductors ( NXPI +3.0%) said suppliers had raised prices and the company would have to pass those costs on to customers.
  • xilinx chips are made by foundry giant TSMC ( TSM -0.4%). The Taiwanese government has asked TSMC and United Microelectronics ( UMC -1.4%) to prioritize auto chips if the foundries are able to add capacity.
  • Yesterday, IHS Markit warned that the auto chip shortage could last until the third quarter.Earlier today, Ford announced it would cut shifts at two truck plants that make the highly profitable F-150 due to the semiconductor shortage.

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