Do you (or anyone else) have any idea what fab tools have 30 month lead times? My guess would start with ASML, but that is just a guess.
Also, it seems there is a shortage of unicorn farts to power the turbines to generate electricity in Taiwan just like the US and Europe.
TSMC to initiate about 6% price hike in 2023
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES
Tuesday 28 June 2022
TSMC has determined that prices for most of its manufacturing processes will rise about 6% starting January 2023, despite concerns raised recently about a potentially disappointing second half of 2022 for a number of end markets, according to industry sources.
Many Taiwan-based IC design houses have expressed pessimism about their sales prospects for the rest of this year, citing cutbacks in orders from brand device vendors amid growing macro uncertainties, the sources indicated. However, TSMC and other Taiwan-based pure-play foundries are still poised to see their 2022 revenues hit record highs, the sources said.
TSMC and other Taiwan-based foundries have yet to experience significant cutbacks in orders from their major clients, and are expected to still see customer orders utilize over 95% of their fab capacities through the end of this year, the sources noted.
Major Taiwan-based foundries are also looking to carry out their capacity expansion projects as they strike long-term order commitments with customers, the sources said. Besides, rising raw material and labor costs, coupled with the ever-increasing electricity costs in Taiwan, have put the foundries under further pressure to raise their quotes.
In addition, prolonged delivery lead times for semiconductor equipment are slowing down capacity expansions at the world's pure-play foundries, the sources indicated. Lead times for fab tools have been extended to as long as 30 months, showing no signs of contraction, the sources said. The arrival of new foundry capacities over the next two years may come below their expectations due to delays in equipment installation, the sources indicated.
digitimes.com |
