Supply of 8-inch foundry capacity has been tight, with delivery lead time extending to three to four months. Rush orders placed with 8-inch foundries are expected to face an increase of 10% in quotes in fourth-quarter 2020. In turn, IC vendors may have to raise their prices to reflect he rising costs from foundry services. Prices for notebook-use power management ICs are likely to rise. In China, its semiconductor sector's push for self-sufficiency continues, but the progress may not be as fast as expected. Its memory startup YMTC is increasing output slowly, as it takes time for it to improve yield rates.
Eight-inch foundry quotes set to rise: Taiwan-based 8-inch foundries will raise their quotes for short lead-time orders by about 10% in the fourth quarter to reflect their extremely tight supply, according to industry sources.
Notebook power IC prices poised to hike on tight foundry capacity: Taiwanese IC designers are likely to raise their quotes for power management ICs and MOSFETs for notebooks, desktop PCs and servers to reflect increased costs resulting from tight capacity at 8-inch wafer fabs, according to industry sources.
Yangtze Memory slowly increasing NAND chip output, sources claim: China's memory startup Yangtze Memory Technologies (YMTC) will be ramping its NAND chip output slowly, according to industry sources.