Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components shortages are already sending driver IC and MOSFET prices rising. Their prices are expected to increase by more than 10% in fourth-quarter 2020. Memory sport market prices are also rising, but SSD and DRAM module sales in China are actually disappointing.
Taiwan IC design houses urged to book foundry capacity for 2021: Taiwan-based IC design houses are being advised by their foundry partners to place orders for 2021 in advance to ensure sufficient capacity, according to industry sources.
LCD driver IC, MOSFET prices to rise over 10% in 4Q20: LCD driver IC and MOSFET chip prices are set to rise over 10% in fourth-quarter 2020 and will continue their rally in the following two quarters to reflect tight supply and rising manufacturing costs, according to industry sources.
Memory module houses see demand in China disappoint: Despite a continued rally in memory spot market prices, channel distributors in China continue to see disappointing SSD and DRAM module sales, according to sources at memory module makers.