Supply in the semiconductor market has been so tight that prices in many segments, including foundry services, have been rising. Taiwan's pure-play foundry houses are now in contract talks with clients for 2022, and they are looking to introduce floating price schemes to make sure their pricing will reflect the volatility in costs, supply and demand. Tight capacity at foundry partners have undermined revenues gains at MCU vendors, but they are expected to see substantial sales growths starting in March and in second-quarter 2021. In China, memory makers CXMT and YMTC are keen to incease output that could raise their global market share significantly as early as year-end 2021.
Pure-play foundries mulling floating price contracts for 2022: Taiwan-based pure-play foundries are already in talks with clients about contracts for 2022, and intend to implement a floating pricing policy amid tight capacity, according to industry sources.
MCU makers poised to see significant growths in March and 2Q21: Taiwan-based MCU suppliers are likely to see their revenues increase significantly in March and second-quarter 2021 thanks to capacity support from wafer foundry houses and IC backend service firms, according to industry sources.
China memory chipmakers gearing up for output ramp-ups: ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are both looking to ramp up their chip output with substantial production yield rate improvements this year, and may start contributing meaningfully to the global memory industry bit output as early as year-end 2021 or 2022, according to industry sources.
