Highlights of the day: Fire at Renesas may undermine IC supply


Renesas saw one of its plants in northern Japan struck by fire and the incident could lead to a further tightening of global IC capacity for automotive chips, but Taiwan-based PTI is expected to see shifted orders from the Japan-based IDM as part of Renesas' backend bumping capacity was also damaged by the fire. At the same time, ASE and ShunSin are optimistic about their shipments for optical communication modules used in 5G device applications starting the second quarter.

Fire at Renesas fab to further constrain auto IC supply: A recent fire that struck one of Renesas' plants in Japan may lead to a further tightening in the world's available production capacity for automotive chips, according to industry sources.

PTI to offer Renesas additional backend capacity support: Backend house Powertech Technology (PTI) will provide automotive chips vendor Renesas Electronics with additional capacity support starting April, as the IDM's backend bumping capacity is constrained by a fire that has halted one of its chip factories in northern Japan, according to industry sources.

ASE, ShunSin gearing up for optical module shipment boom: Backend houses ASE Technology and ShunSin Technology are both expected to enjoy a surge in orders for optical communication modules for 5G device applications starting the second quarter, according to market sources.