Chips do not sound out of stock prices will continue - bosch test bench Manufacturer

Although the timing has entered the 2nd quarter of 2010, but the chip still has a lot of sound came out, such as AUO, Innolux also complained about shortage of LCD driver IC also resulted in TFT panel shipments will not ring true, as for niche type of memory, such as SDRAM, SRAM, NORFLASH, and EEPROM, but also because the market clearly demand, leading to a months, soaring grain prices have more than 20%. This situation can be resolved out of stock, we are all guessing, but resolved, the price must rise up first, otherwise the system in Taiwan IC design foundry industry bids and action time and again lost the case, the chip will naturally short way down.
  In fact, the simple economics of supply and demand theory, a gap once the market supply and demand side, through the price mechanism will successfully append the gap, however, that economic theory is full of political, human actual market, often distorted, until the last moment, was forced to adjust, and a second adjustment in place.
To Taiwan and the mainland market, foundry capacity, the "high profile" spent time in Q1, after the traditional off-season, the face of the first two quarters, all chip suppliers work together for the second half of a season effect stocking blog moment the short term, the only higher plant capacity utilization and not lower.
As a result, wafer foundries in mainland China recently Q2 consumer IC has begun to enter the traditional peak season time, the plant began to spread orders have been picked to do the case, in short, full of orders in which, as a crystalline round on behalf of the industry are, of course, pick the high margin, high-priced? Shanghai q single-priority commitment to do so, even with strategic alliance partners, human pressure, or the political means of action, but in response to the "money" to see the moment Even if there is deep?? Y, have to go according the rules. The rule is, as long as you can pay a good price, I'll give you a large one, the rest have no chance.
It was in this great environment, even if the slogans chanted out loud, but not willing to hike in the price of chips cases, out of sound will be heard everywhere. LCD driver IC and in particular niche memory, long-term global chip market is weak bargaining units in each wafer must get the price lower than people, only 20 to 30% of the gross margin can be expected in the face Each wafer can now sell more expensive, was eagerly sell cheap to fab for you, even if the two sides have been working for many years, has a profound friendship, and even mutual investment relationship, but can not increase in wafer under No wonder the market has been out of the terminal.
  As a result, the current shortage of sound chips on the market going to be solved when, in fact, with the wafer foundries and IC design industry has nothing to do with the price of only about, or all the way until the end of 2010, foundry capacity has begun to enter the off-season, capacity utilization declined, the beginning of reluctance to do cheap order commitments; Otherwise, the price of these chips out of stock, should the way related chip suppliers gross margin rose to 40% or more, enough with the other logic chips in the same chip supplier start bid to snatch wafer production capacity, or out of sound not only hear the first two quarters, in the second half will not be broken.

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