On November 22, it was reported that the automotive “chip shortage” has persisted for nearly two years. However, with the decline in demand for consumer chips, some consumer chip manufacturers have begun to cut orders, which has released upstream wafer foundry capacity. As a result, the shortage of automotive chips has also eased.
According to a recent report released by Morgan Stanley, based on the latest survey of the back-end processes of semiconductor wafer foundries, some automotive semiconductor suppliers, including MCU and CIS suppliers such as Renesas Semiconductor and ON Semiconductor, are currently reducing a portion of their Q4 chip testing orders, indicating that the shortage of automotive chips is no longer an issue.
However, during a media meeting at the 2022 Munich South China Electronics Fair, Zhao Mingyu, Chairman of Renesas Electronics (China) Co., Ltd. and Global Vice President of Automotive Electronic Solutions, told Xinzhi News that from the perspective of the entire automotive semiconductor market, the overall chip shortage situation has eased, but there are still significant imbalances in certain segments or applications.
To address this, Renesas Electronics is not only investing in the transformation of its Kofu factory in Yamanashi Prefecture, Japan, into a 12-inch power semiconductor wafer factory but is also increasing its IGBT production capacity in mainland China.
Editor: Xinzhi News – Langke Jian
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