In order to overcome the chip crisis, the smelters, who ordered lots of equipment, this time caused an equipment shortage. Equipment supply has been extended by up to 1 year due to extreme demands.
Especially the blackouts that started with the drought in Taiwan cut off the breath of TSMC, and the frequent power cuts in Samsung’s facilities in Austin due to the weather conditions were the salt of this. In the chip crisis, countless sectors are beginning to be hit by a chain, and equipment production is also in trouble.
Getting into a vicious circle
Industry giants are building new facilities and ordering equipment in order to overcome the crisis in chip production. This time, equipment manufacturers are experiencing delays as orders begin to pile up. There will be delays up to 1 year.
According to market research, global chip production equipment orders are delayed by up to 12 months. This will delay companies waiting for equipment to increase production. So we are about to enter a vicious circle.
Equipment shortage is experienced in 4 main items. The shipment of the devices that are the basis for the process of soldering the wires to the cards, which is the next step after the chip designs are printed on the plates, has been extended by 10-12. Singapore-based Kulicke & Soffa, the leader in this space, just can’t keep up with the demands.
The shipment of the cutting machines that divide the plates into the desired chip sizes has also been extended from 1-3 months to 5-8 months. The leader of this field is the Japanese Disco firm. Test machines produced by the Japanese Advantest and the US Teraydne will also be delayed. Finally, the shipment of laser drilling machines used in circuit boards has exceeded 12 months. The leader of this field is Mitsubishi.
It is stated that all the orders of the leading companies in their field have been filled up to this time. After this time, the orders of the data will only catch up to next year. The chip crisis, which Qualcomm boss described as the Perfect Storm, is now moving towards a point where everyone is completely locked up.