The increase in demand for MCUs is a major problem facing the semiconductor industry. Although manufacturers are operating at full capacity, the demand is still in short supply. Renesas’ Naka factory suffered an accident again after the fire on March 19. The temporarily suspended seems not to have much impact on production and shipment estimates.
Affected by factors such as the tight 8-inch wafer foundry, the prices of various semiconductors continue to rise, especially MCUs. The MCU manufacturer Holtek Semiconductor has recently announced that it will suspend receiving orders. On the one hand, it is affected by the price. On the other hand, the demand for MCU is large. The production capacity of the fab will be limited. This will lead to the continuous influx of orders. Many customers place orders early. The order has been scheduled until June next year.
MCU is widely used, production capacity cannot meet demand, and quotations have risen one after another. Holtek is currently the second Taiwan-based MCU manufacturer that has suspended orders. Prior to this, they announced that starting from April 1st, all their IC products will be increased by 15%. The last wave of price adjustments occurred in the fourth quarter of 2020. At that time, adjustments were only made to the prices of products with lower gross profit margins, mainly to lock in new orders, and for product projects with gross profit less than 40%, and the price increase did not increase. One, but there is no adjustment to the price of long-term orders.
