말레이시아 이동제한 조치로 반도체 부족사태 악화(2021.07.13)

2021.07.13

말레이시아에는 마이크론의 후공정 공장및 모듈제조 공장이 있음.

마이크론의 생산 타격시 디램 부족 사태가 심화될 것.

 

또 대만과 일본의 MLCC공장도 위치--->삼성전기에 호재.

 

Malaysia lockdown could worsen global IC shortage (digitimes.com)

말레이시아의 봉쇄는 글로벌 반도체 공급 부족을 악화시키다.

 

A nationwide lockdown in Malaysia has made disruptions to the output from local chip plants, which fulfill mainly orders for entry-level and mid-range logic ICs, and power diodes and other power components for use in PCs and other mass-market applications, according to industry sources.

말레이시아의 전국적인 봉쇄는 주로  초급 수준이나 중급 수준의 자국내 반도체 공장의 생산을 붕괴시켰다.

또 전력용 다이오드나 PC용 전력용 부품 생산에 타격을 입혔다.

 

The coronavirus-induced lockdown in Malaysia could exacerbate the global semiconductor shortage, the sources said. It also remains to be seen whether the event will create further delays in the global automotive supply chain, the sources indicated.

 

Malaysia has seen a recent surge in COVID-19 infections, prompting the government to extend the nationwide lockdown indefinitely. Local chip plants in Malaysia have experienced temporary shutdowns, and are then allowed to have as low as 30% of total employees keep operations running, the sources noted.

Nevertheless, with the pandemic still out of control in Malaysia, constrained output at local chip plants may result in supply chain disruptions on a global scale, the sources said.

Malaysia is where over 50 international chip vendors operate their regional fabs, including IDMs Infineon, NXP, Renesas, STMicroelectronics and Texas Instruments (TI), and power semiconductor specialists including Nexperia, Intel, AMD and X-Fab. Taiwan-based OSAT ASE Technology also runs a plant in Malaysia.