Chip Shortage Continues, How Can Semiconductor Factories Increase Capacity?

Recently, Nvidia's market value exceeded $550 billion, making it the only semiconductor company in the industry with a market value of more than $500 billion, while TSMC surpassed Tencent to become the most valuable company in Asia.

The semiconductor market is booming, mainly based on the global market for chip capacity demand is desperate. Global semiconductor sales are expected to rise 19.7 percent to $527.223 billion this year, driven by strong memory demand, according to the World Semiconductor Trade Statistics Association (WSTS).

WSTS said it expects global semiconductor sales to rise 8.8 percent annually to $573.44 billion in 2022, continuing to set a new record, as the current strong demand for semiconductors looks hard to find for a sharp weakening.

Huang Jianlong, head of uAI Zhihe Semiconductor Business Division, also said that chip, as the core product driving the progress of the digital era, affects the lifeblood of many industries, has become the "oil" in the new era, is the national strategic material, the importance is self-evident.

Unprecedented lack of core tide, the opportunity of structural growth of the industry, for every semiconductor industry enterprises are good development opportunities.

Logistics intelligent upgrade is imperative

Starting from the shortage of automotive chips, semiconductor equipment, and even second-hand equipment, and then to the upstream substrate material shortage, the whole industry chain shortage tide "one ring after another"

Successive "missing cores" are affecting a growing number of industries, with 83 percent of companies affected in August, up from 65 percent in April, according to a poll.

Domestic chip has a golden outbreak period, the major enterprises have entered the semiconductor, accelerate the overall layout.

Although many chip manufacturers have plans to increase production capacity and the chip factory construction trend was once feverish, Huang Jianlong judged that it would take at least two to three years for new production capacity to be injected into the industry due to complex factors such as technology, talent, and process.

Chery, CHIEF executive of STMICROELECTRONICS, also said the global chip shortage would last until the first half of 2023. AMD CEO Lisa Su also expects AMD's chip supply to be "tight" for the rest of the year but expects it to ease in 2022.

"It will take at least 5 years to build a complete closed-loop ecological chain of semiconductors in China, and at least 10 years in the global semiconductor environment. We are all playing a catch-up role." This is undoubtedly a historic opportunity for UAI Zhihe. When chips become the "oil" of this new era and national strategic materials, the intelligent transformation of the industry is imperative, and mobile operating robots have become the mainstream appeal.

In addition, with the arrival of the first year of 5G commercialization in 2020, the characteristics of LARGE-bandwidth EMBB of 5G network can allow mobile robots to release local computing power and adopt cloud-based computing methods, thus invoking stronger AI capabilities at a lower cost. Meanwhile, the 5G low-delay URLLC feature enables robots to be remotely controlled to perform various operations, enhancing the depth of intelligent upgrade of mobile robots in the scene.

In the future, Youai Zhihe will continue to lay out the whole industry chain customer base and gradually develop the overseas semiconductor market. "Semiconductors are a winner-takes-all market and WE will continue to be long and big," Huang said in an interview.