Faced with the continuous spread of global core shortage, the market may be too optimistic.
CEO of Chip Company,
The CEO of the largest chip foundry company in the United States warned on Friday that the core shortage will continue until 2022 or later. Earlier,
Market generally expected that the core shortage problem could be resolved in the second half of this year.
GlobalFoundries CEO Tom Caulfield warned on Friday that the company’s manufacturing capacity has been fully booked, and that all fab capacity utilization rates have exceeded 100%.
In the future, semiconductor supply will continue to lag behind. The demand will not be resolved until 2022 or later.
GlobalFoundries is headquartered in Santa Clara, California, and ranks third in the world, second only to TSMC and Samsung Electronics. It has factories in the United States, Germany and Singapore to produce chips designed by AMD, Qualcomm, Broadcom and other companies.
Although GF ranks third in the foundry field, it is far behind TSMC. According to Trendforce data, GF only accounts for 7% of the global foundry market share, while TSMC’s market share is as high as 54%.
Caulfield also revealed on Friday that GF plans to invest US$1.4 billion in the chip factory this year,
which may double again next year.
The company is considering an IPO in the first half of 2022 or earlier.
In the face of the global chip shortage, GF is not the only one considering increasing production.
TSMC said on Thursday that it will invest 100 billion US dollars in the next three years to expand production capacity.
In addition, Intel also announced on March 23 that it will invest US$20 billion in two new wafer fabs in Arizona,
planning to become a major supplier of chip foundry businesses in Europe and the United States.