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Use wechat to scan QR code < / P > < p > to share with friends and circle of friends < / P > < p > every reporter Zhu Chengxiang < / P > < p > every editor Zhang haini < / P > < p > < / P > < p > recently, Texas (hereinafter referred to as < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%BE%B7%E5%B7%9E "> Texas < / a >) due to a rare snowstorm, the natural gas pipeline was frozen, and a large area of power failure occurred in the state. Because < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93 "> semiconductor < / a > factories generally operate 24 hours a day, and the shortage of power supply also causes some semiconductor companies in Texas to stop production. < / P > < p > a semiconductor analyst told the daily economic news that the blizzard in Texas had a great impact on the semiconductor industry, and many Fabs (semiconductor factories) were closed. According to local media reports in the United States, the affected < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > enterprises include < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%89%E6%98%9F "> Samsung < / a >, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E6%81%A9%E6%99%BA%E6%B5%A6 "> NXP < / a >, Infineon, etc. < / P > < p > < b > some factories in Texas were temporarily shut down due to the disaster. < / b > < / P > < p > according to the website of SIA (American Semiconductor Industry Association), Texas is an important semiconductor city in the United States, with 15 fabs, with Austin and Dallas as as the centers. Among them, Austin has five Fab plants, namely Samsung 12 inch plant (opened in 2007), NXP Oak Hill 8 inch plant (opened in 1991), NXP Austin technology and manufacturing center 8 inch plant (opened in 1995), cypress (acquired by Infineon) 8 inch plant (opened in 1995) and skorpios 12 inch plant (opened in 1989). < / P > < p > photo source: SIA (American Semiconductor Industry Association) < / P > < p > in response to the blizzard, the official website of NXP said: "utility suppliers in Austin are giving priority to residential areas and key health, safety and human services. As a result, power and gas suppliers have temporarily suspended services to Austin semiconductor manufacturers, including NXP, and asked the company to suspend production at two Austin factories. " < / P > < p > David reed, executive vice president of operations at NXP, said: "we are monitoring the situation carefully and will resume operations at the Austin plant as soon as possible. We are working hard to keep our Austin plant in a safe condition in order to achieve high quality and reliable supply when we resume operations. Once the necessary utility services are restored, our operations team will be able to assess the impact of the closure and when full production will resume. " < / P > < p > and the Fab plants centered in Dallas are mainly Texas Instruments and qorvo. Ti is the world's leading semiconductor supplier of analog technology. Its main base is in Dallas. Qorvo has three factories in Texas, located in Richardson, north of Dallas. It mainly produces RF power amplifier chips. < / P > < p > according to the reports of many media, the factories in Austin (i.e. Samsung, NXP and Infineon) and the Fab factories in Dallas and nearby have stopped production due to the snow disaster, but no news has been heard. On February 22, the reporter of the daily economic news called Texas Instruments Semiconductor Technology (Shanghai) Co., Ltd. to find out whether the company's Texas factory was affected by the blizzard. As of press release, no reply has been received. < / P > < p > < b > car chips, storage "out of stock"? < b > < / P > < p > IC insight shows that Samsung Austin factory mainly produces logic chips, and the main process technologies are 14nm, 28nm and 32nm, accounting for about 28% of Samsung's total production capacity of logic chips. The products mainly focus on DRAM, NAND and mobile phone SOCS. < / P > < p > and NXP's two factories in Austin mainly produce MCU, MPU, power management devices, RF transceiver amplifiers and various kinds of sensors, which account for 30% of the total area of its factories. Infineon's (cypress) plant, which mainly produces 130 nm process memory chips for automotive and industrial markets (NOR Flash), accounted for 5% of the company's total revenue last year. < / P > < p > photo source: Vision China < / P > < p > previously, the shortage of automotive chips, especially MCU chips, has led to the production stop of many automotive manufacturers. And the Austin factory of NXP is the main factory of MCU production of NXP. NOR flash produced by Infineon factory is also used in the automotive field. < p > < p > Minsheng securities electronics team said that due to the impact of the shutdown of Texas wafer factory and the shutdown inspection of the risatz City factory, the global supply of power and memory chips will be further reduced. Under the current strong market demand, the product price is expected to rise further. Since the beginning of the year, the power products have increased by 5% ~ 20%, and the storage products have increased by more than 10%. < p > < p > the electronic team of Cinda Securities said that the earthquake in Northeast Japan and the snowstorm in Texas of the United States caused many fabs to announce shutdown, and the chip supply of Infineon, NXP and other automotive semiconductor companies were affected, which will further aggravate the shortage trend of automotive chips. < / P > < p > as for when to resume production, the electronic team of Minsheng Securities believes that since the shutdown is a comprehensive shutdown at the request of Austin energy, it has not yet announced when to resume production. Infineon and enzhipu are important power semiconductor chip suppliers in the world, which are expected to further aggravate the global chip supply shortage since last year.

2023-03-22 10:04:28