On July 30 message, during new coronal epidemic situation, because consumer is in the home to buy the demand increase sharply of the product such as computer and mobile phone, bring about semiconductor to demand exceeds supply, affected the production of a variety of products such as plane of car, sport, the situation that this kind of semiconductor is in short supply lasts to 2022 all the time first half of the year.

However, put delay as economy, semiconductor shortage has transformed for superfluous. Current, two kinds of memory chip that basically are used at notebook computer and data center server -- NAND and DRAM memory chip appeared to supply superfluous case. Because be when semiconductor shortage,this is, a lot of companies for stock up corner many chip. But, after economy puts delay, the demand of the product such as smartphone and notebook computer drops considerably, these companies stopped to order chip, turn and dedicated at the sale already some inventory.

"This brought about serious ' Niu Bian effect ' , to supplying the semiconductor manufacturer of catenary back end for, the demand that upsurges originally disappeared suddenly, because terminal market stopped to order chip, turn and dedicated at the sale already some inventory. " the copartner Peter Hanbury of telecommunication of shellfish favour company, media and Technical Division expresses.

Nevertheless, the semiconductor that is not all types appeared superfluous, car field is powerful still to the demand of chip. Hanbury expresses, a few special chip are replaced not easily, accordingly " their delivery time and price are being improved, but very tall still. But very tall still..

Semiconductor shortage helps the profit that increased chip manufacturer, include the SamSung of memory chip manufacturer with the greatest whole world among them. Be in however this year, it is difficult that Hailishi and beautiful light encountered SamSung and its competitor SK.

SamSung Zhousi expresses, business profit of the 2nd quarter drops compared to the same period 95% . Meanwhile, hailishi is in SK occurrence loss of the 2nd quarter, and the corresponding period realized gain last year. Stage accumulating report also represents the chip manufacturer with the biggest whole world, profit of net profit of the 2nd quarter drops compared to the same period 23.3% , this is this company appears 4 years first quarterly profit glides.

Look into future, PC market looks very tired weak, this may affect SamSung, SK Hailishi and beautiful light. To stage accumulating report, global smartphone market -- its are main one of income source, also face pressure.

Reduce the supply on the market to raise the price of chip, main memory chip company announced reduction of output plans. SamSung expresses, demand of whole world of predicting second half of the year can restore, other company also expressed similar point of view. However stage accumulating report expresses last week, predicting client will still " proceed inventory is adjusted " .

Of these companies anabiosis will depend on whether does the demand that consumes the terminal product such as electronic product pick up, but this with macroscopical economy anabiosis about, and latter looks far still not affirmatory.