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We do not expect the shortage of 300-millimeter silicon wafers to be too serious if Shin-Etsu's Shirakawa factory resumes production by early June, as long as other manufacturers can increase their production output by 10% immediately. Even so, supply shortage concerns will likely last until 1Q12.
Table of Contents
What You Need to Know
- Damage to Fabs Causes Concern About Shortages of 300 mm Silicon Wafers
- Future Power Outages Could Cause Further Problems
- Maximizing Capacity Will Alleviate Shortages, but Lead Times Are Long
Gartner's Scenarios Show How Long 300 mm Supply Shortages Might Last
- Scenario 1: Best Case
- Scenario 2: Most Likely Case
- Scenario 3: Worst Case
Long-Term Concerns Can't Be Ignored
- Event Facts