Wafers short until 2020

The already constrained supply of wafers is about to tighten further, reports Digitimes.

3D NAND, Chinese foundries and China memory fabs are driving 12 inch demand. LCD driver ICs, fingerprint sensors, power management ICs and CMOS image sensors are driving 8-inch demand.

Wafer suppliers are in no hurry to increase capacity having been caught out by over-hasty capacity expansions in the past. Manufacturers are also enjoying a 50% rise in prices during the course of this year. The expectation is that prices will continue to rise over 2018 and 2019 and supply will continue to be short.