Another semiconductor equipment giant warns, ASMI: lack of chips may affect the whole year

As the world’s largest chip makers scramble to expand capacity, semiconductor equipment companies have warned that delivery times for key machines could be delayed by a shortage of chips.

The Nikkei Asian Review reported on the 30th that Benjamin Loh, CEO of ASM International, a Dutch semiconductor equipment manufacturer and material supplier, said in an interview that the impact of chip shortages may continue throughout this year.

ASMI develops and manufactures equipment mainly for front-end wafer processing, serving world-class semiconductor manufacturers located in Taiwan, the United States, South Korea and China.

The ASMI product supply chain does observe wafer shortages, Loh said. The equipment that ASMI supplies to the semiconductor market has a lead time of 4 to 6 months, but it is now “a lot longer”.

He said that for major customers such as TSMC, Intel Corp., and Samsung Electronics who have announced production expansion, ASML should be able to meet their needs this year, but if customers make plans or unexpected requirements, it will be difficult. will become higher. Loh admitted that he had never seen such severe supply chain restrictions since entering the semiconductor industry.

Loh pointed out that “simple chips” (also known as mature process chips) are the most in short supply. For example, microcontroller chips are not only used in washing machines and cars, but also in ASMI equipment. Everyone needs the same source of supply. However, capacity for many mature processes will not come online until next year.

Arm’s new CEO takes over, preparing to launch IPO

Arm announced today that the Board of Directors has appointed Rene Haas as its new CEO and joins the Board of Directors, effective immediately. He will succeed former Arm CEO and board member Simon Segars who has served 30 years at Arm, and Simon Segars will serve as a consultant in the short term to assist with the transition.

Arm said Rene Haas will lead the company to accelerate its growth and prepare for an IPO. Masayoshi Son, Chairman and CEO of SoftBank Group, pointed out that Rene is the right leader to lead the company to accelerate growth as Arm prepares to go public again.

Rene Haas has 35 years of experience in the semiconductor industry and has been President of the Arm IP Products Group since 2017. Under his leadership, the IP Group has expanded investments in the industry’s largest ecosystem of software developers, as well as product development in high-growth markets such as infrastructure and automotive. These investments bring new partners to the Arm ecosystem, including Alibaba, Ampere, AWS, Bosch, Denso, Mobileye, and Telechips, and are on track for record-high royalty, licensing, and profit this fiscal year.

Before joining Arm in 2013, Rene Haas held various roles in application management, application engineering, and product engineering, and was NVIDIA’s vice president and general manager of the Computing Products Group for seven years.

Rene Haas said that Arm will change the lives of people around the world by providing the core technology of the smartphone revolution; its unique market positioning advantages can meet the diverse needs of artificial intelligence, cloud, Internet of Things, automotive and metaverse. Arm is poised for a new path of growth as the uncertainties of the past few months pass.

Nvidia: Graphics card shortages may ease in the second half of this year

It’s been more than a year since Nvidia’s RTX 30-series graphics cards were launched. But until now, the phenomenon of graphics card shortage is still very serious. The price of graphics cards has also remained high all the way, making many enthusiasts who need to install the computer to complain.

So when will the shortage of graphics card chips be alleviated? NVIDIA CFO Colette Kress said at the 24th Needham Growth Conference recently: “Looking back to 2021, we have seen strong demand for GeForce graphics cards, and NVIDIA’s graphics cards continue to be in short supply. The supply of NVIDIA products will be Get better in the second half of 2022.”

While it’s not the first time Nvidia’s explanation for when the out-of-stock phenomenon will ease, there are still some possibilities this time around.

Media Tom’s Hardware said that Nvidia is expected to officially release the RTX 40 series graphics card this year, and when the RTX 40 series graphics card is released, it may alleviate the current shortage of graphics cards to a certain extent.

It is currently reported that the NVIDIA RTX 40 series will be manufactured using TSMC’s N5 5nm process technology, which is now very mature and has a high yield. Due to the strong demand for graphics cards, Nvidia may have increased its orders for TSMC production as much as possible. TSMC has invested tens of billions of dollars in N5 process capacity in 2021. These new lines are expected to start up this year. At that time, the shortage of advanced process wafers will be greatly alleviated.

In addition, according to VideoCardz, Nvidia is preparing a new RTX 3060Ti graphics card, equipped with the GA103 core to solve the problem of insufficient shipments of this model.

VideoCardz revealed that the RTX 3060 Ti currently on sale is based on the GA104 GPU and is the least available model in the RTX 30 series. Some of Nvidia’s partners say they haven’t shipped an RTX 3060 Ti for several months as Nvidia prioritizes the more expensive RTX 3070 series, which also features a GA104 GPU.