MCU 缺貨警報再拉響：產能接近腰斬 交期超 6 個月已成常態

格隆匯
2021.08.16 23:01
據台灣工商時報，MCU 6 個月以上的交期已屬常態，也就是説，Q3 新訂單要到明年才能交付；供應緊缺態勢至少延續至年底，訂單能見度則直達明年上半年。供不應求下，價格逐季上漲。另據 Susquehanna Financial Group 報告顯示，MCU 短缺狀況在 7 月份加劇，交付週期達 26.5 周，以前通常為 6-9 周。除去晶圓代工、封測產能供不應求，5G、電動汽車等下游市場需求激增等因素之外，疫情是此次 MCU 缺貨警報大作的關鍵原因。
Source: 格隆匯 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.