Three Malaysian semiconductor manufacturers (Infineon Technologies AG, NXP Semiconductors NV, and STMicroelectronics NV) have been hit hard by the rising COVID cases in the region-jeopardizing plans to lift the lockdown and restore full capacity. news, Via Bloomberg The number of reported daily infections has exceeded 20,000, an average of 7 days, higher than the more than 5,000 in June-this means that a large number of COVID infections are waiting to have more impact on the semiconductor manufacturing industry. The delta variant of COVID has played a particularly shocking role in recent infection cases across the country.
If these semiconductor manufacturers report the infection of three concurrent employees, Malaysia’s current containment policy will force these semiconductor manufacturers to cease operations for up to 14 days-while Infineon and STMicroelectronics have announced the closure of some of their production facilities due to COVID . Due to the strategic importance of these companies (and other companies) in the general semiconductor business and their strategic importance to Malaysia’s overall economy, these companies (and other companies) have received privileged treatment. During the June lockdown, the company was allowed to continue to operate with 60% of the workforce, and when more than 80% of its employees were fully vaccinated, they would be able to recover to 100%.
The difficult times in Malaysia should have a commensurate impact on the industry plagued by widespread shortages across the supply line. This has been seen Globally extended delivery time for semiconductors and resource reserves from different industry participants. Malaysia’s semiconductor manufacturing landscape is some of the final steps in semiconductor manufacturing-a playground for packaging. Electronic and electrical products accounted for 39% of the country’s total exports-lockdowns and factory closures have already affected the profits of some companies millions of dollars. As Infineon CEO Reinhard Ploss told analysts, the total impact of the current shutdown amounts to “high double digits” millions of euros.
In addition to the final ship packaging, Malaysia is also the main production base for multilayer ceramic capacitors or MLCCs, which are components required for a range of products from smartphones to cars to graphics cards (you may remember the initial RTX 30 series release and the entire manufacturer Making a fuss about the choice of MLCC capacitors, leading to some RTX 30 series graphics cards Does not meet NVIDIA specificationsAnyone is speculating whether the outbreak in Malaysia will also have an impact on the global graphics card market, because it is unclear whether Nvidia CEO Jensen Huang has included this outbreak in his latest comments on chip shortages continuing until 2022. Even if there is no direct graphics card impact, many DIY enthusiasts are likely to start to see supply problems for certain selected components, because STMicroelectronics and NXP manufacture some of these products-STM STM32 arm microcontrollerFor example, it is a popular such chip whose production may be affected by shutdown.