Taiwan-based MOSFET chip suppliers including Advanced Power Electronics, Excelliance MOS, Niko Semiconductor and Sinopower Semiconductor have approached their foundry partners recently seeking additional capacity support to fulfill rapidly increasing orders from IT clients, according to industry sources.
International IDMs have moved to cut production of low-voltage MOSFET chips for consumer applications to allow more capacity for medium- and high-voltage offerings supporting lucrative automotive applications, and have also asked their downstream IT clients to seek new supply sources in the next two years, the sources said.
This has prompted ODMs in Taiwan and China to increase their order placements with Taiwanese MOSFET chips suppliers, with the order visibility already clear throughout 2022, the sources noted.
MOSFET vendors are set to enforce a new wave of price hikes ranging from 10-15% later in the third quarter to reflect additional foundry and packaging costs, and will not rule out further hikes in the fourth quarter as foundry quotes are rising quarter by quarter, the sources said.
Their revenues, gross margins and profits will significantly improve in the second half of the year as a result, the sources added.
