A surge in demand for chips at more mature process nodes is causing shortages for both 200mm foundry capacity and 200mm equipment, and it shows no signs of letting up. In fact, even with new capacity coming on line this year, shortages are likely to persist for years, driving up prices and forcing significant changes across the semiconductor supply chain.
Shortages for both 200mm foundry capacity and equipment have existed for some time, and the situation remains problematic. For example, 200mm foundry capacity is fully booked in the first half of 2022, according to Gartner. Beyond that, demand for 200mm foundry capacity will continue to outstrip supply, meaning foundry customers will need to plan ahead to ensure they obtain enough 200mm capacity in the future.
There are two types of semiconductor companies that manufacture chips in fabs. Integrated device manufacturers (IDMs) design their own name-brand chips and manufacture them in their own fabs. Foundries, meanwhile, make chips for other companies in their own fabs. Both IDMs and foundries have 200mm and/or 300mm fabs. (200mm and 300mm refer to the diameter of silicon wafers, which are produced by various wafer makers.)