The mitigation of Intel's CPU shortage drives the MOSFET market
Intel expanded its 14nm capacity last year, as CPU capacity increases, the shortage will be resolved in the first quarter of this year. According to industry insiders, ODM/OEM has increased server and PC shipments, and AMD and NVIDIA's new graphics cards will be available in the first quarter, which will simultaneously drive demand for MOSFETs.
In the second half of last year, the server and personal computer market unexpectedly returned to growth, which brought pressure on Intel's supply. In response to this challenge, Intel increased the 14nm capacity of the Oregon, Arizona, Ireland and Israel plants. Since the beginning of this year, Intel's Xeon server processor, desktop computer processor and notebook computer processor shipments have increased, and the CPU shortage has been gradually relieved.
In addition, although the graphics chip manufacturers AMD and NVIDIA still face the problem of sales delay of the old graphics card, but optimistic about the demand for e-sports graphics cards in the first half of the year, the new e-sports graphics card will be announced in the first quarter. NVIDIA announced the GeForce RTX 2060 graphics card with a 12-nm Turing graphics chip, and AMD introduced the Radeon VII graphics card with a 7-nm Vega graphics chip, all of which received enthusiastic response from the e-sports market.
In fact, the shortage of Intel CPUs in the second half of last year and the plunging of cryptocurrency prices led to high inventory in the graphics card market, causing MOSFET suppliers to perform poorly in the fourth quarter of last year. However, after the Intel CPU shortage problem, server and PC shipments have seen a rebound, coupled with the AMD and Nvidia new e-sports graphics card shipments will be prosperous, will drive the MOSFET demand rebound.
In addition, the 6-inch and 8-inch wafer foundry capacity problems that have plagued MOSFET suppliers last year will also be solved in the first half of this year. Due to the significant reduction in production of small-sized display driver ICs and MCUs, the MOSFET factory will receive more wafer foundry capacity support in the first quarter, and there will be no shortage of capacity in the first half of the year.