Sources from the semiconductor equipment company said that the shortage of industrial control IC has led to the extension of the delivery date of automation equipment, which is affecting the chip manufacturing industry and PCB industry According to DIGITIMES, sources said that the tight supply of industrial MCU, FPGA, embedded processor and other key chips has extended the delivery time of automation equipment to more than one year.
The source pointed out that the longer delivery time of equipment is slowing down the pace of capacity expansion of the OEM. PCB manufacturers also face the same problem. At present, PCB manufacturers see the increase of long-term contracts, which encourages them to upgrade their manufacturing capacity and build new factories, but the extended delivery time of key automation equipment also poses a challenge to their ability to expand their capacity on time.
In addition, the source said that the shortage of industrial control chips may continue until the end of 2023.