On June 21, SEMI President and CEO Ajit Manocha pointed out at SEMICON Southeast Asia in Malaysia that the impact of the global chip supply shortage caused by the new crown pneumonia epidemic may continue to In the next two years, the reason is that supply sources that can replace Ukrainian chip raw materials are difficult to find, mainly high-purity rare gases such as neon, helium and krypton.

Ajit Manocha believes that the tightening of the global chip supply chain may not see relief until after 2024, predicting that the conflict between Russia and Ukraine will continue to disrupt the supply side. Under the influence of various factors, the average lead time of chip equipment manufacturers has increased from 3 to 4 months to 10 to 12 months.

Ajit Manocha said that in the next few years, 92 new chip factories will be launched around the world to meet the surge in semiconductor demand, but the situation will not improve until all factories start operating. He said that many semiconductor players are expanding production capacity, which has the opportunity to make the supply and demand more balanced in the next two years. The industry's biggest concern right now is the lack of the necessary equipment to make chips, he said.