The server sector has seen chip shortages worsening, with lead time for critical ICs for server production extended to 52 weeks. Improvements are unlikely until at least fourth-quarter 2021. Chip supply has been tight across all industry sectors, thanks to insufficient foundry service supply. Pure-play foundries are mulling quote hikes in second-half 2021. Meanwhile, Micron has disclosed plans to adopt EUV technology for DRAM manufacturing.
Server IC shortage worsens: Shortages of server ICs continue to worsen, which may constrain server ODMs’ shipment growth in the third quarter, according to industry sources.
Foundries see orders continue pulling in: Pure-play foundries continue to see orders continue pulling in and are encouraged to raise again their quotes in the second half of this year, despite concerns raised recently about a slowdown in end-market demand, according to industry sources.
Micron to adopt EUV in DRAM manufacturing by 2024: Micron Technology has disclosed plans to start implementing extreme ultraviolet (EUV) technology in the manufacture of DRAM chips by 2024. Digitimes