The coronavirus continues to invade many Asian international locations. Amongst them, Taiwan, which had a report of zero confirmed circumstances from April to December final 12 months, couldn’t escape the destiny of an outbreak. From cluster infections within the Novotel Resort amongst pilots to clusters in tea rooms and infections in a number of locations, as of June 7, the full variety of confirmed circumstances of virus an infection in Taiwan has exceeded 10,000, reaching 11,491. In keeping with native media reviews, the reason for such a speedy rise in infections is nothing greater than the slackness of the authorities within the long-term prevention and management measures (from the unique 14-day quarantine to the three+11 quarantine mannequin that’s 3 days for dwelling quarantine and 11 days for impartial well being administration). Following the an infection incident, the native authorities was unable to acquire sufficient vaccine provide for the primary time as a result of the pace of buying vaccines was slower than that of different international locations. In any case, with Japan’s beneficiant donation of vaccines to Taiwan, and america additionally saying that it’s going to distribute vaccines to many international locations around the globe (together with Taiwan) by the tip of June, Taiwan’s “vaccine scarcity” has been alleviated. Statistics present that solely 2.94% of Taiwanese individuals have acquired at the very least one dose of the vaccine. At current, the Taiwan authorities has as soon as once more introduced the extension of the “third stage alert” till June 28.
Beforehand, native semiconductor packaging and testing large King Yuan Electronics was pressured to close down because of the outbreak of the an infection and stress from worker teams. Because the world’s largest skilled testing plant (together with wafer probe testing, IC product testing, burn-in testing and packaging), the shutdown of KYEC drastically affected manufacturing capability and triggered a brand new spherical of “chip shortages” worldwide. In Taiwan, its semiconductor trade chain is on the forefront of the world. Statistics present that the proportion of Taiwanese semiconductor contract producers by market share reached 63% final 12 months. It’s price noting that not solely did different semiconductor producers even have a collection of infections, the native space confronted drought and energy outages, and the “semiconductor trade chain disconnection” state of affairs was extreme.
As well as, one other nation that’s at present struggling a brand new wave and has re-implemented a “whole lockdown” much like that of the primary outbreak (the lockdown began on June 1, with a two-week first section and 4-week second section) is Malaysia, which may even have an effect on international semiconductor packaging and testing and manufacturing capability. Knowledge present that in 2019, the nation’s semiconductor manufacturing capability reached 28.76 billion, a rise of practically 145% from the low stage in 2015 (11.80 billion). Though the federal government applied a management order final 12 months, the diploma was comparatively relaxed, so the influence on the trade was restricted, solely a decline of about 7% in contrast with 2019, to 26.70 billion. At current, the federal government has introduced that it’s going to restrict the manpower capability to 60%. On the identical time, coupled with its earlier discount of the influx of overseas labor, the issue of labor scarcity will finally have an effect on manufacturing. The issue of chip scarcity may even drive a sequence response and unfold to many industries resembling cars, metal merchandise, air-conditioning manufacturing, concrete and cleaning soap manufacturing, and beer brewing.
Taiwan and Malaysia’s “restriction orders” are anticipated to have an effect on many corporations around the globe, together with Nvidia (#NVIDIA) and Texas Devices (#TexasInstrumen); the every day chart exhibits that the inventory costs of each are nonetheless above the 100-day easy transferring common. Intel (#Intel), STMicroelectronics (#STMicroelectro), Superior Microelectronics (#AMD) and Infineon (#Infineon) are buying and selling beneath the 100-day easy transferring common], and plenty of different associated corporations are additionally affected.
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