Electronics Weekly Electronics Design & Components Tech News
3D NAND, Chinese foundries and China memory fabs are driving 12 inch demand.
LCD driver ICs, fingerprint sensors, power management ICs and CMOS image sensors are driving 8-inch demand.
Wafer suppliers are in no hurry to increase capacity having been caught out by over-hasty capacity expansions in the past.
Manufacturers are also enjoying a 50% rise in prices during the course of this year.
The expectation is that prices will continue to rise over 2018 and 2019 and supply will continue to be short.
