Why it matters: Malaysia's code-related quarantine measures have limited the production and supply of aluminum capacitors and added another wrinkle to the global foil shortage. This is due to recent problems in the supply of components such as ceramics and ceramic rare earths.
Digitimes Asia reported that Japanese suppliers Chemi-Con and Nichicon had to close their facilities in Malaysia due to the Quaid quarantine in July and August. Even after the quarantine ended, they returned to only about 60 percent of their workforce, forcing them to reduce their production capacity.
Along with another company, Rubycon, Chemi-Con and Nichicon hold a significant share of the global aluminum capacitor market. Aluminum capacitors are an important passive component in electronic vehicles, computers, and other devices.
Industry sources tell Digitimes that shipments of aluminum capacitors from Malaysia will drop by 30 to 60 percent due to the Quaid case. over there. The time limit has been increased to more than six months. Some of these orders spread from Japanese companies to suppliers located in Taiwan and China.
These are just some of the common goal setting programs that you can use in the global electronics supply chain. Over the past year, prices for rare earth metals have skyrocketed, which may affect the cost of electronics.
The effect of shutdown in Malaysia on the supply of ceramic capacitors necessary for the circuit. This year's display driver chip boards could affect the production of just about anything that came with the display. Taiwan Semiconductor Manufacturing Company (TSMC) believes that the global shortage of semiconductors is likely to continue until 2022.
Malaysia's aluminum turmoil increases global foil shortage