US-Iran conflict disrupts semiconductor supply; Israeli wafer fab clients urgently shift orders

格隆汇 March 3rd丨Recently, VIS (Vanguard International Semiconductor) has seen a surge in orders for mature process technologies, becoming one of the alternative solutions amid supply disruptions of wafers in the Middle East. PSMC (Powerchip Semiconductor Manufacturing Corporation) also stated that its order volume has significantly rebounded and is closely monitoring market changes. Behind this, Tower, Israel's largest and one of the world's top ten wafer foundries, is facing shipment obstacles, and its downstream customers have officially started shifting their orders. According to available information, the company mainly focuses on high-voltage and special mature process technologies, covering products such as power management ICs, power devices, CIS sensors, RF, MEMS, and analog signal ICs. Its technical structure is similar to that of VIS and PSMC.