A fire in Wuxi, China, earlier this month is having serious supply consequences for several manufacturers, including Vishay and Infineon.
Wuxi Welnew Microelectronics (“Welnew”) is a sub-tier supplier to several semiconductor manufacturers including Infineon, Vishay, BOSCH, and OSRAM which have been slowly releasing information about the impact of the fire on some key commodities. The commodities which are potentially impacted include MOSFETs, RF Small Signal, LED Drivers.
Infineon has released a statement informing customers their manufacturing partner will not be able to provide services to Infineon until further notice. They are in close exchange with the affected supplier and are currently assessing the impact on delivery.
Vishay has released a statement about the incident informing customers that the plating subcontractor of Vishay Siliconix is impacted and that they expect delivery interruptions. Currently, all the production activities in the Welnew Wuxi plant have been suspended. Replacement production lines are estimated to take up to 5 months to get completed and ready for normal production, which may re-start in May 2023. During this period, Vishay expects delivery interruptions.
Other Potential Tier -1 impacted suppliers include, OSRAM, BOSCH. Alpha & Omega Semiconductor, onsemi, Renesas, Toshiba, amd Seiko Epson
Please note that this is an evolving situation, and we are continually monitoring the situation. For more help with looking at supply chain options, contact Astute Electronics