Due to the impact of the epidemic situation, the original manufacturers of upstream chips have made a conservative forecast for the market demand in the second half of the year. As the peak season of the electronic industry is approaching and the demand is growing rapidly, many chips are in short supply. In the past two months, a large number of original chip manufacturers have been chasing orders, resulting in the production capacity of upstream wafer factories and sealing test to be full, and supply exceeds demand, and prices have been raised. At the same time, in the context of the Sino US science and technology war, in order to ensure the supply security of key components, many Chinese mobile phone manufacturers represented by Huawei are also hoarding a large number of goods. Under the interweaving of various factors, many chips in the market are out of stock and have increased prices. For example, AVX tantalum capacitors, 8-inch wafers, MOSFETs, some FPGA chips of Xilinx, MCU of St (Italian semiconductor) and some chips of Ti (Texas Instruments) have been out of stock in the recent two months. It has been reported that the original delivery date of some ti chips has been extended to 26 weeks. ST’s many MCU also appeared serious shortage, such as 030cct6 and 030c8t6. < p > < p > on November 5, local time, according to foreign media reports, after St management decided not to increase the wages of all employees, three major trade unions (CAD, cfdt and CGT) within st in France have started to strike at all st factories in France. < / P > < p > it was reported that some employees went on strike last night at the st plant in crolles, France. There were 60 strikers on the morning shift and about 150 on the day shift. The CAD union expects 200 strikers on the night shift. < p > < p > CAD said: “on Wednesday, October 28, 2020, St management showed incredible contempt for St employees and their work, because they did not recognize the efforts of their employees and decided not to increase their wages this year.” < / P > < p > CAD said st management made workers pay for covid-19 as “mougeons” (a mixture of sheep and pigeons). < / P > < p > CAD said: “St management refused to give employees a raise this year on the grounds of increasing the cost of coping with covid-19 by EUR 16.9 million (including the covid-19 premium of 6.4 million and factory compensation). At the same time, the bonus paid by employees during childbirth and the wages of other employees who did not work or could not work in the factory during covid-19 were also recovered. ” < / P > < p > CAD concludes: “St management also directly and publicly provides funding for covid measures only to some employees, which is absolutely not good.” < / P > < p > at the same time, the CGT union points out that the 100 senior managers of St in France receive an average of 200000 euros a year and receive shares worth 50000 euros free of charge. The implication is that it is extremely unfair for other ordinary employees not to increase their wages. < p > < p > according to st’s latest financial report for the third quarter up to September 26, 2020, net revenue in the third quarter was $2.67 billion, up 27.8% month on month, 690 basis points higher than the highest expectation, even 4.4% higher than the same period last year; the gross profit rate was 36.0%; the operating profit rate was 12.3%, with a growth of 208.8%; the net profit was $242 million, with a month on month increase of 169.1%. At the same time, the net income of the fourth quarter is expected to be 2.99 billion US dollars, and the gross profit rate is 38.5%. < p > < p > from the financial data of St, it can be said that under the influence of the new crown epidemic, the performance of St in the third quarter is still very good. In the context of better performance, employees will naturally have larger opinions on St without wage increase. According to the data, CGT, cfdt, cfe-cgc are the main trade union organizations in St. The CAD mentioned above should refer to cfe-cgc. Among them, cfe-cgc and cfdt represent more than half of the employees of STM in France. < p > < p > in March this year, with the spread of new coronavirus in Europe, St had reached an agreement with cfdt and cfe-cgc at that time to reduce the production of French factories by 50% in response to the concerns of workers about new coronavirus infection. It is one of the most widely used semiconductor devices and software manufacturing platforms, from discrete semiconductor devices and software products. Italian French semiconductor is a major supplier in various industrial fields, with a variety of advanced technologies, intellectual property (IP) resources and world-class manufacturing processes. < p > < p > at present, ST’s main wafer plants are in France and Italy, of which there are three Fabs in France, namely, the 8-inch Fab in Rousset, France, which is the largest 8-inch Fab in st at present, and has just invested $1.4 billion to upgrade the production line in 2019; the wafer plant located in tours, France, is the main factory for st to develop Gan process technology The crolles plant that went on strike last night is ST’s 12 inch wafer plant, which mainly produces fd-soi process technology. < / P > < p > obviously, if ST’s three factories in France continue to strike, it may have a very negative impact on the production of St related chips and further aggravate the shortage of St chips. It is also worth noting that on October 28, local time, French President marcone announced that the national blockade policy would be launched again on October 30, at least until December 1, and whether the blockade policy needs to be extended according to the effect. This may further affect the production of ST’s three factories in France. < p > < p > although in March this year, before st pair announced a 50% reduction in French factory output, St had outsourced some of its chip production to TSMC and Samsung to alleviate the problem of insufficient capacity. However, even if st wants to increase outsourcing, it will be difficult for st to get enough capacity even if it wants to increase outsourcing. As a result, under the current situation that ST’s own production capacity is already in short supply, and it encounters strike and France’s second blockade under the new crown epidemic situation, its chip production may be more adversely affected, and the subsequent shortage may be more serious, and it may last for a long time. SpaceX beat blue origin and Northrop Grumman to win a $316 million air force contract