Focus on the chip market and learn about the latest market trends of TI, ST, Microchip, NXP and other major manufacturers
2023-04-10
The consumer electronics market is sluggish, and the overall demand for chips has been weakening, mired in the quagmire of "excess inventory".
In the general environment of the market downturn, even the foundry giants that have been lying to make money in the past two years will start to live a hard life. It is understood that the capacity utilization rate of many wafer foundries has declined recently. The capacity utilization rate of UMC is less than 70%, and some manufacturers have dropped to about 50%. TSMC, the world's leading wafer foundry, is also not immune. Some analysts say that its capacity utilization rate will drop to about 80% in the first half of this year, and it will not be able to maintain full-load operation.
It is not difficult to understand that the crisis of the foundry giants is mainly affected by the sharp cuts of orders by customers. With the inventory adjustment of peripheral components such as SoC, CIS, and PMIC related to smartphones, PCs, and TVs, the production plan has been lowered, so that Affects the capacity utilization rate of the wafer foundry.
So, what about the status quo of these original chip factories that have lowered their production plans? The latest market quotations of major chip manufacturers such as TI, ST, Microchip, and NXP are sorted out below for your reference!
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