Institution: The recovery of semiconductors is limited in the second half of this year, and the price of wafer foundry is estimated to fall by 10%
2023-01-12
Institution: The recovery of semiconductors is limited in the second half of this year, and the price of wafer foundry is estimated to fall by 10%
According to the Taiwan media "Economic Daily", the demand for electronic terminal products is sluggish, and the semiconductor industry has been affected by the high inventory problem since the second half of last year. The market originally expected that the economy could recover in the second half of this year. However, the foreign capital reported on January 4 that the recovery of the semiconductor market in the second half of the year is likely to be limited, and the quotation of wafer foundry is estimated to fall by about 10% this year.
Foreign investment is expected that the recovery of the semiconductor market in the second half of the year will be limited due to high inflation, poor overall economic situation, weak consumer demand and lack of product innovation.
Foreign investment estimates that the world's advanced capacity utilization rate in the first half of the year will be about 60% to 70%. After the demand correction, with the recovery of the market conditions of the panel-driven IC and the injection of new orders from American customers, the utilization rate of the world's advanced production capacity is expected to rise to 80% to 90% in the second half of the year.
Foreign investment expects that due to the slowing demand, the capacity utilization rate of Liandian will fall to 80% to 90% this year, and the capacity utilization rate of Liandian's 12-inch mature process is expected to be better than the 8-inch level. In addition, foreign investors estimate that the overall wafer OEM quotation may fall by about 10% this year, and the OEM will only give some customers discounts.
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According to the Taiwan media "Economic Daily", the demand for electronic terminal products is sluggish, and the semiconductor industry has been affected by the high inventory problem since the second half of last year. The market originally expected that the economy could recover in the second half of this year. However, the foreign capital reported on January 4 that the recovery of the semiconductor market in the second half of the year is likely to be limited, and the quotation of wafer foundry is estimated to fall by about 10% this year.
Foreign investment is expected that the recovery of the semiconductor market in the second half of the year will be limited due to high inflation, poor overall economic situation, weak consumer demand and lack of product innovation.
Foreign investment estimates that the world's advanced capacity utilization rate in the first half of the year will be about 60% to 70%. After the demand correction, with the recovery of the market conditions of the panel-driven IC and the injection of new orders from American customers, the utilization rate of the world's advanced production capacity is expected to rise to 80% to 90% in the second half of the year.
Foreign investment expects that due to the slowing demand, the capacity utilization rate of Liandian will fall to 80% to 90% this year, and the capacity utilization rate of Liandian's 12-inch mature process is expected to be better than the 8-inch level. In addition, foreign investors estimate that the overall wafer OEM quotation may fall by about 10% this year, and the OEM will only give some customers discounts.
Web: www.ulikedesign.cn
Web: www.ulikedesign.net
Email: sales2ulikedesign.com
If you want to know more, please feel free to contact.
The news content is excerpted from the network. If there is infringement, you can contact to delete it.
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