Shulou(Shulou.com)11/24 Report--

CTOnews.com September 26 news, Taiwan Economic Daily quoted industry sources, the recent 8-inch wafer market situation took the lead in reversal, "sharp decline", is expected to spread to 12-inch memory chip wafers, and then extended to 12-inch logical IC applications, it is expected that the client will carry out inventory adjustment from the fourth quarter to the first quarter of next year.

In addition, the source also mentioned that some wafer manufacturers have agreed to some downstream long-term customer requests to delay the delivery schedule, while some wafer manufacturers have not yet made concessions to customer requests.

CTOnews.com learned that fab customers cut orders and capacity utilization declined, which also led to opportunities for car companies that had previously caused a chip shortage and asked for production without asking for prices.

Digitimes quoted semiconductor operators as saying that some car companies and those in the chip industry seized the opportunity to try to renegotiate prices with fabs in the fourth quarter.

It is said that some wafer generation plants, including TSMC, have loosened their full capacity since Q2, but TSMC is still able to hold on because of its advantages in production and technology leadership, but it has recently begun to feel the pressure.

Although the proportion of automotive chips in the overall revenue of TSMC or second-line factories is not high, as such demand is a small number of products that are still growing at present, more semiconductor chips will be used in electric vehicles in the future, which can be expected in the future. therefore, how to maintain long-term cooperation with stronger car customers and maintain the existing gross profit has become the focus of the industry's attention to TSMC and second-line manufacturers.

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