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

CTOnews.com, October 16, according to the Taiwan Central News Agency, the demand for electronic terminal products is sluggish, and the supply chain from semiconductors to the system side is faced with the problem of high inventory level.

Looking forward to the market situation of the electronic technology industry next year, the Institute of Industrial Intelligence of the Information Policy Commission (MIC) pointed out that the current demand has not picked up, and the inventory problems of varying degrees from downstream to upstream of the supply chain will be removed slowly and will probably continue until the first half of next year.

In the field of semiconductors, MIC analysis said that the long-term mechanism of limited production and marketing of semiconductor chips, repetition and overorders often take delayed delivery and other practices, which are not conducive to semiconductor supply chain adjustment, and inventory adjustment is expected to continue until the first half of next year.

CTOnews.com learned that wafer foundry leader TSMC President Wei Zhijia pointed out that factors such as inventory adjustment in the semiconductor industry have affected TSMC's overall growth rate performance from the fourth quarter to the first half of next year. It is expected that the semiconductor supply chain inventory peak will peak in the third quarter of this year, and the fourth quarter will begin to decline. It is estimated that it will not return to the health level until the first half of next year, and the inventory adjustment factors will have the greatest impact in the first half of next year.

In addition, MediaTek, a major chip designer, estimates that customer inventory adjustments may continue for the second to third quarters. Wafer foundry World Advanced said a few days ago that customers continued to adjust inventory in the fourth quarter, which could continue into the first half of next year.

From the product point of view, including panel driver chips, consumer power management chips (PMIC), general-purpose and consumer microcontrollers (MCU) and other weak demand, related industry inventory levels continue to rise.

In terms of price trends, MIC pointed out that chip manufacturers are facing the problem of excessive inventory turnover and are currently facing severe challenges of inventory removal, and if the terminal market conditions have not improved, it may be difficult to avoid a price drop; among them, there is weak demand, but the production processes of major factories are moving in, and production capacity is still running out as planned, the supply-demand ratio of dynamic random access memory (DRAM) may continue to expand in the second half of the year, and prices cannot be avoided falling rapidly.

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