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

According to Taiwan's Electronic Times today, demand for consumer electronics such as PC, mobile phones and televisions has fallen sharply so far this year, resulting in a large amount of inventory in the entire supply chain, according to a report from Taiwan's Electronic Times today. As a result, many manufacturers began to cut orders from upstream suppliers until they affected wafer foundry.

Some IC designers said that although a lot of inventory has been released from the upstream and downstream supply chains recently, it is not the worst-case scenario yet, and it is still more difficult for manufacturers to restructure and recover. The person said that it is expected that wafer foundry orders will continue to shrink in the fourth quarter due to customer delays and orders. And the order will be mainly aimed at non-long-term cooperation of wafer foundry manufacturers, such as GlobalFoundries (GF), Liguten and so on.

The IC designer said that in the second half of 2021, many upstream manufacturers believe that the market in short supply will last until the end of 2023. In order to ensure the supply of goods, these upstream manufacturers have ordered a large number of orders. However, the sudden drop in market demand led to the accumulation of large inventories by upstream manufacturers in the second quarter of this year. In order to ease inventory, these manufacturers began to renegotiate orders with wafer founders, or even directly default.

In addition, this cut did not affect TSMC, mainly because many upstream manufacturers are worried that it will be difficult to obtain TSMC contract manufacturing after cutting TSMC's orders. At present, the capacity utilization rate of TSMC's advanced process below 7 nm is still as high as 90%, while mature processes such as 22lap 28 nm have been in short supply.

CTOnews.com learned that TSMC released its July 2022 revenue report on August 10. The report shows that the combined revenue of SMC on July platform is about 186.763 billion New Taiwan dollars (about 42.022 billion yuan), an increase of 6.2% month-on-month and another all-time high. In addition, TSMC estimates consolidated revenue in the third quarter to be between US $19.8 billion and US $206 billion.

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