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

Thanks to CTOnews.com netizens for the delivery of the clues of Xichang and Xiao Zhan-cut! CTOnews.com, June 16, according to the Taiwan media Economic Daily, Chen Jianyu, chief analyst of research and research agency Omdia, said today that the semiconductor industry is still in the inventory correction stage, and it is expected that wafer foundry capacity utilization will hit bottom in the first half of the year and pick up slowly in the second half of the year. TSMC will benefit from next year's advanced process price increase plan, and revenue is expected to grow by 22.5%.

Chen Jianyu, the official website of ▲ TSMC, said that the inventory correction of terminal product manufacturers has lasted for 3 to 4 quarters, while the inventory correction of IC designer manufacturers has been different. Some manufacturers have revised it for 3 quarters, but some manufacturers have not begun to correct it, and inventory is still climbing. Due to the continuous inventory adjustment of the industry chain, wafer foundry revenue is expected to decline further in the second quarter, but the decline is expected to narrow.

Chen Jianyu also pointed out that in the context of inflation, not only consumer electronics demand has been greatly affected, corporate spending is also being revised, including automotive and network communications chip factories also began to show the impact of decline in performance in the first quarter of this year. He also predicted that due to low market demand, the revenue growth of fabs in the second half of the year will still be limited, the increase will not be too large, and capacity utilization will only slowly pick up. For the whole year, 2023 will be a "very challenging year" for fabs.

Chen Jianyu predicts that revenue from pure wafer plants will fall 8.9% this year and is expected to rise 21.7% next year. TSMC benefits from the continued price increase in advanced processes, and revenue is expected to soar by 22.5% next year, which will be the main driving force behind the strong rebound in pure wafer factory revenue next year.

CTOnews.com previously reported that based on technical advantages, TSMC is planning to increase the quotation for advanced processes from January next year, and has communicated with a number of customers, including Apple, MediaTek, AMD, Nvidia, Qualcomm and Broadcom.

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