According to the report from DIGITIMES on July 27, the supply of automotive and industrial chips remains tight, while consumer chip inventories continue piling up throughout the supply chain.
Industry sources said consumer IC inventories held by distributors and downstream device vendors have reached alarming levels; nearly every segment of the consumer IC industry is in a state of overstock.
In the best-case scenario, it may take half a year for consumer IC suppliers to complete their inventory correction, according to the sources. Thus, the outlook for consumer electronics demand in the second half of 2022 is generally pessimistic.
TSMC has previously warned that customers may adjust inventory through the first half of 2023.
TSMC CEO CC Wei said in the latest earnings conference call that with smartphone, PC and consumer end market momentum slowing down, related industry supply chains will be involved in inventory correction throughout the second half of 2022.
Additionally, the outlook for automotive, industrial and other non-consumer IC demand remains promising, according to industry sources. IDMs, such as NXP Semiconductors, continue to see their automotive and industrial chip supply fall short of demand.
Source from ijiwei
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
Micron will get $6.1 billion in US Chips Act grants to help build fabs in New York and Idaho. Senator Chuck Schumer of New York announced the award and said the money would go towards building two fabs in New York by 2030 and o
Earlier today TSMC announced Q1 revenue up 12.9% y-o-y at $18.87 billion and profit up 8.9% y-o-y at $6.96 billion. Compared to Q4, the Q1 revenue was down 5.3% and net income was down 5.5%. Gross margin for the
The Q1 smartphone market grew 7.8% q-o-q to 289.4 million units, says IDC. It was the third consecutive quarter of market growth, Notes: • Data are preliminary and subject to change.
2023 sales of semiconductor manufacturing equipment fell 1.3% to $106.3 billion from 2022’s record $107.6 billion, says SEMI. China was the biggest market, growing 29% y-o-y to $36.6 billion, followed by Korea whi
TSMC had Q1 revenue up 16.5% y-o-y at $18.54 billion up from $16.72 billion Q1 2023. For March, TSMC had revenues that were 34.3% up y-o-y and 7.5% up m-o-m at $6.2 billion. It was the biggest m-o-m rise since Nove
After two years of decline, the worldwide traditional PC market returned to growth during the first quarter of 2024 (1Q24) with 59.8 million shipments, growing 1.5% year over year, according to IDC RECOMMENDED ARTICLESHMI claim
