According to the latest report from IC Insight, the financial results in this quarter of Micron Technology Inc., a large memory and storage solution provider, were far worse than expected. Taiwan top 10 semiconductor Lieferanten mostly show a decrease in Umsatz in June, which is a warning of the reversal of the Halbleiterindustrie boom.

Micron estimated its quarterly Umsatz will be $7.2 billion (up or down $0.4 billion), decreasing by 17% compared with the last quarter. IC Insights pointed that the sharp decline in Micron’s quarterly Umsatz is a warning of the weak memory demand in Q3.

IC Insights said the semiconductor Lieferanten in Taiwan also sound an alarm. The top 10 semiconductor Lieferanten showed a decline in monthly Umsatz by 5%. Among the top 4 Lieferanten, TSMC, MediaTek, and Rayson’s Umsatz reduced from last month. The monthly Umsatz of Uniwin, the leading manufacturer of drive ICs, decreased by 26%. DRAM manufacturer Nanya Technology’s Umsatz also decreased by 16%.

In addition, the report suggested that TSMC's Umsatz in June decreased by 5%, but its June Umsatz from 2016 to 2021 averagely increased by 14% and decreased by 13% in 2018 only. Reportedly, TSMC will announce its 2022Q2 Umsatz on July 14.

Source from Sina