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Oversupply of semiconductors resolved after autumn 2023

Oversupply of semiconductors resolved after autumn 2023

The oversupply of semiconductors is long-lasting. In addition to consumer-facing electronics such as smartphones and personal computers, data center investment by IT giants is also decelerating. Centering on cutting-edge semiconductors, demand is declining. It is expected that the balance between supply and demand will not be achieved until after the fall of 2023. However, semiconductors in areas such as pure electric vehicles (EV) for demand growth remain in short supply, and supply constraints continue.

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2023

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What kind of autonomous driving chips do we need in the next decade? | Exclusive Interview with Ten Chinese Autonomous Drivers

What kind of autonomous driving chips do we need in the next decade? | Exclusive Interview with Ten Chinese Autonomous Drivers

Realizing autonomous driving is like climbing Mount Everest. There are at least two routes to choose from on the road we want to walk, the south slope and the north slope, and there will always be pioneers and latecomers. Although there is only one mountain top, the experiences of the climbers and the stories during the climbing process often emerge in endlessly, which are fascinating and fascinating.

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2023

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Google is exposed to be researching ARM server chips, with TSMC's 5nm process and mass production next year

Google is exposed to be researching ARM server chips, with TSMC's 5nm process and mass production next year

Google has reached a key milestone in designing server processors, people familiar with the matter said. TSMC may begin mass production of Google's server chips in the second half of 2024 , and these chips may be used in Google servers as early as 2025 .

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2023

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Is the quotation for wafer foundry fully relaxed? Liandian intends to reduce prices by 10% to encourage orders, while TSMC and Samsung are also eager to "retain customers"

Is the quotation for wafer foundry fully relaxed? Liandian intends to reduce prices by 10% to encourage orders, while TSMC and Samsung are also eager to "retain customers"

The semiconductor wafer foundry price war is intensifying. According to Taiwan’s Electronic Times report today, it has recently been reported that under the pressure of cutting orders, wafer foundries have to accept the price reduction requirements of IC design customers, and the foundry quotations that have been rising for two consecutive years have been fully loosened.

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2023

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Revenue growth for 5 consecutive quarters is difficult to match the market's cold weather, and wafer foundries will continue to compress costs within the year

Revenue growth for 5 consecutive quarters is difficult to match the market's cold weather, and wafer foundries will continue to compress costs within the year

Before the U.S. stock market opened on February 14, GlobalFoundries announced its financial report for the fourth quarter of 2022: revenue increased by 14% year-on-year to US$2.101 billion, adjusted gross profit margin to 30.1%, adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) It increased by 41% year-on-year to US$821 million, both hitting record highs.

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2023

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Oversupply of semiconductors resolved after autumn 2023

Oversupply of semiconductors resolved after autumn 2023

The oversupply of semiconductors is long-lasting. In addition to consumer-facing electronics such as smartphones and personal computers, data center investment by IT giants is also decelerating. Centering on cutting-edge semiconductors, demand is declining. It is expected that the balance between supply and demand will not be achieved until after the fall of 2023. However, semiconductors in areas such as pure electric vehicles (EV) for demand growth remain in short supply, and supply constraints continue.

16

2023

/

02

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