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July 8, 2022 09:01 am GMT
Looking at trends in 2H22, TrendForce indicates, in addition to no relief from the sustained downgrade of driver IC demand, inventory adjustment has begun for smartphones, PCs, and TV-related peripheral components such as SoCs, CIS, and PMICs, and companies are beginning to curtail their wafer input plans with foundries. This phenomenon of order cancellations is occurring simultaneously in 8-inch and 12-inch fabs at nodes including 0.1X m, 90/55 nm, and 40/28 nm. Not even the advanced 7/6 nm processes are immune.
Original Link: https://www.techpowerup.com/296598/semiconductor-fab-order-cancellations-expected-to-result-in-reduced-capacity-utilization-rate-in-2h22
(PR) Semiconductor Fab Order Cancellations Expected to Result in Reduced Capacity Utilization Rate in 2H22
According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1X m and 55 nm processes, respectively. Although products such as MCU and PMIC were previously in short supply, foundries' capacity utilization rate remained roughly at full capacity through their adjustment of product mix. However, a recent wave cancellations have emerged for PMIC, CIS, and certain MCU and SoC orders. Although still dominated by consumer applications, foundries are beginning to feel the strain of the copious order cancellations from customers and capacity utilization rate has officially declined.Looking at trends in 2H22, TrendForce indicates, in addition to no relief from the sustained downgrade of driver IC demand, inventory adjustment has begun for smartphones, PCs, and TV-related peripheral components such as SoCs, CIS, and PMICs, and companies are beginning to curtail their wafer input plans with foundries. This phenomenon of order cancellations is occurring simultaneously in 8-inch and 12-inch fabs at nodes including 0.1X m, 90/55 nm, and 40/28 nm. Not even the advanced 7/6 nm processes are immune.
Original Link: https://www.techpowerup.com/296598/semiconductor-fab-order-cancellations-expected-to-result-in-reduced-capacity-utilization-rate-in-2h22
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