Semiconductor packaging fab customers to accelerate inventory de-stocking in the first half of next year, demand may revive in the second half of the
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Update time : 2022-12-05 14:19:45
According to Taiwan's Central News Agency, the global semiconductor industry inventory adjustment period is likely to be longer than expected by the market, in which Taiwan's packaging factory customers accelerate inventory de-stocking in the first half of next year, expecting demand to warm up in the second half of next year.
Taiwan media pointed out that semiconductor packaging and testing factories will continue to adjust their inventories in the first half of next year, and the chief financial officer of Sunrise Investment Holdings, Mr. Dong Hongsi, predicted that automotive and network applications will continue to be strong in the first quarter of next year, but the industry inventory adjustment correction will continue into the first half of next year.
Observing the trend of semiconductor packaging and testing inventory de-inventory, the chairman of panel driver chip and memory packaging factory Nanmao Zheng Shijie pointed out that there are two testing time points, one is after the Chinese New Year in January next year and the other is in the second half of next year, also can observe the wafer inventory, fab crop rate, and personal computer demand situation, as to when the boom will revive, depends on the inventory correction situation.
Test interface factory precision test general manager Huang Shuike pointed out that the semiconductor industry inventory is high, the market evaluation until the end of the second quarter of next year will be obvious to remove, test interface is expected to see the earliest in the first quarter of next year whether the demand began to warm up.
According to the company's analysis, this time the semiconductor industry inventory adjustment will take longer than the market expects, mainly because manufacturers not only need to face excessive stockpiling during the epidemic, but also may face an economic recession in the next year and affect the demand situation. The company predicts that this adjustment in semiconductor inventories will continue into the second half of next year, rather than the market's optimistic expectation that it will be completed in the first half of next year.
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