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"Unable to stop" chip expansion tide! Global chip enterprises have expanded their production, and the remaining inventory has reached a new high in 10

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Update time : 2022-08-16 15:42:05
        The chip market has begun to diverge, but at present, countries are still improving chip production capacity, chip enterprises have also formulated plans to expand production, and the crazy influx of capital from all walks of life has intensified the market's concern about the future chip overcapacity.
        In 2021, the world shipped 1.15 trillion chips. The global "core shortage" in the past two years has enabled many chip manufacturers to continuously expand production and increase energy. At the beginning of this year, Intel announced the construction of two new chip factories in Ohio, with an initial investment of more than US $20 billion. It is expected to start construction this year and put into production by the end of 2025. This makes the residents who have lived here for generations feel very sad because they have to sell their houses to the Intel factory.
        Liu Xingliang, member of the information and communication economic expert committee of the Ministry of industry and information technology: according to incomplete statistics, from 2020 to 2024, a total of 25 8-inch and 60 12 inch wafer factories will be built, with a total investment of nearly 1 trillion yuan. By then, the global capacity of 8-inch wafers will be increased by nearly 20%, and the capacity of 12 inch wafers will be increased by nearly 50%.
        Corresponding to the production capacity is the continuous increase of inventory level. According to the Nikkei news report, taking nearly 2350 chip related listed manufacturing companies around the world as objects, it is learned that the inventory amount in the first quarter of 2022 is about 97 billion US dollars higher than that at the end of 2021, and both the remaining inventory and the increment are the highest in 10 years.
        Zhang Monan, deputy director and researcher of the US European Research Department of the China Center for international economic exchange: in the past two years, large chip manufacturers have been frantically expanding their production. However, the global economic growth is slowing down and the demand is weakening, so there is a structural phenomenon of excess supply.

 
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