Adverse factors such as inflation, the outbreak of war with a black swan effects, not only seriously sum of power plant, now also to the upstream of the semiconductor industry and especially the recent weak panel industry was the first to suffer, not only offer below 2020 lows, research institutions more forecasts, panel factory in the second quarter will be a loss, the industry, for driver IC factory opened the first gun, slash the wafer foundry cast slice, The range is as high as 20 to 30 percent, and then there are consumer IC companies also brewing cut orders, a semiconductor "cut single storm" is coming.
Affected by the Russia-Ukraine war, the epidemic containment in mainland China and global inflation pressure and other adverse factors, NB shares were the first to be hit by air strikes due to the broken chain. Brand operators are more worried about the inflation pressure in the second half of the year, which may cause a market crash and the coming of the inventory tsunami.
Coincidentally, the semiconductor industry also spread the wind recently, by the panel price plummeting impact, the upstream drive IC factory has been brewing to cut the wafer foundry chip quantity, although the industry is reluctant to talk more, but privately said, "behind the order does slow down."
According to WitsView, a unit of Cyberbond, which recently released panel prices for late May, 32-inch TV panels plunged more than 10%, falling below the 2020 low, while 65-inch panels also fell $13, or 8.4%. Panel prices straight down, in addition to reflect the lack of market demand, continuous control is also a negative factor, research and adjustment agencies predict panel factory in the second quarter of the fear of a monthly loss, the panel factory in the second half of the year to increase the pressure, with the burn to the upstream drive IC factory had to respond to.
Although recently including TSMC and umc are called New Year wafer foundry quote, but everything duck prophet, the worst of the previous price, driver IC industry has felt the market reversal atmosphere, especially in the last two years to no laptops, monitors are not shout out of stock, plus the mainland operators cut sheet again, have had to temporarily first wait and see, Avoid the second half of the inventory tsunami.
"In addition to drive IC, there are also consumer IC factories, began to pay attention to the market reversal problem, originally to the wafer foundries to buy more capacity, also began to evaluate whether not to place orders first, semiconductor industry will really cut a single tide, no one can say." Industry said.
