According to Taiwanese media “Juheng.com”, both TSMC and NSMC said that customers have begun to reduce inventory levels due to the slowdown in customer demand.Upstream silicon fabs will be affected simultaneously.
Taiwan Sembcorp pointed out that,This season, customers with mature processes have adjusted their ordersHejing and Universal Crystal are also facing the loosening of small-scale production capacity below 6 inches, and the silicon wafer market is showing signs of cooling.
Global Crystal said that the visibility of orders for small-sized silicon wafers below 6 inches has indeed been shortened compared with the previous one, but at present, 8 inches and 12 inches have not seen customers cancel orders or delay the delivery of goods, and the production capacity is also maintained at full capacity. It is estimated that the next wave of revisions will It will be an 8-inch silicon wafer.
Hejing pointed out that the 6-inch and other small-sized production capacity is indeed slightly loose, and the 8-inch production capacity continues to be fully loaded. Recently, it has indeed seen that customer demand has begun to cool down, and customers will see obvious inventory corrections in the fourth quarter as soon as possible.
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