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Customers of the semiconductor seal testing plant accelerate the exfoliating inventory in the first half of next year, demand or warning in the second half of the year

  • Source:Network finishing
  • Release on:2022-12-08

News on December 5th, it is reported that the global semiconductor industry inventory adjustment period may be longer than the market expectations. Among them, customers in the Taiwan sealing and testing plant will accelerate exfoliating inventory in the first half of next year, and we look forward to the demand for warming in the second half of next year.

Taiwan media pointed out that the semiconductor seal seal and testing plant will continue to adjust the inventory in the first half of next year, and Dong Hongsi, the chief financial officer of Sun Moonlight Investment Control, estimates that the automotive and Netcom applications will continue to be strong in the first quarter of next year, but the adjustment and correction of industrial inventory will continue until the first half of next year.

Observe the trend of semiconductor sealing and testing inventory, Zheng Shijie, chairman of Nan Mao, chairman of the panel drive chip and memory sealing and testing plant, pointed out that there are two testing time points, one is after the Chinese New Year in January next year, and the other is the second half of next year.Round inventory, wafer fabal mobility, and personal computer demand status, when the prosperity returns to warm up, depends on the inventory correction status.

Huang Shui, general manager of the test interface factory, can be pointed out that the semiconductor industry inventory is high, and the market evaluation will not be significantly extended until the end of the second quarter of next year. The test interface is expected to see whether the demand starts to warm up in the first quarter of next year.

It is learned that the legal person's analysis said that the adjustment of the semiconductor industry inventory will last longer than the market expectations. The main reason is that manufacturers not only need to face excessive stocking during the epidemic, but also facing economic recession and affecting demand in the next year.The legal person estimates that this semiconductor inventory adjustment will continue until the second half of next year, rather than the market optimistic expectations will be removed in the first half of next year.

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