半導體轉弱 IC設計業砍單 - 工程師
By William
at 2022-09-05T08:47
at 2022-09-05T08:47
Table of Contents
半導體轉弱 IC設計業砍單
2022/09/05 03:39:54
經濟日報 記者鐘惠玲/台北報導
半導體市況轉弱,IC設計業者正面臨庫存滿手、不得不砍晶圓代工訂單窘境,直言「現在
還看不到市況何時落底」,所以要比誰的現金多能撐著,而且不能虧錢。
IC設計高層指出,有些人可能覺得經過今年下半年,半導體市況就可調整完畢,但也有悲
觀看法認為到明年上半都不見得可以恢復正常,或許要等到明年下半才好些。
就目前的產業狀況來看,IC設計業砍晶圓代工投片量的聲浪四起。以國內一家年營收逾百
億元的IC設計業者為例,即便之前沒額外爭取太多晶圓代工產能,目前代工訂單還是得減
少一至兩成。
另外一家也具規模、先前備貨積極的業者,5、6月開始砍單,本季加強下修力道,投片量
較第2季相比銳減五成。還有一家原本下半年展望很樂觀的IC設計業者也已轉變態度,提
到其第4季會拿到的晶圓產出量,估計僅有第3季的五至六成。
IC設計業者不諱言,現在「很難有好消息」,以需求面來說,進入7、8月後,市況「愈看
愈不對」,客戶一直下修訂單量,「因為客戶的客戶持續砍單」,客戶端控制庫存的意志
很堅定。至於供給面,必須壓得住庫存,畢竟庫存是拿錢去換來,但現在即使降價求售也
可能賣不出去。
https://reurl.cc/GEnAvd
--
Tags:
工程師
All Comments
By Irma
at 2022-09-04T16:45
at 2022-09-04T16:45
By Noah
at 2022-09-07T16:16
at 2022-09-07T16:16
By Catherine
at 2022-09-04T16:45
at 2022-09-04T16:45
By Emma
at 2022-09-07T16:16
at 2022-09-07T16:16
By Hardy
at 2022-09-04T16:45
at 2022-09-04T16:45
By Sarah
at 2022-09-07T16:16
at 2022-09-07T16:16
By Selena
at 2022-09-04T16:45
at 2022-09-04T16:45
By Selena
at 2022-09-07T16:16
at 2022-09-07T16:16
By Zora
at 2022-09-04T16:45
at 2022-09-04T16:45
By Quintina
at 2022-09-07T16:16
at 2022-09-07T16:16
By Andy
at 2022-09-04T16:45
at 2022-09-04T16:45
By Irma
at 2022-09-04T21:48
at 2022-09-04T21:48
By Tom
at 2022-09-04T16:45
at 2022-09-04T16:45
By Yuri
at 2022-09-07T16:16
at 2022-09-07T16:16
By Queena
at 2022-09-04T16:45
at 2022-09-04T16:45
By Carolina Franco
at 2022-09-07T16:16
at 2022-09-07T16:16
By Lucy
at 2022-09-04T16:45
at 2022-09-04T16:45
By Ingrid
at 2022-09-07T16:16
at 2022-09-07T16:16
By Olga
at 2022-09-04T16:45
at 2022-09-04T16:45
By Edwina
at 2022-09-07T16:16
at 2022-09-07T16:16
By Blanche
at 2022-09-04T16:45
at 2022-09-04T16:45
By Jacob
at 2022-09-07T16:16
at 2022-09-07T16:16
Related Posts
竹科UMC
By Lauren
at 2022-09-04T23:56
at 2022-09-04T23:56
微軟調整雲端授權政策 亞馬遜、Google不
By Gary
at 2022-09-04T20:20
at 2022-09-04T20:20
台積蘋單挹注 拚營收季季高
By Rosalind
at 2022-09-04T12:33
at 2022-09-04T12:33
10萬到職獎金 台積電「預辦登積計畫」大
By Daph Bay
at 2022-09-04T10:40
at 2022-09-04T10:40
台企業百強!科技業占六成 蔡明介奪領袖
By Selena
at 2022-09-04T08:45
at 2022-09-04T08:45