晶片「供過於求」太恐怖!大老闆1通電話 - 工程師

By Selena
at 2022-07-17T22:27
at 2022-07-17T22:27
Table of Contents
作者: b19880115 () 看板: Stock
標題: [新聞] 晶片「供過於求」太恐怖!大老闆1通電話
時間: Sat Jul 16 09:25:24 2022
晶片「供過於求」太恐怖!大老闆1通電話爆悲慘內幕
https://www.chinatimes.com/realtimenews/20220716000004-260410?chdtv
06:002022/07/16 中時新聞網 郭宜欣
由於通膨問題嚴重,導致消費者需求放緩,進而影響到晶片業、半導體產業的景氣,市場
「供過於求」雜音頻傳,宏碁董事長兼執行長陳俊聖也透露,日前接到供應商電話詢問「
要不要買、要不要再買」言下之意代表,當前狀況已經逐漸趨向買方市場,更與疫情期間
、大缺料時期的賣方市場有所不同。
中央社報導,陳俊聖坦言,宏碁早在1月就已經嗅到市況出現改變,因此開始控制庫存數
量,甚至向上游提醒此狀況時還被認為「瘋了」他也透露,有些半導體供應商還覺得沒事
,嘻嘻哈哈、吃吃喝喝。
宏碁提早警覺市場將出現反轉,接下來能更淡定的面對震盪,陳俊聖說,「這2天許多做
半導體、硬體的CEO(執行長)在call我,問我要不要買、要不要再買,還說看一看你們
(宏碁)的庫存最好、最安全,這對宏碁來說是一項優勢。」
陳俊聖過去曾在英特爾、台積電擔任過高階主管,因此也被問及對晶片業的看法,他示警
,台灣晶片廠砸下2.4兆擴廠,超過政府一年的總預算,因此如果產業景氣出現反轉,而
產能利用率無法跟上,恐會動搖國本。
至於宏碁要如何面對,陳俊聖已有策略,PC本業要先把安全帶拉好,新創事業的「小虎隊
」要擋在前面,整體而言,在此狀況下要追求成長並不實際,只要表現優於同樣就好。
心得:護國神山終有頭,台灣除了台積電以
外還需要其他的產業,不然遲早會吃
完老本。
--
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