達爾總裁盧克修 半導體景氣第3季絕對會回 - 工程師
By Brianna
at 2023-01-19T08:45
at 2023-01-19T08:45
Table of Contents
達爾總裁盧克修 半導體景氣第3季絕對會回升
2023/01/18 21:07:31
聯合報 記者簡永祥/台北即時報導
達爾集團總裁盧克修今日出席子公司德微及亞科旺年會時指出,半導體景氣德循,每次都
呈現「鐘擺效應 」,缺貨時大家搶貨、搶產能;需求轉弱同樣也會調節產能、過度修正
庫存;依半導體庫存調節於去年第3季開始調節估計,今年第1季會是谷底,第2季逐步改
善;第3季景氣絕對會回來。
至於這波半導體調整,盧克修那個庫存修正最厲害,就會先回升!慮克修表示,原先搶翻
天的疫情帶動數位轉型相關產品如筆電、電視等消費性產品,接著手機也受到總體經濟不
佳跟著修正,相關3C(消費、電腦及通訊)今年上半年仍處於庫存調整期;雲端及資料中
心產品接著修正,依據鐘擺效應推算,今年上半年整個產業會進入過度庫存修正,下半年
景氣一定會回來。
至於車用相關產品,雖然近期缺貨情況隨晶圓廠產能鬆動而舒緩,但還是有很多晶片短缺
,產業供需情況仍平穩。
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