chip market is concerned about oversupply, and whether TSMC will be affected has attracted much attention. (Schematic diagram/ Reuters )
The global chip shortage in the past two years has been serious, attracting many manufacturers to expand their factories and expand their production, but now they are facing the sequelae of oversupply. Chen Junsheng, chairman and CEO of Acer , warned that Taiwan is expected to build 20 12-inch wafer factories, with a total investment amount exceeding the Taiwan authorities' total annual budget of 2 trillion ( NT$ , the same below). If the industry reverses and the capacity utilization rate cannot be improved, it will shake the root cause.
Chen Junsheng was the youngest senior vice president of TSMC before taking over Acer, and also served as the global vice president of Intel . He has closely observed the changes in semiconductor and consumer electronics industries. Now he is facing a difficult period in the industry, he has a unique view.
Chen Junsheng believed in an interview yesterday (13th) that the severe situation will spread to the upstream. ETtoday reported that Chen Junsheng said that due to the long whip effect, there has been a situation of "cold lower, medium temperature, and upper heat". Acer is in the downstream of the industry and has seen the change in terminal demand. He went to the upstream to talk, but they are still dreaming.
Chen Junsheng also mentioned that Taiwan wafer manufacturers' active factory expansion strategy will have counterproductive effects. "It is expected to build 20 12-inch wafer factories, with a total investment of 2.4 trillion more than the Taiwan authorities' total budget of 2 trillion. If the industry reverses and the capacity utilization rate cannot be improved, it will shake the root cause."
Despite this, Chen Junsheng is still optimistic about TSMC, mainly because it has the technical advantages of advanced processes, but he reminds that it will be more difficult for other wafer factories to do not have such advantages. In fact, Chen Junsheng's views are similar to those of overseas financial media and analysts recently. It is generally believed that due to the rapid decline in consumer demand, a crisis of oversupply in the chip industry is about to emerge, and mature processes will be the first to be affected. (Source: Zhongshi News Network)
