Recently, media reported that the world's well-known chip IP company ARM plans to lay off 20% of its employees, which triggered condemnation from the British media, saying that this seriously violated SoftBank's promise when acquiring ARM in 2016.
is a coincidence. American chip giant Intel also has a layoff plan, with a proportion of about 20%. It will be announced at the Q3 performance conference, involving sales, marketing and other departments.
Why ARM and Intel want to lay off employees is of course because of the plunge in performance, which has exceeded expectations. These companies have to lay off employees to cut expenses.
is actually not just Intel. The performance of a bunch of chip giants who have recently announced their performance is not good, including Micron , Samsung , Nvidia, AMD , etc.
After TSMC announced its super good results for the third quarter, it was no longer optimistic about the performance of the next quarter and even 2023, saying that it would cut capital expenditures and reduce expenses, and that the semiconductor market began to weaken and entered a downward cycle.
, and in the capital market, there is even more sorrow. Intel, Qualcomm , Micron, Nvidia, AMD, TSMC, Applied Materials, Panlin Semiconductor, and ASML all fell by 40%+, or even 50% or 60%.
These giants involve IC design factories, semiconductor equipment, semiconductor materials , wafer foundry and other companies. Almost all the entire industrial chain of semiconductor is not spared.
Why are chip manufacturers so seriously injured? There are many reasons. First, the epidemic has caused the global economy to perform poorly, and the consumer electronic products are not easy to sell, and the demand for chips has decreased, resulting in the injury to the entire industrial chain.
, especially mobile phones and PCs, has greatly cut orders, which has affected the demand for products such as CPU, GPU, Soc, driver IC, DRAM, NAND, etc.
In addition, it is the consequence of the United States suppressing China's core. The United States does not allow advanced equipment, materials, etc. to be exported to China, and China is the world's largest chip market and one of the world's largest semiconductor equipment and materials markets. The ban on
has prevented many companies from selling their products to the Chinese market, resulting in a decline in sales, high inventory and declining performance.
In addition, the US ban has allowed China to accelerate domestic substitution. More and more Chinese manufacturers are using domestic chips, which has also greatly affected these international giants.
At present, the chip industry has entered a downward cycle and may fall even worse next year. I wonder if these international chip giants are ready? It can be predicted that these international giants may try every means to sell their chips to China in the future. After all, China has taken over 60% of the world's chips. As long as the Chinese market is strong, its own performance can still be saved.
