2022: when does the chip end in winter?

Published:

2022-12-30

Last year, the world was experiencing a crisis of chip shortages, with industries ranging from smartphones to PC to cars scrambling for chip production capacity and increasing inventories.

Last year, the world was experiencing a crisis of chip shortages, with industries ranging from smartphones to PC to cars scrambling for chip production capacity and increasing inventories.
Qualcomm CEO Ammon couldn't sleep all night, Xiaopeng Chairman he Xiaopeng was also worried about the chip cut-off, and Xiaomi founder Lei Jun also replied with the word "alas" at the bottom.
On the other hand, some people describe wafer foundry as making money while worrying about insufficient production capacity and unable to make more money.
This year, the cold winter began to sweep the consumer electronics market, and then the chip industry.
In August, Huawei founder Ren Zhengfei issued a warning to recognize reality and make survival the main platform.
While A shares plummeted, the meme of "passing on the cold to everyone" also went viral on the Chinese Internet.
Since the beginning of the year, the consumer electronics industry has entered a full-scale recession.
The main businesses of Samsung, OPPO, vivo, Xiaomi, Dell and Lenovo are all experiencing serious declines. in the consumer market, PC and smartphones are no longer available, coupled with high inventories, manufacturers are notifying upstream suppliers to cut orders or even suspend delivery.
Of course, chips are also included. In the face of blocked shipments, chip designers can only turn around and notify upstream wafer factories-- they can't sell any more, and our chip orders will have to be cut.
Upstream wafer foundry has suffered one wave after another of merciless orders since the middle of the year, and TSMC has also been receiving orders from big customers such as Apple, Nvidia, AMD, MediaTek and Qualcomm.
The chip industry is no stranger to the downward cycle, but the industry as a whole is experiencing its worst decline in the past few years.
And where the end of the cold wave is, no one can be sure that there are too many uncertainties in the external environment, such as the economic cycle, the epidemic, the recession of downstream industries, the ebb of globalization, and so on.
The only thing that is certain is that, as the bottom of the entire technology industry, technological leadership is still the key to the chip industry through the cold winter.
Talent, inventory and investment have become the main theme.
This month, memory chip giant Micron announced plans to cut jobs by about 10%, stop bonuses and cut executive salaries, and 4800 Micron employees will be forced to leave.
Prior to this, the company had reduced production of DRAM and NAND wafers to cover all technology nodes.
SK Hynix, the world's second-largest DRAM factory, followed suit, saying it would slash capital expenditure by about 70 to 80 per cent in 2023, making it the largest internal storage manufacturer reported to have adjusted capital expenditure.
Intel is also shrinking in response to the continued decline in the PC industry.
Company CEO Pat Kissinger said he expects to achieve $3 billion in cost cuts in 2023. As part of Intel's "voluntary vacation" program, as many as 2000 manufacturing employees in Ireland are also required to take unpaid leave, and the company plans to cut thousands of jobs worldwide.
More chipmakers are shrinking talent, inventory and other expenses. ARM has cut about 1000 jobs worldwide, Seagate has announced that it will cut 3000 jobs worldwide, and the wafer factory lattice core will cut 800 jobs worldwide by the end of the year.
Chip companies around the world are going through a tough winter.

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Totally angry! The American giant "declared war" on the European Union! Plummeting 25%, the chip country is in a hurry!

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Totally angry! The American giant "declared war" on the European Union! Plummeting 25%, the chip country is in a hurry!

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