People in the industry chain: the demand of wafer-free manufacturers for 22/28nm and 40nm processes is relatively stable.

January 18 news, according to foreign media reports, the decline in consumer electronics demand for chips has spread to the wafer foundry field. TSMC, the world's largest foundry foundry, experienced a decline in revenue in the fourth quarter of last year. They expect a greater month-on-month decline in the first quarter of this year, and may also decline in the first quarter of this year.

For wafer foundry, a source from the industry chain said that compared with other processes, the demand for 22/28nm and 40nm processes from wafer-free manufacturers has been relatively stable.

From the relevant media reports, the demand for 22/28nm and 40nm process is relatively stable, mainly because there are a large number of terminal products in the world, which need these kinds of process chips.

At present, in the global foundry field, although Samsung Electronics and TSMC have successively mass-produced 5nm, 3nm and other advanced process processes, it is generally believed that the demand of non-wafer manufacturers for advanced process processes, mainly in smart phones and high-performance computing chips, there are still a large number of chips using mature process processes such as 28nm, and there is still a great demand for these processes.

CTOnews.com Note: fabless fab Mode (Fabless) refers to a semiconductor company that only designs, develops, applies and sells wafers, while outsourcing wafer manufacturing to professional fabs.