Shulou(Shulou.com)11/24 Report--

CTOnews.com, June 4 (Xinhua)-- due to geopolitics, global inflation and weaker chip demand, DIGITIMES Research expects global wafer foundry revenue to fall by 9.2% in 2023.

According to the May 2023 data, global contract manufacturing income has shrunk to $128 billion (CTOnews.com Note: currently about 907.52 billion yuan), down from $134.5 billion in March (currently about 953.605 billion yuan).

Inventory adjustment in the first half of 2023 took longer than expected, and weak chip demand posed a challenge to the revenue outlook for global fabs, the agency said. Eric Chen, an analyst at the agency, stressed that while the AI boom is boosting the high-performance computing (HPC) market, overall demand for contract manufacturers remains weak because of the global economic slowdown.

Analyst Eric Chen stressed that while the AI boom is boosting the high-performance computing (HPC) market, overall demand for foundry remains sluggish due to the global economic slowdown. Although the e-supply chain is expected to regain balance in the second half of 2023, there is no typical peak season inventory trend.

Telecommuting has driven strong sales of consumer electronics since the outbreak, but shipments of smartphones, PCs and laptops all fell last year. Only the server market has benefited from healthy growth in demand from large data center operators.

In response to the recession, chipmakers are seeking to reduce capital expenditure and production in 2023, so analysts expect shipments of these four categories to continue to decline.

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