[Reporter Hong Youfang/Hsinchu Report]With the continuous inventory adjustment in the semiconductor supply chain, the IC design industry also continued to actively digest inventory in the first quarter of this year, coupled with price cuts to sell, affecting the decline in revenue and profits of various companies, and operating During the bottom period, it is estimated that the temperature will gradually recover from the second quarter. As a result, the capacity utilization rate of wafer foundries in Taiwan, South Korea, and China will decline even more. With the “100-chip” promotional strategy, the IC design industry has more opportunities to choose to switch to foundries, whichever is “vulgar and big bowl”, which is expected to help IC design reduce the cost of wafer production.
According to the design service industry, since the beginning of this year, the capacity utilization rate of wafer foundries in Taiwan, South Korea, and China has dropped significantly. In particular, the mature processes of second-tier factories can be negotiated, and there is even a promotional strategy of “1000 pieces for production, free 100 pieces”, similar to Wafer The rebate subsidy method, but some are limited to new products or a certain order quantity per quarter to enjoy the discount.
On the whole, the IC design industry now has more opportunities to choose OEMs. Cheaper prices and better yields will help reduce the cost of wafer production, but clients will also consider whether there is demand? Is the overall condition worthwhile? For example, a new mask needs to be opened when the factory is transferred, which will increase the cost of a considerable amount of mask.
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