Global semiconductor companies have cancelled orders

 

According to reports from the media, according to Taiwan-based equipment manufacturers, ASML has been greatly cancelled orders, and some customers have cancelled more than 40% of their orders. In addition, the frenzied competition for EUV equipment between Intel, Samsung Electronics and #TSMC has cooled down.

Previously, the global #semiconductorindustry industry has experienced an unprecedented "chip shortage tide" in the past three years, and the scale of the global integrated circuit market in 2020 and 2021 hit a record high.

In response to the previous "chip shortage" phenomenon, many chip manufacturers have increased production, resulting in increased supply and reduced demand. Coupled with the decline in demand for consumer electronics terminal products, the performance of semiconductor companies has been greatly affected.

Since the second half of 2022, the global #chip enthusiasm has begun to subside. From the perspective of industry dynamics, the efficiency of semiconductor giants such as AMD Semiconductor and Intel has dropped sharply, and many companies have announced plans to reduce capital expenditures. Therefore, it can be said that the global semiconductor industry is currently in a downward cycle, but when it will usher in a recovery requires further observation.