According to a new report by TrendForce, foundry output is expected to decrease by about 4% year-over-year in 2023, with the rate of decline even greater than in 2019.
The report shows that the foundry output is expected to decrease by 4% year-on-year in 2023.
The report shows that the capacity utilization rate of foundries from the first quarter to the second quarter is not satisfactory, and some processes in the second quarter are even lower than in the first quarter, and orders have not yet shown obvious signs of return. Looking ahead to the second half of the year, even if some of the products that began earlier in the inventory correction cycle will likely be stocked for the end-of-the-year festivities and orders to fill the phenomenon, the global political and economic trends are still the biggest variables, capacity utilization rate back up is not as fast as expected.
TrendForce Tiburon Consulting said that the third quarter from eight inches and twelve inches capacity utilization rate will be more obvious. However, taking into account that the overall economic situation is still uncertain, the overall rate of increase is limited, and it is difficult to return to full capacity in a short period of time.
In terms of capacity layout, in recent years, there will be more than 20 new fabs planned worldwide, including 6 in China, 5 in Taiwan, 5 in the United States, 4 in Europe, 4 in Japan, Korea and Singapore.