According to the Taiwan media “Juiheng.com” reported, TSMC and LMC Law said that customers have begun to reduce inventory levels, affected by the slowdown in customer demand, upstream silicon wafer fabs will be synchronized impact.
TSMC pointed out that this quarter, there are mature process customers to adjust the order, Hopefully, the global crystal is also facing the same below 6-inch small size capacity loosening, silicon wafer market conditions appear signs of cooling.
Global crystal said, 6-inch small size silicon wafer order visibility has indeed been shorter than before, but at present 8-inch, 12-inch has not seen customers cancel orders or delay pulling goods, production capacity also maintain full, it is estimated that the next wave of correction will be 8-inch silicon wafers.
Wafer Works pointed out that the 6-inch and other small size production capacity is indeed slightly loose, 8-inch production capacity continues to be fully loaded, recently really see customer demand began to cool, the fastest fourth quarter will see customers have more obvious inventory correction situation.
