Customers of semiconductor sealing and testing plants will accelerate de stocking in the first half of next year, and the demand may be warmed up in the second half of next year

Source: Home of IT Author: Changhe

    On December 5, it was reported that the inventory adjustment period of the global semiconductor industry may be longer than expected by the market. Among them, customers of Taiwan‘s sealing and testing plants will accelerate the de inventory in the first half of next year, and expect demand to recover in the second half of next year.

    Taiwan media pointed out that the semiconductor sealing and testing factory will continue to adjust its inventory in the first half of next year. Dong Hongsi, the chief financial officer of Riyueguang Investment Control, estimated that the first quarter of next year will continue to be strong for automotive and Netcom applications, but the industrial inventory adjustment and correction will continue to the first half of next year.

    Observing the trend of semiconductor packaging and testing inventory reduction, Zheng Shijie, chairman of Nanmao, a panel driver chip and memory packaging and testing factory, pointed out that there are two testing time points, one is after the Lunar New Year in January next year, and the other is in the second half of next year. You can also observe the wafer inventory, the wafer factory‘s growth rate, and the demand for personal computers. As for when the boom returns, it depends on the inventory correction.

    Huang Shuike, general manager of precision testing of the testing interface factory, pointed out that the semiconductor industry has a high inventory, and the market evaluation will not be significantly reduced until the end of the second quarter of next year. The testing interface is expected to see whether the demand starts to warm up as soon as the first quarter of next year.

    According to the analysis of the legal person, this inventory adjustment of the semiconductor industry will take longer than the market expected. It is mainly because manufacturers need not only to face the situation of excessive stock during the epidemic, but also the situation of economic recession that may affect demand in the next year. The legal person estimated that this semiconductor inventory adjustment will continue to the second half of next year, rather than the first half of next year when the market is optimistic.