According to the relevant expectations of Taiwan’s semiconductor industry, the inventory adjustment of the global semiconductor industry may continue. In the first half of 2023, customers of packaging and testing factories in Taiwan will give priority to removing the large amount of inventory accumulated before, and demand may only pick up in the second half of the year.
ASE Group is one of the largest semiconductor manufacturing service companies in the world. It has long provided the best service and the most advanced technology to global customers. It focuses on providing semiconductor customers with complete packaging and testing services, including wafer front-end testing and wafer needle testing to back-end The integrated service of packaging, material and finished product testing.
Dong Hongsi, chief financial officer of ASE Investment Holdings, believes that automotive and Netcom applications will continue to be strong in the first quarter of next year, but the adjustment and correction of industrial inventories will continue into the first half of next year. Also watch wafer inventory, fab utilization, and market demand.
Huang Shuike, general manager of the test interface factory Jingce, said that the high inventory of the semiconductor industry will not have results until at least the end of Q2 in 2023. The test interface expects to see whether the demand can reach the expected recovery in the Q1 quarter of next year at the earliest.
It is reported that because semiconductor manufacturers not only have to prevent a large amount of inventory during the period of sluggish demand, but also have to prevent a long-term economic recession in the future from affecting demand, the inventory adjustment of the global semiconductor industry is taking longer than expected.