A new normal is dividing the global chip industry

  • 📰 TechCentral
  • ⏱ Reading Time:
  • 42 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 20%
  • Publisher: 71%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

The divide between the biggest chip makers and those highly dependent on demand for mainstream products is set to worsen.

are at a record high, and a global economic downturn is unlikely to change that picture. But an increasingly tense geopolitical environment and continued supply-chain friction is dividing the largest from other semiconductor manufacturers, which could impact how well they survive.

Inventory days, a measure of how long it takes to sell and replace stockpiles, have never been higher at dedicated chip foundries TSMC, United Microelectronics and Semiconductor Manufacturing International. Those three companies are ranked number one, three and five in global made-to-order market share — accounting for 67% of the total. Data from Samsung Electronics, the second largest foundry, isn’t analysed here because the company doesn’t provide data for its contract chip business.

Digging deeper, we can see that manufacturers outside TSMC and possibly Samsung are still holding on to higher stockpiles as sales slow. At the end of June, inventory at TSMC, which accounts for around 55% of the foundry market, was equal to 40% of that quarter’s revenue. Its rivals collectively had a figure of 57%.

 

コメントありがとうございます。コメントは審査後に公開されます。
このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 8. in JP

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Greenback gains, Aussie tumbles after weak Chinese data - SABC News - Breaking news, special reports, world, business, sport coverage of all South African current events. Africa's news leader.The safe-haven US dollar bounced on Monday while commodity-sensitive currencies including the Australian dollar tumbled after a new batch of disappointing Chinese data bolstered global recession worries. I’m gradually making more earnings now in my trades but with the aid of a trader that was recommended and now I'm recommending her to y'all EliDonovan01
ソース: SABCNews - 🏆 37. / 51 続きを読む »