UPDATED. 2024-07-19 07:49 (금)
Global chip foundry market set to start recovering in second half
Global chip foundry market set to start recovering in second half
  • Noh Tae Min 기자
  • 승인 2023.06.22 15:40
  • 댓글 0
이 기사를 공유합니다

TSMC believes recovery to start backed by AI demand
Full recovery expected next year
Image: TheElec
Image: TheElec

The global chip foundry market seems to have hit its lowest point during the first half of this year.

TSMC and sources based in South Korea TheElec talked to believe the market will start seeing demand recovery again in the third quarter of this year.

The main driver of this recovery seems to be ChatGPT which kicked off the high demand for chips for AI applications.

TSMC, the world’s largest chip foundry, manufactures Nvidia’s A100 and H100.

The Taiwanese chip giant’s revenue in May was 7.35 trillion won, down 4.9% from a year earlier but higher by 19.3% than the previous month, a positive sign for a turnaround.

In its shareholders’ meeting earlier this month, TSMC said it has passed the down cycle in profits and inventories of customers were decreasing.

The company has finished preparation for the next up cycle of the market that is expected to start next year, TSMC noted.

Compatriot foundry UMC’s May earnings also showed a slight improvement from April.

As listed Taiwanese chip companies reveal their revenue for the prior month every month, they are a barometer of the direction of the global chip market in general.

Chinese foundry SMIC also reiterated a similar view, saying demand for chips is expected to grow in the mid-to-long-term.

Sources at South Korean foundry companies Samsung and DB Hitek said they are also expecting a similar forecast.

While their second-quarter earnings will be worst than the first, the companies expect factory operation rates, which are at around 70% as of the first quarter, to start recovering during the second half from new product launches of customers.

Due to US sanctions, more Chinese fabless chip companies are also approaching South Korean foundries to handle their manufacturing, the sources also said.

삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr