According to Taiwan media, the recent market situation of 8-inch wafers has taken the lead in reversing, turning sharply downward. It is expected that in the later period, it will spread to 12-inch memory chip wafers, and then extend to 12-inch logic IC applications. It is expected that the client will make inventory adjustments from the fourth quarter to the first quarter of next year.

In addition, the source also mentioned that some wafer manufacturers have agreed to the requirements of some downstream long-term customers, delaying the delivery schedule, while some wafer manufacturers have not yet made concessions to customers.It is understood that the wafer foundry customers cut orders and the capacity utilization rate declined, which also gave the car enterprises that had previously made a big chip shortage and only wanted to produce without asking the price saw an opportunity.

Digitimes quoted the semiconductor industry as saying that some auto enterprises and chip industry players seized the opportunity to try to renegotiate with the wafer foundry in the fourth quarter.

It is said that, including TSMC, the full capacity of some wafer foundries has loosened since Q2. However, TSMC is still able to support the advantages of capacity and technology leadership, but it has begun to feel pressure recently.

Although the proportion of automotive chips in the overall revenue of TSMC or second-line manufacturers is not high, as such demand is a small number of products that are still growing, more semiconductor chips will be used in electric vehicles in the future, and the future is foreseeable. Therefore, how to maintain long-term cooperation with stronger automotive customers and maintain the existing gross profit has become the focus of the industry on TSMC and second-line manufacturers.