Semiconductor Industry

[winston]

Glut brewing in US$161bil chip sector

By TIM CULPAN

Prices of DRAM, the most ubiquitous of chips, will likely fall 15% in 2022.

While demand is forecast to climb 17.1%, supply growth will be stronger at 18.6%.

NAND, which is used to store data in smartphones and computers, though with a less-severe decline of up to 5%.

Source: Bloomberg

https://www.thestar.com.my/business/bus ... hip-sector

[winston]

Chip shortage risks becoming a glut in 2023 as fabs scramble to add capacity, say analysts

There is potential for overcapacity in 2023 as larger-scale fab expansions come online towards the end of 2022, according to IDC Research

The semiconductor industry is highly cyclical, running through a peak-to-trough cycle every 4 to 6 years.

by Che Pan

Source: SCMP

https://www.scmp.com/tech/tech-war/arti ... pacity-say

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https://m.youtube.com/watch?v=Gy2VPut2BqM

[behappyalways]

The semiconductor boom in Malaysia
https://m.youtube.com/watch?v=VZMjP-Fw1rI

[behappyalways]

Chip Delivery Times Hit Record As Shortage Worsens
https://www.zerohedge.com/technology/ch ... ge-worsens

[winston]

My Top Sector For 2022 And Beyond

BY Matt Thalman

Source: INO.com

https://www.ino.com/blog/2022/01/my-top ... dt2Rv5BxRY

[winston]

North American semicon makers global billings up 46% y-o-y in December to US$3.92b, says SEMI

by Surin Murugiah

The billings figure is 0.5% lower than final November 2021 billings of US$3.93 billion and 46.1% higher than December 2020 billings of US$2.68 billion.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... -says-semi

[winston]

Biden team says global chip shortage to stretch through 2022

Will persist until at least the second half of this year, promising long-term strain on a range of US businesses including auto makers and the consumer electronics industry.

The companies “did not see the problem going away in the next six months”.

Five days of inventory, no room for error.

Some products continuing to be delayed by the scarcity of parts into 2023. While the industry may never be able to escape its roller-coaster nature, the current demand boom may last until 2025.

The shortage is particularly impacting the medical device, broadband and auto industries.

Source: Bloomberg

https://www.theedgemarkets.com/article/ ... rough-2022

[behappyalways]

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