IT House reported on May 23, according to DigiTimes, some foundries said that the new production capacity of foundries and IDM factories will start to increase in 2023, and 2024 and 2025 will be the peak of energy consumption, when demand will be high. If it does not continue to grow rapidly as expected, it means that there will be serious excess capacity.
IT House learned that the global semiconductor shortage that started last year has not improved significantly in the near future, so major semiconductor foundries have built factories to expand production. For example, TSMC said last month that the global chip shortage may continue. Capacity will be tight for all types of chips made.
TSMC CEO Wei Zhejia said on an earnings call that manufacturers are expected to stockpile more chips and other components than usual after some recent major events disrupted global supply chains.
In addition, Morgan Stanley’s recent report also pointed out that due to the weakening of terminal market demand, which was previously expected to rebound in the second half of the year, except for TSMC, the capacity utilization rate of wafer foundries in the second half of the year will decline, and customers may violate long-term contracts and cut orders. High chip inventories may be written off.
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