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Quarterly Results of Foundries, LTAs in Foundry Business, Indicator for real Semiconductor Slowdown

spe

New member
The foundries' quarterly figures were really strong in 2Q22 and TSMC, GloFo and SMIC expect sales to continue to rise in the third quarter (see figure below). Nonetheless, there are repeated reports that the chip shortage is now over, although this statement is based on figures from Micron, NVidia and Intel, among others, and is limited to consumer-related products. Won't the freed-up capacities at the foundries go to manufacturing for industry and automotive and then to customers further down the food chain?
Screenshot 2022-08-12 125717.png

(Note: Samsung's figures are for the whole conglomerate)

Are there any indicators of when the needs of these industries will be met?
How long are the contracts of IDMs and fabless companies with the foundries?
Could there be double bookings in foundry services?

The sword of Damocles hanging over everything is inflation and the possibility of recession, which is putting pressure on the CCI, although at least in the US inflation and producer prices have peaked.

Do you have any insights?
 

Paul2

Active member
The foundries' quarterly figures were really strong in 2Q22 and TSMC, GloFo and SMIC expect sales to continue to rise in the third quarter (see figure below). Nonetheless, there are repeated reports that the chip shortage is now over, although this statement is based on figures from Micron, NVidia and Intel, among others, and is limited to consumer-related products. Won't the freed-up capacities at the foundries go to manufacturing for industry and automotive and then to customers further down the food chain?
View attachment 860
(Note: Samsung's figures are for the whole conglomerate)

Are there any indicators of when the needs of these industries will be met?
How long are the contracts of IDMs and fabless companies with the foundries?
Could there be double bookings in foundry services?

The sword of Damocles hanging over everything is inflation and the possibility of recession, which is putting pressure on the CCI, although at least in the US inflation and producer prices have peaked.

Do you have any insights?

No, because deficit chips how now become a subject of speculation. Distributors colluding to hoard chips relevant for carmakers are very real.

Semis themselves will not lower prices on chips they know the downstream can't migrate from, and will keep prices as long as they can.
 
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