Changes in semiconductor factory utilization rates have always been an important indicator that affects a company's profits and losses. TrendForce's latest research estimates that Samsung Electronics' 8-inch wafer fab utilization rate may drop to 50% in 2024, mainly due to shrinking global semiconductor demand, which is unlikely to pick up for a while, and Chinese customers switching orders in response to U.S. sanctions , dragging down Samsung’s order intake.
Korean media "BusinessKorea" reported that according to a TrendForce report on October 12, the utilization rate of Samsung's 8-inch wafer fab will drop to 50% in 2024, continuing the decline in utilization rates since the second half of this year. Reasons include continued interest rate hikes around the world to combat high inflation, customers reducing wafer production, and the escalation of U.S. sanctions on China's semiconductor industry. Chinese CMOS sensor manufacturers have switched orders and brought production lines back to China, which has also led to Samsung's move. Take the slide all the way.
Samsung has an 8-inch wafer fab at Giheung Campus in Yongin City, Gyeonggi-do, South Korea. It can produce more than 200,000 8-inch wafers per month for driver ICs, CMOS image sensors and power management ICs. and other chips with low computing requirements.
The report pointed out that the global 8-inch wafer fab utilization rate continues to decline, which is a comprehensive problem. During the previous COVID-19 epidemic, 8-inch wafer foundry orders were fully loaded, catalyzed by 5G and long-distance business opportunities, but now demand has cooled significantly, and the utilization rate remains at about 50% to 60%. In order to adjust inventory, system semiconductor companies such as Germany's Infineon have reduced their wafer production to wafer foundries. Taiwanese manufacturers UMC (2303) and World Advanced Micro Devices (5347) are facing a wave of order cuts.
In contrast, the 8-inch wafer utilization rate of Chinese semiconductor factories is expected to rise against the trend. TrendForce predicts that Huahong Semiconductor (HHGrace)'s 8-inch wafer utilization rate will reach 80% to 90% in 2024. Mainly Benefiting from the U.S.'s severe sanctions on China's semiconductor industry, China is forced to accelerate the localization of chips.
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半導體廠稼動率變化，向來是影響公司盈虧的重要指標。TrendForce最新研究估計，三星電子(Samsung Electronics)8吋晶圓廠2024年稼動率恐掉到50%，主要因全球半導體需求萎縮，一時半刻難見起色，加上...
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