Inflation poisoning IT business, "chip" is not lacking, but costs are rising - purcha

Inflation poisoning IT business, "chip" is not lacking, but costs are rising - purcha - Printable Version

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Inflation poisoning IT business, "chip" is not lacking, but costs are rising - purcha - ji2222 - 08-15-2022

[Image: 420fa43ce0d4831e23fd6559ae8e428b.jpg]

[Image: 420fa43ce0d4831e23fd6559ae8e428b.jpg]

Inflation poisoning IT business, "chip" is not lacking, but costs are rising - purchasing power is falling - stock is overflowing

world economic crisis 'Inflation poisoning' disrupts thexo slotelectronic IT industry from upstream to downstream. Major chip makers signal clearly at the end of the year. Prepare to raise prices wildly. "Chips" are not lacking, but the purchasing power is gone, pushing inventory overflow.

On July 17, 2022, news reports from Nikkei Asia indicate that Intel, the largest US chipmaker, plans to raise prices for microprocessors. central processing chip and chips for peripherals, such as chips for wifi transceivers, could be up 10-20% in 4Q22. due to inflation

But there is an equally worrisome thing: a drop in consumer spending as a result of the same factor makes it difficult to make price decisions, making the price increase still not conclusive on what it will be. From single digits to 10-20%, which varies by chip type.

And it's not just Intel, but other chipmakers are also set to raise prices, including China's Semiconductor Manufacturing International Corp. or other smaller chipmakers that have begun to inform investors about rising material costs. need to raise prices Otherwise, the gross margin will be reduced by 10%.

Meanwhile, chip raw material suppliers such as Shin-Etsu Chemical, Sumco and Showa Denko have informed customers that they will raise prices by at least 20%.

In line with the assertion Ms. Doris Hsu, CEO of wafer material maker GlobalWafers, (Silicon wafers are core components of electronic integrated circuits.) Recently, the world's No. 3 is raising prices for chip customers.

Nikkei Asia further reports that smartphone demand Personal computers, TVs and game consoles declined over the past half year, resulting in Electronic device manufacturers have “Out of stock” or goods that have not been sold have increased substantially. The world's largest mobile phone and IT equipment maker, Samsung Electronics, has prompted suppliers to suspend shipments of raw materials used in the production of many devices.

In addition, PC computer manufacturers Acer, a major Intel customer, has warned of a market recession, with Acer Taiwan Chief Executive Jason Chen telling Nikkei Asia that his company has no longer a shortage of chips.

“Some chip supplier CEOs even called me. to ask to buy more chips, but the situation has now changed.”

Nikkei Asia also reported that Asia's largest chip factory, TSMC (Taiwan Semiconductor Manufacturing Co.), has warned that Although the company's profit rose more than 76% to a record high in 2Q22, there were "excessive inventory" conditions that accumulated during the latter part of this year and the following years incurred by customers and Will affect those who produce chips.