Demand for IC packaging leadframes is expected to fall further in Q4 2022, and it may take a quarter or two to see if demand will rebound, industry sources said, as inventory adjustments for consumer chips take longer than expected.
According to the Electronic Times, demand for packaged leadframes for custom high-end sensors, MEMS components and chips currently used in industrial control and automotive applications is relatively stable. However, demand related to mainstream logic computing chips and power management ICs (PMIC) remains weak.
Recently, China Taiwan packaging major Sunrise had said that it will be able to maintain sales growth in 2022, but capacity utilization will decline slightly in the fourth quarter of this year.
Sources had pointed out that the slowdown in consumer electronics demand is affecting not only second-tier back-end companies, but also leading companies such as Sun and Moon, and that utilization rates at Sun and Moon's main back-end plant in Kaohsiung will drop to between 70-80% in the fourth quarter of this year.
source：aijiweiAPP
Stay up to date with the latest in industry offers by subscribing us. Our newsletter is your key to receiving expert tips.
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor i
Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements, in what could become the first binding contracts of their kind
The semiconductor industry is bracing for further disruptions as China steps up efforts to ensure the stability of its semiconductor supply chains, according to a Reuters report. In a move aimed at mi
