According to Taiwan's Economic Daily News, research firm TechInsights recently released an analysis of the 2023 semiconductor-related market situation after acquiring ICinsight, saying that the semiconductor market began a new year in 2023, with the downturn in memory market conditions continuing to affect related manufacturers' capital expenditure reductions and expansion plans slowing down.
TechInsights said that from the semiconductor market situation, the market for memory chips continues to be sluggish, which also makes the demand for memory chip equipment orders continue to decline, hitting a new record since September 2019, and many manufacturers are struggling to cope with weak demand and serious inventory problems.
In addition, DRAM and NAND price performance indices continue to fall, while MPUs are flat, but inventory and turnover ratios continue to be too high.
IT Home has learned that TrendForce indicated last month that Client SSD demand will slow down significantly in the future, which in turn will limit the overall NAND Flash demand bit growth, with the annual growth rate expected to be less than 30% from 2022-2025.
source：aijiwei
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