According to the Taiwan, China Provincial Economic Daily quoting industry sources, the market situation of 8-inch wafers has taken the lead to reverse a few days ago, and it is expected that it will spread to 12 inch memory chip wafers and then to 12 inch logic IC applications in the later stage. It is expected that the inventory of clients will be adjusted from the fourth quarter to the first quarter of next year.STM32F427VGT6

In addition, the source also mentioned that some wafer manufacturers have agreed to the requirements of some downstream long-term customers, delaying the delivery schedule, while some wafer manufacturers have not yet made concessions to customers.

It is reported that the wafer foundry customers cut orders and the capacity utilization rate declined, which also gave the car enterprises that had previously made a big chip shortage and only wanted to produce without asking the price saw an opportunity.

The media quoted the semiconductor industry as saying that some auto enterprises and chip industry players seized the opportunity to re negotiate with the wafer foundry in the fourth quarter.

According to the latest news, Shibata Yingli, the chief executive of Renesa Electronics, an automobile semiconductor manufacturer, said that the current chip shortage is bound to last until the middle of next year.

He said that the problem was not the shortage of key semiconductors, but the lack of minor chips for peripherals. Shibata Yingli said that people may be surprised by the shortage of secondary chips, and it takes time for demand to ease.

Renesa is one of the world's three major auto chip manufacturers, and is on a par with NXP in the Netherlands and Infineon in Germany. Shibata Yingli and other insiders predict that the shortage of chips will ease around the end of this year, but sporadic shortages are expected to continue until the middle of next year.

In fact, it is said that, including TSMC, the full capacity of some wafer foundries has been loosened since Q2. However, TSMC can still support the advantages of capacity and technology leadership, but it is also beginning to feel pressure recently.

Although the proportion of automotive chips in the overall revenue of TSMC or second-line manufacturers is not high, given that such demand is a small number of products that are still growing, more semiconductor chips will be used in electric vehicles in the future, and there is hope in the future. Therefore, how to maintain long-term cooperation with stronger automotive customers and maintain the existing gross profit has become a focus of the industry for TSMC and second-line manufacturers.

Data shows that Renesa was founded in 2002 and merged with Hitachi and Mitsubishi chip divisions. Last year, it created a record sales volume of 993.9 billion yen and operating profit of 173.8 billion yen. The estimated sales volume in the first nine months of this year was 1.1 trillion yen.

The editor learned that Shibata Yingli was responsible for investing 130 billion yen in Renesa when he was a senior manager of the Japanese government and private sector operating funds. Renesa has become a major player in the embedded chip market. Embedded chips are increasingly used in household appliances and automobiles.

In fact, Yingli Shibata hopes to develop Risa electronics into a major player in the embedded semiconductor market, distinguishing it from competitors in the memory chip field dominated by South Korea and Taiwan, China province of China. He emphasized that Rexa's advantage lies in its products and technology covering the entire semiconductor chip field, not just in manufacturing memory chips.STM32F427VGT6