皇冠现金网
热门标签

Mixed views on semiconductor outlook

时间:1个月前   阅读:15   评论:2

telegram群组www.tel8.vip)是一个Telegram群组分享平台。telegram群组包括telegram群组、telegram群组索引、Telegram群组导航、新加坡telegram群组、telegram中文群组、telegram群组(其他)、Telegram 美国 群组、telegram群组爬虫、电报群 科学上网、小飞机 怎么 加 群、tg群等内容。telegram群组为广大电报用户提供各种电报群组/电报频道/电报机器人导航服务。

CLICK TO ENLARGE

PETALING JAYA: As the global semiconductor industry nears three years of a supercycle, there are mixed views on the outlook of the industry, going forward.

Some analysts believe that the semiconductor boom could be coming to an end, while others think the upcycle could continue despite some moderation in growth.

In a report yesterday, S&P Global Ratings said the cycle looks set to turn for the booming global semiconductor market.

The main drag will be the end-demand weakness in consumer electronics that could gradually feed through to semiconductors, according to credit analyst David Hsu.

“Given the capacity expansions in the recent upcycle and inventory stockpiling to avoid another round of Covid-related disruptions, downside risks are abound.

“Our ratings leave headroom for cycle changes in cyclical sectors such as semiconductors. However, the coming cash crunch could be larger than usual.

“We view the volatile macro movements, capacity additions and inventory behaviour as the key swing factors for the foundry industry,” Hsu said.

He pointed out that the consumer technology demand weakness among televisions, computers and smartphones appear widespread.

,

欧博电脑版下载www.aLLbet8.vip)是欧博集团的官方网站。欧博官网开放Allbet注册、Allbe代理、Allbet电脑客户端、Allbet手机版下载等业务。

,

At the same time, weaker-than-expected consumer demand in China could also cause a meaningful downshift in demand for large technology categories such as iPhones or automotive, he said.

The analyst also noted that while enterprise, automotive and data centre demand remain strong and support the global information technology (IT) spending, risks are also rising for enterprise technology demand.

“We see the slowdown in enterprise spending, including reduced data centre investments, as a worrying signal for the semiconductor sector.

“Possible weaker enterprise demand trends in the second half of 2022 could lead us to revise downward our forecasts on the semiconductor market.

“Should increased cautiousness persist, we could further lower our 2022 forecasts. Our latest forecasts put semiconductor growth at 8% for the year, and IT spending growth at 4.3%,” according to Hsu.

In May this year, Deutsche Bank Research said the present semiconductor cycle began in October 2019 and has been running for 29 months, which was already above the historical average of 27.7 months.

The research house also noted that the longest cycle in the last 25 years was between 2005 and 2008, lasting for 38 months.

In June 2022, global semiconductor sales eased 1.9% month-on-month but grew 13.3% year-on-year (y-o-y) to US$50.8bil (RM226.4bil).

With this, the chip sector has recorded 29 consecutive months of y-o-y growth, albeit the fact that growth rates in May and June have moderated to below 20%-mark.

上一篇:中超综合:山东泰山3:1大连人 浙江2:0广州城

下一篇:新2代理网址:DNeX renames FPSO for Avalon Development

网友评论

  • 2022-08-17 00:24:47

    In a joint statement, the companies said the joint venture will provide Samaiden access to the Indonesian market and allow Aneka Jaringan's Indonesian subsidiary to add to its value chain in a fast-growing segment.你啥时候火呢

  • 2022-08-22 02:51:50

    However, the figure is still six million higher than the pre-pandemic level in 2019, with the recovery in youth unemployment lagging behind the bounceback in other age groups, the UN’s International Labour Organisation (ILO) said. 很正能量