Reported 8 months ago
According to TrendForce, while Chinese semiconductor wafer foundries are benefiting from domestic chip substitution and seeing a recovery in capacity utilization, only advanced process plants in Taiwan have the opportunity to raise prices, with mature process plants in Taiwan facing challenges in price rebounding for the rest of the year. Despite positive factors like the mid-year sales season in Mainland China, new smartphone launches in the second half of the year, and end-of-year peak season sales expectations, overall demand recovery is not significant, ASP trends are declining, and the plant competition will intensify with the release of new capacity next year.
Source: YAHOO