Foundry Power Semiconductor (6770-TW) Affected by factors such as inflation, the production capacity of the mature semiconductor process has been loosened, and the stock price has been diving frequently since mid-June, falling by more than 30% in a single month. A total of 13 vice presidents or associate-level senior executives adjusted on highs. May and June successively Since the centralized market sells shares, the number of adjusted shares exceeds 1,100.
According to the data of the public information observatory, in May, Deputy General Manager Chen Zhangjian sold 160 shares, Wu Yuanxiong 108, Tan Zhongmin 89, Pang Zhongyi 200, Chen Junliang 70, Jiang Jiande 50, Cai Mingxun 45, Xu Meishan has 22 pieces, with a total of 744 pieces sold.
Judging from the latest June statistics, Deputy General Manager Liu Zhineng sold 210, Zhang Shouren 65, Chen Zhangjian 20, Xie Minglin 30, Tan Zhongmin 29, Jian Wensheng 10, Wu Yuanxiong 9, Chief Financial Officer Shao Zhangrong 47, A total of 420 sheets were adjusted.
Power Semiconductor held a meeting last Friday (15th), General Manager Xie Zaiju said that due to factors such as inflation and war, it will cooperate with customers to adjust inventory in the third quarter, including HV, niche DRAM, and driver IC. The demand for large product lines has entered a correction, the capacity utilization rate will be reduced by regarding 5-10%, and the ASP will also decline slightly.
Xie Zaiju admitted that operations will indeed slow down in the second half of the year, and that the market inventory correction will be in the first or second quarter of next year. It is still difficult to conclude. , This is also the first wafer foundry to release that due to the economic correction, the capacity utilization rate will not be able to maintain full load.
The stock price of NSMC rushed to a band high of 59.4 yuan on May 20. In June, the stock price also corrected all the way under the continuous decline of the broader market. It fell more than 30% from the high point and fell below the 40 yuan integer level. ) was driven by the good news of TSMC’s legal report, and the big “accumulation” led to the small “accumulation”, returning to the 40 yuan mark.
