2023-09-15 14:27:48
Archyde.com reported on Friday (15th), citing two people familiar with the matter, that TSMC (TSMC), the world’s largest chip contract manufacturer2330-TW) has told major suppliers to delay shipments of high-end chip manufacturing equipment due to uneasiness regarding customer demand. Semiconductor equipment manufacturer stocks collapsed as soon as the news came out, but some analysts said they were not surprised, pointing out that the market only saw the artificial intelligence (AI) boom and ignored problems in semiconductors in other fields.
Sources said TSMC’s move was aimed at controlling costs and reflecting its increasingly cautious outlook on market demand. However, suppliers estimate that the delay in supply will only be short-term.
It is reported that the affected suppliers include equipment manufacturers required to manufacture high-end chips, such as the Netherlands’ Asmore (ASML-US). In response to the above reports, TSMC stated that it would not comment on so-called “market rumors.”
ASML Chief Executive Peter Wennink told Archyde.com last week that some of the company’s orders for high-end chip manufacturing equipment had been delayed, without naming the customer. But Peter Wen expects this to be a matter of “short-term management”.
The share prices of semiconductor equipment manufacturers collapsed as soon as the news came out. Before the deadline, Ke Lei (KLAC-US), Asmore (ASML-US), applied materials (AMAT-US) U.S. stocks fell more than 3% in early trading on Friday, with Colin R&D (LRCX-US) fell nearly 2.5%.
Degroof Petercam analyst Michael Roeg said he was not surprised by the sell-off. He believes that although investors are currently very interested in AI and its related semiconductor industry, the demand for AI chips is not enough to make up for the changes taking place in other fields.
Roeg pointed out that mobile phones, laptops, industrial chips, and recently automotive chips are all problem areas, and many end markets are in recession.
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