Foundry Capacity Expansion Easing Chip Shortage, But Weakening Demand Can Cause Oversupply

The global semiconductor components shortage has been in the news
since the start of the COVID-19 pandemic. Trade tensions between
the US and China further upset the normal supply situation and
the automotive sector was among the high-profile casualties. Chip
manufacturers addressed the supply-demand issue by increasing
capacity.


Then, there is the Russia-Ukraine conflict which has added
further uncertainties with respect to some raw materials that are
required for semiconductor manufacturing. The geopolitical issues
are also creating macroeconomic headwinds, leading to a drop in
overall demand. Will an increase in capacity lead to an
oversupply situation?


In the latest episode of ‘The Counterpoint Podcast’, host Peter
Richardson is joined by Research Director Dale Gai, and Senior
Analyst Ashwath Rao to talk about the foundry market update. In
this discussion, we talk about the foundry inventory correction
cycle, the role of wafer fab equipment makers in the supply
chain, the future of process node and packaging technologies, and
much more.



Follow us on social media platforms –
Twitter – https://twitter.com/counterpointtr
LinkedIn –
https://www.linkedin.com/company/counterpoint-technology-market-research/

YouTube -
https://www.youtube.com/@counterpointresearch/
Instagram -
https://www.instagram.com/counterpointresearch/