Global Foundry model industry Market trend in 2023

At the beginning of 2023, the Foundry model industry faced a major revenue crisis. Because of inflation and the deterioration of China's economic situation, the demand for consumer electronics, including PCs, mobile phones and other consumer electronics, declined significantly. The wafer foundry industry also faced a revenue decline of varying degrees.
 

Is there no hope for the overall Foundry model industry in 2023? In fact, it may not necessarily be the case. From the supply chain, we can see that many key players, such as major PC chip suppliers, including sound effects chips, network chips, etc., have grown against the trend in the first quarter, and the memory quotes that have been falling continuously in 2022 have also started to stabilize. It can be seen that many expect the first quarter to be the bottom, and there will be a rebound starting from the second quarter, In addition, in 2023, AI and electric vehicle issues will create demand in advanced and mature processes respectively. The author estimates that the overall Foundry model market will become hot again in the second half of the year at the slowest.
 

Of course, the speed of recovery still depends on the customer category and available process technology of the industry. The demand for advanced processes is still high, but mature processes may enter a more competitive situation, but the overall output value is still expected to return to growth.