The layoffs in the analog chip industry in the United States regret that the intestines are green!
In addition to releasing financial reports, many chip companies have also released their expectations for this year; Texas Instruments, the world's largest manufacturer of analog chips, said its first three quarters were not optimistic and was still reducing inventories, while the earliest recovery could be in the fourth quarter.
Texas Instruments also highlighted that due to the overpricing of customers and the small number of orders, they are very worried about whether the wafer destocking period will be successful, indicating that the company is not very optimistic about the global wafer market this year.
Texas Instruments is the world's largest manufacturer of analog chips, with a large number of analog chips in the fields of automobiles, personal computers, mobile **, etc., and a wide user base, which should have been the most powerful company in the industry, however, the United States has a problem with this problem.
Before 2020, the global chip ** chain had been working very well, but in 2020, with the US sanctions on Chinese companies, global companies began to hoard chips in large quantities, and speculative funds also poured into it, making the analog chips in Texas (Texas) more than tenfold in the past two years.
This artificially caused shortage of supply and demand cannot be sustained, because the global sales of PCs and mobile phones are declining, and the demand for chips should decline, but in the second half of 2022, when speculative funds cool down, the ** of chips will drop significantly.
At the same time, China is worried about the behavior of the United States, so within three years, it has vigorously developed the chip industry and filled the gaps in many fields, such as China's analog chips, which have made great progress and replaced a large number of domestic imports.
According to reports, China is the world's largest importer of chips, accounting for 70% of the world's share, and China is replacing imported chips with its own analog chips, which makes it more difficult for Texas Instruments to sell in the market; The traditional chip of Texas Instruments costs 70 yuan, and now it has fallen to 1 yuan, but because similar analog chips are only 7 cents, China cannot compete with Chinese chips.
With the backlog of chips, Texas Instruments has to significantly reduce **, hoping that Chinese companies can also accept it, however, Chinese companies also have cheaper products, so they will try to choose their own products, and, due to the shortage of chips, Chinese companies do not dare to act rashly, so they can only choose domestic chips.
Some time ago, China not only launched an offensive in the field of advanced equipment, but also actively replaced imported chips and pushed them to the international market, China's chips have been highly recognized by foreign companies, because China's chips are very cheap, when major enterprises want to reduce production costs, China's chips have been widely recognized by foreign companies, which also makes the market of Texas Instruments under greater pressure! As a result, Texas Instruments struggled to empty its inventory.
Texas Instruments, the chip giant in the United States, is not having a good time, and other American chip companies are not getting better, some time ago, an American chip company also expected that its revenue will decline in 2023, and even American chips have not been developed.