Taiwan Semiconductor (TSM), the big contact chip maker, has become alarmed over rising inventory levels, DigiTimes reports, citing industry sources. The report contends that the company is demanding IC design houses take delivery of ordered wafer starts before placing new orders.
The piece contends Taiwan Semi “is alarmed by the possibility that the clients might have been overbooking.”
DigiTimes writes that the company’s inventory of analog ICs in particular is “50% higher than its safe level,” with inventories of network- and consumer-related ICs also above their “safe levels” by about 20%.
No comments:
Post a Comment