In 2022, the market is flagging, the PC market and the demand for electronic consumption are declining, the major manufacturers are cutting orders continuously, the inventory is high successively, and the overall market supply and demand mismatch; There are also cases of short supply, such as logic chips, IGBT, automotive MCU and so on to maintain a high business status. In the face of this market situation, look at Taiwan Semiconductor, Intel, Samsung, SK Hynix, United electric, and other major manufacturers, how to optimize the industrial layout adjustment, to meet the 2023 new start. [Taiwan Semiconductor Manufacturing Company] Attack overseas market, improve 3 nm yield; Technology development 2-nanometer process; The expenditure budget has been further revised down. From the perspective of the process node, the utilization rate of 7nm and 6nm capacity of TSMC has declined, which is estimated to take several quarters to adjust. It is expected that the demand is expected t
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