{"id":5091,"date":"2024-01-04T17:49:33","date_gmt":"2024-01-04T09:49:33","guid":{"rendered":"https:\/\/14y052rcjhkb.wpsite.pro\/?p=5091"},"modified":"2024-02-16T14:16:26","modified_gmt":"2024-02-16T06:16:26","slug":"https-www-witology-com-tw-post-5091","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/5091\/","title":{"rendered":"December_ 2024 Outlook\uff5cThe Global Semiconductor Outlook 2024 from TSMC (Part1)"},"content":{"rendered":"<p>Looking back at the overall semiconductor market in 2023, although there are GPUs for AI, cloud network data processing chips, and power semiconductor chips related to electric vehicles (e.g., SiC), etc., showing growth, the overall market is still affected by the annual decrease of more than 30% in memory products, and inventory depletion is not as fast as expected, making the market show a recessionary situation. Looking forward to the global semiconductor market in 2024, with the current inventory already trending toward health (in terms of Taiwan's semiconductor inventory, there were 115 days in the fourth quarter of 2022, and 95 days in the third quarter of 2023, and continued to move toward a healthy level of 80 days), memory prices continue to rebound, coupled with the demand for end-products has grown, the market will be not quite the same as in 2023. The World Semiconductor Industry Society (WSTS) estimates that the market situation will not be quite the same as in 2023.<\/p>\n<div class=\"su-members\" style=\"background-color:#ffffff;border-color:#cccccc;color:#666666\">For more details, please register or log in.<a href=\"\/log-in\/\">Member Login<\/a>.<\/div>","protected":false},"excerpt":{"rendered":"<p>\u56de\u98672023\u5e74\u6574\u9ad4\u534a\u5c0e\u9ad4\u5e02\u5834\uff0c\u96d6\u6709AI\u7528GPU\u3001\u96f2\u7aef\u7db2\u8def\u8cc7\u6599\u8655\u7406\u6676\u7247\u53ca\u96fb\u52d5\u8eca\u76f8\u95dc\u7684\u529f\u7387\u534a\u5c0e\u9ad4\u6676\u7247(\u5982SiC)\u7b49 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":5094,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[52],"tags":[],"class_list":["post-5091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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