Wafer foundries are world-leading: the current order visibility is about 3 months, and inventory adjustment may continue until Q3

Easybuyic, May 4th, World Advanced recently stated at the conference that the current order visibility is about 3 months. It is expected that the inventory adjustment of notebooks and consumer products is expected to come to an end in the first half of the year, and the demand for wafers from some customers is gradually recovering. However, some customers are still adjusting inventory, and the adjustment may be extended to the third quarter. The recovery status of inventory correction is still conservative, and the strength of recovery in the second half of the year needs to be continuously observed