Novatek’s wafer inputs may increase in 1Q23 in Vanguard to drive its UT to 65~75% in 2Q23.

January 27, 2023

Key Takeaways:

 

  • Novatek may increase wafer inputs in 1Q23 due to healthier inventory levels and potential re-stocking demand.
  • Vanguard's UT may increase to 65~75% in 2Q23 due to Novatek and demand from US fabless.
  • US-based fabless may transfer wafer inputs from Chinese foundries to Vanguard due to geopolitical tensions and risk diversification.
  • Vanguard's UT rate may gradually increase from the bottom in 1Q23 of 50~60% to 65~75% in 2Q23 with steady improvement throughout 2023.

 

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Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

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