Infineon cut outsourcing wafer demand on 40/55nm at UMC amid on-going automotive MCU inventory digestion.

December 22, 2023

Key Takeaways:

  • With EV demand slowing down in Y2023, Infineon’s automotive MCU inventories now remain at a high level.

  • Infineon is cutting outsourcing wafers at UMC 40/55nm in 1H24 to sustain its in-house fab UTR above 70%.

  • Automotive MCU inventory expects further inventory digestion till 2Q24. 

 

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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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