Reverse growth in semiconductors July shipments plunged 26% and inventories surged Exports declined

The negative growth of semiconductors showed a 12.3% increase in inventories while semiconductor shipments plunged -26.1% in July.
The 1.3% decline in mining industry production in July was led by a decrease in semiconductors (-3.4%) and machinery equipment (-3.4%), while the production of memory semiconductors such as flash memory DRAM and semiconductor assembly equipment wafer processing equipment in Korea was the main reason. concentration decreased.
Taiwan's TrendForce lowered its July forecast for consumer DRAM prices to drop by 13-18% in the third quarter from the second quarter, and lowered its forecast for the fourth quarter by 3%p from the original 0-5% level.
In Korea, manufacturing production decreased by 1.5% due to a 3.2% decrease in facility investment in July, and the retail sales index decreased by 0.3% from the previous month, in March (-0.7%) April (-0.3%) May (-0.1%) June (-1.0%) is the fifth consecutive month of decline.
Samsung Electronics' inventory assets in the first half of the year, when inventories are growing, surged 68.2% from 19.476.1 trillion won to 32.753.1 billion won during the same period last year.
SK hynix's inventory assets jumped 160.0% from 890.9 billion won to 2.315.9 billion won.
According to the World Semiconductor Market Statistical Organization (WSTS), the growth rate for memory semiconductors fell to 8.2% and 0.6% in July, respectively, from 18.7% this year and 3.4% growth next year as a June forecast.
Korea's manufacturing production decreased by 1.5% in July, and the manufacturing average utilization rate was 75.2%, down 1.2%p from the previous month. Manufacturing shipments in July were semiconductors (-26.1%), communications and broadcasting equipment (-10.7%) Other transportation equipment (-6.1%) decreased, while automobiles (10.7%), petroleum refining (10.5%), and electrical equipment (7.9%) increased.
The decrease in DRAM sales was $10.34 billion by Samsung Electronics in the first quarter, down from $9 million in the fourth quarter of last year, and continued protection after $11.53 billion in the third quarter of last year.
SK Hynix, the world's second-largest DRAM company, saw its DRAM sales plunge to $6.559 billion in the first quarter, down $871 million from the previous quarter.
Korea's semiconductor export growth rate plunged in July after falling for four consecutive months in April (16.0%), May (14.9%), June (10.7%) and July (2.1%).
'Seoul Economy' said, "The non-memory semiconductor industry, where Korean companies are weak, is in a solid state, and only the prices of main products such as DRAM and NAND flash are plummeting." ” reported on the 23rd.
IC Insights, a market research firm, revised the size of this year's semiconductor market facility investment to $185.5 billion, a 2.6% drop from the March ($190.4 billion) estimate in March. The impact of the decline in sales of information technology (IT) devices is coming to the semiconductor field,” 'Digital Daily' reported on the 28th, citing an industry insider.
Taiwanese foundry TSMC reduced its facility investment this year from up to $44 billion to $40 billion, and Taiwanese mid-sized foundry companies such as Vanguard (VIS) and Power Chip (PSMC) delayed the establishment of new factories due to reduced production volumes, Digitimes cited. It was reported by 'Digital Daily'.
Foundry companies that are growing are also expected to continue to decline from the second quarter of this year to the mid-80% of the fourth quarter, and the 99% operation in the first quarter from 94% in the second quarter to the mid-80% in the third quarter, and to the low 80% in the fourth quarter of next year. According to Gartner, 'Digital Daily' reported that China's SMIC announced on the 26th that it would invest $7.5 billion to build a 12-inch semiconductor factory.
Taiwan's Digitimes reported on the 26th that TSMC started mass production of semiconductors applying the 3-nano process from September and selected Apple, Intel, Qualcomm, MediaTek, and Nvidia as customers of the 3-nano process.
'Chosun Biz' said, "Google is working with Samsung Electronics' System LSI Division to develop a third-generation tensor, a mobile chip to be installed in the smartphone Pixel 8, which is scheduled to be released in the second half of next year. It is not an expensive premium product that can be bought, but it is expected to maintain the existing 4nm process instead of the expensive 3nm process with limited supply,” citing an official on the 30th.
Service industry production in July increased due to economic stimulus, accommodations and restaurants (4.4%), wholesale and retail (0.8%), arts, sports, and leisure (7.3%) transport and warehouses (0.8%), health and social welfare (0.3%), and real estate. (-5.4%) Finance and insurance (-0.5%) Information and communication (-0.4%) production decreased.