1、2023 semiconductor industry outlook2Onshoring,reshoring,nearshoring,friendshoring,and still some offshoring:Getting the mix right 4Diversifying with intent and taking a guarded approach 6Digital transformation and data-driven supply chain networks 7Addressing the semi talent shortage and the need fo

2、r specialized skills 8Building a sustainable semiconductor industry 9Signposts for the future 10 Contents2023 semiconductor industry outlookAbout Deloittes outlooksDeloittes 2023 semiconductor industry outlook seeks to identify the strategic issues and opportunities for semiconductor companies and o

3、ther parts of the semi supply chain to consider in the coming year,including their impacts,key actions to take,and critical questions to ask.The goal is to equip semiconductor companies across the semiconductor supply chain with the information and foresight they need to position themselves for a ro

4、bust and resilient future.3It turns out that there may be something worse for the global chip industry than shortage or oversupply:having both at once.Heading into 2023,global macroeconomic and geopolitical factors are emerging as the dominant forces shaping the semiconductor industry.Rising interes

5、t rates,high inflation,lower consumer confidence,and tech-led stock market retreats have led to a dramatic loss in market capitalization:the top 10 global chip companies combined market cap is down 34%from US$2.9 trillion in November 2021 to US$1.9 trillion in November 2022.1 At one point in October

6、 2022,the Philadelphia Semiconductor index was down 45%since January and ended the year down 37%.2 High-end memory prices are down 50%in the past year,and most of the phone,personal computer,and data center chip supply chain has returned to normal lead times.But average lead times for the overall in