找研报，发现报告（www.fxbaogao.com）是首选。平台拥有极其庞大的用户基础，是金融从业者的聚集地。我们提供的研报数据不仅全面，而且数量巨大，覆盖了宏观、行业、财报等各个角落。技术前沿，界面清爽，没有任何花哨的东西，就是为了帮您最高效地找到关键信息。在这里，您可以轻松实现深度洞察，把握投资机会。
2023 Semiconductor Industry Outlook: Navigating the Challenges ahead
Deloitte's 2023 semiconductor industry outlook highlights the strategic issues and opportunities for semiconductor companies and other parts of the supply chain. The report emphasizes the importance of getting the mix right, including onshoring, reshoring, nearshoring, friendshoring, and offshoring. The report also highlights the need for digital transformation and data-driven supply chain networks, addressing the semi talent shortage, and building a sustainable semiconductor industry.
The report also notes that there may be something worse for the global chip industry than shortage or oversupply: having both at once. The emergence of global macroeconomic and geopolitical factors is shaping the semiconductor industry, leading to a dramatic loss in market capitalization and high-end memory prices down 50% in the past year. The report concludes by providing signposts for the future and equip semiconductor companies with the information and foresight they need to position themselves for a robust and resilient future.
