According to the recent report of the Chinese version of Lianhe Zaobao, in the fourth quarter of 2022, KPMG and the Global Semiconductor Alliance (GSA) conducted an online survey on 151 senior executives of global semiconductor companies.

The survey results show that 81% of semiconductor companies worldwide expect their revenue to continue to grow this year, and nearly one-third of them expect to grow by more than 20%.

In this survey, KPMG and GSA conducted interviews on "the impact of the Russia-Ukraine conflict on the semiconductor industry", "semiconductor shortage", "market oversupply" and other issues.

Among them, in terms of "the impact of the Russia-Ukraine conflict on the semiconductor industry", economic recession, geopolitical tensions, supply chain disruption, and high global inflation made respondents worried about the company's revenue. 41% of the respondents worry that the Russia-Ukraine conflict will significantly impact the revenue growth of the semiconductor industry this year.

In order to mitigate the impact of the Russia-Ukraine conflict on the supply chain, strengthening the elasticity and resilience of the supply chain has become an important task for major semiconductor companies. According to the survey results, 46% of respondents said they would diversify the geographical risks of the supply chain in the next 12 months, while another 48% plan to do so in the next two to three years.

Regarding the semiconductor shortage phenomenon, 52% of respondents estimated that the semiconductor shortage situation would be alleviated in the first half of this year, while 15% believed that most products had reached a balance between supply and demand.

In addition, when asked when the semiconductor industry will enter the stage of oversupply, about 25% of respondents believe that the market has experienced oversupply. 31% of respondents predict that oversupply will occur within this year. Another 35% of respondents believe that there will be an oversupply situation between 2024 and 2026.