With the decline of market demand for smart phones, PCs and other markets, the global “lack of core” that has been staged for two years will come to an end, and the chip industry will change from short supply to oversupply, and will soon enter a new downward cycle< Br > < div class= "contheight" > < / div > recently, Taiwanese media reported that TSMC, which has been highly constrained in production capacity, suffered from three major customers cutting orders. Apple, AMD and NVIDIA, the three first tier manufacturers, proposed to reduce orders to TSMC to cope with the uncertainty of consumer electronics demand< Br > < div class= "contheight" > < / div > according to the news reporter, SMIC has also encountered some consumer electronics customers cutting orders, and some process nodes have loosened, and are looking for new customers to fill the seats. The situation of liandian is better. Although customers also cut orders, orders for automotive chips are hot, and the overall situation is good< br>