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ST: Inventory is still being cleared and prices continue to fall

2023-10-24

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ST: Inventory is still being cleared and prices continue to fall


ST demand is relatively stable and is still in the inventory clearance stage. The stock price accepted by the customer is very low, and the price continues to fall, such as STM8S003F3P6TR, the price accepted by the customer is already less than 1 yuan. Due to the temporary shortage of material number caused by problems such as scheduling and delivery, the price is temporarily high, but the price fluctuates greatly. Recently, the market price of the car chip VND7012AYTR has dropped to 18 yuan, and the price is inverted. News emerged in September that Foxconn Technology Group is in talks with ST to submit a joint application to set up a 40nm semiconductor plant in India, after canceling its joint venture with Vedanta.