In response to the higher cost of capital, inventory drawdowns from customers and the supply chain, and decline in earnings, many chip companies are cutting costs, reducing employee headcount, and pushing out (but not cancelling) capital expenditures(capex)for additional capacity. To be clear, capex spending for 2023 will stil likely be higher than it was in 2020 but will be lower than previous expectations for the year.6
There could be a bright side:A downturn may provide an opportunity for the industry to focus on things other than just trying to catch up during a shortage. As the sections that follow will show, Deloitte anticipates that 2023 could act as the pause that refreshes and allows the semi industry to consider five big things:
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