When it comes to the semiconductor industry, the industry is at a loss for production capacity and chip prices. The more nervous, the more downstream users are eager to place orders for chips.As one of the most important chip suppliers in the world, Broadcom has suddenly admitted that they areQ2Deliberately restrict chip shipments during the quarter.
Unlike other semiconductor chip manufacturers, whose performance has soared due to shortages, price increases and other reasons,BroadcomQ2Quarterly revenue only increased16%,andCEO Hock TanExplain that this result was deliberately done by them because they limited chip shipments.
Hock TanSaid that Broadcom could have shown you better (revenue growth) figures, but this means that we have built the wrong inventory in the wrong place. Now Broadcom needs to use discipline to control supply and let the chip focus on where it is really needed. .
BroadcomCEOIs a bit convoluted, in short it isHock TanI believe that under the current situation of chip shortages and price increases, if Broadcom satisfies customer needs without restrictions, they will give as much as they want. Although this will make the performance figures look good,But it is harmful to the chip market. If too many chips are sold to certain customers, the demand will collapse in the future.
In the current environment, I have to say BroadcomCEO Hock TanHe is shrewd, not moved by immediate interests, and pays more attention to the long-term needs of the semiconductor market.
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