Looking back on the financial results of major US semiconductor companies and predicting the future from the CEO/CFO's statements

・Rice $Advanced Micro Devices (AMD.US)$Lisa Hsu, the chief executive of, said that due to large-scale customer inventory processing, the companyA “mixed environment” where data center business issues are still being addressedI said it was in. According to Mr. Sue, AMDOn a growth trajectory again in the second half of this year, and again,Further expansion of market size in the future due to increased demand for artificial intelligence (Al)It is said that it is expected.

・ $Qualcomm (QCOM.US)$Chief Executive Officer Cristiano Amon (CEO) of Cristiano Amon promised investors at the financial results briefing that if mobile phone manufacturers digest inventory, orders will recover. However, that is the current financial resultIt's taking longer than expectedIt looks like it was suggested. According to the company, the overall smartphone market in 2023 shrank by 6% to 9%, andInventory reductions by customers will continue for 2 more quartersIt also showed that outlook. The recovery in demand in China has yet to return to the levels expected by Qualcomm and other companies, it added.

・In a telephone interview with “Barons,” $Intel (INTC.US)$David Zinsner, chief financial officer of, said that although the company is still facing a tough macroeconomic environment,The PC demand forecast for this quarter is almost in line with expectations, he said. Regarding the total number of units shipped per year in 2023, the forecast of 270 million units to 295 million units as of January was reaffirmed. On the positive side, heThere are signs of recovery, further stability, and positive changes in the Chinese economy in the personal computer (PC) marketThe view was expressed.

・ $Taiwan Semiconductor (TSM.US)$ Wendell Huang, chief financial officer of, said, “The business in the first quarter was affected by the deterioration of the macroeconomic environment and the softening of demand in the final market, and customers began to adjust demand accordingly. As we head into the second quarter of 2023, our businessContinued to be affected by further customer inventory adjustmentsI anticipate that,” he said.