The problem of lack of core has been alleviated, and TSMC has been heavily cut, but why is it still

For the entire semiconductor industry from last year 2021 to now 2022, "core shortage" has always been a topic that cannot be bypassed. On the one hand, it is indeed because the "core shortage" problem has been breaking out for many years since last year. On the other hand, the whole industry has begun to cut the list of chip products, which must be said to be very magical. After all, these two statements are quite opposite.

But this is actually not in conflict. First of all, some chips have indeed reached the inventory limit, and even some companies need to spend 200 days to digest this wave of inventory. On the other hand, there is a lack of core in some industries, such as smart cars and AI big data. Users in these industries lack relevant chip products, It can be said that the hot and cold of the whole chip market have formed a sharp contrast.