The large-scale crystal foundry manufacturer issued a notice letter to the supplier, requiring the supply chain to propose a specific and executable price reduction plan within one month, with the reduction of more than 15%. This large-scale cost optimization will take effect from January 1, 2026, and the adjustment plan must cover the full year of 2026. In recent years, the crystalline foundry industry has been demanded by large-scale suppliers to reduce prices by chains, shocking the semiconductor industry.
Contact will not comment. However, the content of this notice letter emphasizes the supply chain that maintains product quality and delivery time, and is the key to stable supply and customer trust in the joint venture. But at the same time, it was pointed out that under the fierce change in the international political bureau, the operation costs and competition of the United Nations have faced severe challenges, forcing the company to more actively promote cost breakthroughs and optimizations.
In addition, the Joint Corporation clearly stated in its notice that in order to continue to maintain global market competition and ensure the long-term development of the supply chain, the company will use this price reduction plan as an "important basis" for future cooperation and capacity allocation. Suppliers should be highly valued and respond to specific adjustment plans within one month after receiving the notification letter. Telecom pointed out that only by comprehensively promoting cost reduction measures can we maintain the competitive advantages of the company and supply chain due to the rapid changes in the external environment. Suppliers have emphasized that since the decline and attitude of the telecommunications requirements have never been seen, this sudden connection is subject to huge internal and external pressures.
According to the interpretation of market participants, the activation of large-scale cost control this time is closely related to its ever-increasing cost pressure and gross profit margin pressure. Because the current demand growth rate in markets including smart phones, home appliances and vehicle electronics has slowed down, and inventory removal has continued to be eliminated, and no obvious replenishment action has been found, which has caused changes in mature process structures to appear. In addition, its competitors include China's SMIC and Huahong, Taiwan's power supply and world advanced, and other factories have continued to expand mature process capacity from 28 nanometers to 90 nanometers, which has also increased the problem of oversupply demand, which has forced the United Power Company to require suppliers to reduce prices comprehensively to further control costs.
Connectronics emphasized in the official notice that the severe changes in the international bureau have led to high costs such as energy, raw materials and logistics, which has caused huge pressure on the company's operation and gross profit margin. According to data, the gross profit margin of United Network's first half of 2025 was 27.72%, which was nearly half compared to the 45.12% in 2022. In addition, market observations, in the next 2026, with the continued increase in overall discounts caused by the investment in Singapore's new factory in the United States and China, and the reorganization of the US-China technology war and supply chain due to changes in local politics, the low price of the United States-China suppliers in the United States and demand will be reduced. In addition to cost pressure, it is also necessary to ensure that the president can control the deal before the negotiations, so that related customers including vehicle use, industrial control, consumer electronics and other related customers can continue to cooperate. Therefore, with this price reduction requirement, thousands of ecological manufacturers will be affected by the expected supply chain manufacturers.
However, the recent foreign exchange report pointed out that after the tax-related incidents in the first half of the year, inventory pressures occurred in the second half of the year, and the market generally has conservative expectations. However, compared with the non-recovery period in the past two years, the Telecommunications Corporation has experienced emergency orders that are usually early at this time, reflecting the low inventory level of the client. There are even cases where customers who have capacity configurations have begun to re-visit the tax inaccuracy gradually fade. This keeps the outlook for power utilization in the United States stable, with the decline in reporting to 0-5% in 2026, and the positive news has led to the recent stock price trend of United States. Therefore, the current release requires suppliers to reduce prices by 15%, which will have an impact on the continued operation of the United Nations, which is worth further observation.