Semiconductor is in recession? Two upstream material manufacturers ...
5/22/2023 2:22:53 PM
As the demand for consumer electronic products such as mobile phones and PCS continues to weaken, the semiconductor market boom continues to decline, manufacturers began to revise capital expenditure and adjust production strategies, and the wafer foundry industry, which had full capacity and short supply, also ushered in a "single tide" and entered the inventory adjustment period.
The semiconductor industry, especially the development of wafer foundry, has ushered in new changes, which will affect the upstream materials industry? Recently, two relevant manufacturers have given the latest response.
Global crystal is optimistic about the company's performance, long about shipping while digestion, while signing the new Testament
Despite the current semiconductor market is not good, but global crystal is still optimistic about the development of the company. Xu Xiulan, chairman of Global Crystal, said recently that it now looks like the fourth quarter will hit a new high.
In terms of silicon wafer orders, spherical crystals have always had a high proportion of long terms, and will receive a certain advance payment first. Xu Xiulan pointed out that the long covenant shipment while digestion, while signing the new covenant. "Most of them sign long contracts with customers and do not engage in speculation. Most customers also continue to take goods according to the contract, only a small number of people want to change the goods, within the scope of scheduling cooperation, the company will give flexibility."
Previously, Xu Xiulan said that from the perspective of the silicon wafer industry as a whole, others may have a greater impact on the inventory problem in the fourth quarter, and the global crystal itself should have no problem this year, but there are indeed a small number of customers talking about delayed shipments to next year, but these are still in the early negotiation stage.
Merck CEO: Smartphone sales decline will not put pressure on semiconductor chemicals business
Recently, Merck CEO Belen Garijo said that the decline in smartphone sales this year will not put pressure on the company's semiconductor chemicals business, and Belen Garijo insisted that the semiconductor market remains attractive.
Demand for smartphones is weakening, "but we believe this is a temporary effect." Chips are used in everything from cars to data storage, which keeps the industry attractive." Garijo added.
According to the data, Merck focuses on the three major areas of medicine and health, life sciences and electronic technology, and engages in a variety of chemicals, gases and materials businesses, and customers include Intel, TSMC and Samsung and other global chip manufacturers. At the beginning of 2022, Merck Electronics announced the "upward attack" China investment doubling plan, which plans to invest at least 1 billion yuan (about 130 million euros) in its electronic technology business in China before 2025, and the new investment will focus on the semiconductor field.
As an important part of the "upward attack" plan, on September 15, 2022, Merck Zhangjiagang semiconductor integrated Base officially started the foundation, Merck will build a new semiconductor thin film materials and electronic special gases production plant, as well as related semiconductor process key materials integrated warehousing and logistics distribution center.
The semiconductor industry, especially the development of wafer foundry, has ushered in new changes, which will affect the upstream materials industry? Recently, two relevant manufacturers have given the latest response.
Global crystal is optimistic about the company's performance, long about shipping while digestion, while signing the new Testament
Despite the current semiconductor market is not good, but global crystal is still optimistic about the development of the company. Xu Xiulan, chairman of Global Crystal, said recently that it now looks like the fourth quarter will hit a new high.
In terms of silicon wafer orders, spherical crystals have always had a high proportion of long terms, and will receive a certain advance payment first. Xu Xiulan pointed out that the long covenant shipment while digestion, while signing the new covenant. "Most of them sign long contracts with customers and do not engage in speculation. Most customers also continue to take goods according to the contract, only a small number of people want to change the goods, within the scope of scheduling cooperation, the company will give flexibility."
Previously, Xu Xiulan said that from the perspective of the silicon wafer industry as a whole, others may have a greater impact on the inventory problem in the fourth quarter, and the global crystal itself should have no problem this year, but there are indeed a small number of customers talking about delayed shipments to next year, but these are still in the early negotiation stage.
Merck CEO: Smartphone sales decline will not put pressure on semiconductor chemicals business
Recently, Merck CEO Belen Garijo said that the decline in smartphone sales this year will not put pressure on the company's semiconductor chemicals business, and Belen Garijo insisted that the semiconductor market remains attractive.
Demand for smartphones is weakening, "but we believe this is a temporary effect." Chips are used in everything from cars to data storage, which keeps the industry attractive." Garijo added.
According to the data, Merck focuses on the three major areas of medicine and health, life sciences and electronic technology, and engages in a variety of chemicals, gases and materials businesses, and customers include Intel, TSMC and Samsung and other global chip manufacturers. At the beginning of 2022, Merck Electronics announced the "upward attack" China investment doubling plan, which plans to invest at least 1 billion yuan (about 130 million euros) in its electronic technology business in China before 2025, and the new investment will focus on the semiconductor field.
As an important part of the "upward attack" plan, on September 15, 2022, Merck Zhangjiagang semiconductor integrated Base officially started the foundation, Merck will build a new semiconductor thin film materials and electronic special gases production plant, as well as related semiconductor process key materials integrated warehousing and logistics distribution center.
Blog Category
BlogsTags
Related Information
2023-05-22
-
-
2000+
Daily average RFQ Volume
-
-
30,000,000
Standard Product Unit
-
-
2800+
Worldwide Manufacturers
-
-
15,000㎡
In-stock Warehouse
-
Tel
86-0755-23611557 -
Whatsapp
