Japanese media: Japanese enterprises will be hit by chip control over China
Kyodo News Agency 29 reported that the export of (Japan) semiconductor manufacturing devices is expected to be restricted in relation to Japan's cooperation with the United States and the Netherlands on the export of semiconductors to China.
According to the manufacturing process, semiconductor manufacturing devices include photolithographic devices for printing precise circuit patterns on disk-shaped substrates and cleaning devices for removing impurities.
"Japan has an advantage in this field, occupying 7 of the top 15 global sales, including Tokyo Electronics and Edelwan Test, which produces detection devices. China is one of the main buyers, and export control may hit Japanese enterprises."
Kyodo News Agency said that among Japanese device manufacturers, there are even enterprises whose sales to China exceed 20%. It is expected that the United States, Japan and Netherlands will control the manufacturing devices of cutting-edge semiconductors in China this time.
Relevant enterprises have felt the chill, and some Japanese manufacturers said: "Even if their own devices are not under control, if China's equipment investment slows down, it will be indirectly hit."
Japanese enterprises have been affected by relevant measures before. In November last year, after the United States separately proposed to strengthen export control to China, Tokyo Electronics lowered its sales forecast in the consolidated financial statements for the fiscal year 2022 (April 2022 to March 2023) by 250 billion yen (about 13.1 billion yuan). The company's senior executives said that there was a "risk of delaying the purchase of equipment" by Chinese customers, and the strengthening of control by the United States might lead to the upgrading of the impact.
On October 7 last year, the United States Department of Commerce implemented the most extensive "R&D or production" of chip related products that were restricted to China.
In order to comprehensively crack down on China's chip industry, the United States has since continued to press the Netherlands and attract Japan to join the alliance, requiring the same export control measures on chip equipment as the United States.
2. Customers of semiconductor equipment manufacturers continue to cut orders
It is reported that due to the reduction of capital expenditure by chip manufacturers, the original equipment procurement plan has also been affected. Several semiconductor equipment industry insiders said that they received many orders in the first half of last year, but after many delays, customers announced that they would reduce their equipment investment by 50% in 2023 and continue to cancel orders. Another industry source recently revealed that SK Hynix requested semiconductor equipment suppliers to delay delivery in Q2 last year, and had to cancel the order completely in Q4.
3. Texas Instruments experienced its first decline in sales since 2020
Texas Instruments, one of the world's largest chip manufacturers, suffered its first sales decline since 2020. Affected by the downturn in the industry, the company's forecast for the current quarter is tepid. The company said on Tuesday that its revenue in the first quarter would be between $4.17 billion and $4.53 billion, while analysts' average expectation was $4.41 billion. This prospect indicates that Texas Instruments may not rebound rapidly from the slowdown in sales. Wall Street expects that the company's revenue will decline throughout 2023 because its customers will focus on reducing the inventory of old chips rather than ordering new ones. The company believed that the long-term trend of electronic products would increase the demand for semiconductors, but did not make any prediction on when orders and revenue might rebound.
4. US chip manufacturer Wolfspeed plans to spend more than 2 billion euros to build a large semiconductor factory in Germany
On January 22, the German "Handelsblatt" originally quoted people familiar with the matter as saying that the US chip manufacturer Wolfspeed planned to cooperate with the German auto parts supplier ZF to spend more than 2 billion euros (currently about 14.7 billion yuan) to build a factory in Salzburg, Germany.
5. Utmel: The total market value of the global chip market will exceed US $1 trillion in the next 10 years.
According to the Science and Technology Innovation Board Daily, Utmel, an electronic parts distributor, predicted that the global chip industry revenue would decline by about 2.5% in 2023, mainly due to the weakness of consumer electronics markets such as smart phones, PCs and home appliances. It is estimated that the total market value of the global chip market will exceed $1 trillion in the next 10 years.
6. The Japanese chip equipment manufacturer has not received the news of the government's new export restrictions on China
According to Reuters, Japanese manufacturers of semiconductor manufacturing machinery and materials used to manufacture chips said on Monday that they had not received any information from the Japanese government about export restrictions that might directly or indirectly affect their business in China, according to Chiwei.com.
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