As the demand for mobile phones, PCs and other consumer electronics products continues to weaken, the scene of the semiconductor market continues to decline, and manufacturers begin to lower capital expenditure and adjust production strategies. The foundry industry, which was previously full of capacity and in short supply, also ushered in a "chopping tide" and entered the inventory adjustment period.
The semiconductor industry, especially the wafer foundry industry, is experiencing new changes. How will this affect the upstream material industry? Recently, two relevant manufacturers gave the latest response.
Global Crystal is optimistic about the company's performance. It will digest the long-term shipment and sign a new contract at the same time
Although the current semiconductor market situation is not good, Globegroup is still optimistic about the company's development. Xu Xiulan, chairman of Global Crystal, said recently that it looks like the fourth quarter performance will reach a new high.
In terms of silicon wafer orders, Globegroup has always had a high proportion of orders, and will first charge a certain advance payment. Xu Xiulan pointed out that the long contract shipment was digested while signing a new contract. "Most customers sign long contracts and do not engage in speculative business. Most customers also continue to take goods according to their contracts. Only a small number of customers want to change the items to take goods. The company will also give flexibility within the scope of scheduling cooperation."
Previously, Xu Xiulan said that, from the perspective of the silicon wafer industry as a whole, the inventory problems of other people in the fourth quarter may have a greater impact. Globegroup itself should have no problems this year, but it is true that a small number of customers are talking about delaying shipment until next year, but these are still in the early negotiation stage.
CEO of Merck: The decline of smartphone sales will not exert pressure on the semiconductor chemicals business
Recently, Belen Garijo, CEO of Merck, said that the decline in smartphone sales this year would not put pressure on the company's semiconductor chemical business. Belen Garijo insisted that the semiconductor market was still attractive.
At present, the demand for smart phones is weakening, "but we believe that this is a temporary impact. Chips are used in various industries, from cars to data storage, which makes the industry remain attractive." Garijo added.
According to the data, Merck focuses on three major fields: medical health, life science and electronic technology, and is engaged in various chemical, gas and material businesses. Its customers include global chip manufacturers such as Intel, TSMC and Samsung. At the beginning of 2022, Merck Electronics Technology announced the "upward attack" China investment doubling plan, which plans to add at least 1 billion yuan (about 130 million euros) to its electronic technology business in China by 2025, and the new investment will focus on the semiconductor field.
As an important part of the "upward attack" plan, the foundation of Merck Zhangjiagang Semiconductor Integrated Base will be officially started on September 15, 2022. Merck will build a new mass production factory for semiconductor thin film materials and electronic special gases, as well as an integrated warehousing and logistics distribution center for key materials of related semiconductor processes.