ASML was Cut 40% of Orders! Global Fab Equipment Spending Fears 22% Reduction
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Update time : 2023-04-19 11:05:49
Wafer foundry leading TSMC news of slowdown in expansion, even ASML has also been a substantial cut orders, 2024 orders cut by more than 40%, the outside world is worried that its supply chain may not escape its damage.
However, many industry players pointed out that there is still a backlog of orders on hand to be digested, although the market view is cautiously conservative, but this year there is still a chance to hold the 2022, 2024 to observe the rebound in the economy.
The legal person explained that ASML was cut orders mainly in 2024, the supply chain will have an impact, however, many suppliers are not only a single customer, there are still other customers, orders to make up for the impact is expected to be reduced. For example, the EUV machine subsystem module foundry Fan Xuan, now mastering the TSMC U.S., Japan's new plant engineering orders, and orders on hand amounted to more than 60 billion, this year's operating targets to maintain last year's performance. euv photomask box suppliers of home, its FOUP (front open wafer transfer box) in mainland China to actively purchase non-U.S. equipment, orders are still strong, but also the strongest growth of this year's product line The company synchronized production to meet the demand, the future production capacity is expected to double than the current. The legal person pointed out that last year, mainland China customers accounted for about 20% of the company's revenue, this year there is an opportunity to increase to 25%, this year's annual revenue growth rate can challenge 20% to 30%, continue to record high.
Semiconductor industry boom tends to slow down, this year may be negative growth in the industry monopoly under the haze of high inventory, memory factories have started to reduce production, foundries are also rumored to slow down investment, including equipment and engineering industry operations this year, will be affected by the dilemma of growth stagnation.
Wafer foundry is also rumored to slow down investment, force accumulation power not only to revise the new factory capacity in tongluo, and postpone the installation schedule, UMC and the world advanced on capital expenditure are taking a conservative strategy. TSMC has also recently rumored that it may slow down the expansion plan in Taiwan, the results are pending TSMC's explanation in the law conference. TSMC originally scheduled this year's capital expenditure of $ 32 billion to $ 36 billion, whether there are adjustments, much attention.
According to data show that the weak demand for chips and the impact of high inventory of consumer and mobile devices, this year, global fab equipment spending fears will slide to $ 76 billion, an annual decline of 22%; among them, the foundry industry spending will be reduced by 12.1%, memory will be a significant reduction of 44.4%. Semiconductor equipment factory Jingding 1 quarter revenue of NT $ 3.403 billion, a decrease of 0.21% over the same period last year, the corporation expects that Jingding's total revenue this year is likely to decline by more than 10% level.
However, benefiting from artificial intelligence, high-performance computing and other demand-driven, the long-term development of semiconductors is still looking good, in the supply chain after the effective de-stocking, the industrial boom in 2024 is expected to recover, equipment and engineering demand will also revive.
