“Due to the macroeconomic situation, the trade embargoes that make it difficult for the company to do business in China, as well as the decline in global demand, the company is taking measures to manage costs. fees,” Lam Research said.
Currently, chipmakers such as Intel, GlobalFoundries and United Microselectronics all have branches in Southeast Asia and plan to expand in the future. Last December, Applied Materials launched its “Singapore 2030” plan to boost manufacturing, research and development in the island nation.
Long-term outlook
“We are increasing our presence in Southeast Asia in light of the current geopolitical climate, but the question everyone in the industry is wondering is: What will be the growth drivers if China is completely excluded from the competition? play?”, a senior leader of the KLA said.
In the long term, chip demand will be affected by the global economic downturn and the increase in the number of domestic Chinese companies, said an executive from a Japanese foundry manufacturing company. “Obviously, they (China) will have to bet on domestic companies.”
Meanwhile, Lucy Chen, Vice President of Isaiah Research, said the wave of layoffs and relocation of employees from China by US companies peaked in December. These sanctions will slow growth. China’s semiconductor industry lags behind in the next 3-5 years, but in the long term, “Beijing will find a way to be technologically autonomous”.
On the other side of the “front line”, Chinese semiconductor giant SMIC said that geopolitical tensions and weak demand are pushing the global chip sector into an “unprecedentedly serious” situation.
The semiconductor company also said that its new factory in Beijing has gone into trial operation, but large-scale production will be suspended for the next 3-6 months until the shortage is resolved. shortage of production equipment.
SMIC’s latest quarterly revenue report showed that revenue fell 15% to just $1.62 billion year-on-year, while gross profit margin fell to 32% from 38.9% quarter-on-quarter. before. The company’s net income also fell 18.1%, to $383.53 million.
The Vinh
