Category: China

Western Digital Corp. Chief Executive Steve Milligan warned that China’s burgeoning semiconductor industry may flood global markets if the rapid growth of domestic chipmaking capacity runs unchecked. The country’s ongoing effort to build a world-class microchip industry requires careful planning and consideration because a global glut — a persistent concern for a largely commoditized memory sector — benefited neither companies, the government nor the market, the executive told Bloomberg…

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  Total pure-play foundry market expected to jump 9{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} this year, up from 6{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} growth in 2015. August 23, 2016 — IC Insights released its August Update to the 2016 McClean Report earlier this month. This Update included an update of the semiconductor industry capital spending forecast, a look at the top-25 semiconductor suppliers for 1H16, including a forecast for the full year ranking, and Part 1 of an extensive analysis of the IC foundry industry…

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The worldwide semiconductor capital equipment market declined 3{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} last year to $36.53 billion from 2014’s $37.5 billion, but inside China the story was significantly different. Capital equipment sales there increased by 12{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in 2015, to $4.9 billion. In fact, only Japan showed a higher growth rate last year, of 31{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f}, according to figures from SEMI and the Semiconductor Equipment Association of Japan. Of course, it should be noted that…

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SEOUL, KOREA 18 August 2016 – 10:45am Jung Suk-yee The Korea International Trade Association announced on August 17 that South Korea’s exports to China totaled US$10.129 billion in July this year, down 9.4{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} from a year ago, and showed a negative year-on-year growth for the 13th consecutive month. South Korea’s exports to China fell by 6.5{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in July 2015 and the rate of decrease rose to 16.5{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} in December…

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CHUNLAN LI 01 AUGUST 2016 Although copper prices have fallen by over 50{1c8721459c474d1d5b48ba9ae7120e36de45aa62207fb48292a0a282be55d27f} since they reached a peak in 2011, Chinese copper smelters have not reduced the pace of capacity expansion, thanks to historically high treatment and refining charges (TC/RCs) over the same period. Despite excess smelting capacity and progressively tighter concentrate markets, we expect the Chinese smelting industry to continue growing during the next four years. In fact,…

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China is critical to the electronic supply chain, especially for noble gases like NEON.  Reduction in China steel production means reduced Neon supply, a by-product of the ASUs which support steel factories with oxygen. Recently, the U.S. Department of Commerce imposed even more duties on steel imports from China. The longer this tariff is in place the more likely Chinese Neon production capacity will be negatively impacted. For details on the…

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