The market for semiconductor gas related equipment has been experiencing a rapid downturn since summer 2018, reports The Gas Review.
The number of orders has decreased so drastically that the gas equipment manufacturers are reviewing their respective production lines. If the decrease continues, it is predicted there will be a drop of 10% from the record high level attained in 2017.
The capital investment for the production of 3D-NAND flash memory or DRAM has grown at a high rate of 10-20% for five years consecutively.
That being said, orders and outstanding deliveries appeared to remain sluggish during this April and the following months, and an apparent dropping was further recognised in August.
The delays are mainly due to the postponement announcement of the capital investment plan by Samsung Electronics, Micron and Intel, which applied the break on the demand of semiconductor manufacturing equipment.
The announcement was followed up by a substantial drop in orders for the supply to gas equipment manufacturers. As a result, the production line was open, but suspended.
Samsung changed the planned production of Pyeontaek Plant #2 from 3D-NAND type flash memory to DRAM, but the plan in itself has been put off to the next year or later.
The influence of the bilateral tariff battle from the economic friction between the USA and China has now caused dark clouds over the Chinese semiconductor market which was planning an ultra-big investment, The Gas Review says.
The most advanced semiconductor equipment is mainly manufactured by Japan and US manufacturers such as Applied Materials, Lam Research and Tokyo Electron.
Asia-Pacific Industrial Gas Conference.
The gases business in the Asia-Pacific region will be in focus next week as gasworld hosts its Asia-Pacific Industrial Gas Conference 2018 in Kuala Lumpur, Malaysia from 3-5 December.
The conference will explore dynamics in the region, the changing face of the gases industry globally, and the hot topics in gases and technologies under the theme Business Models & Tools for Success.
Tickets are limited, but you could still secure your place at the event – be sure not to miss out on this progressive conference for the industry. For bookings and more information, contact Abbey Stones at +44 1827 225031 or firstname.lastname@example.org. Alternatively, visitgasworldconferences.com.
Follow coverage of the event online across the gasworld website (gasworld.com) or on Twitter via the hashtag #GWAsia2018
The Gas Review, issue 458.