Silicon wafer market crisis? Germany Shichuang lowered the financial forecast twice in two months

After Broadcom, Siltronic, the world's fourth largest German silicon wafer fab, has revised its annual operating target by 2 degrees in the past two months. The industry believes that Trump's latest tweet after the publication of the Sino-US trade war Subsequent development will be the key to the impact of the silicon wafer market.

Shichuang has significantly reduced orders in the second half of the year due to major customers. The second quarter of the police will be much lower than the first quarter, and the third quarter revenue will fall again. The annual revenue forecast will be reduced by 10% to 15%. , 5-10% greater than the previously expected recession.

Xu Xiulan, chairman of Global Crystal, said at a financial report that customers have become conservative after the trade war, but benefited from the long-term (LTA) coverage and implementation rate of 8-9 percent signed in the past two years, plus The internationalized operation layout is relatively limited. It is estimated that the operation in the second quarter and the first quarter will be the same, and the annual growth target will remain unchanged. The industry has changed rapidly in recent days. The market is concerned about whether Global Crystal will adjust its financial forecast as the world's third largest silicon wafer fab. The company has not yet responded before the deadline.

According to the Central News Agency, the silicon fab Taisheng Branch said that the industry is in a positive cycle and the trade war is heating up. It is expected that customers will need three seasons to adjust their inventory. He also believes that the current inventory level of terminal products is low. Once the trade war situation changes, the terminal will begin to prepare stocks, which will drive the overall supply chain demand to heat up, and the industrial boom will resume a positive cycle.

After the "wide talks" between the leaders of the two countries will be held at the G20 summit, the Sino-US trade war will ease the tension. Industry insiders said that the semiconductor industry originally expected the economy to be expected to recover in the second quarter and the second half of the year. The current uncertainties are increasing, the industry chain is more wait-and-see, and the Sino-US trade war situation is changing. The subsequent development will affect the silicon wafer. The key to the market outlook, but the industry is still generally optimistic about the long-term demand of the terminal market.