Monday, April 20, 2020

Choppy Waters for Shipping $50B of Semiconductor Materials in 2020

Risky Sailing on the Global Supply-Chain Seas

San Diego, CA, Apr 17, 2020:TECHCET announces that:
 
• 2020 global material revenues in semiconductor manufacturing forecasted to decline by 3.0% year-over-year (YoY) despite growth in 1Q2020,
• Impact of COVID-19 pandemic on the global economy is creating choppy waters for shipping and supplying critical materials, as highlighted in recent Critical Materials Council (CMC) monthly meetings, and
• With a return of global economic growth by 2021, compound annual growth rate (CAGR) through 2025 is forecast at 3.5% as shown in the Figure (below).
 
 

“From our market research, materials suppliers are increasing production and sales to ensure safety-stock throughout the supply-chain in case there are further disruptions due to COVID-19 cases,” remarked Lita Shon-Roy, TECHCET President and CEO. “Even without further disruptions, we can already see leading economic indicators such as unemployment levels, metal prices and container shipping indices point toward a significant decline in global GDP.” This is supported by the International Monetary Fund’s (IMF’s) current outlook on 2020.

Currently, almost all chip fabs appear to be running at normal levels, with a few exceptions. During this difficult period, YMTC in Wuhan, China reportedly has maintained R&D and grown production of 3D-NAND chips. However, chip fabs in Malaysia report that the government required companies to request permission to continue operating at 50% staffing levels. One company in France had to temporarily reduce production due to their labor union insisting on temporary workforce reductions.

Significant value-added engineered materials including specialty gases, deposition precursors, wet chemicals, chemical-mechanical planarization (CMP) slurries & pads, silicon wafers, PVD/sputtering targets, and photoresists & ancillary materials for lithography are reporting healthy orders and in some cases will see better than expected revenues for 1Q2020 and April 2020. However, more than 60% of all materials are expected to be negatively impacted before year-end.

Overall demand for commodity materials, such as silane and phosphoric acid, is expected to decline YoY in 2020 by an average of 3% due to softening of the global economy. Average selling prices (ASP) for electronic-grade commodities may drop due to cost reductions in feed-stocks; for example, the global helium (He) gas market which had been forecasted to be in shortage with high ASPs throughout 2020 has already improved due to COVID-19 slowing down helium demand.

DRAM, 3D-NAND, and MPU chips for server / cloud-computing applications are now in high demand for virtual meetings and remote work. It is yet unclear how much of an increase in materials shipments will be needed to support this segment, however from TECHCET’s modeling of prior cycles it will likely be >7%. Despite such an increase in the materials used to make leading-edge ICs to build out data centers, shipments in support of legacy node IC fabrication are expected to decline this year.

Consequently, cloud-computing growth may not compensate for overall reduced semiconductor materials demands caused by economic downturns this year. By 2021 the global economy and all chip fabs should return to healthier growth, with materials markets for all IC devices expected to increase at a CAGR of +3.5% through 2025.

Critical Materials Reports™ and Market Briefings: TECHCET Shop
CMC Events: Click here to view all Events

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    OMG!! This is certainly a shocking and a genuine Testimonies. I visited a forum here on the internet on the 20TH OF OCT 2020, And I saw a marvelous testimonies of this powerful and great Doctor called PRIEST AZIBA on the forum. I never believed it, because I never heard nor learnt anything about Natural Enlargement Products. Nobody would have been able to influence me about Natural Enlargement Product not until PRIEST AZIBA did it for me and restored my Penis to a Normal size which i was very ok to have(11inch) he ask if I want to increase it further more i told him am ok with this I have now, so I’m recommending y’all in same situation to contact DR AZIBA via Email: PRIESTAZIBASOLUTIONCENTER@GMAIL.COM and also Contact him on his whatsApp +2348100368288 I am really short of expressions, and i don’t know how much to convey my appreciation to you PRIEST AZIBA you are a God sent to me and my entire friends whom has also use your product.. And now I am a joyful man with my family. here is DR Email and WhatsApp contact below Email: priestazibasolutioncenter@gmail.com & WhatsApp:+2348100368288

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  32. hello everyone i am Frank Ascenzo from Florida a medical doctor i never believed herbal products could solve what my science technology could not solve ,i have been having little penis size since childhood and that really Embarass me alot and up till now that i am 37 years old i still find it difficult to find a permanent solution until my friend from Africa at work place introduce his uncle to me Dr Harry .he told me about his wonderful works and decided to contact him through his email he gave me drharrysolution@gmail.com and he replied me and we discussed my situation and told me what i need to do ,i did it and received his herbal medicine through UPS and i got it within 3/5 days and used his miraculous herbal mixture cream just as he told me ,its just 4 days i started measuring and got 4 inches already and after two weeks i got 11 inches size and 8.0 girth size .i was so happy because no woman will dare reject me now with my big Cock .life is really full of surprises me that was having 2 inches before now having 11 inches big cock size .so if you need any help or cure to any sickness or disease like small penis,low sperm count,premature ejaculation,HIV/AIDS ,herpes ,spells of all kinds etc you can quickly visit his website link
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  35. Yes I have worked with Doctor Austin . He is the reason am called a man because I was having a small penis which can not even satisfy a woman an sorry to say this but I will always be grateful to Doctor Austin because his product work perfectly for me and without any side effect well all I can tell you as a friend is to trust and believe in him. Am sorry to say that Doctor Austin is like a living God. He is too kind and he is a man of his word.you can contact him for assistance and directions via his email : doctoraustin3 @ gmail. com Via WhatsApp +2347049682791

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  45. Dr sacre penis enlargement is the best herbal medicine it worked just the way he said it,i drink the medicine morning and evening, i have not finish the medicine i have already gotten the size i wanted,i went to a medical doctor for checkup ,the doctor said everything is alright,the medicine has no side effect,whatsapp or call number +2349076034359 or you can email him sacretempleofpower@gmail.com for your penis enlargement medicine

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