1 RIO TINTO SAYS Q3 PRODUCTION FALLS ON PLANNED MAINTENANCE AND SAFETY PAUSES WWW.MINING.COM PUBLISHED:2018/10/16      2 AUSTRALIAN FIRM ACQUIRES CENTERRA GOLD ASSETS IN MONGOLIA WWW.ZGM.MN PUBLISHED:2018/10/16      3 RUSSIAN DEFENSE MINISTER TO PAY OFFICIAL VISIT TO MONGOLIA WWW.MONTSAME.MN PUBLISHED:2018/10/16      4 NORTH KOREA STRENGTHENS TIES WITH MONGOLIA WWW.KOREATIMES.CO.KR PUBLISHED:2018/10/16      5 AZERBAIJAN SENT AN EXPORT MISSION TO MONGOLIA WWW.AZERNEWS.AZ PUBLISHED:2018/10/16      6 DEPUTY PM CALLS FOR STRONGER VIETNAM-MONGOLIA TIES ACROSS MULTIPLE FIELDS WWW.VIETNAMPLUS.VN PUBLISHED:2018/10/16      7 MONGOLIAN NATIONAL OLYMPIC COMMITTEE HOST INAUGURAL BEACH SPORTS AND ART GAMES WWW.INSIDETHEGAMES.BIZ PUBLISHED:2018/10/16      8 ON AND OFF WIND AND SOLAR POWER PUSHING COAL PLANTS TO THE BRINK WWW.MINING.COM PUBLISHED:2018/10/16      9 FACEBOOK TOOL MAKES UK POLITICAL ADS 'TRANSPARENT' WWW.BBC.COM PUBLISHED:2018/10/16      10 HUNNU AIR BEGINS TO OPERATE BETWEEN ULAN-UDE AND MANZHOULI WWW.NEWS.MN PUBLISHED:2018/10/16      ДАРХАН, СЭЛЭНГЭ, ТӨВ, ХӨВСГӨЛИЙН АЛТ ТУШААГЧИД НИЙСЛЭЛИЙГ ЗОРИХ ШААРДЛАГАГҮЙ WWW.GOGO.MN НИЙТЭЛСЭН:2018/10/16     МӨНГӨНИЙ НИЙЛҮҮЛЭЛТИЙН ӨСӨЛТӨД ТӨГРӨГ, ВАЛЮТЫН ХАРИЛЦАХ, ТӨГРӨГИЙН ХАДГАЛАМЖ ГОЛЛОН НӨЛӨӨЛЖЭЭ WWW.BLOOMBERGTV.MN  НИЙТЭЛСЭН:2018/10/16     "УГТУУЛ-АЛТАЙ" ХХК: ДОТООДЫН ҮЙЛДВЭРҮҮД БҮРЭН ЧАДЛААРАА АЖИЛЛАВАЛ 2020 ОН ГЭХЭД ӨНДӨГ ИМПОРТЛОХ ШААРДЛАГАГҮЙ БОЛНО WWW.BLOOMBERGTV.MN  НИЙТЭЛСЭН:2018/10/16     ХҮН ТӨВТЭЙ БИЗНЕСИЙН ХААНЧЛАЛ АЙСУЙ WWW.ZGM.MN НИЙТЭЛСЭН:2018/10/16     ГАЗРЫН ТОС БОЛОВСРУУЛАХ ҮЙЛДВЭРИЙН ДЭД БҮТЦИЙН АЖИЛ 40 ХУВЬТАЙ БАЙНА WWW.UNUUDUR.MN НИЙТЭЛСЭН:2018/10/16     СТРАТЕГИЙН ОРД АШИГЛАДАГ КОМПАНИУДЫН ДАНСЫГ МОНГОЛБАНКИНД БАЙРШУУЛАХ ХУУЛИЙН ТӨСЛИЙГ ДЭМЖЛЭЭ WWW.MEDEE.MN НИЙТЭЛСЭН:2018/10/16     У.ХҮРЭЛСҮХ: ДОТООДДОО ҮЙЛДВЭРЛЭСЭН ЦЕМЕНТИЙГ ЭКСПОРТОД ГАРГАХ НЬ ЧУХАЛ WWW.MONTSAME.MN НИЙТЭЛСЭН:2018/10/16     АЖ АХУЙН НЭГЖҮҮД ЖДҮДС-ГААС 3.8 ИХ НАЯД ТӨГРӨГИЙН САНХҮҮЖИЛТ ХҮСЧЭЭ WWW.MONTSAME.MN НИЙТЭЛСЭН:2018/10/16     ВАЛЮТЫН ЗОХИЦУУЛАЛТЫН ТУХАЙ ХУУЛИЙН ТӨСЛИЙГ ХЭЛЭЛЦЭХ ЭСЭХИЙГ УИХ ЭНЭ ДОЛОО ХОНОГТ ШИЙДНЭ WWW.BLOOMBERGTV.MN НИЙТЭЛСЭН:2018/10/15     ХЭРЭГЛЭЭНИЙ ЗЭЭЛИЙН ӨСӨЛТ АЙЛ, ӨРХҮҮДИЙГ ӨРИЙН ДАРАМТАД ОРУУЛЖ БАЙНА ГЭВ WWW.MONTSAME.MN  НИЙТЭЛСЭН:2018/10/15    

US-China trade war dims bright future for semiconductors www.asia.nikkei.com

PALO ALTO, U.S. -- Even as new technologies offer the promise of an unparalleled stretch of growth in the global semiconductor industry, top executives fear the sector will be used as a chip in the U.S.-China trade war.

Global shipments of semiconductor equipment are forecast to grow 10.8% this year and 7.7% in 2019, according to a report released Tuesday by SEMI, an association serving the manufacturing supply chain for the electronics industry.

The forecast comes during this year's Semicon West trade fair in San Francisco. The three-day show devoted to semiconductor manufacturing equipment ended Thursday.

Other statistics suggest the value of global chip sales will increase 12.4% in 2018 and 4.4% next year, creating four straight years of growth. The market last enjoyed such a stretch with six years of growth that began in 2002.

Machines now generate more data than people do, a shift that heralds huge changes in the semiconductor industry, said Gary Dickerson, CEO of U.S. company Applied Materials, the world's largest maker of semiconductor manufacturing equipment.

The advent of technologies supporting the "internet of things" and the broader adoption of artificial intelligence portend hefty growth in semiconductors, particularly to meet the needs of data centers.

Equipment manufacturers like Applied Materials, ASML of the Netherlands and Japan's Tokyo Electron have been a great benefit to the parts makers that supply components for their equipment.

J&J Machine, a U.S. manufacturer of precision parts, has been very busy over the past year with many outstanding orders, operations manager Tim Frank said at the trade fair.

But the celebratory tone at Semicon West is tempered by worries about the trade friction and tariffs between the U.S. and China.

Even a company like Nanotronics, an American producer of optical inspection equipment, senses the danger. The company manufactures inside the U.S., so it avoids immediate impact. But Nanotronics also has Chinese customers, and CEO Matthew Putman hopes that demand will not cool.

Share prices have plunged by more than 20% for both Applied Materials and Lam Research, an American designer and producer of semiconductor equipment, since the U.S.-China trade battle intensified in mid-March.

A 25% added tariff on goods imported from China creates a $20 million to $30 million hit to the semiconductor supply chain, mainly due to higher procurement costs for parts like bearings and cylinders, SEMI said.

The tariffs might be extended to memory chips, which would inflate the damage beyond $500 million, said Jay Chittooran, a public policy manager at SEMI.

The industry's biggest fear is that President Donald Trump's administration might restrict exports of semiconductors and chip manufacturing equipment to China, said Robert Maire, president of consulting company Semiconductor Advisors.

U.S. producers hold a 60% share of the global market for semiconductor manufacturing equipment. And with chipmakers establishing fabrication bases in China, that country is poised to become the largest market for such equipment outside of South Korea come 2019.



Published Date:2018-07-16