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<\/span><\/figcaption><\/figure>By Dina Kartit and Dagmarah Mackos<\/strong>

Chipmaking equipment supplier BE Semiconductor<\/a> (BESI<\/a>) on Thursday forecast a big drop in third-quarter revenue as soaring prices dampens demand.

The maker of semiconductor<\/a> assembly and packaging equipment said it expects its revenue to decline by 20% to 30% in the three months to Sept. 30 quarter-on-quarter, following a year-on-year fall of 5.4% to 214 million euros ($218.75 million) in the second quarter.

\"Whether current market softness is a temporary pause or more prolonged in duration is difficult to tell at present given the many conflicting economic, geopolitical and industry cross currents,\" Chief Executive Officer Richard Blickman said as he delivered second quarter results.

Chipmakers including Micron Technology Inc<\/a> and Advanced Micro Devices Inc<\/a> last month signalled waning demand as rising inflation across the world resulted in consumers tightening belts.

BESI's orders in the second quarter fell by 23.5% to 153.1 million euros from a year earlier, as slower economic growth made customers more cautious, the company said.

It cited lower bookings by Chinese subcontractors and decreased orders for high performance computing applications as the main reason for the drop.

\"The YoY decline is a consequence of lower demand for Chinese handset<\/a> and mainstream electronics applications due to overcapacity and COVID-19 triggered lockdowns,\" analysts at ING said.

KBC analysts expect the second half of the year to be turbulent for BESI, but in the longer term said it should benefit from being an industry front runner.

The group is targeting a third-quarter gross margin of 60-62%, after reaching 61% in the April-June period helped by favourable product mix, stronger dollar, and lower operating expenses.

BESI shares, which are down almost 36% since the start of the year, fell 3.3% by 0908 GMT.

Dutch peer ASML<\/a> Holding on Wednesday reported higher second-quarter profit on record bookings but unexpectedly cut its 2022 outlook citing an increasing number of fast shipment delays due to lingering supply-chain constraints.
<\/body>","next_sibling":[{"msid":93032550,"title":"Belgian raises 1.42 bln euros from 5G mobile licence auction","entity_type":"ARTICLE","link":"\/news\/belgian-raises-1-42-bln-euros-from-5g-mobile-licence-auction\/93032550","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":93032994,"entity_type":"ARTICLE","title":"BE Semiconductor expects demand to weaken further","synopsis":"\"Whether current market softness is a temporary pause or more prolonged in duration is difficult to tell at present given the many conflicting economic, geopolitical and industry cross currents,\" Chief Executive Officer Richard Blickman said as he delivered second quarter results.","titleseo":"telecomnews\/be-semiconductor-expects-demand-to-weaken-further","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2022-07-21 18:57:59","lastupd":"2022-07-21 19:03:06","breadcrumbTags":["be semiconductor","besi","micron technology inc","advanced micro devices inc","devices","asml","chinese handset","semiconductor"],"secinfo":{"seolocation":"telecomnews\/be-semiconductor-expects-demand-to-weaken-further"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-07-21" data-index="article_1">

是半导体预计需求将进一步削弱

“当前市场疲软是否一个临时暂停或更长期时间很难告诉目前考虑到许多相互矛盾的经济、地缘政治和行业交叉电流,”首席执行官Richard Blickman说,他发表了第二季度财报。

  • 更新于2022年7月21日下午07:03坚持
蒂娜Kartit和Dagmarah Mackos

芯片制造设备供应商是半导体(BESI)周四预计第三季度收入大幅下降,价格飙升抑制了需求。

的制造商半导体组装和包装设备表示,预计收入将下降20%,至30%,环比9月30日的三个月的同比下降5.4%,至2.14亿欧元(合2.1875亿美元)的第二季度。

“当前市场疲软是否一个临时暂停或更长期时间很难告诉目前考虑到许多相互矛盾的经济、地缘政治和行业交叉电流,”首席执行官Richard Blickman说,他发表了第二季度财报。

广告
芯片制造商包括美光科技有限公司和高级微设备公司上个月表示需求的减弱,因为全世界的通货膨胀导致消费者收紧腰带。

BESI的命令在第二季度较上年同期下降了23.5%,至1.531亿欧元,随着经济增长放缓使客户更加谨慎,该公司表示。

它引用了降低预订中国分包商和高性能计算应用程序减少了订单下降的主要原因。

“同比下降需求降低的结果中国手机和主流电子应用程序由于产能过剩和COVID-19触发封锁,”荷兰国际集团(ING)的分析师说。

KBC分析师预计今年下半年是BESI动荡,但从长远来看说它应该从中受益的行业领先者。

集团的目标是第三季度毛利率的60 - 62%,4 - 6月期间达到61%以后,得益于有利的产品组合,美元走强,降低运营费用。

BESI股票,今年年初以来下跌近36%,0908 GMT时下降了3.3%。

荷兰同行ASML控股周三公布第二季获利记录预订但出人意料地下调了2022年前景表示越来越多的快速装运延误由于挥之不去的供应链的限制。
  • 发布于2022年7月21日06:57点坚持
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\"\"
<\/span><\/figcaption><\/figure>By Dina Kartit and Dagmarah Mackos<\/strong>

Chipmaking equipment supplier BE Semiconductor<\/a> (BESI<\/a>) on Thursday forecast a big drop in third-quarter revenue as soaring prices dampens demand.

The maker of semiconductor<\/a> assembly and packaging equipment said it expects its revenue to decline by 20% to 30% in the three months to Sept. 30 quarter-on-quarter, following a year-on-year fall of 5.4% to 214 million euros ($218.75 million) in the second quarter.

\"Whether current market softness is a temporary pause or more prolonged in duration is difficult to tell at present given the many conflicting economic, geopolitical and industry cross currents,\" Chief Executive Officer Richard Blickman said as he delivered second quarter results.

Chipmakers including Micron Technology Inc<\/a> and Advanced Micro Devices Inc<\/a> last month signalled waning demand as rising inflation across the world resulted in consumers tightening belts.

BESI's orders in the second quarter fell by 23.5% to 153.1 million euros from a year earlier, as slower economic growth made customers more cautious, the company said.

It cited lower bookings by Chinese subcontractors and decreased orders for high performance computing applications as the main reason for the drop.

\"The YoY decline is a consequence of lower demand for Chinese handset<\/a> and mainstream electronics applications due to overcapacity and COVID-19 triggered lockdowns,\" analysts at ING said.

KBC analysts expect the second half of the year to be turbulent for BESI, but in the longer term said it should benefit from being an industry front runner.

The group is targeting a third-quarter gross margin of 60-62%, after reaching 61% in the April-June period helped by favourable product mix, stronger dollar, and lower operating expenses.

BESI shares, which are down almost 36% since the start of the year, fell 3.3% by 0908 GMT.

Dutch peer ASML<\/a> Holding on Wednesday reported higher second-quarter profit on record bookings but unexpectedly cut its 2022 outlook citing an increasing number of fast shipment delays due to lingering supply-chain constraints.
<\/body>","next_sibling":[{"msid":93032550,"title":"Belgian raises 1.42 bln euros from 5G mobile licence auction","entity_type":"ARTICLE","link":"\/news\/belgian-raises-1-42-bln-euros-from-5g-mobile-licence-auction\/93032550","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":93032994,"entity_type":"ARTICLE","title":"BE Semiconductor expects demand to weaken further","synopsis":"\"Whether current market softness is a temporary pause or more prolonged in duration is difficult to tell at present given the many conflicting economic, geopolitical and industry cross currents,\" Chief Executive Officer Richard Blickman said as he delivered second quarter results.","titleseo":"telecomnews\/be-semiconductor-expects-demand-to-weaken-further","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2022-07-21 18:57:59","lastupd":"2022-07-21 19:03:06","breadcrumbTags":["be semiconductor","besi","micron technology inc","advanced micro devices inc","devices","asml","chinese handset","semiconductor"],"secinfo":{"seolocation":"telecomnews\/be-semiconductor-expects-demand-to-weaken-further"}}" data-news_link="//www.iser-br.com/news/be-semiconductor-expects-demand-to-weaken-further/93032994">