The Biden administration’s new restrictions on doing business with China are sending shock waves through the global semiconductor industry<\/a>, with chip-equipment<\/a> makers girding for perhaps the most painful fallout. 应用材料公司,一家领先的芯片设备制造商周三将第四季度预估下调,警告说,新的出口法律法规将减少约4亿美元的销售。目前预计营收约64亿美元,加上或者减去2.5亿美元,此前预测的约66.5亿美元。 拜登政府的新的限制与中国做生意正在冲击全球半导体行业,片设备制造商“磨刀霍霍”,也许最痛苦的后果。
Applied Materials Inc., a leading maker of chipmaking equipment, on Wednesday slashed its forecast for the fourth quarter, warning that the new export regulations will reduce sales by about $400 million in the period. It now expects revenue of about $6.4 billion, plus or minus $250 million, compared with a previous forecast of roughly $6.65 billion.
In another sign of retreat, Applied Materials, along with KLA Corp<\/a>. and Lam Research Corp., have started or are preparing to pull employees from Yangtze Memory Technologies Co<\/a>., China’s most advanced maker of memory chips<\/a>, people familiar with the matter have told Bloomberg. ASML Holding NV, another top producer of manufacturing gear, told its US employees in the US to refrain from servicing customers in China.
“The US government’s recent restrictions are serious and escalate the economic (and potentially geopolitical) conflict with China - the largest customer of semis,” Bank of America analyst Vivek Arya wrote, estimating the restrictions could shave off as much as $7 billion in 2023 sales for vendors like Applied Materials.
The Biden White House outlined the export curbs Friday, part of a years-long campaign to hamper China’s ability to develop the most advanced chips and equip its military. China is pouring billions of dollars into developing a domestic semiconductor industry that’s less dependent on the rest of the world, but those chipmakers still need to purchase highly specialized equipment from suppliers in the US, Europe and other parts of Asia.
“The new regulations could deliver a heavy blow to Applied Materials and Lam Research, which have a high sales exposure to China,” Bloomberg Intelligence analysts Masahiro Wakasugi and Brian Moran wrote in a research note Thursday.
The restrictions hit when the industry was already suffering a downturn, shifting from a worldwide shortage of chips during the pandemic -- when demand for electronics skyrocketed -- to a glut in a matter of months as demand cooled, reflecting the boom-and-bust nature of the sector. The Philadelphia Stock Exchange Semiconductor Index has dropped 12% since the restrictions were announced. The index is now down more than 44% this year.
Netherlands-based ASML has been selling its deep ultraviolet, or DUV, machines to Chinese customers but has held back its more advanced extreme ultraviolet, or EUV, technology. It’s not clear whether those existing sales will be affected by the new Biden administration regulations.
The semiconductor industry has had an inkling for weeks that tighter rules were coming, with Nvidia Corp. warning in September that US government restrictions on exporting AI chips to China could affect hundreds of millions of dollars in revenue.
Companies such as Applied Materials and Intel Corp<\/a>. can’t easily walk away from China, which is the biggest single market for their products and part of a global supply chain for electronics.
Fallout has been swift and far-reaching, and Asia’s biggest chip<\/a> stocks are also reeling. Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker<\/a>, plunged a record 8.3% Tuesday, while Samsung Electronics Co. and Tokyo Electron Ltd. also retreated.
Applied Materials shares are down about 14% since last Thursday, the day before the new restrictions were announced. After that steep decline, its latest warning didn’t do much to jar investors. The stock was little changed in late trading Wednesday.
The Santa Clara, California-based company also trimmed its profit forecast. Excluding some items, earnings will be $1.54 to $1.78 a share in the fourth quarter, which ends Oct. 30. That’s down from as much as $2.18 previously.
The lower earnings outlook is a result of reduced sales and a writedown of 23 cents a share for inventory and manufacturing tied to the new export regulations, the company said. Applied Materials also expects the rules to hurt sales in its fiscal first quarter by roughly the same amount.
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芯片行业括号“沉重打击”从中国出口限制
应用材料公司,一家领先的芯片设备制造商周三将第四季度预估下调,警告说,新的出口法律法规将减少约4亿美元的销售。目前预计营收约64亿美元,加上或者减去2.5亿美元,此前预测的约66.5亿美元。
的另一个迹象是,应用材料,以及解放军的集团。和林研究公司,已经开始或正在准备把员工从长江内存技术有限公司中国最先进的制造商内存芯片知情人士告诉彭博。ASML Holding NV,另一个顶级生产商制造装备,告诉我们员工在美国不要在中国服务客户。
周五白宫拜登概述了出口限制,多年的运动的一部分,阻碍中国发展的能力最先进的芯片和装备军队。中国正在投入数十亿美元开发国内半导体行业的减少对世界其他国家的依赖,但这些芯片制造商仍然需要从供应商购买高度专业化的设备在美国,欧洲和亚洲其他地区的。
“新规定可能应用材料和林的研究提供一个沉重打击,暴露在中国的销量很高,”布隆伯格情报分析员Masahiro Wakasugi和布莱恩·莫兰周四在一份研究报告中写道。
限制了该行业已经遭受经济低迷时,从全球短缺对电子芯片在大流行期间,当需求暴涨,在几个月内过剩需求降温,反映了行业繁荣与萧条的本质。费城证交所半导体指数已下跌12%以来公布的限制。该指数今年下跌逾44%。
荷兰ASML已出售其深紫外,或DUV机器中国客户,但阻碍了更高级的极端的紫外线,或EUV,技术。现在还不清楚这些现有的销售将受到新的拜登管理法规的影响。
半导体行业有一个模糊数周,更严格的规则,与Nvidia公司9月警告,美国政府限制向中国出口的人工智能芯片可能影响数亿美元的收入。
等公司应用材料英特尔(intc . o:行情)。不能轻易离开中国,这是最大的单一市场对其产品和电子产品的全球供应链的一部分。
影响已经迅速而深远,亚洲最大的芯片股票也摇摇欲坠。台湾半导体制造有限公司是世界上最大的合同芯片制造商周二下跌创纪录的8.3%,而三星电子(Samsung Electronics co .)和东京电子有限公司也出现回落。
应用材料公司股价下跌约14%自上周四以来,前一天公布的新限制。急剧下降后,其最新警告投资者不太jar。周三尾盘的股票波动不大。
总部位于加州圣克拉拉的公司还削减了利润预期。排除部分项目,收益将1.54美元在第四季度每股1.78美元,10月30日结束。这是以前从高达2.18美元。
较低的盈利前景的结果减少销售和23美分的减记存货和制造与新出口规定,该公司表示。应用材料还预计的规则来影响销售的第一财政季度大致相同的数量。
The Biden administration’s new restrictions on doing business with China are sending shock waves through the global semiconductor industry<\/a>, with chip-equipment<\/a> makers girding for perhaps the most painful fallout.
Applied Materials Inc., a leading maker of chipmaking equipment, on Wednesday slashed its forecast for the fourth quarter, warning that the new export regulations will reduce sales by about $400 million in the period. It now expects revenue of about $6.4 billion, plus or minus $250 million, compared with a previous forecast of roughly $6.65 billion.
In another sign of retreat, Applied Materials, along with KLA Corp<\/a>. and Lam Research Corp., have started or are preparing to pull employees from Yangtze Memory Technologies Co<\/a>., China’s most advanced maker of memory chips<\/a>, people familiar with the matter have told Bloomberg. ASML Holding NV, another top producer of manufacturing gear, told its US employees in the US to refrain from servicing customers in China.
“The US government’s recent restrictions are serious and escalate the economic (and potentially geopolitical) conflict with China - the largest customer of semis,” Bank of America analyst Vivek Arya wrote, estimating the restrictions could shave off as much as $7 billion in 2023 sales for vendors like Applied Materials.
The Biden White House outlined the export curbs Friday, part of a years-long campaign to hamper China’s ability to develop the most advanced chips and equip its military. China is pouring billions of dollars into developing a domestic semiconductor industry that’s less dependent on the rest of the world, but those chipmakers still need to purchase highly specialized equipment from suppliers in the US, Europe and other parts of Asia.
“The new regulations could deliver a heavy blow to Applied Materials and Lam Research, which have a high sales exposure to China,” Bloomberg Intelligence analysts Masahiro Wakasugi and Brian Moran wrote in a research note Thursday.
The restrictions hit when the industry was already suffering a downturn, shifting from a worldwide shortage of chips during the pandemic -- when demand for electronics skyrocketed -- to a glut in a matter of months as demand cooled, reflecting the boom-and-bust nature of the sector. The Philadelphia Stock Exchange Semiconductor Index has dropped 12% since the restrictions were announced. The index is now down more than 44% this year.
Netherlands-based ASML has been selling its deep ultraviolet, or DUV, machines to Chinese customers but has held back its more advanced extreme ultraviolet, or EUV, technology. It’s not clear whether those existing sales will be affected by the new Biden administration regulations.
The semiconductor industry has had an inkling for weeks that tighter rules were coming, with Nvidia Corp. warning in September that US government restrictions on exporting AI chips to China could affect hundreds of millions of dollars in revenue.
Companies such as Applied Materials and Intel Corp<\/a>. can’t easily walk away from China, which is the biggest single market for their products and part of a global supply chain for electronics.
Fallout has been swift and far-reaching, and Asia’s biggest chip<\/a> stocks are also reeling. Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker<\/a>, plunged a record 8.3% Tuesday, while Samsung Electronics Co. and Tokyo Electron Ltd. also retreated.
Applied Materials shares are down about 14% since last Thursday, the day before the new restrictions were announced. After that steep decline, its latest warning didn’t do much to jar investors. The stock was little changed in late trading Wednesday.
The Santa Clara, California-based company also trimmed its profit forecast. Excluding some items, earnings will be $1.54 to $1.78 a share in the fourth quarter, which ends Oct. 30. That’s down from as much as $2.18 previously.
The lower earnings outlook is a result of reduced sales and a writedown of 23 cents a share for inventory and manufacturing tied to the new export regulations, the company said. Applied Materials also expects the rules to hurt sales in its fiscal first quarter by roughly the same amount.
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