Introduction: A few days ago, Taiwanese media Economic Daily exposed an announcement from Taiwan’s semiconductor equipment supplier to launch automation, saying that due to the impact of the international situation, it was unable to carry out any monetary and formal capital transactions with some mainland Chinese companies, and the provision of related equipment services would be suspended.
Picture: Jiadeng Automation announcement
According to the Economic Daily, Jiadeng Group clarified and refuted false rumors on December 28, emphasizing that The product affected by this investigation is case , and the affected amount is only NT$9 million (approximately RMB 2.03 million) There is no operational consideration for withdrawing from mainland China.
Jiadeng Group stated that its subsidiary Jiadeng Automation has suspended shipments of mask cleaning machines shipped to mainland customers because the payment collection process needs further negotiation and confirmation. It has been assessed that the amount of business currently affected is relatively small and there is no significant impact on the financial business.
Because Jiadeng Automation is currently minimizing financial risks through methods such as receiving payment in advance or shortening the payment period , and achieving more efficient shipments when production capacity is fully loaded. At the same time, Jiadeng emphasized that this move was just a hedging behavior based on accounts receivable. For the relevant customers, it was only a deferred shipment and the amount was very small. It was not the NT$30 million reported in the market.
Picture: Jiadeng Chairman Qiu Mingqian
At the same time, Jiadeng Group also stated that it will take legal action if necessary for the media to mislead the company to understand the relevant reasons.
At the same time, another Taiwanese semiconductor equipment manufacturer stated that had not heard of any new policies targeting customers in mainland China, and business transactions were proceeding normally. It can be seen that the rumor that "Taiwanese factories have stopped supplying to China's " is basically a rumor.
In fact, in terms of commercial interests, because in recent years the main force of global new wafer factories has been in mainland China, and at the same time benefiting from the substitution effect brought about by the new US export control regulations, Taiwanese semiconductor equipment factories similar to Jiadeng Group are not willing to easily offend and abandon mainland customers.
Figure: Mask cleaning equipment
At the same time, taking the mask cleaning, mask exchange and other equipment in the front-end yellow light process mainly produced by Jiadeng Group as an example, the world's major manufacturers include: Technovision (Japan), Cost Effective Equipment (US), SUSS MicroTec (Germany), Ultra T Equipment (US), etc., because they are not core equipment in the front-end process, are not as important as photolithography, etching, PVD, CVD and testing. The market size is not large and the concentration is not very high. Therefore, in Europe, the United States and Japan, they are basically old players in the field of industrial equipment.
According to the November results announced by Jiadeng, including two companies including Jiadeng Automation, the single-month revenue was html NT$1.43 billion (approximately 97 million yuan) . At the same time, there is fierce competition within Taiwanese manufacturers in the field of mask cleaning, such as Mengli Group, Shaoyang Technology, Hongsu Technology, etc.
Therefore, from the perspective of strength and interests, "cutting off supply" is a farce..
