【陈军】Sigmaintell_2023-2024 Global semiconductor dynamic and outlook_Ellike_230906.pdf

1、2023-2024 Global semiconductor dynamic and outlookBy Sigmaintell Ellike,Sep.2023All rights reserved by Sigmaintell reproduction prohibited without written permission.Sigmaintell Consulting Co.,Ltd1Stay Specialized,Enable Intelligence2Sigmaintell Consulting Co.,LtdAll rights reserved by Sigmaintell r

2、eproduction prohibited without written permission.Stay Specialized,Enable IntelligenceConclusionsCompany Data and AnalysisIndustry dynamic and outlook3Sigmaintell Consulting Co.,LtdAll rights reserved by Sigmaintell reproduction prohibited without written permission.Stay Specialized,Enable Intellige

3、nceConclusionsCompany Data and AnalysisIndustry dynamic and outlook4Sigmaintell Consulting Co.,LtdAll rights reserved by Sigmaintell reproduction prohibited without written permission.Stay Specialized,Enable IntelligenceSigmaintell 2023H1 Global High-Tech industry webinar No winnerBalance points dur

4、ing Countries.Macro Rules limit global semi growth better;Counties search a balance point in long-term.Japan government launched new Foreign Exchange and Foreign Trade Act The export restrictions cover 23 semiconductor manufacturing equipment,primarily for advanced processes at 14nm and below.2023.5

5、.232023.6.302023.7.42023.7.23The Netherlands has announced new rules restricting exports of certain semiconductor manufacturing equipment.China mainland announced the rules of“export control of germanium and gallium-related items”2023.9.12023.8.1Source:Sigmaintell5Sigmaintell Consulting Co.,LtdAll r

6、ights reserved by Sigmaintell reproduction prohibited without written permission.Stay Specialized,Enable IntelligenceSigmaintell 2023H1 Global High-Tech industry webinar 58951655661870474232%1%-3%7%8%-2%3%21%12%-11%11%25%1%-12%8%11%14%5%5%-8%4%10%6%5%2010201120122013201420152016201720182019202020212