Introduction: A few days ago, the Taiwanese media Economic Daily exposed an announcement of Taiwan’s semiconductor equipment supplier Deng Automation, saying that due to the impact of the international situation, it is unable to conduct any monetary and formal capital exchanges with some mainland Chinese companies, and will suspend related equipment services. supply.
Picture: Kadeng Automation Announcement
According to Economic Daily News, Kadeng Group clarified and refuted false rumors on December 28, emphasizing that the products affected by this case are case , and the amount affected is only 902zz NT$10,000 RMB 2.03 million) payment without any consideration of withdrawing from mainland China.
Gardeng Group stated that its subsidiary Gardeng Automation shipped mask cleaning machines to customers in mainland China, because the payment receipt and payment process has yet to be further negotiated and confirmed, so there has been a suspension of shipments. After assessment, the amount of business currently affected is relatively small, and has no major impact on financial business.
Because at present, Jiadeng Automation is using methods such as receiving payment in advance or shortening the payment period to minimize capital risks, and to achieve more effective shipments when production capacity is fully loaded. At the same time, Gardeng emphasized that this move is just a hedging behavior based on accounts receivable. For relevant customers, it is only a deferred shipment and the amount is very small, not the NT$30 million reported in the market.
Picture: Jiadeng Chairman Qiu Mingqian
At the same time, the Jiadeng Group also stated that the company is learning about the reasons for the media’s misleading, and will take legal action if necessary.
At the same time, another Taiwanese semiconductor equipment manufacturer stated that has not heard of any new policies for customers in mainland China, and business transactions are also proceeding normally. It can be seen from this that the rumors that "Taiwanese factories cut off supply to China " are basically rumors.
Actually, as far as commercial interests are concerned, in recent years, the new global wafer factory mainly locates in mainland China , and at the same time benefits from the substitution effect brought about by the new US export control regulations, similar to Taiwan-based semiconductor equipment of Gardeng Group The factory is not willing to easily offend and abandon mainland customers.
Picture: Reticle cleaning equipment
At the same time, take the front-end photoresist process mainly produced by Gardeng Group as an example: Reticle cleaning, reticle exchange , etc. Equipment (US), SUSS MicroTec (Germany), Ultra T Equipment (US), etc., are not as important as lithography, etching, , PVD, CVD and detection, etc., because they do not belong to the core equipment in the front-end process, The market size is small, and the concentration is not very high , so in Europe, America and Japan, they are basically old players in industrial equipment.
According to the November results released by Gardeng, including two companies including Gardeng Automation, the monthly revenue is 430 million NT dollars (about 97 million yuan) . At the same time, there is also fierce competition among Taiwanese manufacturers in the field of mask cleaning, such as Mengli Group, Shaoyang Technology, and Hongsu Technology.
Therefore, from the perspective of strength and interests, "cutting off the confession" is a farce .
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