Nhật Bản dự báo doanh số bán chip sẽ tăng 27%

Japan forecasts a strong recovery in chip sales thanks to demand for AI. Illustrative photo: Deccanherald

SEAJ - with members including Tokyo Electron Ltd., Advantest Corp. and Screen Holdings Co. - said it expects memory chipmakers' spending to recover "significantly" between September 2024 and March 2025 thanks to a recovery at foundries and chipmakers logic. logic. Growth is expected to continue at 10% next year until March 2026, the report said.

SEAJ President and Chief Executive Officer (CEO) Tokyo Electron Toshiki Kawai said that new chips optimized for generative AI and investments in AI-enabled server systems will help boost demand for quality products. Japanese semiconductor.

The world's largest contract chip manufacturer TSMC of Taiwan (China) said it is budgeting for the possibility of increasing production investment in 2024. TSMC CEO, Mr. CCWei, reiterated expectations The group will restore growth momentum this year.

Revenue of Japanese chip equipment manufacturers in the fiscal year to March 2024 is expected to decrease by 19%, slightly less than the 23% forecast by the Association in July 2023. This is partly thanks to strong sales in the Chinese market.

Mr Kawai said Chinese investment activity had been stronger than expected due to restrictions on the export of advanced tools. According to him, companies in this country are actively investing in areas that are less subject to regulatory supervision.

H.Thủy (Tổng hợp)