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Tokyo Electron to Follow US Export Ban

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发表于 6-11-2019 13:37:15 | 显示全部楼层 |阅读模式
路透:世界第三大半导体设备厂商停止向美黑名单上中国公司供货. VOA Chinese, June 11, 2019
https://www.voachinese.com/a/top ... 190611/4954066.html
("路透社报道,世界第三大半导体设备制造厂商东京威力科创将遵循美国的黑名单,不向被列入该名单的中国公司提供产品。 * * * 东京威力科创的一名高管说,公司并没有接到日本经济产业省的任何要求 * * * 东京威力科创没有说将停止向哪些中国公司提供产品")

, which is based on

Makiko Yamazaki 山崎 牧子, Exclusive: Top Japanese Chip Gear Firm to Honor US Blacklist of Chinese Firms - Executive, Reuters, June 11, 2019
https://www.reuters.com/article/ ... utive-idUSKCN1TC0H6
("Japan's Tokyo Electron, the world’s No.3 supplier of semiconductor manufacturing equipment, will not supply to Chinese clients blacklisted by Washington, a senior company executive told Reuters. * * * 'We would not do businesses with Chinese clients with whom Applied Materials and Lam Research are barred from doing businesses,' the executive said, referring to the top US chip equipment firms. * * * Five Japanese companies rank among the world's top 10 chip equipment firms")

Note:
(a) Suffice it to say that Huawei is not among Tokyo Electron's customers.

(b)
(i)
(A) Tokyo Electron Limited (TEL; 東京エレクトロン株式会社; 1963- ; based in Tokyo; "TEL is best known as a supplier of equipment to fabricate integrated circuits (IC), flat panel displays (FPD) * * * As of 2011, TEL is the largest manufacturer of IC and FPD production equipment [citation is Fact Book 2011. TEL, Mar 31, 2011]")  en.wikipedia.org for Tokyo Electron.
(B) The latest available is
Fact Book 2018. TEL, Mar 31, 2018 (though the Fact Book itself does not contain a date of publication, Google says so).
https://www.tel.com/ir/library/fb/cms-file/fb2018.pdf

TEL's fiscal year 2018 (FT2018) ended on Mar 31, 2018.

Fact Book 2018 does not say TEL was among the top in IC or FPD production equipment. However, what it did say is somewhat interesting (page number started at Web page 3 as 1, Web page 4 as 2 etc; in the upper right or left corner):
* In Web page 2 (whose heading was "Tokyo Electron (TEL trade mark) Overview | 東京エレクトロン(TEL trade mark)の事業概要") showed in "Fiscal year ended March 31, 2018": Composition of Net Sales by Segment セグメント別売上構成比: Semiconductor Production Equipment 半導体製造装置 93.3% + FPD Production Equipment FPD製造装置 6.7%.
* Page 1 had an upper-left panel whose heading read: "Consolidated Sales by Region 地域別連結売上高推移" from 2008 to 2018 (inclusive), TEL's sales to (companies in) Japan had dwindled while its sales to rest of Asia (ie, South Korea and Taiwan) increased dramatically.
* Page 2's right half (heading: "World Top 10 SPE Makers 半導体製造装置メーカー世界トップ10; [subtitle:] CY2017 [calendar year] Revenue Ranking 2017年売上高ランキング")
supports the quotation I supply for the Reuters report.

SPE stands for semiconductor production equipment.

Japanese-English dictionary:
uriagedaka 売上高(P); 売り上げ高 【うりあげだか】 (n): "sales; amount sold"
* Page 8 had a panel (second from the left; heading: "Net Sales by Division 部門別売上高") that showed from 2013 to 2018 (inclusive), TEL's sales of equipment for semiconductor always overshadowed that for FOD.
(ii) Applied Materials, Inc
https://en.wikipedia.org/wiki/Applied_Materials
(Founded in 1967 by Michael A McNeilly; is headquartered in Santa Clara, California)
(iii) Lam Research
https://en.wikipedia.org/wiki/Lam_Research
was founded in 1980 by David K Lam 林杰屏 [born in Guangdong; K stands for Kitping; grew up in Saigon and then Hong Kong; BS University of Toronto 1967; MS and ScD MIT 1970 and 1983, respectively; en.wikipedia.org], a Chinese-born engineer who had previously worked at Xerox, Hewlett-Packard and Texas Instruments; Headquarters Fremont, Calif)

Fremont is in Alameda County, whose county seat is Oakland and which includes Berkeley.
(iv) ASML Holding
https://en.wikipedia.org/wiki/ASML_Holding
("The company (originally named ASM Lithography) was founded in 1984 as a joint venture between the Dutch companies Advanced Semiconductor Materials International (ASMI) and Philips. Nowadays it is a public company with only a minority of the shares owned by Philips; Headquarters Veldhoven, Netherlands)

Veldhoven is southwestern neighbor of City of Eindhoven
https://en.wikipedia.org/wiki/Eindhoven
(section 1 Name; table: Population (Municipality, August 2017) 227,751)

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