APPLICATION MATERIAL CEO FOR MULTI-YEAR GAS CYCLES IN THE CHIP INDUSTRY, FULL-LINE INCREASE IN SEMICONDUCTOR EQUIPMENT

On 9 July, the total number of semiconductor units rose by 13 per cent, Aehr Test Systems by 9 per cent, the number of applications by 8 per cent, the Pan Lin Group and Al-Amak technology by 7 per cent, Threida by 5 per cent and Asmer by 3 per cent. On the face of the news, the application material CEO Gary Dickerson revealed that chip manufacturers have now extended their equipment demand projections to two years or more, and some clients' planning horizons to 2030. In his view, such ahead-of-the-curve planning provided sufficient confidence to equipment manufacturers, such as application materials, to enable them to expand their production capacity in an orderly manner without the need to adjust the rhythm as often as in the past due to the uncertainty of the semiconductor cycle。