Lam Research to Cut 7% of Workforce After Weak Forecast Company shedding 1,300 permanent, 1,400 temporary positions Biggest order reductions coming from memory chipmakers https://www.bloomberg.com/news/articles/2023-01-25/lam-research-to-cut-7-of-workforce-after-forecast-disappoints Lam Research Corp., one of the three biggest providers of chip-manufacturing equipment in the US, is cutting about 7% of its workforce to reduce expenses in a declining market. 不是说半导体装备厂商都稳得很么？
Lam Research to Cut 7% of Workforce After Weak Forecast Company shedding 1,300 permanent, 1,400 temporary positions Biggest order reductions coming from memory chipmakers https://www.bloomberg.com/news/articles/2023-01-25/lam-research-to-cut-7-of-workforce-after-forecast-disappoints Lam Research Corp., one of the three biggest providers of chip-manufacturing equipment in the US, is cutting about 7% of its workforce to reduce expenses in a declining market. 不是说半导体装备厂商都稳得很么？ 索楠嘉措 发表于 2023-01-25 22:56
https://www.bloomberg.com/news/articles/2023-01-25/lam-research-to-cut-7-of-workforce-after-forecast-disappoints
Lam Research Corp., one of the three biggest providers of chip-manufacturing equipment in the US, is cutting about 7% of its workforce to reduce expenses in a declining market.
不是说半导体装备厂商都稳得很么？
为啥半导体稳？中国是最大的芯片进口国，一年3000亿美元，开始自给率不到10%，现在20%+，现在被逼着提高自己率，每提高10%，就是300亿美元进口的减少。。。
http://u.uin.com/external/publishInfo.shtml?id=7957&objectType=%E6%96%87%E7%AB%A0
LAM research的dry etch icp是行业的龙头。
只有大量的低息贷款，才能喂养出TSMC， 三星这样的厂商。
Lam Research 这种上游厂商就是跟着被折腾。
周期是一回事，美国对中国的半导体围堵是另一回事。人为的割裂全球市场
只是回归正常吧。把前两年扩招的裁掉了。
光刻机特别是高端的光刻机，中国没有。你没搞明白半导体设备和半导体产品的区别。
还有，3美刚裁，dow chemical 也裁了，传统企业日子也不好过