Page 156 - CW E-Magazine (25-2-2025)
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News from Abroad


       REORGANISATION
       Japan’s Sumco to end silicon wafer production

       at Miyazaki plant


          Japanese semiconductor firm, Sumco                                     capacity as manufacturing
       Corporation, has announced plans to                                       equipment reaches its end of
       transfer wafer  production from the                                       life.
       Miyazaki plant of its subsidiary, Sumco
       Techxiv, to other manufacturing facili-                                      In this backdrop, Sumco
       ties, as it moves to improve profitability                                has decided  to reorganise the
       by reorganising the production of                                         Miyazaki plant to improve effi-
       silicon wafers of 200-mm and smaller.                                     ciency through  consolidation
                                                                                 of the production capacity  of
          The current silicon wafer market                                       small wafers.  The Miyazaki
       environment is in a prolonged sluggish                                    plant  will become  a factory
       demand phase brought about by drop-  ally thanks to strong needs for lead-  solely for monocrystalline production,
       off from extraordinary demand during  ing-edge products for AI semiconduc-  while  wafer production  will  be trans-
       the COVID-19 pandemic, and structural   tors and high-performance memory,”  ferred to other domestic plants in the
       changes in the semiconductor  supply  the company said. However, demand  Sumco Group and to Indonesia, ending
       chain caused by US-China friction.  for small-diameter wafers mainly for  wafer production in Miyazaki by the
                                         consumer, industrial, and automotive  end of 2026.
          “Drawdown of 300-mm wafer  uses, has remained sluggish.  Wafers
       inventories by customers is taking  of 150-mm and smaller, in particular,   Sumco intends to reassign employees
       time, as semiconductor production  are expected to see falling demand,  affected by the reorganisation to
       adjustments continue; but overall   with customers shifting to 200-mm  300-mm wafer operations after the end
       demand is expected to recover gradu-  wafers or lowering their production  of wafer production in Miyazaki.

       TRADING TROUBLES
       EU proposes anti-dumping duties on epoxy resin

       imports from China and other countries


          The European Union (EU) had in                                  a 30.3% dumping margin, with similar
       July last year initiated an anti-dumping                           harm thresholds.
       investigation concerning the import of
       epoxy resins from China, South Korea,                                 In  Taiwan, Changchun Synthetic
       Taiwan,  and Thailand. The  European                               Resin Factory Co., Ltd. has a dump-
       Commission has  provided a summary                                 ing margin of 10.8%, while Nanya
       of the proposed temporary tariffs,  are also implicated  in this investiga-  Plastics Corporation is slightly higher
       which is now available for reference.  tion. Notably, the Sinochem Group,   at 11%.
                                         which includes Jiangsu Yangnong Jinhu
          Among the companies under scrutiny,   Chemical Co.,  Ltd., Jiangsu  Ruiheng   In  Thailand,  Aditya Birla Chemi-
       China’s Jiangsu Sanmu Group Co., Ltd.   New Material  Technology  Co., Ltd.,  cals (Thailand) Ltd. is facing a 32.1%
       faces a dumping margin of 24.2%,   and Nantong Xingchen Synthetic   dumping margin. All other companies
       with a harm threshold of 116%.  This  Materials Co., Ltd., has a dumping   from Thailand are also subject to this
       means that the company is significantly  margin of 40.8% and a harm threshold   rate. Interestingly,  the investigation
       undercutting prices.              of 118.9%. Companies such as Zhanxin  found that South Korean companies are
                                         Resin (China) Co., Ltd. and Changchun  not engaging in dumping, resulting
          Several  other Chinese companies  Chemical (Jiangsu) Co., Ltd. also face  in no proposed duties for them.

       156                                                                  Chemical Weekly  February 25, 2025


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