半導体装置荷動きに復調の兆し Signs of recovery in semiconductor equipment cargo movement

低迷していた半導体製造装置輸送が復調の兆しを見せ始めている。2019念秋以降、ファンドリー、ロジック半導体の先端プロセスへの投資が良好で、足元で台湾のTSMCや米国インテル向けの荷量は堅調だ。下落の続いていたメモリー半導体価格も持ち直しがみられ、半導体業界では「市況に底打ち感がある」との見方が広がる。米中貿易摩擦の影響も受けて停滞するメモリー投資が本格的に動き出すと、半導体装置の輸出に少しずつ勢いが出るだろう。中国向けが戻れば、TC3の航空貨物マーケットに光明が見えそうだ。

Transportation of semiconductor manufacturing equipment, which had been sluggish, is beginning to show signs of recovery. Since the fall of 2019, investment in advanced processes for foundries and logic semiconductors has been favorable, and shipments to TSMC in Taiwan and Intel in the US have been strong recently. Memory semiconductor prices, which had been declining, are also showing signs of recovery, and the view that the market is likely to bottom out is widespread in the semiconductor industry. If memory investment, which has stagnated due to the effects of the US-China trade dispute, begins to move in earnest, semiconductor device exports will gradually gain momentum. When the return to China returns, the TC3 air cargo market is likely to see light.