Resonac社长高桥秀仁 相对于半导体的前工序产品优势明显的杜邦，Resonac则以后工序为中心。目前，用于散热的热 传导材料和用于堆叠的绝缘胶膜等两种产品销路坚挺。这些产品已被台积电和三星电子采用…… 日本Resonac控股已开始转向以半导体材料为核心的经营。瞄准的是美国化工大型企业杜邦的电 子部门。 "追赶杜邦"，Resonac社长高桥秀仁在企业内部如此表示。杜邦的营业收入48%来自电子和工业 领域。其主要产品包括用于半导体制造的研磨工序的CMP抛光垫和形成电路所需的光刻胶(感光 材料)等。 在Resonac的2024财年（截至2024年12月）的合并营业收入中，半导体和电子材料占32%。按 营业利润来看占到80%。 中原周一认为"如果两项业务剥离，评估的重心也会上移，或将接近定为目标的倍率"。Resonac 目前正处于能否实现结构性改革、脱胎换骨成为半导体股的过渡期。 相对于半导体的前工序产品优势明显的杜邦，Resonac则以后工序为中心。目前，用于散热的热 传导材料和用于堆叠的绝缘胶膜等两种产品销路坚挺。据悉，这些产品已被台积电(TSMC)和三 星电子采用，销量强劲。 一般来说，半导体后工序材料的利 ...

Core Viewpoint - The U.S. stock market experienced a significant decline due to escalating trade tensions and concerns over inflation, leading to a loss of over $3 trillion in market value for major tech companies in just two days [1][9]. Group 1: Market Performance - The U.S. stock indices fell by more than 5%, marking one of the worst trading days in recent years, with the S&P 500 dropping 5.97% and the Dow Jones Industrial Average plummeting 2,231 points [4][9]. - The technology sector was particularly hard hit, with the "Tech Seven" companies losing over $2 trillion in market capitalization in a single day [13]. - European markets also suffered, with the Stoxx 600 index falling 5.12%, the largest drop since the onset of the COVID-19 pandemic [14][17]. Group 2: Economic Indicators - Federal Reserve Chairman Jerome Powell indicated that inflation pressures from unilateral tariffs could persist for several quarters, leading to a cautious stance on monetary policy [8][18]. - Despite a stronger-than-expected increase in non-farm payrolls, the unemployment rate unexpectedly rose to 4.5%, raising concerns about the labor market [8][18]. - The market is closely watching upcoming U.S. CPI data and Federal Reserve meeting minutes for any signs of policy shifts that could impact market stability [18]. Group 3: Sector-Specific Impacts - Major tech stocks like Tesla and Apple saw significant declines, with Tesla dropping 10.4% and Apple falling 7.3% [11][13]. - The semiconductor sector also faced severe losses, with the Philadelphia Semiconductor Index down 7.6% [13]. - Commodity markets experienced widespread declines, with crude oil prices falling nearly 10% and gold prices dropping over 3% [13]. Group 4: Global Economic Outlook - The ongoing trade war and the Fed's policy deadlock have led to a loss of investor confidence in global economic recovery [17]. - Analysts warn that continued trade protectionism and delayed monetary policy responses could push the global economy into a recession [18].

Economic Indicators - Major stock indexes are experiencing significant declines, with the Dow down -1000 points, S&P 500 down -150 points, and Nasdaq down -500 points, reflecting a broader market collapse of -4% to -6% [2] - The U.S. Bureau of Labor Statistics reported an unexpected increase in nonfarm payrolls, with +228K jobs created in March, surpassing the +140K estimate, while the unemployment rate rose to +4.2% [6][7] - Hourly wages remained steady at +0.3%, with year-over-year growth decreasing to +3.8%, the lowest since July [8] Federal Reserve Actions - The Federal Reserve has shifted its stance dramatically, indicating a potential for five interest rate cuts this year, with a 100% chance for a cut in June [4][5] - If all proposed cuts occur, the Fed funds rate could be reduced to +3.00-3.25% by the end of the year, suggesting a long-term expectation of high tariffs impacting the economy [4][5] Trade Relations - China has implemented a retaliatory measure by imposing 34% additional tariffs on all imported U.S. goods, which is expected to adversely affect U.S. agriculture and chemical sectors, notably impacting companies like DuPont [3]

Group 1 - DuPont China Group Co., Ltd. is under investigation by the State Administration for Market Regulation for allegedly violating the Anti-Monopoly Law of the People's Republic of China [1] - Following the announcement of the investigation, DuPont's pre-market stock price plummeted, with a decline of nearly 10% [3]

DuPont de Nemours, Inc. (DD) recently announced the launch of its Liveo Pharma TPE Ultra-Low Temp Tubing, a new thermoplastic elastomer tubing. This product has been designed keeping in mind the ability required to withstand low temperatures in many biopharmaceutical processing applications.This ISO Class 7 cleanroom-manufactured tubing is sterilizable, weldable and sealable, and offers improved elastomer toughness and ductility. The product’s resistance to bending, good pumpability, low spallation, along w ...

About DuPont™ Liveo™ Healthcare Solutions DuPont™ Liveo™ is a globally recognized leader in technology for a broad range of innovations in medical devices, biopharmaceutical processing and pharmaceutical solutions. DuPont high-performance materials help create safer healthcare environments and protect the health of patients and healthcare providers worldwide. We help enable smarter healthcare and positive patient outcomes. More information can be found at liveo.dupont.com. About DuPont DuPont (NYSE: DD) is ...

DuPont de Nemours, Inc. (DD) benefits from its innovation-driven investment, productivity actions and the acquisitions of the Spectrum Plastics Group and Donatelle Plastics. However, weak prices and sizable separation costs are likely to impact its performance. DuPont, which is among the prominent players in the chemical space along with Dow Inc. (DOW) , Air Products and Chemicals, Inc. (APD) and Eastman Chemical Company (EMN) , remains focused on driving growth through innovation and new product developmen ...

Core Insights - DuPont has been awarded the Silver Medal from EcoVadis for its sustainability performance, indicating significant progress in this area [1][3] - The company achieved an overall score of 71, placing it in the 91st percentile and among the top 15% of companies evaluated globally [2] - DuPont's highest scores were in the Environment and Sustainable Procurement categories, with notable improvements in Labor & Human Rights and Ethics [2][3] Sustainability Performance - EcoVadis evaluates over 150,000 companies using a framework based on 21 sustainability criteria across four core themes: Environment, Labor & Human Rights, Ethics, and Sustainable Procurement [3] - The evaluation aligns with international sustainability standards, including the UN Global Compact, ILO conventions, GRI standards, and ISO 26000 [3] Company Overview - DuPont is recognized as a global innovation leader, providing technology-based materials and solutions across various industries, including electronics, transportation, construction, water, healthcare, and worker safety [5]

Radu is the First Industrial Scientist Honored with Award in its 60-Year History WILMINGTON, Del., March 27, 2025 /PRNewswire/ -- DuPont (NYSE: DD) today announced that Nora Radu, Ph.D., DuPont Senior Laureate, has received the 2025 American Chemical Society (ACS) Award for Distinguished Service in the Advancement of Inorganic Chemistry, marking a historical milestone as the first industrial scientist to achieve this prestigious honor since the award was established in 1963."I am deeply honored to receive t ...

Directors bring strong mix of industry expertise, diverse leadership experience and perspectivesWILMINGTON, Del., March 26, 2025 /PRNewswire/ -- DuPont (NYSE:DD) today announced the members of the future board of directors (the "Electronics Board") for the independent Electronics public company that will be created following its intended spin-off from DuPont. The Electronics Board is expected to consist of nine members following the completion of the separation, which is targeted for November 1, 2025."As we ...