Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

Half of the subsidies for the chip law have been distributed.
How effective is the dream of American chips?

晶片法補助已發放一半 美製晶片夢成效幾何 TVBS文茜的世界財經周報 20240609

https://m.youtube.com/watch?v=laN9BuF-klg

[behappyalways]

Huida sales tripled!
Huawei's chip yield rate is only 20%, and it is difficult to mass produce it.
It is not subject to the ban!
Huida sells China's H20, revenue estimated at nearly 400 billion

輝達銷量多二倍！華為晶片良率僅20%量產困難 不受禁令管制！輝達賣中國H20 營收估近4千億｜非凡財經新聞｜20240705

https://m.youtube.com/watch?v=6R4lGGyFH80

[winston]

“China’s import of chips—$260 billion in 2017, the year of Xi’s Davos debut — was far larger than Saudi Arabia’s export of oil or Germany’s export of cars.

China spends more money buying chips each year than the entire global trade in aircraft. No product is more central to international trade than semiconductors.

Source; Simply Wall Street

[behappyalways]

ASML Jumps On Report That New US Chip Curbs On China Will Exempt Some Allies
https://www.zerohedge.com/markets/asml- ... ome-allies

[winston]

TA Securities: Opportune time to accumulate oversold semicon stocks

By Myia S Nair

Upgraded its recommendations for Unisem M Bhd (KL:UNISEM), Malaysian Pacific Industries (KL:MPI) and Elsoft Research Bhd (KL:ELSOFT), from “hold” to “buy”.

Maintained its “buy” recommendation on Inari Amertron Berhad (KL:INARI)

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/722250

[behappyalways]

Huawei Prepares New AI Chip To Challenge Nvidia's Market Share In China
https://www.zerohedge.com/technology/hu ... e_vignette

[behappyalways]

WSJ: Huawei will launch new chips to challenge Huida and overcome US sanctions. Fact? Brag?

WSJ:華為將推出新晶片挑戰輝達 克服美制裁 事實?吹噓? TVBS文茜的世界財經周報 20240818

https://m.youtube.com/watch?v=E1IHr3t061A

[behappyalways]

China Gains Secret Access To Nvdia Microchips By Renting Computers
https://www.zerohedge.com/technology/ch ... -computers

[behappyalways]

Financing burned out. Salary arrears...
"China Huida" Xiangdi collapsed overnight.
Expanding export control to China?
Dutch Prime Minister: ASML's interests will be considered
融資燒光.拖欠薪水..."中國輝達"象帝先一夕倒閉 擴大管制對中出口?荷總理:會考量ASML利益｜非凡財經新聞｜20240901
https://m.youtube.com/watch?v=iC1wqi1GsZo


Netherlands expands export curbs on chip tools with more ASML equipment impacted
https://www.cnbc.com/2024/09/06/netherl ... tools.html

[behappyalways]

Intel is rumored to be seeking help from the U.S. Department of Commerce... Complaining that U.S. companies are too dependent on TSMC!?
Samsung's yield rate is poor...
Google is rumored to switch to TSMC for new chips

傳英特爾求救美商務部...怨美企太依賴台積電!? 三星良率不佳...傳Google新晶片轉投台積電｜非凡財經新聞｜20240914

https://m.youtube.com/watch?v=j1mN01QdHak