Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

G7 changes to the United States to sanction the Chinese League of Pledgemen? OPPO is dragged down!! IC design company is disbanded, there is a way to overtake in the curve

G7變美制裁中國拉幫誓師會？OPPO遭拖累!!IC設計公司解散 中彎道超車有方法 | 20230520 | @inewsplus

https://m.youtube.com/watch?v=FdY5M0tL25Q

[behappyalways]

US Top Chipmakers have big exposure to China

https://twitter.com/ChinaBeigeBook/stat ... 0255909891

[winston]

Morgan Stanley upgrades Asia chip stocks on AI clamour

The firm said it had seen a rush of orders over the past two weeks for AI semiconductors, revising up earnings for players such as Taiwan Semiconductor Manufacturing Co. and recommending that investors participate in a smartphone recovery.

Source: Bloomberg

https://www.theedgesingapore.com/capita ... ai-clamour

[winston]

Global semicon sales fell 21% y-o-y in May 2023 to US$40.7 billion, says SIA

By Surin Murugiah

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/674120

[behappyalways]

Japanese and European semiconductor policy docking "de-risk" to get rid of dependence on China

日歐半導體政策對接 "去風險"擺脫對中國的依賴 TVBS文茜的世界周報 20230709 X SHARP

https://m.youtube.com/watch?v=hV5yJk1hH3o

[winston]

Global sales of total semicon manufacturing equipment seen falling 19% to US$87.4 billion in 2023, says SEMI

By Surin Murugiah

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/674473

[behappyalways]

The biggest insight from the $TSM conference call and earnings...
Chip sales for phones and computers are slowing rapidly while #AI is rising.
However, AI not making up for the slowdown in regular chips, thus they missed earnings.
https://twitter.com/GarethSoloway/statu ... 1059665921


AI explosion can't save TSMC from recession?
AI大爆發卻無法挽救台積電衰退？陳鳳馨揭原因【#風向龍鳳配 】
https://m.youtube.com/watch?v=tnpu6AXVz1M

[winston]

Global semicon sales fell 17.3% y-o-y to US$124.5 bil in 2Q2023, says SIA

By Surin Murugiah

Although global semiconductor sales in 2023 remain behind the totals from last year, revenue ticked up in June for the fourth consecutive month and notched solid q-o-q increases,

Regionally, month-to-month sales increased in the Americas (4.2%), China (3.2%), Japan (0.9%), and Europe (0.1%), but fell slightly in Asia Pacific/All Other (-0.5%).

Meanwhile, y-o-y sales were up in Europe (7.6%), but down in Japan (-3.5%), the Americas (-17.9%), Asia Pacific/All Other (-20.4%), and China (-24.4%).

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/677624

[winston]

Global semicon industry on track for 2024 recovery but headwinds remain, says SEMI

By Surin Murugiah

With sequential integrated circuit (IC) sales declines beginning to moderate, the global semiconductor industry appears to be nearing the end of a downcycle and is expected to begin to recover in 2024, according to the US-based SEMI.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/678849

[winston]

Semiconductor - Outlook remains subdued despite AI strength

Most semiconductor companies reported YoY sales decline, apart from NVDA , ASML, and AMAT.

Worst declines were the memory player with 50% YoY drop in revenue.

Only NVDA, ASML, AMD guided for YoY growth in 3Q23. Others are expecting contraction due to inventory adjustments and customer order pushouts.

Outlook for 3Q23 and 2H23 remains subdued, mainly dragged down by continued weakness in memory and slower-than-expected China recovery.

Strong AI-related business was the bright spot, but is still a small portion relative to the overall market.

Source: Phillips

https://www.poems.com.sg/stock-research ... -strength/