Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

Chip Sales Plunge In China, Buffeting Global Industry
https://www.zerohedge.com/political/chi ... l-industry

[behappyalways]

Historic crash for memory chips threatens to wipe out earnings
https://www.theedgesingapore.com/news/s ... t-earnings

[behappyalways]

"This Is Not A Normal Situation": A Semiconductor Rout Is On As Supply Balloons And Demand Dissipates
https://www.zerohedge.com/markets/not-n ... dissipates

[winston]

Semiconductor shortage, oversupply and excess inventory all at once

Source: The Edge

https://www.theedgemarkets.com/node/656132

[behappyalways]

請君入甕再分杯羹？美晶片法案出新招"補助超1.5億要分潤" 美政府入股變股東？｜ 20230305| @inewsplus
https://m.youtube.com/watch?v=5mMCUAHTStw&t=2s

[winston]

Global semicon sales fell 18.5% y-o-y to US$41.3 bil in January, says SIA

by Surin Murugiah

SIA said that regionally, month-to-month sales increased slightly in January in Europe (0.6%), but decreased in Japan (2.1%), Asia Pacific/All Other (2.7%), the Americas (7.9%), and China (8.0%).

Year-to-year sales ticked up in Europe (0.9%) and Japan (0.7%), but fell in the Americas (12.4%), Asia Pacific/All Other (19.5%), and China (31.6%).

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/658030

[winston]

vested in SMH (Semiconductor ETF)

Mobius says chip stocks are top bets amid US, China investments

by Abhishek Vishnoi

“Both the US and China are putting enormous amounts of money in semiconductor research and production”.

The Philadelphia Semiconductor Index has risen 20% this year compared to a 4% gain in the S&P 500 Index.

Source: Bloomberg

https://www.theedgemarkets.com/node/658451

[winston]

The Worst Is Over For PC, Smartphone Chip Stocks, Analyst Says

by PATRICK SEITZ

Source: IBD

https://finance.yahoo.com/m/6b0a4cb4-90 ... r-pc-.html

[winston]

Global semicon sales hit record US$574b in 2022, says SIA

by Surin Murugiah

Global semiconductor sales reached an all-time high of US$574 billion (RM2.54 trillion) for the year, an increase of 3.3% over 2021 sales.

Historically, the PC/computer and communication end markets have accounted for approximately two-thirds of overall sales, with sectors such as automotive, industrial, and consumer electronics accounting for the remainder.

The automotive and industrial applications experienced the largest growth for the year.
The growing demand for chips in these industries, the automotive and industrial sectors will represent 14% and 12% of the average growth in chip sales by 2030, respectively, driving demand growth through the decade.

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/661023

[behappyalways]

South Korea cuts chip production most since global financial crisis as demand cools
https://www.theedgesingapore.com/digita ... mand-cools