Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

These Are The World's Largest Semiconductor Foundry Companies By Revenue
https://www.zerohedge.com/technology/th ... es-revenue

[behappyalways]

Taiwan chip foundries, such as UMC, VIS, PMIC, will see price cuts of 10%-20% on mature chip production in the 1st quarter of 2024
https://twitter.com/dnystedt/status/1728959692880388238

[winston]

Semiconductor 3Q23 Update - Industry looks to have bottomed; optimistic outlook

Total revenue was roughly flat YoY, with NVDA and ASML the bright sparks.

NVDA’s 3x spike in revenue helped to offset weakness in Memory and Foundry.

Processor and Memory companies expecting growth to accelerate on AI demand, while Equipment manufacturers still seeing low utilisation rates.

Outlook for 4Q23e generally more optimistic, with expectations of a bottoming in the semiconductor industry as demand slowly returns, and inventory levels normalise.

Growth is expected to come from increasing AI-related spending on GPUs and Memory.

Source: Phillips

https://www.poems.com.sg/stock-research ... c-outlook/

[behappyalways]

U.S. tightens AI chip exports; Huang Renxun worries about China’s speed of catching up

美緊縮AI晶片出口 黃仁勳憂中國追趕速度 TVBS文茜的世界財經周報 20231203

https://m.youtube.com/watch?v=c_3gjpJf-es

[behappyalways]

Analysts continue to see an inventory glut across the semiconductor sector leading to lower pricing power and a weaker stance among the sector’s equities.
https://twitter.com/AyeshaTariq/status/ ... 5919853793

[winston]

Malaysia: TA Securities says semiconductor sector on brink of new upcycle, Inari top pick

By Surin Murugiah

“Buy” ratings on Inari Amertron Bhd (target price or TP: RM3.25; 30 times CY2024 earnings per share or EPS) and MPI (TP: RM30; 26 times CY2024 EPS).

“Hold” on Elsoft Research Bhd (TP: 58 sen; 24 times CY2024 EPS), and “Sell” on Unisem (TP: RM2.45; 22 times CY2024 EPS).

TA Securities said key downside risks include:-
i) heightened geopolitical tensions weighing on economic growth and disrupting supply
chains;
ii) weaker-than-expected sales; and
iii) weakening of the US dollar against the ringgit.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/693515

[behappyalways]

Netherlands and South Korea form semiconductor alliance, US invests heavily in building the most advanced microchips

荷韓半導體結盟 美重金打造最先進微晶片｜葉佳蓉｜FOCUS全球新聞 20231214 @tvbsfocus

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

[behappyalways]

Crazy rush for goods!
China imported 42 exposure machines in November and the Netherlands accounted for 16, "a 10-fold increase year-on-year"
狂搶貨!中國11月進口42台曝光機 荷蘭就占16台"年增10倍"｜非凡財經新聞｜20231227
https://m.youtube.com/watch?v=TwlX6uCEgWw


ASML Shares Fall As Netherlands Blocks Some Chip-Making Machine Exports
https://www.zerohedge.com/geopolitical/ ... ne-exports

[behappyalways]

How Chips That Power AI Work | WSJ Tech Behind
https://m.youtube.com/watch?v=njyZR0Ceke0


AI Can't Paper Over Semiconductor Weakness
https://www.zerohedge.com/markets/ai-ca ... r-weakness

[behappyalways]

Huawei's Newest Laptop Teardown Reveals Chips Made In Taiwan, Not Mainland China
https://www.zerohedge.com/markets/huawe ... land-china