SMM9 March 4: in early trading today, the semiconductor sector bucked the trend. As of press time, Xiaocheng Technology and Qianzhao Optoelectronics rose by the daily limit, Taiji shares and Jinlitai rose more than 10%, and Perry shares, Sai Microelectronics, Yangjie Technology, Starr Semiconductor and other stocks all rose sharply.
It was previously reported that China was planning to formulate a comprehensive new policy to develop the domestic semiconductor industry, deal with US government restrictions, and give the task "the same high priority as building an atomic bomb". China is preparing to provide broad support for "third-generation semiconductors" within five years by 2025, according to people familiar with the matter. They say a series of measures have been added to China's draft 14th five-year Plan to strengthen research, education and financing in the industry. While the semiconductor concept stocks in the inner disk rose sharply, the performance of the stock market related to the outer disk was dismal. Major u.s. stock indexes fell sharply on Thursday, chip stocks tumbled, and the Philadelphia semiconductor index fell 6.2% in intraday trading on Thursday, the biggest since mid-June. Nvidia shares fell as much as 10%, the biggest intraday drop since march 18. Qualcomm and Broadcom are both down more than 5%, while Intel is down more than 3%.
At present, the global semiconductor wafer market is highly concentrated, which is mainly occupied by enterprises from Japan, Germany, South Korea, Taiwan and other countries and regions. SEMI data show that from 2017 to 2020, the number of wafer factories to be built in China accounted for 42% of the world. Starting from 2020, with the gradual completion of construction and equipment moving into the production line, wafer factories began to enter the stage of trial production to production expansion. In the next five years, China's wafer production capacity will usher in a breakthrough and rapid increase. From 2017 to 2020, China's chip production capacity will grow from 2.76 million chips per month to 4.6 million chips per month, with a compound annual growth rate of 18.5 percent, which is higher than the global average. In recent years, smart electronic consumption has gradually increased, coupled with domestic policy support, the domestic semiconductor market represented by silicon production and processing will also usher in a good opportunity for development.
"[necessary common sense] A list of the distribution and application of silicon resources and the current situation of foreign trade
"[quick collection] wafers and silicon: there is so much information in the industrial chain! Do you really understand everything?
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