Semiconductors welcome great benefits: the third generation materials stand on the tuyere concept stock list.

Published: Sep 04, 2020 10:40 (GMT+8)
Source: Financial Union

SMM: according to media news, China is planning to include strong support for the development of the third-generation semiconductor industry in the 14th five-year Plan. Develop domestic semiconductor technology to cope with external constraints.

China plans to provide extensive support for the development of third-generation semiconductors in education, scientific research, development, financing, applications and other areas within five years from 2021 to 2025, according to people familiar with the matter. The economic strategy for the next five years includes investing about $1.4 trillion in technology areas such as wireless networks and artificial intelligence, it said.

Yesterday afternoon, affected by the relevant news, the concept stock dry photo optoelectronics and other related targets were pulled up in a straight line.

Chen Jiansheng, an analyst at Century Securities, said that the third generation semiconductor materials are the cornerstone of the leap forward of power semiconductors.

Compared with the traditional silicon materials, the third generation semiconductor materials, that is, wide band gap semiconductor materials, refer to the semiconductor materials whose band gap is 2.3eV or above. At present, the more mature ones are silicon carbide (SiC), gallium nitride (GaN) and so on. It is more suitable for manufacturing high-frequency and high-power devices that can withstand high temperature, high voltage and high current.

Huachuang Securities pointed out that with the development of the new computing era driven by the Internet of things, big data and artificial intelligence, the demand for semiconductor devices is growing, and the requirements for device reliability and performance indicators are more stringent. The third generation semiconductors represented by silicon carbide have been paid more and more attention by the market. a complete industrial chain covering materials, devices, modules and applications has been formed in the world, and a new round of industrial upgrading has begun in the world.

The third-generation semiconductor-related patent applications have increased rapidly since 2000, and the United States has led the global patent growth in the early stage, while in recent years, the number of applications in China has grown rapidly, surpassing the United States. Infineon, ST and other global power semiconductor giants, as well as China Resources Micro, CRRC Times Semiconductor and other domestic power manufacturers have focused on the research in this field.

In order to develop power semiconductors, Huawei has also opened the layout of third-generation semiconductor materials. Hubble Technology Investment Co., Ltd., owned by Huawei, invested in Shandong Tianyue, a leading silicon carbide, with a 10% stake in August 2019.

The following are the core targets of various institutions on the third generation semiconductor materials combed by the Financial Associated Press and Star Mining data, in which silicon carbide concept stocks include Taiwan Foundation shares, Lou Xiao Technology, gallium nitride concept stocks include Haite High-tech, Yangjie Technology, Shilan Micro, Wentai Technology, Sanan Optoelectronics, Huarun Micro and so on.

"SMM online Q & A" has come to the market, price, information if you have any questions, feel free to ask!

Scan the QR code and join the SMM metal communication group.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
【Flash | Tubacex October Mo-Bearing Tube Surcharges Are Mixed】
2 hours ago
【Flash | Tubacex October Mo-Bearing Tube Surcharges Are Mixed】
Read More
【Flash | Tubacex October Mo-Bearing Tube Surcharges Are Mixed】
【Flash | Tubacex October Mo-Bearing Tube Surcharges Are Mixed】
Tubacex issued its October tube alloy surcharges. In euros, hot-/cold-finished 316/316L fell from €5.07/€5.59 per kg (€5,070/€5,590 per tonne) to €5.05/€5.56 per kg (€5,050/€5,560 per tonne). High Mo content materials, with Mo above 2.5%, declined from €5.26/€5.79 to €5.23/€5.76 per kg. Surcharges for 2205 and 2507 were unchanged, while 254 SMO rose from €9.64/€10.62 to €9.67/€10.65 per kg. SMM analysis: most Mo-bearing tube grades were flat or slightly lower, while 254 SMO moved higher, indicating differentiated cost transmission across grades.
2 hours ago
【Flash | Metallus Raises October Molybdenum Surcharge Component for 300M Steel】
2 hours ago
【Flash | Metallus Raises October Molybdenum Surcharge Component for 300M Steel】
Read More
【Flash | Metallus Raises October Molybdenum Surcharge Component for 300M Steel】
【Flash | Metallus Raises October Molybdenum Surcharge Component for 300M Steel】
Metallus set its October raw-material surcharges for Oct 1–30. The Mo component for 300M steel rose 0.52% to $15.176/cwt, about $334.57/t of steel, from $15.098/cwt, or $332.85/t. The listed total surcharge increased 1.03% to $45.054/cwt. Scrap rose to $17.750/cwt, while the separate energy surcharge for bars and tubes fell from $1.296/cwt, about $28.57/t, to $0.050/cwt, or $1.10/t.
2 hours ago
【Flash | Alleima Raises October Surcharges for Mo-Bearing Tube Grades】
2 hours ago
【Flash | Alleima Raises October Surcharges for Mo-Bearing Tube Grades】
Read More
【Flash | Alleima Raises October Surcharges for Mo-Bearing Tube Grades】
【Flash | Alleima Raises October Surcharges for Mo-Bearing Tube Grades】
Alleima raised tube alloy surcharges in Europe, Asia, Africa and Oceania from Oct 1. For hot-finished products, 316/316L rose from €5.26/kg (€5,260/t) to €5.33/kg (€5,330/t); High Mo from €5.74/kg (€5,740/t) to €5.81/kg (€5,810/t); SAF 2205 and SAF 2507 increased 2.26% and 1.95%; and 254 SMO rose 0.70%. The hot-finished energy surcharge more than doubled to €0.21/kg (€210/t). SMM analysis: Mo-bearing surcharges broadly rose, but the energy reset means the full increase cannot be attributed to molybdenum.
2 hours ago