In early trading today, the Prev index opened 0.24% higher, the Shenzhen Composite Index opened 0.39% higher, and the gem index opened 0.27% higher. The indexes of construction machinery, pharmaceutical biology, securities and other sectors led the gains, while those of paper, steel, and banks led the decline. Semiconductor chip stocks opened higher, Wentai Technology rose more than 6%, Fu Hanwei, Huarun Wei, Shilan Wei, Zhongying Electronics and other leading gains.
Electronic component plate
Recently, due to the spread of the lack of core wave, many areas have been affected, SMM in the previous "[exploration] not only the automotive industry lack of" core "these areas will also be affected by shock waves! "Summary points out that the impact of core deficiency on the automobile industry is intensifying. At present, a large number of car companies have announced that they will reduce or stop production. Not only does the automobile industry suffer from core deficiency, but it is reported that electronic products such as security cameras and mobile phones are also suffering from shock waves." Security camera manufacturers used the main control chip, IPC SoC, memory chip, WiFi chip and other core components are out of stock, mainly upstream wafers, closed test capacity shortage caused by the semiconductor industry shortage. Samsung Electronics has also warned that chip shortages could spread from cars to smartphones.
At present, many chip companies are beginning to increase their production capacity to cope with the wave of core shortage. How big is the SMM in the "lack of core", the suspension of production by car companies, and the continuous domestic supply? The bibcock is seizing the tuyere expansion! A preliminary summary is made in this article. According to reports, in response to the shortage of automotive chips, TSMC, the world's largest chip contract manufacturer, plans to increase its advanced chip products by 20% from May. TSMC's current capacity is full, but TSMC has told Taiwan's economic authorities that if it can further increase production capacity, it will "optimize" the chip production process and give priority to increasing the production of automotive chips. In terms of international production capacity construction of SMIC, the domestic chip leader plans to expand 10, 000 pieces of mature 12-inch production line and not less than 45000 pieces of mature 8-inch production line this year. Under the influence of the entity list, the company will consider strengthening the development and construction of the first-generation and second-generation FinFET multi-platform, and expand the reliability and competitiveness of the platform. In the future, Huahong Semiconductor will speed up the production capacity construction of the 12-inch new plant in Wuxi, further alleviating the existing 8-inch capacity constraints.
Guosheng Securities believes that the semiconductor 2020 performance forecast is bright, high-quality leader has entered a new stage of growth. The mainland semiconductor industry has ushered in a ten-year golden climbing period, and a number of leading companies have entered a new stage of growth. According to the performance forecast for 2020, the net profit growth rate of semiconductors, especially integrated circuit plates, is high, with the net profit growth rate of 162% to 192%, and that of integrated circuit plates by 179% to 210% compared with the same period last year. Under the background of innovation cycle, domestic substitution and the return of talents in the industry, the semiconductor sector has a triple stack drive from product iteration, category expansion to customer breakthrough, so it has considerable revenue and profitability flexibility.
