The semiconductor sector opened higher today. As of 10:47, Xinlun Technology and National Machinery Seiko were up by the daily limit, Jingchen shares rose more than 8%, Electric Power shares and Zhaoyi Innovation rose more than 7%, and New Asia Qiang and Yaguang Technology rose.
According to incomplete statistics, more than 30 semiconductor companies have issued price adjustment letters since the second quarter of 2021. Since April, wafer foundry prices of companies such as UMC, SMIC and LSMC have increased by about 10% to 30%. Although TSMC claims that there has been no price increase, it has cancelled the sales discount for two consecutive years, which is also tantamount to a "disguised price increase". "Q2 more than 30 semiconductor companies collectively raise prices and reverse the competition between the two major hardware industry chains.
Recently, the epidemic in Taiwan has made a comeback again. On 24 May, the number of confirmed cases in Taiwan reached 590 in a single day, more than 100 cases for nine consecutive days, and even opened a "square cabin hospital" in Taipei City and New Taipei City.
What is more worrying is that under the spread of the epidemic, many chip manufacturing giants, such as TSMC, have confirmed cases. Analysts pointed out that once the epidemic spreads to the south of Taipei, where the wafer factories are dense, a large number of chip factories are bound to be affected and shut down, which will aggravate the global "core shortage" problem. Recently, an engineer from TSMC diagnosed COVID-19 and contacted more than 10 people closely. TSMC officially announced that the incident would not affect the company's operations. But recently, TSMC is still faced with problems such as water shortage and power outages. In terms of chip supply, it has aroused concern.
The shortage of chips continues to have an impact on various industries, and major automobile manufacturers have announced that production will be reduced or even stopped due to the shortage of chips. The European Union and the United States also plan to increase relevant investment to support the development of the semiconductor industry. Us Commerce Secretary Genna Raimundo announced on Monday that the US government's proposal to increase funding for semiconductor production and research by $52 billion could lead to the construction of seven to 10 new factories in the United States. Speaking at an event outside Micron's chip plant, Raimundo said she expected government money to generate "more than $150 billion" in chip production and research, including state and federal funding, as well as from the private sector. U.S. Department of Commerce: $52 billion semiconductor funding proposal will create 7-10 new manufacturing plants in the United States
[tracking report] when will the "tornado" stop the production of the tornado one after another? Semiconductor shortages have prompted countries and regions, including the United States, China, Europe, South Korea and Taiwan, to provide government incentives and direct investment in semiconductor manufacturing, according to Strategy Analytics analysts. Semiconductors play a key role in the manufacture and delivery of consumer electronics, communications, aerospace and defense systems, automobiles, financial services, and almost all products. It is in the interests of countries and regions to cultivate their own semiconductor ecosystems to ensure that supplies are not affected by unexpected trade disruptions. Research institutions: shortage of semiconductors drives countries to compete for self-sufficiency
At present, the development of semiconductors is imminent, and related enterprises are also competing to increase the layout of semiconductors and promote the research and development of semiconductors.
