Chip stocks continued to rise in the afternoon. As of 13:29, more than 10 shares of Jucan Optoelectronics, Quanzhi Technology, Taiwan Foundation shares, Shanghai Beiling, Shilan Wei and other stocks rose by the daily limit, while stocks such as Qianzhao Optoelectronics and Fu Hanwei rose one after another.
With the current core shortage crisis raging around the world, a new study by Goldman Sachs shows that as many as 169 industries around the world are partly affected by chip shortages, from cars, steel products, concrete production to air conditioning manufacturing and even soap production.
As the largest chip consumer in the world, China imports a huge amount of money every year. According to data released by the General Administration of Customs, from January to May this year, China's imports of integrated circuits increased by 30 percent to 260.35 billion, and the import value of integrated circuits reached 1.04 trillion yuan.
The world is in a chip crisis, and the price of some chips has climbed to more than five times the original price. Under the promotion of foreign production capacity constraints and potential "neck of the neck" risk, downstream enterprises will not only have to face the difficult problems that can not be bought, but also will fall into the predicament that they cannot afford to buy. The domestic chip industry is facing new opportunities and challenges. How to grasp the current market and promote the development of domestic chips has also triggered the thinking of various enterprises. Geely and BYD have also laid out the chip industry one after another to increase the speed of research and development. Fortis Electronics also said recently that the 5G RF chip is currently in the mass production stage of some models and is under continuous research and development.
The development of domestic chips has a long way to go, and the state has also made great efforts to support the chip semiconductor industry during the 14th five-year Plan period. before that, Tsinghua University established the School of Integrated Circuits of Tsinghua University, which will aim at the difficult problem of "sticking neck" of integrated circuits. focus on the frontiers of integrated circuit disciplines, strengthen cross-integration, break through key core technologies, train talents in urgent need of the country, and support the independent innovation and development of China's integrated circuit industry.
Under the current chip boom, the development of domestic chips Brooks no delay. Driven by the dual factors of supply and demand, enterprises have to pay more attention to the chip industry. Domestic chips are bound to stand on the high-speed track to achieve the vigorous development of the industry.
At present, semiconductors are very hot, and the development status and future trend of related metals are also attracting people's attention. On September 13-14, SMM will hold the 2021 small Metal Industry Summit, at which time the big names in the industry will bring carbon-neutralizing clean energy tellurium / cadmium carbide thin film solar power generation glass development prospects, germanium metal in 5G and infrared photovoltaic and other new technology areas iterative demand pull-up hot topics such as sharing, more market dry information quickly grasped. You are welcome to sign up.
"Click to view the details of the meeting
Contact Zhu Wei for registration
Mobile phone: 15618435454 (Wechat same number)
Landline: 021-51595850
Mailbox: zhuwei@smm.cn
