Chip stocks bucked the trend in early trading. As of 11:10, Ashi Chuang and Guoke rose slightly by the daily limit, while Quanzhi Technology, Jingrui shares, Cologne shares and Shilan Weiwei all followed the rise. On the first day of trading, the share price of the majestic Science and Technology landing Kechuang Board rose 388.06%, and the chip ETF (512760) opened up more than 2%, with a turnover of more than 100 million yuan. Chip shortage superimposed demand continues to break out, chip equipment supply is "urgent", the imbalance between supply and demand will continue until 2022, structural shortage may persist.
On the face of the news, the "core shortage" has intensified, and the price rise set off by international semiconductor giants has spread to China, and some domestic manufacturers of power semiconductors have also issued price increase letters. Wentai Technology's Anshi Semiconductor announced that it would increase product prices on June 7; Shilan Wei said that due to the impact of rising prices of raw and auxiliary materials and packaging prices, it was decided to raise the price of LED lighting drive products from June 1 onwards; Taiji shares said that in view of cost and other factors, the company's power semiconductor devices do not rule out the possibility of price increase. A price increase is brewing in the terminal market of electronic products.
Affected by the shortage of chips, the semiconductor industry has ushered in a trend of expansion. SEMI predicts that 29 new semiconductor fabs will be built worldwide by 2022, with a maximum capacity of 400000 wafers per month. It is reported that chipmaker GlobalFoundries plans to spend $6 billion to expand production capacity in Singapore, the United States and Germany, while Groupon Semiconductor (Lattice Core) will invest $4 billion to build a Singapore chip plant and plan to invest $6 billion to expand chip capacity over the next two years. Chip shortage also accelerated localization, Shilan micro continued to expand production capacity, 22 Shilan micro announcement, through the holding subsidiary Chengdu Jijia science and technology investment construction "automotive and industrial power modules and power integrated device packaging production line construction project phase I". The total investment of the project is 758 million yuan, the construction period is 2 years, and the production period is 2 years. In addition, it also said on the same day that Chengdu Shilan Semiconductor, a holding subsidiary, plans to purchase nine 12-inch wafer epitaxial furnaces, testers and other equipment from Xiamen Shilan Jike, an affiliated company, with a total transaction value of 46.3117 million yuan.
Citic Construction Investment said that the high profile of the semiconductor sector will continue, and the imbalance between supply and demand in the global chip market is likely to continue until 2022, benefiting suppliers of related equipment, materials, wafers and other supply chains. With 2020 as the starting point, domestic semiconductor equipment enterprises have entered the overall harvest period of orders and performance.
Recently, semiconductor chips have become the focus of everyone's attention, and how to grasp the trend of the relevant metal market has also become the focus of the industry. SMM will hold the 2021 small Metal Industry Summit on September 13-14. At that time, the big names in the industry will bring the sharing of hot topics related to the development of small metals, and more market information will be quickly mastered. Welcome to sign up for participation.
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