Semiconductor Industry

[winston]

Global semicon sales forecast to rise 5.1% in 2020, jump 8.4% in 2021

by Surin Murugiah

SIA said regionally, sales increased on a year-to-year basis in the Americas (14.2%), China (6.3%), and Asia Pacific/All Other (5.3%), but decreased in Japan (-1.0%) and Europe (-4.8%).

On a month-to-month basis, sales increased across all regions: Europe (6.0%), the Americas (3.2%), China (2.9%), Asia Pacific/All Other (2.8%), and Japan (1.6%).

Source: The Edge

https://www.theedgemarkets.com/article/ ... mp-84-2021

[winston]

Global semiconductor sales 7% higher year-on-year in November — SIA

by Surin Murugiah

KUALA LUMPUR (Jan 5): Global sales of semiconductors rose 7% year-on-year (y-o-y) to US$39.4 billion in November 2020, from US$36.9 billion a year ago, said the US-based Semiconductor Industry Association (SIA).

“Sales into the Americas remained strong in November, increasing y-o-y by a double-digit percentage for the eleventh consecutive month,” he said.

The SIA said that regionally, sales increased on a y-o-y basis in the Americas (12.5%), China (6.5%), Asia-Pacific/all others (6.5%) and Japan (5.1%), but decreased slightly in Europe (-0.7%).

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... %80%94-sia

[winston]

Chips crunch hits automakers

by Eurus Yiu

Carmakers are now facing a new crisis brought on by the coronavirus pandemic.

Chips used in vehicles are harder to come by because semiconductor manufacturers have allocated more capacity to meet soaring demand from consumer-electronics makers such as Apple.

The shortage risks dragging on, with lockdowns and travel restrictions prompting housebound consumers to snap up more phones, game consoles, smart TVs and laptops to get online.

Lower down in importance to chipmakers, auto manufacturers from Toyota Motor to Volkswagen risk not getting enough goods to fuel a fledgling recovery in their own industry.

Semiconductor shortages may persist throughout the first half as chipmakers adjust their operations, researcher IHS Market predicts.

Automakers will start to see component supply gradually ease in the next two to three months, said the China Passenger Car Association, which groups the country's largest carmakers.

Meanwhile, Chinese electric-car maker Nio unveiled a new model and plans for a more powerful battery pack that could one day give its ET7 a drive range of over 1,000 km, helping to ease range anxiety.

Source: The Standard

[winston]

Data: The 5 leading automotive chips suppliers

NXP Semiconductors, Infineon Technologies, Renesas Electronics, Texas Instruments and STMicroelectronics were the top five suppliers of microchips for automotive electronics in 2019, Strategy Analytics reports, with the whole auto chip market slipping slightly by 1.3% to $37.2 billion.

"2019 continued to see global automotive semiconductor demand slowing down with vehicle production flat or down in all of the major regions including China," said Ian Riches of Strategy Analytics.

Source: Smart Brief

https://www.smartbrief.com/s/2020/05/da ... -suppliers

[winston]

BofA Securities Very Bullish on Semiconductors: 5 Top Pick Stocks to Buy for 2021

by Lee Jackson

1. AMD
2. Analog Devices
3. Broadcom
4. Microchip Tech
5. Nvidia

Source: 24/7 Wall Street

https://247wallst.com/technology-3/2021 ... -for-2021/

[winston]

Gartner: FY20 Global Semiconductor Spending Rebounds 7.3% to US$449.8B

Snapping a decline recorded in 2019, worldwide semiconductor revenue rebounded 7.3% to US$449.8 billion in 2020, Gartner wrote in a report.

Source: AAStocks Financial News

[winston]

4 Key Trends That Could Shake Up Semiconductor Stocks In 2021

by Shanthi Rexaline

1. Intel CEO Transition
2. Taiwan Semiconductor Capex Boost
3. Auto Chip Shortage — Short-Term Handicap, But Long-Term Positive
4. SMID-cap, Semi Equipment Stocks In Favor

Source: Benzinga

https://finance.yahoo.com/news/4-key-tr ... 00625.html

[behappyalways]

台積電將獨霸全球半導體市場!? 英特爾宣布自製關鍵半導體股價大跌 TVBS文茜的世界周報 20210130
https://m.youtube.com/watch?v=XO_1NU1LDVs

[behappyalways]

U.S. chip industry calls on Biden administration to fund factories
https://www.reuters.com/article/us-usa- ... SKBN2AB11H

[winston]

Global semicon sales up 13.2% y-o-y in January to US$40b, says SIA

by Surin Murugiah

KUALA LUMPUR (March 2): Global semiconductor industry sales rose 13.2% year-on-year in January to US$40 billion from US$35.3 billion a year earlier, according to the U.S.-based Semiconductor Industry Association (SIA).

In a statement on its website yesterday, SIA said the figure was 1.0% more than the December 2020 total of US$39.6 billion.

Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organisation and represent a three-month moving average.

SIA president and CEO John Neuffer said global semiconductor sales got off to a strong start in 2021, increasing both year-to-year and month-to-month in January.

“Global semiconductor production is on the rise to meet increasing demand and ease the ongoing chip shortage affecting the auto sector and others, and annual sales are projected to increase in 2021,” he said.

SIA said regionally, year-to-year sales increased across all markets: Asia Pacific/All Other (16.0%), the Americas (15.4%), China (12.4%), Japan (9.6%), and Europe (6.4%).

It said month-to-month sales increased in China (3.4%), Europe (2.0% percent), and Asia Pacific/All Other (1.5%), but were down in Japan (-1.0%) and the Americas (-3.0%).

Source: The Edge

https://www.theedgemarkets.com/article/ ... b-says-sia