Semiconductor Industry

[behappyalways]

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https://m.youtube.com/watch?v=ZsPRAj905j8

[winston]

vested SMH, ASM Pacific

Why semiconductor stocks are ‘almost uninvestable’ despite record earnings amid a global shortage

by Wallace Witkowski

Source: Market Watch

https://finance.yahoo.com/m/9344f887-b1 ... s-are.html

[behappyalways]

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https://m.youtube.com/watch?v=X1t3g6JCxlo

[behappyalways]

What Samsung’s Return to U.S. Chip Manufacturing Means For the Economy | WSJ
https://m.youtube.com/watch?v=h-feLLUnTXs

[behappyalways]

Samsung Set To Imminently Hike Semiconductor Prices By 20%
https://www.zerohedge.com/technology/sa ... -prices-20

[winston]

Semiconductor Stocks Face Slump Again

Semiconductor chip companies decline again as the global chip shortage continues.

by ELLEN CHANG

The industry has faced many challenges with supply chain roadblocks even as demand from consumers had risen.

Now the industry is dealing with China’s COVID lockdown, higher inflation rates curbing consumer spending, along with the ongoing Russia invasion of Ukraine.

“From an investment perspective, semiconductor stocks are almost uninvestable today”.

Source: The Street

https://www.thestreet.com/investing/sem ... mp%2BAgain

[winston]

Global semiconductor sales rose 21.1% y-o-y in April to US$50.9 billion, says SIA

by Surin Murugiah

Global semiconductor industry sales were rose 21.1% year-on-year in April 2022 to US$50.9 billion from US$42 billion a year earlier.

The figure was 0.7% higher than the March 2022 total of US$50.6 billion.

Global semiconductor sales have increased by more than 20% on a year-to-year basis for 13 consecutive months, indicating consistently high and growing demand for semiconductors.

SIA said sales were up compared to April 2021 in the Americas (40.9%), Europe (19.2%), Japan (18.5%), Asia-Pacific/all others (18.1%), and China (13.3%).

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/622907

[winston]

Semiconductor cycle shows signs of peaking

Major Taiwan memory chip maker expects sales to decline in second half of 2022 as inflation curbs global spending

By SCOTT FOSTER

Semiconductor sales are likely to decline in the second half of 2022 as inflation causes consumers and corporations, to reduce spending on smartphones, personal computers (PCs), servers and cloud computing and data center services.

Source: Asia Times

https://asiatimes.com/2022/06/semicondu ... 340db87eb1

[behappyalways]

Chip Makers Stall On Building New Semiconductor Plants As Subsidies Bill Languishes
https://www.zerohedge.com/technology/ch ... languishes



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https://m.youtube.com/watch?v=KiCBoxMvlLU

[winston]

Global semicon sales up 18.0% y-o-y in May to US$51.8 billion, says SIA

by Surin Murugiah

Source: theedgemarkets.com

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