Semiconductor Industry

[winston]

Buy semiconductor plays AEM, UMS, Frencken, ASM Pacific and Inari amid chip shortage: DBS

by Vivian Yee

The situation has worsened as automobiles account for only about 10% of the market share for chips while consumer electronics account for some 70% market share.

Source: The Edge

https://www.theedgesingapore.com/news/s ... 23%2C+2021

[winston]

The chip shortage is getting worse

Lead times — how long it takes to fill orders — increased to a record 18 weeks in May, an indication that global chipmakers are still struggling to keep up with demand, according to Susquehanna Financial.

That gap is now more than four weeks longer than the previous peak in 2018.

Stretched wait times could also be a sign that users may be ordering too much and that the industry could be headed for a glut.

In Singapore, a third-party research note says that the fortunes of mid-to-downstream players could be mixed, and the shortage could impact companies such as Venture Corp, Valuetronics and Nanofilm.

Source: HSBC

[behappyalways]

Taiwan Semiconductor Is Hiking Chip Prices Up To 20%
https://www.zerohedge.com/markets/taiwa ... -prices-20

[behappyalways]

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https://m.youtube.com/watch?v=P6Go0kkFOqU&t=1s

[winston]

The semiconductor chip shortage that is hamstringing the production of products ranging from cars and computers to appliances and toothbrushes will extend into 2022 and potentially beyond that, the CEO of semiconductor company Marvell Technology said.

“Right now, every single end market for semiconductors is up simultaneously; I’ve been in this industry 27 years, I’ve never seen that happen,” said Marvell CEO Matt Murphy during a CNBC Technology Executive Council event on Thursday.

“If it stays business as usual, and everything’s up and to the right, this is going to be a very painful period, including in 2022 for the duration of the year.”

While several chip producers have announced plans to expand factory capacity, Murphy, who noted his firm is fabless and works with contract manufacturers on its designs, said “that’s not going to kick in until 2023 and 2024 — so there’s this painful period.”

Source: Phillips

[winston]

Technical analysis: Semiconductor Strength in semiconductors to continue
Analyst: Chua Wei Ren

The supply crunch for semiconductors has driven record sales and profitability across.

Charts indicate an upside that broke the 5-year high.

Furthermore, the rebound from Mid-2019 shows the strongest record growth for 2 years straight.

Global sales of semiconductors may experience slight correction to the 5 years high support level near 20% after a slight drop in the month of September.

The move was also replicated on the Philadelphia Stock Exchange Semiconductor Index.

Technical Analysis shows that majority of the semiconductor stocks are exhibiting key reversal signals at the support region.

Wave analysis has reveals a majority of the counters are in potential end of their corrections. Therefore, a potential rebound is brewing.

Source: Phillips

https://www.stocksbnb.com/reports/techn ... -continue/

[behappyalways]

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https://m.youtube.com/watch?v=N4b-EkZvLe8

[winston]

Global chip shortages will likely last until 2023

by Surin Murugiah

Wait times for chip deliveries have continued to climb above a healthy threshold of 9-12 weeks.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... until-2023

[behappyalways]

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https://m.youtube.com/watch?v=4LiDCk4jlAY

[winston]

Global semicon sales rose 27.6% y-o-y in 3Q2021 to US$144.8 billion, says SIA

by Surin Murugiah

The figure was 7.4% higher than the second quarter of 2021.

Month-to-month sales increased in the Americas (3.9%), Europe (2.0%), Japan (2.0%), Asia Pacific/All Other (1.9%), and China (1.5%).

Source: theedgemarkets.com

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