Semiconductor Industry

[winston]

vested in SMH

Is it Time to Take Profits in Chip Stocks?

by THOMAS HUGHES

Key Points

UBS expects weak IT spending to impact the chip market.

Sales are already down compared to last year; a decline in outlook could send them moving lower.

Leaders like NVIDIA Corporation and On Semiconductor Corporation have the most to lose — analyst sentiment may have already peaked.

Source: Market Beat

https://www.marketbeat.com/originals/is ... 4A8F75D6B5

[behappyalways]

Samsung posts record chip losses as memory slump nears nadir
https://www.theedgesingapore.com/news/s ... ears-nadir

[behappyalways]

"Bottoming Out": World's Second-Largest Memory Chipmaker Sees Bust Cycle For Industry Ending
https://www.zerohedge.com/markets/botto ... try-ending

[winston]

Global semicon sales slumped 21.3% y-o-y in first quarter of 2023, SIA says

by Surin Murugiah

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/665208

[winston]

Global semicon sales projected to hit US$602b in 2024, says SIA

by Surin Murugiah

It said global semiconductor sales reached US$574 billion in 2022, and US semiconductor companies accounted for sales totalling US$275 billion, or 48% of the global market.

By far, the largest country market in the Asia Pacific region is China, which accounted for 55% of the Asia Pacific market and 31% of the total global market.

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/665885

[behappyalways]

Samsung is full of chip inventory! The amount of 55 trillion won is "the second highest in history"... Maybe it will be cleared by price cuts?

三星滿手晶片庫存！金額55兆韓元"歷史次高"...恐靠降價出清？牽動聯電｜非凡財經新聞｜20230517

https://m.youtube.com/watch?v=U4_5Kb3zcXo

[behappyalways]

We design a lot of semiconductors in the US, but we don't make nearly enough yet...

https://twitter.com/Mayhem4Markets/stat ... 0159387648

[behappyalways]

G7 changes to the United States to sanction the Chinese League of Pledgemen? OPPO is dragged down!! IC design company is disbanded, there is a way to overtake in the curve

G7變美制裁中國拉幫誓師會？OPPO遭拖累!!IC設計公司解散 中彎道超車有方法 | 20230520 | @inewsplus

https://m.youtube.com/watch?v=FdY5M0tL25Q

[behappyalways]

US Top Chipmakers have big exposure to China

https://twitter.com/ChinaBeigeBook/stat ... 0255909891

[winston]

Morgan Stanley upgrades Asia chip stocks on AI clamour

The firm said it had seen a rush of orders over the past two weeks for AI semiconductors, revising up earnings for players such as Taiwan Semiconductor Manufacturing Co. and recommending that investors participate in a smartphone recovery.

Source: Bloomberg

https://www.theedgesingapore.com/capita ... ai-clamour