Semiconductor Industry

[behappyalways]

The nation of start-ups is in flames. Israel’s war on the technology industry may cause a butterfly effect

新創之國陷烽火 以色列開戰科技業恐掀蝴蝶效應｜FOCUS午間新聞 20231026 @tvbsfocus

https://m.youtube.com/watch?v=ynsPL80Apew

[behappyalways]

The United States renews its ban on Chinese AI chips, Huida is in trouble

美國再祭對中國AI晶片禁令 輝達倒大楣 TVBS文茜的世界財經周報 20231022

https://m.youtube.com/watch?v=CDbFj1mfkDM

[winston]

Global semicon sales fell 4.5% y-o-y in September to US$134.7b — SIA

By Surin Murugiah

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/688563

[behappyalways]

Major US wafer foundry hopes to become a winner in the semiconductor war, by relying on local manufacturing

美晶圓代工大廠 靠本土製造盼成半導體大戰贏家｜FOCUS午間新聞 20231031 @tvbsfocus

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

[behappyalways]

US-China chip technology war: Can India and Vietnam, become the next TSMC?

美中晶片科技鬥 印度、越南能成下個台積電？【Yahoo TV#風向龍鳳配 】

https://m.youtube.com/watch?v=qwi5aWN_7gk

[winston]

Global semiconductor manufacturing industry to recover in 4Q

Poised for a rebound in the fourth quarter of 2023, paving the way for sustained growth in 2024.

Electronic sales are predicted to register a robust 22% quarter-over-quarter increase in Q4 2023, adding to 7% growth posted in 3Q23.

Integrated circuit (IC) sales are expected to rise 4% sequentially after improving 7% in 3Q23 as end demand improves and inventories normalise.

Source: The Star

https://www.thestar.com.my/business/bus ... over-in-4q

[winston]

Sep Global Semiconductor Sales Rise 1.9% MoM, Up 7th Consecutive Mth

The US Semiconductor Industry Association (SIA) released data showing that global semiconductor sales in September increased by 1.9% MoM to US$44.89 billion, for the seventh consecutive month of monthly growth.

On a YoY basis, sales fell by 4.5%, but the rate of decline narrowed MoM.

The data is consolidated by the World Semiconductor Trade Statistics (WSTS), a grouping of major semiconductor manufacturers, and is released by the SIA.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

These Are The World's Largest Semiconductor Foundry Companies By Revenue
https://www.zerohedge.com/technology/th ... es-revenue

[behappyalways]

Taiwan chip foundries, such as UMC, VIS, PMIC, will see price cuts of 10%-20% on mature chip production in the 1st quarter of 2024
https://twitter.com/dnystedt/status/1728959692880388238

[winston]

Semiconductor 3Q23 Update - Industry looks to have bottomed; optimistic outlook

Total revenue was roughly flat YoY, with NVDA and ASML the bright sparks.

NVDA’s 3x spike in revenue helped to offset weakness in Memory and Foundry.

Processor and Memory companies expecting growth to accelerate on AI demand, while Equipment manufacturers still seeing low utilisation rates.

Outlook for 4Q23e generally more optimistic, with expectations of a bottoming in the semiconductor industry as demand slowly returns, and inventory levels normalise.

Growth is expected to come from increasing AI-related spending on GPUs and Memory.

Source: Phillips

https://www.poems.com.sg/stock-research ... c-outlook/