Semiconductor Industry

[behappyalways]

ASML Jumps On Report That New US Chip Curbs On China Will Exempt Some Allies
https://www.zerohedge.com/markets/asml- ... ome-allies

[winston]

TA Securities: Opportune time to accumulate oversold semicon stocks

By Myia S Nair

Upgraded its recommendations for Unisem M Bhd (KL:UNISEM), Malaysian Pacific Industries (KL:MPI) and Elsoft Research Bhd (KL:ELSOFT), from “hold” to “buy”.

Maintained its “buy” recommendation on Inari Amertron Berhad (KL:INARI)

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/722250

[behappyalways]

Huawei Prepares New AI Chip To Challenge Nvidia's Market Share In China
https://www.zerohedge.com/technology/hu ... e_vignette

[behappyalways]

WSJ: Huawei will launch new chips to challenge Huida and overcome US sanctions. Fact? Brag?

WSJ:華為將推出新晶片挑戰輝達 克服美制裁 事實?吹噓? TVBS文茜的世界財經周報 20240818

https://m.youtube.com/watch?v=E1IHr3t061A

[behappyalways]

China Gains Secret Access To Nvdia Microchips By Renting Computers
https://www.zerohedge.com/technology/ch ... -computers

[behappyalways]

Financing burned out. Salary arrears...
"China Huida" Xiangdi collapsed overnight.
Expanding export control to China?
Dutch Prime Minister: ASML's interests will be considered
融資燒光.拖欠薪水..."中國輝達"象帝先一夕倒閉 擴大管制對中出口?荷總理:會考量ASML利益｜非凡財經新聞｜20240901
https://m.youtube.com/watch?v=iC1wqi1GsZo


Netherlands expands export curbs on chip tools with more ASML equipment impacted
https://www.cnbc.com/2024/09/06/netherl ... tools.html

[behappyalways]

Intel is rumored to be seeking help from the U.S. Department of Commerce... Complaining that U.S. companies are too dependent on TSMC!?
Samsung's yield rate is poor...
Google is rumored to switch to TSMC for new chips

傳英特爾求救美商務部...怨美企太依賴台積電!? 三星良率不佳...傳Google新晶片轉投台積電｜非凡財經新聞｜20240914

https://m.youtube.com/watch?v=j1mN01QdHak

[winston]

China closing gap in chip technology

China has developed its first homemade deep ultraviolet lithography machine with overlay accuracy improved to 8nm or below, according to a statement from the Ministry of Industry and Information Technology.

The DUV chip machine is expected to mass produce 28nm chips, according to mainland media.

The news comes barely days after the Biden administration locked in steep tariff hikes on Chinese imports last Friday, including a 100 percent duty on electric vehicles, to boost protections for strategic industries from China's state-driven industrial practices.

The US Trade Representative's office said that many of the tariffs, including a 100 percent duty on Chinese EVs, 50 percent on solar cells and 25 percent on steel, aluminum, EV batteries and key minerals, would take effect on September 27.

China's Ministry of Commerce on Saturday slammed the latest move saying it is strongly dissatisfied with and firmly opposes the finalized steep tariff hikes.

Meanwhile, the European Union is aiming to hold a vote to introduce definitive tariffs on electric vehicles imported from China on September 25, according to people familiar with the plan.

The vote would pave the way for the duties to kick in from November unless a qualified majority - 15 member states representing 65 percent of the EU's population - opposes the move. The date of the vote could still change, said the people.

In other news, foreign direct investment into China amounted to 580.19 billion yuan (HK$637.9 billion) in January-August period, down 31.5 percent from the same period last year, the Chinese commerce ministry said.

The slump was bigger than the 29.6 percent fall during January-July.

Source: AAstocks.com

http://www.aastocks.com/en/stocks/news/aafn/latest-news

[behappyalways]

US & Japan Nearing 'Breakthrough' Deal To Restrict Chip Tech Exports To China
https://www.zerohedge.com/technology/us ... orts-china

[winston]

Malaysia: TA tips buying semiconductor stocks following correction, look past forex impact

By Jason Ng

Every 1% fall in the US dollar would reduce earnings of Inari Amertron Bhd (KL:INARI) by 1.3% and Unisem (M) Bhd (KL:UNISEM) by nearly 4%.

For strategy, the house maintained its ‘buy’ calls on Inari, Unisem, Malaysian Pacific Industries Bhd (KL:MPI) and Elsoft Research Bhd (KL:ELSOFT).

However, investors should watch for downside risks, including further weakening of the US dollar against the ringgit as well as heightened geopolitical tensions weighing on economic growth and disrupting supply chains, TA Securities added.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/729179