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Industry
Num：62
See：27782021-04
02
Chip emergency! Starting from April 1, SMIC, SMIC, JFM and other chip makers raised prices across the board
No matter where you look upstream in the first quarter of 2021, raw material inflation and wafer shortages have become the norm by April. Semiconductor Manufacturing International (SMIC), a leading foundry manufacturer in China, told its customers in an email that the price hike will be implemented on April 1. Orders that have already been put online will remain at the original price. Orders that have already been placed but have not been put online will be implemented at the new price regardless of the time of placing the order and the proportion of payment.
Now, entering April, April 1 has not only spread the "April Fool's Day" atmosphere much wider, but also poured a basin of "hot water" to the minds of the industry. This is not, the following chip industry chain enterprises in April 1 to the strong demand, raw materials rise on the grounds of the price rise issued.
It is worth noting that at the same time that the major enterprises announced the price rise letter, April 1 chip stocks continued to pull up, leading the two cities! Chip price rise affected by the tide, as of the close, ShiLan slightly stopped, SiDa half guide, Huafeng measurement and control up more than 7%, Weil shares up more than 6%, zhuosheng slightly up more than 5%!
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Cai Songsong, fund manager of Nuoan Growth Mixed Fund, said in the annual report that after the digestion of the bad in 2020, the chip semiconductor industry in 2021 has been able to stand on the same starting line with consumption, liquor, medicine, photovoltaic, new energy. In 2021, the semiconductor industry will continue to see a good boom. With the replacement peak of 5G consumer electronics and the rising price caused by the shortage of foundry production capacity, 2021 is likely to be a big year of "rising volume and price" in the semiconductor industry.
According to the customs, recently due to the shortage of raw materials, chip manufacturers purchased less than 20% of the usual amount of imported photoresist at a single time, such a tight supply situation is also rare.
By TSMC chairman mark liu as TSIA director interview with the media pointed out that recently we worry about the shortage of global semiconductor chip, only in China some people say that because the chip made here in Taiwan, but the shortage of today, no matter where production, shortage happens, don't have a misunderstanding, wants the world to China Taiwan chip shortage now there are three main reasons:
First, COVID-19 led to a build-up of inventories in the supply chain.
The trade war between the United States and China has shifted the supply chain and market share. Other competitors expect Huawei to gain more market share after losing its market share due to sanctions. These uncertainties lead to repeated orders, and the actual capacity is actually greater than the real market demand.
Third, COVID-19 accelerates digital transformation and changes in working and living styles.
Now, entering April, April 1 has not only spread the "April Fool's Day" atmosphere much wider, but also poured a basin of "hot water" to the minds of the industry. This is not, the following chip industry chain enterprises in April 1 to the strong demand, raw materials rise on the grounds of the price rise issued.
It is worth noting that at the same time that the major enterprises announced the price rise letter, April 1 chip stocks continued to pull up, leading the two cities! Chip price rise affected by the tide, as of the close, ShiLan slightly stopped, SiDa half guide, Huafeng measurement and control up more than 7%, Weil shares up more than 6%, zhuosheng slightly up more than 5%!
Several major chip ETFs rose more than 4%
Cai Songsong, fund manager of Nuoan Growth Mixed Fund, said in the annual report that after the digestion of the bad in 2020, the chip semiconductor industry in 2021 has been able to stand on the same starting line with consumption, liquor, medicine, photovoltaic, new energy. In 2021, the semiconductor industry will continue to see a good boom. With the replacement peak of 5G consumer electronics and the rising price caused by the shortage of foundry production capacity, 2021 is likely to be a big year of "rising volume and price" in the semiconductor industry.
According to the customs, recently due to the shortage of raw materials, chip manufacturers purchased less than 20% of the usual amount of imported photoresist at a single time, such a tight supply situation is also rare.
By TSMC chairman mark liu as TSIA director interview with the media pointed out that recently we worry about the shortage of global semiconductor chip, only in China some people say that because the chip made here in Taiwan, but the shortage of today, no matter where production, shortage happens, don't have a misunderstanding, wants the world to China Taiwan chip shortage now there are three main reasons:
First, COVID-19 led to a build-up of inventories in the supply chain.
The trade war between the United States and China has shifted the supply chain and market share. Other competitors expect Huawei to gain more market share after losing its market share due to sanctions. These uncertainties lead to repeated orders, and the actual capacity is actually greater than the real market demand.
Third, COVID-19 accelerates digital transformation and changes in working and living styles.
Delivery schedule of various chips
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Galaxy Securities said that due to tighter chip supply and demand, manufacturers increase capacity investment, global semiconductor equipment shipments maintained high growth. Taking into account the construction cycle of new production lines, the current boom in semiconductor equipment is expected to continue until 2022, with the global semiconductor equipment market expected to exceed US $80 billion.
At present, domestic manufacturers have a small volume in the field of global semiconductor equipment, but with the accumulation of technology, in recent years, they have achieved a breakthrough from 0 to 1 in the production line of subdivided equipment such as etching machine, degluing machine and heat treatment, with broad space for medium and long term development.
This chip shortage is a magic mirror, is also a touchstone.
In the chip shortage in the background, the industry said bluntly, "in the first quarter of 2021 a company's comprehensive ability is all reflected in this single index. All xuancheng because semiconductor out of stock, leading to a substantial decline in performance, are semiconductor industry to help select the "abandoned child". In this environment, the companies that can grab enough are the ones that the semiconductor industry recognizes as being above the trend."
At present, domestic manufacturers have a small volume in the field of global semiconductor equipment, but with the accumulation of technology, in recent years, they have achieved a breakthrough from 0 to 1 in the production line of subdivided equipment such as etching machine, degluing machine and heat treatment, with broad space for medium and long term development.
This chip shortage is a magic mirror, is also a touchstone.
In the chip shortage in the background, the industry said bluntly, "in the first quarter of 2021 a company's comprehensive ability is all reflected in this single index. All xuancheng because semiconductor out of stock, leading to a substantial decline in performance, are semiconductor industry to help select the "abandoned child". In this environment, the companies that can grab enough are the ones that the semiconductor industry recognizes as being above the trend."
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