Out of stock to incredible wafer price trends confirm that these stocks benefit directly

category:Finance
 Out of stock to incredible wafer price trends confirm that these stocks benefit directly


In addition, the shortage crisis has spread to the field of TWS Bluetooth headset recently. In addition to the shortage of chip capacity and stock due to the lack of 8-inch wafer capacity, the strong market demand for TWS headphones also exacerbates the shortage of TWS headset master chip and related touch chip.

Wafer foundry capacity is in short supply, and some OEM factories are also adjusting prices according to the relationship between supply and demand.

According to international e-commerce information, global foundry capacity is in short supply, including TSMC, liandian, the worlds advanced, Li Jidian and other OEM factories with full orders in the fourth quarter.

In the first half of 2021, the capacity of advanced process and mature process has been scheduled in advance. Due to the shortage of IC capacity this year, the price of IC is expected to increase by 8 inches.

On November 26, in response to investors questions on whether to raise the price of 8-inch wafer foundry, SMIC said that the orders of existing customers would be carried out according to the signed contract, and the prices of new customers and new projects would be determined by both parties through negotiation. The company would also improve the average wafer price by optimizing its product mix. In addition, the global 8-inch production capacity is tight, including Lianhua electronics, lattice core and world advanced pure OEM enterprises. The 8-inch wafer foundry capacity is tight, which is difficult to meet the market demand, and the quotation of wafer foundry is expected to rise. According to Great Wall Securities, the year-on-year growth rate of semiconductor equipment shipment in North America and Japan has been positive since the beginning of this year. Under the background of the first wafer expansion equipment, the global foundry capacity expansion will be high in the next year. Guoyuan Securities believes that the shortage of 8-inch production capacity leads to the determination of OEM and product price increase trend, which directly benefits domestic 8-inch OEM leading enterprises, and suggests paying attention to China Resources micro. The increase of product price makes the profits of leading power device companies increase rapidly. It is suggested to pay attention to new Jieneng, star semiconductor and Yangjie technology. Source: Science and technology innovation board daily editor: Yang Bin_ NF4368

On November 26, in response to investors questions on whether to raise the price of 8-inch wafer foundry, SMIC said that the orders of existing customers would be carried out according to the signed contract, and the prices of new customers and new projects would be determined by both parties through negotiation. The company would also improve the average wafer price by optimizing its product mix.

In addition, the global 8-inch production capacity is tight, including Lianhua electronics, lattice core and world advanced pure OEM enterprises. The 8-inch wafer foundry capacity is tight, which is difficult to meet the market demand, and the quotation of wafer foundry is expected to rise.

According to Great Wall Securities, the year-on-year growth rate of semiconductor equipment shipment in North America and Japan has been positive since the beginning of this year. Under the background of the first wafer expansion equipment, the global foundry capacity expansion will be high in the next year.