Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

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Thematic (Sector/Industry)

<ul><li>The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks as they are expected to prevent domestic chip manufacturers and designers from accessing key components.</li><li>The Biden administration issued a series of policies last week aimed at slowing Beijing’s push to develop its own chip industry, adding more companies to a trade blacklist and imposing new restrictions on related technologies.</li><li>The action is expected to dent production at China’s domestic semiconductor foundries, which rely on U.S. companies for some components, industry insiders said.</li></ul>

The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks as they are expected to prevent domestic chip manufacturers and designers from accessing key components.The Biden administration issued a series of policies last week aimed at slowing Beijing’s push to develop its own chip industry, adding more companies to a trade blacklist and imposing new restrictions on related technologies.The action is expected to dent production at China’s domestic semiconductor foundries, which rely on U.S. companies for some components, industry insiders said.

Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>Semiconductor revenues continue to fall. which appears to be a repeat of the collapse in 2019</li>
<li>Spot market prices, a leading indicator, are soft for both DRAM and NAND flash</li>
<li>It is likely that semiconductor revenues will end the year by returning to the trendline of their historical growth of 3.9%</li>
</ul>


Semiconductor revenues continue to fall. which appears to be a repeat of the collapse in 2019
Spot market prices, a leading indicator, are soft for both DRAM and NAND flash
It is likely that semiconductor revenues will end the year by returning to the trendline of their historical growth of 3.9%


Semiconductors Just Beginning a Long Slide

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

The semiconductor market reached record revenues in June.  Much of this has been driven by a mild shortage in semiconductor memories, DRAM and NAND flash, but the larger shortage of older technologies has also had a hand in this.

June Semiconductor Revenues Reach New Record

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

The SIA has released May semiconductor revenue statistics and the month broke all records for both revenues and unit shipments.  This is a continuation of the trend that this analyst has been reporting on since this time last year.  It appears that there is still plenty of strength in this market to allow further records to be broken.

May Semiconductor Revenues Break a Record Once Again

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

2020 turned out to be a record year for semiconductor equipment sales with revenues of North American vendors increasing 22.5% sequentially to reach an all time high of $29.7 billion. On the back of a step-function CapEx 2021 forecast increase by <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">TSMC</a> and ever-increasing reports of chip shortages, particularly in the automotive industry, the outlook for the current year is also looking particularly strong. Here's our analysis of the sector and why we see it going from strength to strength.

2020 turned out to be a record year for semiconductor equipment sales with revenues of North American vendors increasing 22.5% sequentially to reach an all time high of $29.7 billion. On the back of a step-function CapEx 2021 forecast increase by TSMC and ever-increasing reports of chip shortages, particularly in the automotive industry, the outlook for the current year is also looking particularly strong. Here's our analysis of the sector and why we see it going from strength to strength.

Semiconductor WFE. Going From Strength To Strength.

United States

Lam Research Corporation manufactures, markets, and services semiconductor processing equipment used in the making of integrated circuits.  The Company's products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design.  Lam sells its products around the world.

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Lam Research (LRCX US)

Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls

The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks

Caixin Global

Semiconductors Just Beginning a Long Slide

The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.

Jim Handy

June Semiconductor Revenues Reach New Record

Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...

Jim Handy

May Semiconductor Revenues Break a Record Once Again

Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...

Jim Handy

Semiconductor WFE. Going From Strength To Strength.

Semiconductor WFE revenues grew by around 20% in 2020. We expect similar, if not stronger, growth in 2021. Here's why we see the sector going from...

William Keating

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