Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

<p>MCU (microcontroller) is the basic control unit for a large number of electronic devices. Large international manufacturers occupied a major market share. Since 2021, the global MCU market has been suffering from a persistent shortage of stock, and prices have soared. Many downstream companies, especially car makers, are experiencing severe shortage of MUC chips. Chinese downstream customers have begun to accelerate the localization of MCU supply chains.</p><p style="text-align: left;">I am optimistic about the performance of China MCU manufacturers this year, and I suggest paying attention to <a href="https://www.smartkarma.com/entities/gigadevice-semiconductor-beijing-a" target="_blank" data-smartkarma-citation="entities:27253:1" rel="noopener">GigaDevice Semiconductor (Beijing)-A (603986 CH)</a> , <a href="https://www.smartkarma.com/entities/espressif-systems-shanghai-co" target="_blank" data-smartkarma-citation="entities:30311:1" rel="noopener">Espressif Systems Shanghai Co (688018 CH)</a> , <a href="https://www.smartkarma.com/entities/sino-wealth-electronic-ltd" target="_blank" data-smartkarma-citation="entities:14697:1" rel="noopener">Sino Wealth Electronic (300327 CH)</a> </p>

MCU (microcontroller) is the basic control unit for a large number of electronic devices. Large international manufacturers occupied a major market share. Since 2021, the global MCU market has been suffering from a persistent shortage of stock, and prices have soared. Many downstream companies, especially car makers, are experiencing severe shortage of MUC chips. Chinese downstream customers have begun to accelerate the localization of MCU supply chains.I am optimistic about the performance of China MCU manufacturers this year, and I suggest paying attention to GigaDevice Semiconductor (Beijing)-A (603986 CH) , Espressif Systems Shanghai Co (688018 CH) , Sino Wealth Electronic (300327 CH) 

China

Rockchip Electronics Co., Ltd. designs, produces, and sells integrated circuit chips. The Company produces semiconductor and chips used in high-end intelligent hardware, smart phone, and tablets. Rockchip Electronics also offers related technical consulting services.

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Rockchip Electronics (603893 CH)

Cashing in the Chips

The Pandemic, buyer hording and supply chain issues all contributed to a perfect storm that's causing a global shortage of computer chips. I take a...

Evelyn Zhang

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