The semiconductor plate oscillates stronger
issuing time ：2022-09-28
abstract ：Juno Weiner
Qianhai Securities East Asia that new energy vehicles, HPC high-performance computing, industrial control and other areas of demand growth will lead the semiconductor industry boom. TSMC, UMC, TSMC, SMIC, huahong semiconductor and other global leading foundry wafer manufacturers achieved rapid growth in the first quarter of the year, year-on-year growth in revenue growth of more than 30% , nET profit growth of more than 40% year-on-year, and TSMC, lattice core's second-quarter earnings outlook are higher than market expectations, stacked smic issued second-quarter earnings guidance, further confirm that the semiconductor industry is still booming. Among them, the domestic automobiles chip manufacturers may usher in a historic development opportunity, with the rapid development of the new energy automobiles industry, the demand for regulation-level chips will also surge, the speed of production expansion in the upstream industrial chain is obviously lower than the market demand. Under the background of the current global auto core-missing superimposition and domestic substitution, some auto companies began to look for local suppliers because of the shortage of production capacity of Infineon, Anson, and other foreign manufacturers, and the process of domestic substitution gradually deepened, the suggestion focuses on domestic automobiles chip manufacturers.