The semiconductor sector oscillated and strengthened
issuing time ：2022-09-29
TSMC recently announced to customers that prices will be raised again early next year. The Nikkei reported, citing six unnamed sources, that TSMC has successively issued notices to customers that it plans to raise prices next year by a single-digit percentage. This is TSMC's second price hike in less than a year, citing inflation, cost increases and the company's expansion plans to ease a global supply crunch. According to two sources, based on different manufacturing processes, TSMC's warning increase ranges from 5% to 8%. The new prices will take effect at the beginning of next year. Taiwanese media reported last week that TSMC notified customers that it will raise the foundry price across the board from January next year, an increase of 6%.
Hua Hong Semiconductor responded to the news of the US ban: it has the VEU qualification of the US Department of Commerce so far. In response to the news that the United States intends to expand the export ban of semiconductor equipment to Chinese chip manufacturing companies, Tang Junjun, president and executive director of Hua Hong Semiconductor, said in the first-quarter results statement held on May 12: "The company attaches great importance to this news. As a legal entity, Arc Semiconductor has established a complete set of rules and systems in the course of its business operations. In terms of import and export, we have established a complete compliance control program, and obtained the VEU (the Validated End-User, or "Verified End-User") certificate from the U.S. Department of Commerce. End User”) and still have VEU status to this day.”
Supply tension continues, demand drives the prosperity of the semiconductor industry
East Asia Qianhai Securities believes that the growth in demand in new energy vehicles, HPC high-performance computing, industrial control and other fields will drive the prosperity of the semiconductor industry. Global foundry leaders such as TSMC, UMC, GF, SMIC, and Hua Hong Semiconductor all achieved rapid year-on-year growth in the first quarter, with revenue increasing by over 30% year-on-year, and net profit increasing by more than 40% year-on-year; and TSMC Both GF and GF's second-quarter performance outlook are higher than market expectations, superimposed on the second-quarter performance guidance issued by SMIC, which further confirms that the prosperity of the semiconductor industry remains unabated. Among them, domestic automotive chip manufacturers may usher in a historic development opportunity. With the rapid development of the new energy vehicle industry, the demand for automotive-grade chips has also surged, and the expansion rate of the upstream industry chain is obviously slower than the market demand. Under the background of the current global automobiles core shortage and domestic substitution, some car companies have begun to seek local suppliers due to the lack of production capacity of foreign manufacturers such as Infineon and ON Semiconductor. The process of domestic substitution is gradually deepening. It is recommended to focus on domestic vehicles. chip maker.