[Thug neach-aithris Times Lin Zijie aithris ann an Taipei]Qunyi Financial Group held the “Investment Outlook 2025 Information” today (19th). equipment and other topics, the Netcom industry will return to growth. TSMC is still the default configuration.
Qunyi pointed out that global businesses are looking for a way out between China and the United States, and the US will only have more control over mainland China after the election, facing long-term consequences geopolitics, companies can only strengthen their competitiveness and with a lack of technology and production capacity.
Starting from mobile application processors (APs), high-speed computing (HPC) applications have become a major force in the growth of demand semiconductor product value for advanced processes. At present, the demand for AI chips and high bandwidth memory (HBM) has increased significantly, and the growth of AI chips is much higher than the growth of the overall semiconductor market.
Qunyi believes that the demand for AI chips will be the main driving force for semiconductor growth next year will also benefit. Due to a slow recovery in the consumer electronics market and a longer-than-expected change in the automotive inventory, TSMC, which monopolizes high-end advanced processes, remains a fundamental investment allocation of Taiwanese electronics stocks. .
After the new US government came to power, it will be clearer that advanced manufacturing processes are a source of competition for national security and economic resources. continue without stopping. Qunyi believes that major players in Taiwan’s semiconductor industry are likely to benefit, and with the investment in wafer fabs and packaging and testing capacity, the business performance of related factory equipment companies can also be expected.
The market situation for consumer electronic applications is still weak, and there is no real growth in the demand for PCs or mobile phones, a remarkable move that won the industry at this point.
As for the European and American network equipment markets, both are on sale this year and have now fallen to a healthy level. . expect the Netcom industry to return to the growth path next year.
As for the business group, looking forward to the trend of global interest rate cuts next year, Qunyi is optimistic about the upward trend in the four groups of biotechnology, steel, aviation and finance. Among them, Trump’s policies and the passage of the biosafety bill will help the performance of the US biotech community and the ceasefire between Russia and Ukraine will support the continued stimulus policies of Mainland China and the increase infrastructure in emerging countries such as India and ASEAN will also go a long way.
Global air passenger traffic is expected to maintain growth next year, with prices reaching a modest level during the Lunar New Year. Cargo prices are expected to remain high, supported by demand for e – trade and AI products, and falling fuel prices will help reduce cost pressure. Finally, there is a consensus to cut interest rates next year, investment income in the financial industry has a chance to continue growing, and the rate of return on cash is not bad enough to attract ETFs to increase their holdings, and the stock price will be supported down.
2024-11-19 08:39:00
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Consumer behavior that could influence the tech industry? What trends do you expect to see in technology spending during this festive period, and how should companies prepare to meet consumer demand?
To introduce our guests today, we have with us Ms. Lin, an analyst from the Qunyi Financial Group, and Mr. Lin, a tech industry expert. Today, we will discuss the outlook for various sectors in the global market, specifically electronics, semiconductor manufacturing, network equipment, and finance.
Ms. Lin, could you please elaborate on the new ‘Investment Outlook 2025 Information’ presented at the Qunyi Financial Group meeting and its key takeaways for the Taiwanese semiconductor industry? How has the escalating tension between China and the US impacted the global business environment, and how is the industry planning to navigate these challenges?
Mr. Lin, could you share your thoughts on the recent decline in demand for consumer electronics and its impact on the overall semiconductor market? Moreover, based on your expertise, which segments within the semiconductor industry do you predict will experience the highest growth in the coming years, and why?
Turning to network equipment, Ms. Lin, you mentioned that the European and American markets have seen a downward trend this year and may now be at a healthy level. Can you provide insights into when this market might bounce back and what would be the key drivers of growth? In your view, what are some of the biggest opportunities and challenges for Taiwanese manufacturers in this space?
Mr. Lin, we’d like to hear your perspective on the aviation industry. With the global pandemic still impacting travel, how do you see air passenger traffic and the demand for airplanes evolving in the near future? Furthermore, how might the industry leverage emerging technologies like AI to improve passenger experience and safety, and what role might Taiwan play in this regard?
Shifting to the financial sector, Ms. Lin, could you tell us more about Qunyi’s outlook for the global interest rate landscape and its implications for the stock market and the financial industry? Additionally, how might the biosafety bill and increased infrastructure investments in emerging markets impact the performance of the financial sector, and what role do you see Taiwan playing in this context?
Mr. Lin, with the upcoming Lunar New Year, do you anticipate any changes in
