Today’s Trader Preview
Ex-rights: Juyang
IPO listing: Taiwan Micro Doctor
U.S. technology stocks will debut this week, Apple’s revenue is expected to exceed 100 billion for the first timeUSD
Technology stocks’ earnings week will start next week, and the high-profile Apple (AAPL-US) Next Wednesday (27th) US time will announce the financial report for the first quarter of fiscal year 2021 ending in December, benefiting from the strong performance of the new iPhone 12 series, as well as the trend of remote office and teaching boosting the demand for Macs and iPads Growth, the market is optimistic that Apple’s revenue will exceed 100 billion for the first timeUSD。Read the full text…
Trade is temporarily set aside, Beijing plans to send Yang Jiechi to the U.S. for talks
U.S. President Biden generally maintained a tough stance on China. The Wall Street Journal (WSJ) quoted sources as reporting that the Beijing authorities intend to send the highest foreign affairs official Yang Jiechi to the United States to visit the Biden administration. High-level officials, and facilitated a meeting between Biden and Chinese President Xi Jinping.Read the full text…
TSMC dumps steel beams at Nanke’s three-nanometer plant: construction progress will not be affected
Foundry leader TSMC (2330-TW) Recently, it was reported that the steel beam of Nanke 3 nanometer plant fell over. TSMC responded to this and did not cause any injuries and the progress of the project was not affected.Read the full text…
Niche DRAM prices increase quarter by quarter in the first half of the year
With tight supply, the niche industry DRAM ushered in the spring swallow in the fourth quarter of last year. The industry increased prices one after another by 15%. In the first quarter of this year, the spot price of niche DRAM increased further to 20%, and the spot price was even higher than the contract. The price is 40%; as Samsung continues to shift its DRAM production line to the CIS process, the tight supply situation will become more serious. The industry is optimistic that the spot price will continue to rise in the first half of the year and the price is expected to rise quarter by quarter.Read the full text…
The high value trend of chips establishes business opportunities for test interface factories
The semiconductor manufacturing process continues to shrink, the chip line width has converged to 7, 5 nanometers, or even 3 nanometers in the future, and advanced packaging promotes the trend of multi-chip stacking and chip safety. In order to ensure the stability of each chip, the industry has changed to comprehensive testing , Driving the demand for test interface only to increase, Wang Si (6223-TW), fine test (6510-TW), Yingwei (6515-TW), Yongzhike (6683-TW) Are all great business opportunities.Read the full text…
The Minister of Economic Affairs of Germany wrote to the government TSMC: The shortage of automotive electronic chips is the primary consideration
The German Minister of Economy wrote to the Taiwanese government, urging to increase the supply of chips to the automotive industry, and hoped that the government would provide the leading foundry company TSMC (2330-TW) To clearly convey the message. In response, TSMC yesterday (24) responded that the shortage of automotive electronics chips is the primary consideration and will continue to work closely with automotive electronics customers to support their capacity needs.Read the full text…
Laptop brands increase prices and rush to materialize industrial computer shortages
Tight foundry production capacity has impacted the supply of processor chips, and notebook brand manufacturers have also increased prices to snap up purchases. Some industrial computer companies believe that this year may face a more serious shortage of materials than last year and become a major variable in operating recovery.Read the full text…
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