Electronics sector: last week, Shenwan electronics industry index rose 2.38%. Over the same period, the Shanghai Composite Index rose 0.80%, the gem index rose 2.93%, and the sector was weaker than the market. The rise and fall of the electronic sector ranked 10th in the first-class industry index of Shenyin Wanguo. We propose to lay out upstream semiconductor equipment and materials, downstream analog-to-digital IC chips, discrete devices, sensors and other fields. The industry leaders whose performance is relatively determined to grow in 2021 and the prosperity of the track industry will continue to improve in the next two years are Hoshine Silicon Industry Co.Ltd(603260) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Huahong semiconductors, medium and micro semiconductors, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Semiconductor Manufacturing International Corporation(688981) , Shengbang micro, Sanan Optoelectronics Co.Ltd(600703) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc.
[TSMC spent 20 billion yuan on advanced process development] recently, the board of directors of TSMC approved a capital expenditure of about US $20.94 billion for the capacity construction and upgrading of advanced process manufacturing and packaging, the expansion of mature and special processes, as well as the construction of wafer factories and the installation of facilities and systems, so as to further expand TSMC’s leading edge in advanced processes. On January 13, TSMC announced the financial report of 2021, the outlook for the first quarter and the whole year of 2022, capital expenditure planning, semiconductor market conditions and other key directions at the legal person briefing. TSMC said that the capital expenditure in 2022 will reach US $40 billion to US $44 billion, an increase of about US $10 billion over last year, of which 70% to 80% of the capital budget will be used for the R & D of advanced process technologies, including 2 nm, 3 nm, 5 nm and 7 nm.
[Infineon built a plant in Europe with 2 billion euros, and the production capacity of wide band gap semiconductors ushered in an explosion] on February 17 local time, it was reported that Infineon, a leading power semiconductor manufacturer, plans to invest 2 billion euros (about US $2.27 billion) to build a third plant in its plant in kulin, Malaysia, in order to improve its manufacturing capacity in the field of wide band gap semiconductors (SiC and GaN), And further increase production capacity. Once the new plant planned by Infineon is completed, the plant will generate an additional annual income of 2 billion euros and bring 900 local jobs. The new plant mainly involves key processes such as epitaxial process and wafer cutting, which will start construction in June. It is expected that the first batch of wafers will be offline in the second half of 2024.
