Liandian will expand its 12 inch wafer factory in Singapore and is expected to achieve phase I mass production by the end of 2024. On February 24, liandian announced that the board of directors had approved the plan to expand a new advanced wafer factory in Singapore. The monthly capacity of the first phase of the new plant is planned to be 30000 wafers, and mass production is expected to begin at the end of 2024. Liandian said it expects the new plant to play an important role in meeting the strong demand in these markets, especially helping to alleviate the structural shortage of 22 / 28 nm wafer capacity.
Chehejia and San’an semiconductor set up a joint venture. Beijing chehejia Automotive Technology Co., Ltd. (“chehejia”, later renamed “ideal”) plans to establish a joint venture with Hunan San’an semiconductor to cooperate with automobile enterprises and semiconductor manufacturers to further promote the development of automotive electronics industry. From the perspective of SiC industry, the combination of more ideal cars and San’an semiconductor is conducive to accelerating the breakthrough of SiC industry barriers, shortening the R & D cycle of overall SiC products and reducing R & D costs, so as to promote the process of SiC boarding.
Wafer foundry manufacturers have released the latest financial reports or operation data one after another, and the industry still maintains a hot development trend. Wafer foundry manufacturers have released the latest financial reports or operation data one after another. Recently, TSMC, liandian, lattice core, Semiconductor Manufacturing International Corporation(688981) and other wafer manufacturers have successively released the latest financial reports or operation data. Affected by factors such as the rising demand in the chip market, these manufacturers have shown good growth.
The market of electronic sector is weaker than the market
From February 21 to February 25, the Shanghai index fell 1.13%, and CITIC electronics rose 2.67%, underperforming the market by 3.8 percentage points. Year to date, the Shanghai index fell 0.62%, and CITIC electronics rose 3.21%, outperforming the market by 3.84 percentage points. From February 21 to February 25, the Philadelphia Semiconductor Index rose 2.02%.
Increase in electronic industry segments
From February 21 to February 25, only the panel sector in the electronics segment fell, down 1.90%, and the other sectors were rising. Among them, semiconductor equipment, discrete devices and semiconductor materials rose the most, up 8.75%, 8.57% and 5.33% respectively.
Rise and fall of individual stocks: A shares
From February 21 to February 25, the top five companies in the electronics industry were Kingsemi Co.Ltd(688037) , Zhejiang Zhaolong Interconnect Technology Co.Limited(300913) , Konfoong Materials International Co.Ltd(300666) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) and Ningbo Yong Xin Optics Co.Ltd(603297) , up 20.35%, 19.91%, 14.62%, 14.32% and 13.57% respectively; The companies with the top five declines were Shenzhen Zowee Technology.Co.Ltd(002369) , Electric Connector Technology Co.Ltd(300679) , Shenzhen Zhongheng Huafa Co.Ltd(000020) , Guoguang Electric Company Limited(002045) and Shenzhen Mason Technologies Co.Ltd(002654) , down 23.50%, 10.37%, 9.84%, 8.99% and 8.54% respectively.
Investment advice
It is recommended to pay attention to Sanan Optoelectronics Co.Ltd(600703) , Starpower Semiconductor Ltd(603290) , Macmic Science & Technology Co.Ltd(688711) , Guoxin technology, Konfoong Materials International Co.Ltd(300666) , Aojie technology, China Resources Microelectronics Limited(688396) , Hangzhou Silan Microelectronics Co.Ltd(600460) , etc.
Risk tips
Technology development is less than expected and capacity supply is insufficient.
