In the fourth quarter, the wafer foundry market was still in a high momentum, and concept stocks were concerned by the market.
According to media reports, the shortage of wafer foundry capacity continues. Liandian, a leading enterprise, will launch a new wave of price increase measures, mainly for the three major customers whose revenue accounts for more than 30%, with an increase of about 8% to 12%, which will take effect from January 2022. At present, liandian’s main customers include AMD, Qualcomm, Texas Instruments, NVIDIA and other large manufacturers, as well as orders from Infineon, Italian French semiconductor and other large European manufacturers.
Liandian stressed that it will indeed adjust the price of the new annual long-term agreement signed by some customers on the basis of reflecting the current market situation. According to the industry, even if the foundry price of the wafer foundry rises every quarter, the capacity of liandian has basically been “completely sold out” before 2022.
full load operation of wafer foundry in the third quarter
Affected by the unexpected recovery of demand side such as automobiles and electronic products, the market space of emerging industries such as 5g, new energy vehicles and intelligent driving has expanded, the imbalance between supply and demand in the wafer foundry market has continued, the production line has maintained a full load state, and the performance has maintained medium and high growth. in September this year, the sales volume of China’s semiconductor market was US $16.72 billion, a year-on-year increase of 24% and a month on month increase of 1.58% ; In September, the global semiconductor sales reached US $48.28 billion, a year-on-year increase of 27.6% and a month on month increase of 2.33%. Semiconductor downstream market demand is improving, and the industry boom is rising.
The fourth quarter performance forecast of TSMC, Semiconductor Manufacturing International Corporation(688981) and other wafer foundry enterprises shows that the wafer foundry market is still in a high momentum in the fourth quarter, and the revenue in the fourth quarter continues to rise year-on-year and month on month. The annual results show that the scale of semiconductor OEM market will rise in 2021. Icinsights predicts that the scale of global OEM market in 2021 is expected to reach US $87.1 billion, a year-on-year increase of 24%.
list of concept stocks in wafer industry
According to the statistics of the securities times and databao, there are 19 concept stocks in the A-share market, with 15 stocks rising today, Thinkon Semiconductor Jinzhou Corp(688233) up 6.4%, and Hangzhou Silan Microelectronics Co.Ltd(600460) , Naura Technology Group Co.Ltd(002371) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) up more than 2%.
Concept stocks in the wafer industry generally performed well in the first three quarters of this year, and the net profit of 12 stocks returned to the parent increased by more than 100% year-on-year. National Silicon Industry Group Co.Ltd(688126) – U ranked first with a year-on-year increase of 5895.22%, and other stocks such as Hangzhou Silan Microelectronics Co.Ltd(600460) , Hangzhou Lion Electronics Co.Ltd(605358) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) ranked first.
According to the third quarterly report of National Silicon Industry Group Co.Ltd(688126) -u, the company realized a net profit attributable to the parent company of 101 million yuan in the first three quarters, turning losses into profits year-on-year. In recent investor research activities, the company said that its subsidiary okmetic currently has a production capacity of about 200000 silicon wafers and about 20000 SOI silicon wafers. It is carrying out the work of eliminating backward production capacity and increasing 8-inch production capacity.
Hangzhou Silan Microelectronics Co.Ltd(600460) recently issued the draft stock option incentive plan, which plans to grant 21.5 million stock options to nearly 2500 senior middle managers and core technical (business) backbone, with an exercise price of 51.27 yuan / share. The company said that the setting of performance indicators can promote the incentive objects to work hard and improve the performance of listed companies.
According to the third quarterly report, the net profit attributable to the parent company was 404 million yuan, a year-on-year increase of 119.67%. The company said that it had earlier laid out and completed the construction of new 6-inch and 8-inch silicon wafer production lines, implemented the capacity and technical transformation of power device chip manufacturing production lines, fully met the current hot market demand, and the production and sales of main products increased significantly.
(data treasure)
