Market overview of this week:
Semiconductor market outperformed some major indexes this week. This week, the Shenwan semiconductor industry index fell by 2.17%, the gem index fell by 3.75%, the Shanghai Composite Index fell by 0.11%, the Shenzhen composite index fell by 2.93%, the small and medium-sized board index fell by 3.52%, and wandequan a fell by 1.27%.
Semiconductor segments fell as a whole. Among the semiconductor segments, the semiconductor material segment fell 0.9%, the discrete device segment fell 2.5%, the semiconductor equipment segment fell 2.7%, the semiconductor manufacturing segment fell 3.6%, the packaging and testing segment fell 2.6%, the IC Design segment fell 2.6% and other segments fell 3.7% this week.
Recently, with the warming situation in Russia and Ukraine, there is a shortage of semiconductor special gas and the price rises. As Ukraine is a supplier of electronic gas, affected by the tension between Russia and Ukraine, the output of relevant gas materials is blocked, which further exacerbates the rise of semiconductor manufacturing costs, and domestic materials are expected to replace them.
Affected by the shortage of chips, automobile manufacturers have reduced production one after another. Volkswagen, Ford, Tesla and other auto manufacturers’ production capacity has been impacted by the shortage of chips, so they have to adjust production capacity and reduce production. However, for the supply of chips in the second half of the year, some auto manufacturers are optimistic that the chip shortage may be alleviated in the second half of 2022.
It is recommended to pay attention to:
(1) semiconductor design: designfor the design of the semiconductor:: designingthe design of the design of the semiconductor: the\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ / Shanghai Fudan Microelectronics Group Co.Ltd(688385)
\u3000\u30002）IDM: Wingtech Technology Co.Ltd(600745) Sanan Optoelectronics Co.Ltd(600703) Zhuzhou Crrc Times Electric Co.Ltd(688187) Hangzhou Silan Microelectronics Co.Ltd(600460) ；
3) wafer foundry: Huahong semiconductor / Semiconductor Manufacturing International Corporation(688981) ;
4) semiconductor equipment material: ofthe material for the material of the semiconductor device: ofthe material of the material of the material of the material of the semiconductor device: ofthe material of the material of the material of the material of the material of the material of the semiconductor device: ofthe material of the material of the material of the semiconductor device: ofthe material of the material of the semiconductor device: ofthe material of the material of the material of the semiconductor device: ofthe material of the material of the material of the material of the semiconductor device of the material of the material of the material of the material of the material of the material of the semiconductor device of the material of the material of the material of the material of the material of the material of the material of the semiconductor device of the semiconductor: / / ;
Risk tip: the epidemic continues to deteriorate, industrial policy changes, international trade disputes intensify, and the demand of downstream industries is lower than expected.
