Electronics sector: last week, Shenwan electronics industry index rose 0.54%. Over the same period, the Shanghai stock index rose 0.60%, the gem index rose 0.78%, and the sector was weaker than the market. The rise and fall of the electronics sector ranked 20th in the Shenyin Wanguo first-class industry index. 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, 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 expects to launch the 2nm process mass production plan in 2025] according to foreign media reports, TSMC, which plans to mass produce 3nm process in the second half of next year, is also promoting the R & D and mass production of 2nm process as planned. The construction of the plant has been put on the agenda. According to foreign media reports, TSMC has considered the site selection of 2nm process plant. In the report, foreign media also mentioned that relevant sources revealed that the investment in TSMC’s factory will be quite huge. Once the construction starts, the investment in the whole project may be close to NT $1 trillion, that is, about US $36.15 billion. In terms of factory investment, TSMC plans to build a 2nm process chip factory, which is much higher than the current 5nm process chip foundry. TSMC announced on May 15 last year that it would build a 5nm process plant in Arizona, with a planned investment of US $12 billion. If the investment of 2nm process plant reaches US $36 billion, it will be three times that of Arizona.
[affected by the Xi’an epidemic, the storage rate is squeezed] according to the survey of trendforce Jibang consulting, Samsung is currently affected by the difficulty of manpower shift arrangement; Due to people flow control and other measures, the company must continue to produce on a limited manpower scale. At present, Samsung is actively adjusting to reduce the impact on output, and the local government is expected to return to normal within one to two weeks. However, if the epidemic situation is not properly controlled, it can not be ruled out that it will impact the production rate in the plant in the near future, resulting in a slight decline in output. As for the demand for other raw materials and water and electricity required for production, Samsung is still confirming the specific impact degree. Samsung’s two large nandflash manufacturing plants in Xi’an have not interrupted production. However, due to more stringent control policies, it made necessary adjustments to the plant. In addition, in terms of terminal products, the place is mainly responsible for the assembly of consumer products including UFS and clientssd, which will have a direct impact on the purchasing end of smart phones and laptops. However, due to the high inventory level of the company, the supply should still be able to meet in the short term, and it is only possible to expect a slight convergence in the falling price space.
