Electronics sector: last week, Shenwan electronics industry index fell 1.65%. Over the same period, the Shanghai stock index fell 1.37%, and the gem index rose 2.98%, which was weaker than the market. The rise and fall of the electronic sector ranked 18th 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 2022 and whose prosperity will continue to improve in the next two years are Huahong semiconductor, Zhongwei semiconductor, Unigroup Guoxin Microelectronics Co.Ltd(002049) , Semiconductor Manufacturing International Corporation(688981) , Shengbang micro, Sanan Optoelectronics Co.Ltd(600703) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc.
[Renesas, Murata and Sony suspended some businesses due to the earthquake] after the earthquake in Northeast Japan, Renesas, Murata, Sony and other precision parts manufacturers suspended some businesses on Thursday (17th local time), which is the latest blow to the global supply chain. According to Reuters on the 17th, although Japan’s dominant position in the field of consumer electronics has been gradually weakened, manufacturers have opened up the world’s leading market segments in the field of highly specialized parts, such as Murata’s MLCC and Sony’s image sensors. “The impact of the earthquake is as negative as that of the current production of parts at the Institute,” said yahsuki, an analyst Renesas said on Thursday that it had suspended production at two plants and partially stopped production at a third plant, including the 12 inch wafer plant in Naka, which had a supply bottleneck caused by a fire last year. Ford said the fire caused as much as 80% of the lost car production in the second quarter of last year. Murata, headquartered in Kyoto, is the world’s largest supplier of MLCC, which is used in smartphones, computers and cars. The company said that after the earthquake, four of its factories had suspended operations.
