The profits of semiconductor manufacturing sector grew strongly, and the performance of domestic wafer foundry Semiconductor Manufacturing International Corporation(688981) , Huahong semiconductor, reached a new high in the first quarter of this year. At the same time, a number of international wafer foundry giants recently heard the voice of price rise again.
A few days ago, TSMC, the foundry of wafers, informed its customers that the foundry price of wafers will be comprehensively increased by 6% from January next year. Some TSMC customers have confirmed that they have received the price increase notice, which is the second comprehensive price increase of TSMC in less than a year. The agency pointed out that the shortage of chips has accelerated the speed of capacity expansion. The growth trend of global equipment sales in the next two years is clear, and A-share semiconductor equipment materials have great growth potential. In addition, TSMC and other leading global wafer foundry enterprises achieved year-on-year rapid growth in the first quarter, which further confirmed that the prosperity of the semiconductor industry remained unchanged. It is suggested to focus on local automobile chip manufacturers.
According to the theme database of financial Associated Press, among the relevant listed companies:
Hangzhou Chang Chuan Technology Co.Ltd(300604) products have been used and recognized by many first-class integrated circuit enterprises, such as Jcet Group Co.Ltd(600584) , Tianshui Huatian Technology Co.Ltd(002185) , Tongfu Microelectronics Co.Ltd(002156) , Hangzhou Silan Microelectronics Co.Ltd(600460) , China Resources Microelectronics Limited(688396) electronics, Sunmoon and so on.
Suzhou Huaya Intelligence Technology Co.Ltd(003043) semiconductor products are mainly precision metal structural parts used in semiconductor equipment such as wafer etching control, chemical vapor deposition and wafer detection.
