suddenly, the long silent semiconductor chip industry began to bustle again. Just entering 2022, the news of semiconductor chip industry is favorable.
First, in mid January, the semiconductor OEM giant TSMC released the financial report for the fourth quarter of 2021. The revenue increased by 21.2% year-on-year and the net profit increased by 16.4% year-on-year. Both the revenue and net profit in a single quarter hit a record high and exceeded market expectations.
Then the traditional chip giant Intel publicly announced that it would invest $20 billion to build two new chip factories in Ohio, which are expected to be officially put into operation in 2025.
It is not difficult to see from the latest actions of these industry giants that the prosperity of the semiconductor chip industry is still very high. It is said that TSMC and MediaTek two chip manufacturers also plan to recruit more than 10000 engineers this year to support active business expansion plans and maintain technology leadership under the trend of promoting the development of local industries in the global economy, Such a large-scale recruitment plan is rare.
secondly, the industry demand remains unchanged.
The Ministry of industry and information technology said recently that all walks of life will face the problem of “core shortage” in 2021, among which the automobile industry will be the hardest hit. At present, although this problem is gradually alleviating, the stability of the global integrated circuit supply chain is still facing severe challenges, chip supply will remain tight for a long time in the future.
The relevant person in charge of Shanghai made it clear that at present, many new energy vehicles are intelligent connected vehicles. The problem of “core shortage” of intelligent connected vehicles has been serious since the second half of 2021. Therefore, Shanghai is strengthening the production of vehicle specification chips to solve the problem of “core shortage” of vehicles as soon as possible.
Third, the United States and the European Union may successively introduce stimulus policies for the chip industry.
The US House of Representatives is about to complete a legislation aimed at strengthening the US semiconductor industry’s response to overseas competition, which will provide nearly 52 billion US dollars (about 330 billion yuan) in grants and incentives for the US semiconductor industry.
At the same time, the European Commission announced that it would introduce the chip act in February this year, which aims to increase the EU chip production capacity from 10% of the world at present to 20% by 2030.
if these two countries and regions are in the leading position in the field of semiconductor chips, they will exert great pressure on other countries and regions, including technical rolling and capacity constraints.
It can be said that last year, although semiconductor chips have been in a tense state of “lack of core”, they appear very low-key under the halo of many new favorites of science and technology, such as new energy and yuanuniverse. But at the beginning of this year, semiconductor chips seem to have the meaning of returning to C-bit again.
will the capital market react when the industry level is favorable?
Interestingly, the recent positive of A-share semiconductor chip listed companies is also continuous.
On January 19, Ziguang Guoxin predicted that the net profit in 2021 increased by 136% – 160% year-on-year. For the reasons for the change of performance, the company said that the downstream demand was strong, the special integrated circuit business achieved rapid growth, and the profitability of intelligent security chip business continued to improve.
On January 21, Hangzhou Silan Microelectronics Co.Ltd(600460) predicted that the net profit in 2021 increased by 2145% – 2165% year-on-year, which was due to the significant growth in the operating revenue of the company’s power management chip, MEMS sensor, IPM (intelligent power module), MOSFET, IGBT, SBD, TVs, FRD, led and other products.
On the same day, China’s etching equipment leader Advanced Micro-Fabrication Equipment Inc.China(688012) predicted that the net profit attributable to the parent company would increase by 93.01% – 109.26% year-on-year in 2021. The company said that the performance increase was due to the development of semiconductor equipment market and the competitive advantages of the company’s products, in which the revenue of etching equipment increased by about 55.44% year-on-year and the gross profit margin reached 44.4%.
The global semiconductor chip giants will continue to run at full capacity in 2022, and various countries and regions will rush to release industry benefits and industrial plans, which will be a huge driving force for the whole industry.
Of course, although China is not a leader in semiconductor chip technology and its production capacity is in the second camp, it will certainly not be willing to fall behind because it is the world’s largest semiconductor chip consumer market. will the semiconductor chip industry restart a new boom wave in 2022? Let’s wait and see.
