The financial industry November 11 news, the chip industry chain broke out line, and the optical carved machines, seal testing, equipment, design and other directions rose sharply.Guoxin Technology, Canxin, Zhangjiang Hi -Tech, Tongfu Microelectronics, Dagang Co., Ltd., and Wenyi Technology have daily limit.
On the message, for the recent market rumors, TSMC will suspend the 7nm and below process chips of related AI chip customers from November 11th.In terms of production, TSMC did not deny directly.The company responded: "For rumors, TSMC does not comment. The company complies with the law and abides by the law, strictly abides by all available laws and regulations, including applicable export control regulations."
In addition, the Q3 performance of the wafer agency plant is soaring. On November 8th, the domestic fabral foundry leader released the third quarter report.The financial report shows that in the third quarter, revenue increased by 14%month -on -month to US $ 2.107 billion (15.609 billion yuan). For the first time, it stood up to a single quarter of $ 2 billion in a single quarter, a record high.SMIC said that the companys capacity utilization rate in the third quarter was further improved, the overall capacity utilization rate increased to 90.4%, and the gross profit margin increased to 20.5%.SMICs stock price also exceeded the 100 yuan integer mark last month, ranking among the "100 yuan club" in A -share semiconductor.
Huahong Company, which is also known as the "Wallive OEM" and the "Wallive OEM", also released three quarterly reports on the same day. In the third quarter%, The capacity utilization rate reached 105.3%.
TrendForce Ji State Consultation expectations, due to the use of advanced processes and mature production capacity in the third quarter, the use of the top ten wafer foundry output value in the world will be expectedThe increase is expected to be the same as the second season.
China Post Securities pointed out that in the middle and long term, the global semiconductor industry has both periodic and growth. Short -term imbalances will not affect the medium and long -term improvement of the industry.With the rise in the intelligent demand of terminal equipment, the market size continues to increase, and the industrial chain has been recovered step by step. The wafer work is a key industry in the front end of the industry chain. The capacity utilization rate is expected to gradually recover, achieving continuous and stable medium and long -term growth.
SDIC Securities Research Report believes that it still emphasizes that "oscillating thinking looks at technology", and signsIn the Huawei Hongmeng Industrial Chain National Production Equipment+Q2 Fair Attack Point+AI Industry Chain Overseas Maggration, the main line of industrial fundamentals is formed under the driving force.
This article comes from: the financial industry
Author: Guilin
