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“Juheng.com” organizes and publishes pre-market news, allowing readers to quickly grasp major national financial events each morning.
TSMC has five main advantages, Samsung may still be difficult to shake its leadership position in 2022
Samsung aims to overtake TSMC with a 3nm process in 2022. However, TSMC (2330-TW) still has advanced process technology and production capacity advantages at this stage, and uses advanced packaging to stabilize demand from the customers at the top of the pyramid, and the lack of competition with customers is also the biggest advantage. One; Even if Samsung 3nm wants to use GAA architecture to compete with TSMC, it must establish a new GAA ecosystem, and from a performance and technology maturity perspective, TSMC still has relative advantages. Samsung will have to compete with TSMC in the short term. I’m afraid there is still some distance. Read the full text …
China’s domestic demand and emission reduction policies are frequently introduced
China has set a carbon neutrality target, which will enhance its environmental monitoring and law enforcement and oversight capabilities. Along with promoting the 14th Five-Year Plan (14th Five-Year Plan), the supervisors of the cement plants are optimistic that it will help reform the supply side of the Chinese cement market. In addition to supporting market demand, TCC, Asia Cement, Xinda and other cement factories entering the west are expected to benefit as well. Read the full text …
technical deviation, step correction pressure
Taiwan shares rose again last week by 443 points, continuing to set a new record, making Wansan Checkpoint a strong line of defense for the next level. However, as the stock market shifts The US was backing up and fluctuating, foreign investors also saw a slight gain on the second day and were liquidated. The legal entity recalls that next week will be the pressure of backlash after the technical deviation is too great, especially the epidemic situation in several countries is likely to intensify, provided that there is some alteration that will trigger the correction pressure. Read the full text …
The results of Hon Hai Fii transformation appear gradually, the Internet cloud industrial hardware accounts for 30% of the global market
Li Junqi, chairman of Fii, a subsidiary of Hon Hai (2317-TW), noted that since promoting the industrial transformation of the Internet, it has now reached the middle stage and “has already performed relatively well.” Among them, the industrial Internet cloud network In terms of final commercial hardware, Fortune Industrial has reached 30% of the global market. Read the full text …
TECO vs. Baojia takes the lead next year, battle for director re-election begins ahead of schedule
TECO (1504-TW), a major electric motor manufacturer, launched a shock pump and introduced Walsin Lihwa (1605-TW), a leading wire and cable manufacturer. In addition to expanding new energy business opportunities, the market generally believes the purpose is to counter the major shareholder Baojia Group. The re-election of the director will take place next year. How will Baojia accept the hiring after TECO introduces Huaxin, and will Huaxin’s stake increase again? The battle for reelection of the director next year will begin earlier than scheduled. Read the full text …
The price of electronic grade fiberglass cloth is on the rise, and the fiberglass industry is expected to break out of the bottom of two years
The price of electronic grade fiberglass cloth has increased gradually since August. Depending on the type of fabric, the increase has ranged from a July low to the present at 2-4%. This is mainly due to increased demand after the new corona pneumonia epidemic. Industry insiders noted that, Current market visibility can be seen at least in the first quarter of next year, which will help the fiberglass industry break out of the bottom of the two-year boom. Read the full text …
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