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The pre-market focus on Taiwan stocks includes growing doubts about semiconductor inventory adjustments and the destruction of the Wistron plant in India. Furthermore, under the central bank’s real estate speculation, banks will switch to the loan market for self-occupied guest rooms. The following are important financial news for today (14). .
Stock expectations are higher than actual demand, doubts about semiconductor inventory tightening intensify
Demand for 8-inch wafer casting is booming and production capacity is in short supply. Under the tight production capacity, it also raises questions about the adjustment of the semiconductor inventory; the industry believes that the market will repeat more or less or oversorder, and some believe that current intermediate manufacturers are waiting to stock up. If demand is higher than actual demand, the inventory adjustment may occur as early as the first quarter of next year, but it does not rule out that demand is still hot and there will be no correction. Read more…
Wistron’s Indian factory was destroyed: cooperating with the investigation, it will resume work as soon as possible to protect the rights and interests of employees
Wistron (3231-TW), a major foundry factory in India, was damaged by unknown outsiders. Wistron issued a statement yesterday (13) stating that the company has always complied with the law and will fully support and cooperate with the relevant authorities and police in investigations. Complete the recovery and restart operation as soon as possible to protect the rights and interests of employees. Read more…
Central bank real estate speculation, banks turn to the wave of loan trading for rooms occupied by themselves, ready to move
The central bank launched a real estate speculation, aimed at credit control of the purchase of surplus homes by builders, and stopped builders’ speculation in the housing market. However, credit control will surely affect the bank’s civil construction and financing activities. This wave of real estate purchases affected by the first purchase from the neighbors will become the active objective of the bank’s plowing, and it is not even ruled out that bargaining prices are used to obtain loans. Read more…
Europe is expected to launch one million rapid detection doses before the end of the year
The new corona pneumonia epidemic continues to dominate Europe, and Europe has not yet launched the new corona vaccine, the demand for rapid detection reagents continues to increase. The central and local governments of France, Germany and other central and local governments plan to launch another million rapid detection doses before the end of the year. Ling Fujin (1760-TW) and Taibo (4736-TW) products have been certified and will endeavor to obtain government bidding orders. Read more…
Guo Mingchi: Seasonal impact TSMC’s 5-nanometer capacity utilization rate may decline in the first quarter of next year
Asian foreign investors have recently warned that Apple has launched its first wave of orders and that TSMC’s 5-nanometer capacity utilization rate may drop to 80% in the first quarter of next year. In this regard, the latest report from Tianfeng International Securities analyst Ming-Chi Kuo points out that TSMC (2330-TW) will be next year. The 5 nanometer capacity utilization rate in the first quarter will remain 100%, which is an overly optimistic erroneous expectation. The decrease in capacity utilization rate is mainly affected by seasonal factors, the CIS series of the iPhone 12 Pro is out of stock, and the mass production time of the iPhone 13 is earlier than the iPhone 12. Read more …
New Fiber Vietnam investment is progressing well and plans to further expand cooperation with PVN
New Fiber (1409-TW), a major polyester chemical fiber factory, and Vietnam Spinning (VNPOLY), a subsidiary of Vietnam Oil and Gas Group (PVN), will have a full year of cooperation. In addition to reaching the total production capacity goal next year, the Vietnamese plant will also regenerate DTY processed yarn. Expansion of domestic sales in Vietnam to foreign sales is progressing, and the two sides also plan to further expand cooperation. Read more…
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