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Today (1) Japan’s Taiwanese shares have nine key points ahead of the market, including the explosion of Taiwan shares of 115.8 billion yuan in daily volume, the NOR Flash price increase of more than 5% quarter-on-quarter in the first half of next year and Global Crystal’s plan to publicly acquire Silicon Crystal. Siltronic AG, the Yuanda factory, ranks second in the ranking. The following are important financial news to watch out for.
MSCI adjusts Taiwan shares to explode 115.8 billion yuan in daily volume, 144 points down
Taiwan shares made gains yesterday (30). The selling pressure was strong. Electronic peso stocks mostly opened higher and lower. This dragged the market to red and black. In recent trading, due to the influence of MSCI’s quarterly weight adjustment, a single transaction broke 115.8 billion yuan in daily volume. Breaking the 13,800 points, the five-day line and the ten-day line, it closed at 13722.89 points, 144.2 points down, and the trading volume reached 383.5 billion yuan, which also changed the trading volume of a just day to a new level. Read the full text …
Semiconductor price rise hits NOR Flash, industry confirms it will increase by more than 5% quarter over quarter in the first half of next year
The semiconductor boom has exploded to NOR Flash. With the growth of the TWS market, the penetration rate of smart phone OLEDs has increased, which has driven the demand for NOR Flash chips, and strong customer demand for SMIC logic chips has caused the production capacity of NOR Flash is saturated. Foreign investment in the near future The report notes that the single-quarter increase in the first half of next year will reach 5%, but some industry sources have revealed that the increase is higher than this rate, even up to 10% . Read the full text …
The public takeover of Siltronic AG by Global Crystal, a major manufacturer of silicon wafers in Germany, ranked second
Global Crystal (6488-TW), a leading manufacturer of silicon wafers, announced yesterday (30) that it intends to publicly acquire Siltronic AG, a major manufacturer of silicon wafers in Germany. Upon completion of the acquisition, Global Crystal is expected to account for 30% of the market, outperforming the market. It is the second largest silicon wafer factory in the world and is close to 33% of Shin-Etsu, which ranks second. At the same time, thanks to the merger of large factories, it favors the development of the industrial order and silicon. Wafer prices are stable. Read the full text …
Winbond and Macronix executives have increased their equity operations in the last 2 months
The increase in the price of semiconductors blows NOR Flash. The industry confirms that the quarterly increase in the first half of next year will exceed 5%. Along with the continued limited supply, the market is optimistic about the performance of the two major manufacturers Winbond (2344-TW) and Macronix (2337-TW). It is expected to benefit from the growth. It should be noted that the main shareholders of the two main factories have increased their strength and are not weak. In recent months, they have bought and held shares together. Both are obviously optimistic about the operating outlook and have also sparked market discussions. Read the full text …
Employees at the Huaxin Keda Malaysia plant completed screening on December 1, and the production line was fully resumed
Passive component maker Huaxinke (2492-TW) said yesterday (30) that the Malaysian plant completed a comprehensive overhaul last week and that the results were normal, with no anomalies and no contact with confirmed employees who will return to the factory tomorrow. . Production and production capacity will return to normal levels. Read the full text …
The General Assembly is optimistic about the strong rebound in demand in various industries next year
The United Nations General Assembly (3702-TW), leader of the semiconductor channels of Asia and the Pacific, held a conference yesterday (30). Vice President Lin Chunjie noted that with the arrival of vaccines, the epidemic is expected to be brought under control and various industries to recover strongly next year. In addition, 5G mobile phones, Demand for laptops and automotive applications has increased, the semiconductor boom is expected, and the operational outlook is optimistic. Read the full text …
UMC breaks the 40 yuan mark and surpasses South Asia to become the 9th largest in Taiwanese stocks
Wafer foundry UMC (2303-TW) benefited from the large increase in target price by foreign investors, the price of shares rose sharply last week and the market value outperformed stocks such as Daliguang, Taihua and Fubon Gold, despite foreign investors selling more than 38,400 copies last week. , The stock price continued to strengthen yesterday (30), rising 3.44%, breaking the 40 yuan mark, closing at 40.5 yuan and rewriting the new high price in more than 18 years. The market value also rose to 519.97 billion yuan, outperforming South Asia (1303-TW). ), ranking the ninth largest in the Taiwan stock market. Read the full text …
The four main axes of Taiwan stocks guide Fubon Investment Advisors and call for next year’s high point to be 14,800
Fubon Gold (2881-TW) held the “Fubon 2021 Financial Trends Forum” yesterday (30). Fubon Investment Consulting Chairman Xiao Qianxiang said that looking ahead to 2021, when the economy recovers, the market’s monetary policy remains flexible and bond interest rates fall In an environment with limited space, international funds they have the opportunity to return to emerging Asian markets. Taiwan shares are expected to continue to hit a record 14,800 points. The highest point is expected to fall in the fourth quarter of next year. The stock selection strategy proposes four main axes, including environmental protection and green energy. . Read the full text …
Huang Chongren: Starting in the second half of next year, logic and DRAM will be sold out until an unimaginable date.
Power Semiconductor Manufacturing Co. (6770-TE) held a public briefing at the counters yesterday (30). President Huang Chongren said that current production capacity has become incredibly tight and demand for production capacity from customers has reached a panic level. It is estimated that it will arrive in the second half of next year. In the second half of 2022, the DRAM and logic markets will be exhausted to an unimaginable point. Read the full text …
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