The differentiation between the two cities was more obvious in the morning. The main board weakened after the early rise of large financial companies. The market rotated. Semiconductors, pharmaceuticals, etc. were among the top gainers today and performed strongly, pushing the GEM index back to the 18-day line. The price fluctuated and climbed, rising all the way, reaching the 2700 platform.
has something to say. Semiconductors and other technology stocks performed well today, with strong activity, giving people a feeling that the weights have finished setting up the stage and the themes are about to start singing. However, the strength of semiconductors is not only due to market rotation, but also Supply is tightening and prices are intentionally rising.
Recently, the MCU market is ready to increase prices. It was previously reported that due to the strike of STMicroelectronics , there is a gap in market supply and demand. In addition, the current industrial chain, regardless of the foundry, packaging and testing end, production capacity is quite tight, and delivery time is also very tight. The sharp increase has further pushed up the trend, and industry players admitted that it is now normal for orders to be delivered within four months.
has learned and confirmed that the five major Taiwanese MCU manufacturers, including Holtek, Lingtong, Songhan, Hong Kang, and Nuvoton, have recently raised their quotations simultaneously, with some products increasing by more than 10%.
With the rise of Dengdeng, the suppression of Chinese technology companies did not take a breather. Instead, Europe continued to take actions. We will not talk about the second and third activities, but from the surface, the development situation of Chinese technology companies urgent.
Looking at it from this perspective, if the supply and demand of semiconductors continues to be in short supply, there may be a wave of opportunities for domestic substitution. After all, it is not China’s style to be controlled by the periphery for a long time, and if China wants to develop technology in a long-term and sustainable way, If this is the case, independent research and development is the only way to go, so we can pay due attention to whether there are any opportunities for domestic substitution, software, etc. to change after the tight supply and demand for semiconductors continues to ferment.
Dianshi Letou Disclaimer: The information content is for reference only and does not constitute investment advice. There are risks in the stock market, so investment needs to be cautious.
