2023.02.03News
Semiconductors will be reshuffled? Xie Jinhe warns: This big factory is losing ground and retreating, fearing that "a bi
Technology stocks are on the rise again. The Philadelphia Semiconductor Index surged 15.79% in January, far ahead of the entire market. Xie Jinhe, chairman of Caixin Media, said that this also predicts a major reshuffle and major changes in the semiconductor industry that has fallen deeply, and proposed 3-point analysis, in addition to naming Intel will change from a big player to a small player, it also said that the US-China chip war is still the most sensitive thermometer in the US-China struggle, and it is also a very important element for the recent rebound of the stock prices of UMC , PSMC, and world advanced companies. .
Xie Jinhe posted an article on Facebook titled "The January Effect! Predicting the Future of the Semiconductor Industry". The financial market has a January effect every year, and the market in January often predicts changes in the coming year. For example, at this time last year, the industry was booming, there were rumors of shortages, and container shipping prices kept soaring, but the capital market poured cold water on everyone. The stock market began to fall from the first week of the year. Years fell.
This year’s boom has plummeted, and all the bad news has come out, but the stock market has not fallen. In January this year, except for India and Indonesia, which rose last year, the global stock market rose sharply. Among them, Hong Kong’s Hang Seng and state-owned enterprises have the most resilience. , and the Philadelphia Semiconductor Index rose the most. Last year, the Feisan Index fell by 11.73%. As a result, the decline spread throughout the year, with the largest drop of 48.63%. This year, the Philadelphia Semiconductor Index surged 15.79% in January, far ahead of the market as a whole. This also heralds a major reshuffle and major changes in the slumped semiconductor industry.
Xie Jinhe also proposed three points of analysis. First, Intel, which supported the W Intel architecture in the past, is losing ground. Intel lost $664 million in the fourth quarter. After the results were announced, the stock price once fell by 10%. As of the 2nd, the market value remained It has lost $120.26 billion to AMD's $136.47 billion. Around 2000, Intel used to be the world's second largest company by market capitalization. Now the big guy has become a small guy. Although the CEO Pat Gelsinger is still full of firepower, it is hard to stop the decline.
Second, Nvidia and AMD, which have no fabs in recent years, have risen rapidly due to their close cooperation with TSMC . Now Nvidia has a market value of 515.198 billion US dollars, surpassing TSMC's 491.319 billion US dollars, and has become the leader of the global semiconductor industry. Looking down is the $300 billion Samsung, and then ASML and Broadcom (Avgo), Texas Instruments and Qualcomm.
Xie Jinhe posted an article on Facebook titled "The January Effect! Predicting the Future of the Semiconductor Industry". The financial market has a January effect every year, and the market in January often predicts changes in the coming year. For example, at this time last year, the industry was booming, there were rumors of shortages, and container shipping prices kept soaring, but the capital market poured cold water on everyone. The stock market began to fall from the first week of the year. Years fell.
This year’s boom has plummeted, and all the bad news has come out, but the stock market has not fallen. In January this year, except for India and Indonesia, which rose last year, the global stock market rose sharply. Among them, Hong Kong’s Hang Seng and state-owned enterprises have the most resilience. , and the Philadelphia Semiconductor Index rose the most. Last year, the Feisan Index fell by 11.73%. As a result, the decline spread throughout the year, with the largest drop of 48.63%. This year, the Philadelphia Semiconductor Index surged 15.79% in January, far ahead of the market as a whole. This also heralds a major reshuffle and major changes in the slumped semiconductor industry.
Xie Jinhe also proposed three points of analysis. First, Intel, which supported the W Intel architecture in the past, is losing ground. Intel lost $664 million in the fourth quarter. After the results were announced, the stock price once fell by 10%. As of the 2nd, the market value remained It has lost $120.26 billion to AMD's $136.47 billion. Around 2000, Intel used to be the world's second largest company by market capitalization. Now the big guy has become a small guy. Although the CEO Pat Gelsinger is still full of firepower, it is hard to stop the decline.
Second, Nvidia and AMD, which have no fabs in recent years, have risen rapidly due to their close cooperation with TSMC . Now Nvidia has a market value of 515.198 billion US dollars, surpassing TSMC's 491.319 billion US dollars, and has become the leader of the global semiconductor industry. Looking down is the $300 billion Samsung, and then ASML and Broadcom (Avgo), Texas Instruments and Qualcomm.
Third, the U.S.-China chip war is the most sensitive thermometer in the struggle between the U.S. and China. So far, the U.S. strategy of joint vertical and horizontal alliances is still in progress. The Netherlands has joined the ranks of side elections. China ’s semiconductor industry is under increasing pressure. Recently, Some mature process products that were originally distributed to SMIC are also distributed to Taiwan. This is a very important element for the recent rebound in the stock prices of UMC, PSMC, and World Advanced.
Xie Jinhe finally mentioned that on the first trading day of February, the Philadelphia Semiconductor Index rose by 151.55 points, strongly standing above the 3,000-point mark and crossing the annual line. This is a good start. Nvidia has rebounded 96% from the lowest point. TSMC It also rebounded by 61.15%. UMC and ASE also rebounded strongly. This is a very important good sign for the Year of the Rabbit.
Xie Jinhe finally mentioned that on the first trading day of February, the Philadelphia Semiconductor Index rose by 151.55 points, strongly standing above the 3,000-point mark and crossing the annual line. This is a good start. Nvidia has rebounded 96% from the lowest point. TSMC It also rebounded by 61.15%. UMC and ASE also rebounded strongly. This is a very important good sign for the Year of the Rabbit.
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