首页 民生正文

欧博官网登录_Optimistic outlook for semiconductor makers

欧博网址 民生 2022-07-09 14 0

欧博官网登录www.aLLbet8.vip)是欧博集团的官方网站。欧博官网登录开放Allbet注册、Allbe代理、Allbet电脑客户端、Allbet手机版下载等业务。

The strong demand across major regions and product categories has pushed the global sales of chips higher by 18% year-on-year to US$51.8bil (RM229.4bil) in May, according to the Semiconductor Industry Association.

PETALING JAYA: Malaysian tech firms are expected to benefit from the sustained growth in demand for semiconductor chips from automotive and consumer electronics industries.

According to the World Semiconductor Trade Statistics (WSTS), global semiconductor sales are expected to grow by 16.3% year-on-year (y-o-y) to US$646.5bil (RM2.86 trillion) this year.

Based on the optimistic outlook, TA Research has maintained its “overweight” call on the semiconductor sector with a preference for outsourced semiconductor assembly and test providers.

The research house said these include Inari Amertron Bhd, Unisem (M) Bhd and Malaysian Pacific Industries Bhd (MPI) for their robust sales pipeline, earnings growth prospects, strong balance sheets and expansion plans.

Inari Amertron n

“Beyond near-term headwinds from geopolitical tensions and supply chain disruptions, we expect them to benefit from the structural growth in chip demand.

,

皇冠信用盘开户www.hg108.vip)是皇冠信用盘官方正网线上开放会员开户、代理开户,额度自动充值等业务的直营平台。

,

“This is fuelled by the multitude of secular trends including 5G, artificial intelligence, cloud computing, the Internet of Things, robotics and vehicle electrification,” it said in a report yesterday.

TA Research has a target price (TP) of RM3.30 on Inari, RM3.50 on Unisem and RM38.60 on MPI.

It also upgraded Elsoft Research Bhd to “buy” with a TP of 70.5 sen, given the improved risk reward potential following the stock’s recent share price weakness.

New semiconductor industry sales data reveals no let-up in demand in the near term, despite the many global economic headwinds.

Global chip sales in the month of May rose 1.8% month-on-month (m-o-m) and 18% year-on-year (y-o-y) to US$51.8bil (RM228.4bil), WSTS said in a recent report.

The May numbers means it was the 28th consecutive month of growth for the industry as year-to-date sales amounted to US252.7bil (RM1.12 trillion), up 19% y-o-y.

Companies are making fresh investments to meet demand with global fab equipment spending for front-end facilities in 2022 revised to grow by 20% y-o-y to US$109bil (RM482.6bil) from US$107bil (RM473.8bil), TA Research said.

版权声明

本文仅代表作者观点,
不代表本站欧博网址的立场。
本文系作者授权发表,未经许可,不得转载。

评论