Allbet Gaming

新2手机网址_Optimistic outlook for semiconductor makers

Allbet登录网址 2022年07月09日 社会 14 0

新2手机网址www.hg108.vip)实时更新发布最新最快的新2手机网址、新2手机网址线路、新2手机网址登录网址、新2手机网址管理端、新2手机网址手机版登录网址、新2手机皇冠登录网址。

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.

,

皇冠足球投注平台www.hg9988.vip)是皇冠体育官方投注平台,开放皇冠信用网代理申请、信用网会员开户,线上投注的官方平台。

,

“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.

Allbet Gaming声明:该文看法仅代表作者自己,与www.allbetgame.us无关。转载请注明:新2手机网址_Optimistic outlook for semiconductor makers
发布评论

分享到:

新2查账网址_Nomura Malaysia unveils its first ESG syariah fund
你是第一个吃螃蟹的人
发表评论

◎欢迎参与讨论,请在这里发表您的看法、交流您的观点。