What brands will benefit from government semiconductor support? 2 trillion yen to strengthen domestic production, supplementary budget plans decided by the cabinet by Lapidas and TSMC
As part of the government's economic measures,Support for approximately 2 trillion yen to strengthen semiconductor production capacityThe supplementary budget plan for fiscal 2023, which incorporates things to do, was decided by the cabinet on the 10th. This is a 50% increase from 1.3 trillion yen last year. It seems that the search for related stocks that could benefit will expand.
As for the specific details of the support that has been reported, it aims to manufacture advanced semiconductorsLapidas prototype lineYa $Intel(INTC.US$Approximately 650 billion yen was recorded for the development of research centers and the design of advanced semiconductors. $Taiwan Semiconductor(TSM.US$Approximately 770 billion yen will be prepared for construction costs etc. of Kumamoto Plant 2. Also, it is used for construction costs of the Miyagi Plant of Taiwan Foundry and Power Crystal Electronics Manufacturing (PSMC), semiconductor manufacturing equipment, electric vehicles (EVs), etc.power semiconductorAbout 460 billion yen will be added to
The companies that have invested in Lapidas are KIOXIA, $Toyota Motor(7203.JP$、 $NEC(6701.JP$、 $Nippon Telegraph & Telephone(9432.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$8 companies.
As a stock that has a business relationship with TSMC, $Screen Holdings(7735.JP$、 $Lasertec(6920.JP$、 $Tokyo Electron(8035.JP$、 $Disco(6146.JP$、 $RORZE(6323.JP$etc., can be mentioned.
Also, those that handle power semiconductors $Mitsubishi Electric(6503.JP$、 $東芝(6502.JP$、 $Renesas Electronics(6723.JP$、 $Fuji Electric(6504.JP$、 $Sanken Electric(6707.JP$、 $Rohm(6963.JP$、 $Denso(6902.JP$、 $Sansha Electric Manufacturing(6882.JP$etc.
The Japanese government aims to raise semiconductor-related domestic sales in 2030 to 15 trillion yen or more, which is three times higher than in 2020.
―MooMoo News Kathy
Source: Nihon Keizai Shimbun, NHK, Bloomberg, Shiki Report, moomoo
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182251542 : Of the semiconductors produced by TSMC, how many semiconductors can be distributed to the Japanese domestic industry? Mr. Hanyuda said in the Budget Committee's response to the Diet that some conditions for domestic use would be set, etc., but later the Ministry of Economy, Trade, and Industry said that it was impossible to restrict the destinations of semiconductors produced by TSMC. Which one is correct? Can the blood tax of 700 billion yen invested in TSMC be recovered?
わわ : Does Socionext benefit too?
Will the stock price go up?
わわ : What does Genichi think?
やわら埼玉県加須市 : Thank you m (_ _) m