Which stocks benefit from government support for semiconductors? A supplementary budget proposal for the 2023 fiscal year totaling around 2 trillion yen to strengthen domestic production, including decisions by the Cabinet such as Rapyuta and TSMC.
As part of the government's economic measures,A supplementary budget proposal for the fiscal year 2023 that includes support of about 2 trillion yen for strengthening semiconductor production capacity was approved by the Cabinet on the 10th. This represents a 50% increase from the 1.3 trillion yen in the previous fiscal year. It seems that there will be an expansion in the search for related stocks that may benefit.Reported specifics of the support include aiming for the manufacturing of advanced semiconductors
as well as the prototype line of Rapyuta.Rapyuta's prototype lineand $Intel (INTC.US)$Approximately 650 billion yen allocated for the development of research bases and advanced semiconductor design. $Taiwan Semiconductor (TSM.US)$Around 770 billion yen will be allocated for the construction costs of the second factory in Kumamoto. Additionally, about 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).Power semiconductorsAround 460 billion yen will be added for the construction costs of Powerchip Technology's Miyagi factory in Taiwan, semiconductor manufacturing equipment, and electric vehicles (EV).
Companies investing in Rapidas include Kioxia. $Toyota Motor (7203.JP)$、 $NEC (6701.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$of 8 companies.
As for stocks with trade relations with TSMC, $Screen Holdings (7735.JP)$、 $Lasertec (6920.JP)$、 $Tokyo Electron (8035.JP)$、 $Disco (6146.JP)$、 $RORZE (6323.JP)$among others.
Also, companies working on power semiconductors are, $Mitsubishi Electric (6503.JP)$、 $Toshiba (6502.JP)$、 $Renesas Electronics (6723.JP)$、 $Fuji Electric (6504.JP)$、 $Sanken Electric (6707.JP)$、 $Rohm (6963.JP)$、 $Denso (6902.JP)$、 $Sansha Electric Manufacturing (6882.JP)$etc.
The Japanese government aims to increase the domestic semiconductor-related revenue in 2030 to more than 15 trillion yen, which is three times higher than the revenue in 2020.
-moomoo News Kathy
Source: Nikkei, NHK, Bloomberg, Shikiho, 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