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Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.
①Whether it's Biden, Harris, or Trump, they are all keen to see the reshoring of the manufacturing industry in the USA; ②But under the same goal, the two parties, Democrats and Republicans, seem to be taking completely different paths; ③And behind this significant difference, many American industry professionals are worried that the factory construction boom that Biden struggled to start with subsidies during his tenure may come to a sudden halt after Trump takes office...
haitong sec: M&A reorganization cases in the semiconductor sector are likely to continue to emerge, with the concentration of excellent listed companies' industries increasing.
haitong sec released research reports stating that there will be continuous cases of mergers and acquisitions in the semiconductor sector in the next 1-2 years.
ASMPT Limited Just Missed Earnings - But Analysts Have Updated Their Models
Citigroup: Maintains a "buy" rating on ASM Pacific Technology (00522) with a target price lowered to 105 Hong Kong dollars.
Citigroup is confident about ASMPT (00522) reaching a turning point in growth next year, and tcb will see a turning point, with sales increasing twofold year-on-year.
ASMPT Limited (ASMVF) Q3 2024 Earnings Call Transcript Summary
"Star" semiconductor companies face a "multiple-choice question": acquisition to the left, sprinting towards IPO to the right | Special Report
①Many former "star" companies in the semiconductor industry this year are at a crossroads of choosing between going public and being acquired. ②Industry insiders indicate that the current A-share IPO review environment has not changed significantly, still maintaining a tightening stance. ③Interviewed investors mentioned that, whether through acquisition or IPO, the choice should be based on industry development characteristics, with a clear hard-tech attribute receiving support from industrial policies, IPO should be preferred as a capitalization path.
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