Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
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Nanjing Xinlian Electronics (002546.SZ): Predicted to win the bid for a 64.845 million yuan State Grid procurement project.
On November 27, Gelonghui reported that Nanjing Xinlian Electronics (002546.SZ) announced that the State Grid Corporation published the "Announcement of the Recommended Bidders for the 81st Batch of Procurement by the State Grid Corporation in 2024 (Third Bidding for Measurement Equipment in Marketing Projects)" on its e-commerce platform on November 26, 2024. The company is one of the recommended bidders, winning a total of 4 packages, with an estimated total bidding amount of about RMB 64.845 million. According to the announced content, the company is for sub-marker SG2430-1108-23005 "Concentrators and Collectors" package 12.
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
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United Microelectronics Shows Stable Financial Performance
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
Hong Kong semiconductor stocks outperformed with strong performance, stock prices remained resilient against the market trend. Global semiconductor sales hit a record high.
①Hong Kong-listed semiconductor stocks remain resilient in a bearish market, what bullish factors are boosting the market? ②Global semiconductor sales hit a record high, what are the key points?
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United Microelectronics Sees 11% Increase in October Revenue
Express News | U.S.-Listed Shares of Chinese Firms Drop Premarket on Worries Over Growing U.S.-China Trade Tensions Under Trump Presidency
Express News | United Microelectronics Reported October 2024 Net Sales Growth Of 11.36% YoY
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...
United Microelectronics Cut to Neutral From Overweight by JP Morgan
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