Despite supply chain challenges, an analyst at KeyBanc Capital Markets said he is constructive on the semiconductor cycle. Here’s why. Strong Demand Persists Fourth-quarter IC unit shipments increased 15 percent year-over-year, slower than the third quarter’s 15 percent growth but much faster than the five-year, fourth-quarter average of 9 percent, analyst John Vinh said in a…
Why This Analyst Recommends AMD and These 3 Chip Stocks as His Favorite Semiconductor Plays
Chinese Takeover of UK Tech Firm Not Probed Despite Prime Minister’s Pledge: Lawmakers
April 5, 2022
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A security review pledged by Prime Minister Boris Johnson into a Chinese takeover of one of Britain’s biggest microchip factories does not appear to have taken place, a UK parliamentary committee has said. Newport Wafer Fab (NWF), based in Wales, specialises in manufacturing the more advanced compound semiconductors, which is the key technology used in…
US Senate Approves $52 Billion Chips Bill in Bid to Reach Compromise
March 30, 2022
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WASHINGTON—The U.S. Senate on Monday again approved a bill to provide $52 billion in U.S. subsidies for semiconductor chips manufacturing in a bid to reach a compromise after months of discussions. The 68–28 procedural vote sends the legislation back to the House of Representatives in a cumbersome process to ultimately launch a formal process known…
‘We Can’t Win That Fight Just by Pretending We Don’t Have to Compete’: Dr. Robert Atkinson on US-China Relationship
March 29, 2022
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The Senate just approved a $52 billion bill for semiconductor chip manufacturing in the United States—part of its version of the United States Innovation and Competition Act. Is this a step toward the United States taking a “whole-of-government” approach when it comes to competition with China? Or are the stakes even high enough to warrant a…
Taiwan Joins Quantum Computing Race, Establishes National R&D Team
March 27, 2022
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Taiwan recently unveiled a national team dedicated to quantum computing R&D, taking advantage of the island’s advanced semiconductor industry. An announcement was made about the initiative involving 17 research groups on March 16 by the Ministry of Science and Technology (MOST), the national research institute Academia Sinica, and the Ministry of Economic Affairs (MOEA), reported…
The Russia and Ukraine War Could Bring Repercussions to the Semiconductor Industry and Others
March 8, 2022
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In light of Russia’s invasion of Ukraine, the semiconductor industry has joined the collective group of entities declaring they won’t do business with Russia. The PHLX Semiconductor Index SOX dipped after the announcement, but a look at recent reports makes it clear that Russia isn’t a huge player in the field. The Semiconductor Industry Association…
Read How Analysts Reacted to Broadcom’s Q1 Results
Analysts boosted their price targets on Broadcom Inc. post Q1 FY22 results. Baird analyst Tristan Gerra raised the price target on Broadcom from $690 to $700 (21 percent upside) and kept an Outperform. The analyst said strong demand continues and will likely accelerate year-over-year this quarter, driven by enterprise IT, hyper-scale and cloud, switches upgrades in networking, storage network…
InTEST Clocks 50 Percent Revenue Growth in Q4 Backed by Semiconductor, EV Demand
inTEST Corp reported fourth-quarter FY21 revenue growth of 50.3 percent year-on-year to $22.36 million, beating the consensus of $22.01 million. Key target markets drove the growth led by both front-end and back-end semiconductor industry demand and acquisition benefits. Strong demand in the semi, automotive, specifically EVs, and life sciences resulted in annual orders of $101.9 million; the…
TSMC: The World’s Most Sought After Company
New Analysis The electronic chip shortage crisis has disrupted supply chain security and industrial activities worldwide. Amid a global semiconductor race, Taiwan Semiconductor Manufacturing Company (TSMC), the world’s top chipmaker, has become the company that is most invited to set up factories in many advanced economies. Since 2020, the semiconductor shortage has led to the…
Taiwan, With Eye on China, to Boost Protection for Its Semiconductor Secrets
February 18, 2022
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TAIPEI—Taiwan’s government proposed on Thursday a new law to prevent China from stealing its chip technology, amid rising concern in Taipei that Beijing is stepping up its economic espionage. Tech powerhouse Taiwan makes the majority of the world’s most advanced semiconductor chips, used in everything from fighter jets to mobile phones, and the government has…
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