Pay attention to the key news of Taiwan stocks before the market. The Chinese CDMO factory WuXi Biologics has been listed by the United States without verification, and the production schedule will be affected. Benefit; U.S. technology stocks have been on the decline recently, and TSMC has been relatively resilient. The latest market value has surpassed that of Huida and Meta, jumping to the eighth largest company in the world by market value, and regaining the global semiconductor market value king once more. The following are the important financial news that you must watch today (21).
WuXi was blocked by the US listing list, and international pharmaceutical companies rushed to Yongxin and Taikang to find production capacity
China’s CDMO (Commissioned Development and Manufacturing) factory WuXi Biologics was listed as unverified list by the United States. It was unable to obtain some production equipment smoothly, and the production schedule was affected. Due to the urgent demand of international pharmaceutical companies for the second pharmaceutical production plant, there was a slight delay. It will affect the production schedule, Taiwan factory Yongxin (4726-TW) and Taikangsheng (6589-TW) The international certification and process level are comparable to WuXi. Both companies have confirmed that customers have actively come to inquire regarding production capacity recently, and they have clearly felt the strong transfer order benefit.Reading Center…
TSMC overtakes Hui Darden Semiconductor’s market value Wang Yue ranks eighth in the world
U.S. technology stocks have continued to weaken recently, and foundry leader TSMC (2330-TW)(TSM-US) is relatively resistant to falling, with the latest market value reaching US$618.7 billion, surpassing the US$591 billion of NVIDIA (NVDA-US) and US$561.1 billion of Meta (FB-US), the parent company of Facebook. Eight major companies.Reading Center…
Wafer foundry supply gradually offers IC design factory price increase dividends may gradually converge
Wafer foundry prices have experienced strong price increases for one year in a row, enjoying a lot of price increase dividends. However, with the recent slowdown in the demand growth curve, the rising trend has followed a pause. IC design houses have benefited from price increases in the past. Supplementary supplements, but for this year’s outlook, most of them still have uncertain views on the second half of the year, highlighting that the economic direction from the second half to next year is unclear, and the price advantage of IC design houses has also converged simultaneously. Whether the market can continue to enjoy the dividend of price increases in the future, the market highly anticipated.Reading Center…
The plunge in iron ore casts out the rebound in the steel market?Three factors seem to be no problem
China has strengthened its supervision over iron ore once more, which has not only led to a slump in China’s iron ore, but also dragged down the international market, which inevitably makes the market worry that the recovery of steel prices may be short-lived. There is still support. The tense situation in Russia and Ukraine also affects the price of raw materials and steel exports. The drop in the price of iron ore in China is a short-term disturbance, and the price of steel will still usher in a new wave of upward opportunities.Reading Center…
Data center demand grows year by year, liquid cooling technology has become a field of competition for manufacturers
The epidemic has changed human life, driving long-distance business opportunities such as home office and learning, and in turn boosting the global demand for cloud data. The four major data centers in North America have also increased their capital expenditures this year, becoming a supplement to the operation of Taiwan’s cloud server factory, while in high-speed computing , Under the trend of emphasizing performance and heat dissipation, Taiwanese factories have accelerated the pace of expanding the deployment of liquid cooling technology in recent years.Reading Center…
