Pay attention to the key news of Taiwan stocks before the market, Chinese terminal brand factories continue to cut orders, impacting the supply chain, MCU chips are also facing inventory pressure, and the prices of some products have fallen back to pre-epidemic levels; Samsung is the first to announce mass production of 3nm chips Companies that import 3-nanometer GAA, however, the industry believes that TSMC’s use of FinFET technology to mass-produce 3-nanometers will be more competitive, and it is not so easy for Samsung to overtake. Here are the important financial news you must watch today (1).
The price reduction storm circle landed on some MCU prices and fell back to before the epidemic
Although China’s blockade and control have been lifted, global inflation has not cooled down, and terminal brands have cut orders in the supply chain. The wave of order cutting and price reduction has accelerated. From the original consumer-related ICs, such as driver ICs, CIS, etc., began to spread to MCUs , MOSFET and other chips, manufacturers have begun to face the pressure of inventory adjustment, and the price reduction storm has gradually landed. The industry pointed out that the prices of some products have fallen back to before the epidemic, and manufacturers are under the dual pressure of “price before the epidemic and cost following the epidemic”.Read the full article…
Samsung takes the lead in mass production of 3 nanometers, TSMC has multiple advantages and its dominance is difficult to shake
Samsung Electronics announced yesterday (30) the start of mass production of 3-nanometer chips, becoming the first company to introduce 3-nanometer GAA (Gate Surround Technology), and TSMC (2330-TW)(TSM-US) The competition in advanced manufacturing process tends to intensify. However, the industry pointed out that the GAA architecture technology is complex and the price is relatively high. TSMC’s mass production of 3nm using FinFET technology will be more competitive. From the perspective of the department and other aspects, it is still not that easy for Samsung to overtake TSMC in the short term.Read the full article…
The average salary of employees of listed companies is 5.15 million, and MediaTek ranks among the top 10.
The stock exchange announced the “salary of non-supervisory employees” statistics yesterday (30). Calculated on average, the top ten industrial semiconductors in the salary level have 7 rankings. Among them, MediaTek (2454-TW) with an average of 5.15 million yuan, Novatek (3034-TW) 4.994 million followed closely, Jinghao Ke (3006-TW), Sitronix (8016-TW) ranked third and fourth with RMB 4.509 million and RMB 4.263 million respectively;2603-TW), Yang Ming (2609-TW) also made it into the top 10.Read the full article…
The property insurance industry lost 9.6 billion yuan before tax in the first five months, and the net value of life insurance evaporated trillion yuan
The Financial Regulatory Commission announced yesterday (30) that, affected by the surge in claims for epidemic prevention insurance policies, the property and casualty insurance industry saw a negative pre-tax profit and loss at the end of May for the first time, with a loss of 9.6 billion yuan; while the life insurance industry suffered from violent capital market fluctuations, and its net value evaporated in the first five months. trillion.Read the full article…
South Korea’s chip inventory surges 53.4%, warning of global memory chip demand cooling
South Korea’s chip inventories surged by more than 50% in May, the largest increase in more than four years, and semiconductor shipments and production also slowed growth, indicating cooling demand for memory chips.Read the full article…
In 2025, Heda will open the Dapu Mei No. 5 plant with full production capacity and the total output value will exceed 10 billion yuan
Automobile transmission system manufacturers and large (1536-TW) The ground-breaking ceremony of the Dapu Meiwu Plant was held on the 30th. Chairman Shen Guorong said that the total investment of the new plant is regarding 3.5 billion yuan. It is expected to open full production capacity in the third quarter of 2025. , the total output value scale will exceed 10 billion yuan.Read the full article…
Jianda’s revenue this year is expected to continue to record high double-digit growth
Tire factory Jianda (2106-TW) held a shareholders’ meeting yesterday (30), chairman Yang Qiren said that demand was indeed affected due to uncertainties such as inflation in the second half of the year, but this year’s revenue is still expected to have double-digit growth and will hit a new high.Read the full article…
The decline in Taiwan stocks in the first half of the year only won South Korea and the Nasdaq Financial Regulatory Commission: not yet irrational decline
Taiwan stocks tumbled 414.4 points yesterday (30) to close at 14,825.73 points, hitting a new low in nearly a year and a half. Taiwan stocks only lost in June to South Korea; from the perspective of the current (2022) year, Taiwan stocks only outperformed South Korean stocks,Nasdaq. However, the FSC still emphasizes that it has not seen any signs of irrational decline. The FSC will pay close attention to the changes in Taiwan stock prices, and call on investors to rationally pay attention to the fundamentals of the company and control related risks.Read the full article…