Pay attention to the key news before the Taiwan stock market. The fabs are actively expanding production, driving the demand of semiconductor equipment manufacturers. The chip shortage is expected to slow down in the second half of the year, and the overall delivery period is expected to be further shortened; following Rebao merged into the battery-related business last year , Revenue jumped in the second half of the year, but due to the slowdown in uninterruptible power system customers’ pull in goods, the fourth quarter revenue was slightly lower than expected. The following are important financial news that you must watch today (10).
Chip shortage alleviated in the second half of this year, semiconductor equipment delivery time is expected to be shortened
With the full-scale expansion of fabs, semiconductor equipment manufacturers are also full of orders. However, the global equipment is also limited by the shortage of chips. Although the orders are full, the delivery time has been continuously extended. With the chip shortage expected to be alleviated in the second half of this year, the overall delivery period is also expected to be shortened, which will help the wafer-side capacity expansion.Read the full text…
The battery business slows down in pulling goods
PMOLED Factory Rebao (8104-TW) Announced the revenue in December of last year. Due to the slowdown of the battery business supplying uninterrupted power systems, the monthly revenue reached 187 million yuan, a monthly decrease of 8.8%, and an annual increase of 29.6%. The fourth-quarter revenue was also slightly lower. It is expected to reach approximately 574 million yuan, a quarterly decrease of 2.7% and an annual increase of 23.7%.Read the full text…
Semiconductors lift the wave of circular economy, chemical plants collect rent and make money back
The international net zero carbon emission trend is clear. Chemical plants have successively expanded the layout of green chemical products, striving for carbon neutrality and green transformation.2330-TW) Under the call, manufacturers that produce special chemicals for semiconductor processes actively invest in waste liquid recycling. With the gradual development of the circular economy, electronic grade specialty products are expected to move towards a lease model in the future, and chemical plants will make a lot of “recycling money.”Read the full text…
Zhongtian’s two clinical trials will make progress to attack the global tens of billions of micro-ecological new drug market
Zhongtian (4128-TW) Targeting the global USD 1.3 billion (approximately NT$36 billion) microecological new drug market, and actively developing new drugs for related indications. It is expected that there will be progress in two clinical trials this year, one for diabetes microecological drugs will be completed and carried out. Efficacy analysis and the non-small cell lung cancer trial carried out in cooperation with Beijing Medical University will announce the results of the interim analysis.Read the full text…
MIH alliance with Autoware to accelerate the development of electric self-driving cars
MIH, the electric vehicle open alliance, announced that it has entered into a partnership with the Autoware Foundation, the world’s largest self-driving open source software community, to jointly accelerate the development of electric self-driving vehicles. The cooperation between the two parties will bring regarding a significant improvement in vehicle regulations.Read the full text…
