Taiwan stocks continued to be turbulent, and weight stocks also fell. As TSMC fell below 500 yuan, MediaTek also fell below the 700 yuan mark. The problem of chip shortages has always existed, but MediaTek has reported a wave of 5G chips cutting orders. What kind of predicament is mobile phone chips facing now? Take you to see it together.
MediaTek, the leader in mobile phone chips, is rumored to have cut orders for 5G chips by 35% in the fourth quarter. How did the wave of cutting orders come regarding? Where will the market growth momentum be in the future?
Professor Xie Chenyan said, “There are two problems in China now, the first is the speed of mobile phone replacement, which has become very, very slow, which may have a lot to do with the closure of Shanghai this time, and the other is of course that , After the price rises, everyone’s willingness to consume is low, this is a problem, but I don’t think so, let’s not be so pessimistic, that is to say, there is still a rising Indian market.”
Taiwan stocks have been tumbling for days, and semiconductors are bleak. Is there a chance to make a bargain at this time? What is the current situation of the semiconductor industry?
Xie Chenyan, a professor of stock monsters, said, “There may be a low ebb period of 3 to 6 months in the future, so if you enter the market now, I think the time is a little earlier, and in terms of the selection of individual stocks, I think You will have a dilemma, that is, what you buy will fall, and you will continue to fall if you change another one, and this problem may keep appearing.”
Taiwan stocks will face a ten thousand five defense battle. Before the market is clear, investors should observe carefully.
(FTV News/Comprehensive Report)
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