The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks

Barrons2021-03-16

As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, a J.P. Morgan analyst has figured out which ...

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精彩评论

UTOtrader
2021-03-16
UTOtrader
Build more foundry, robotise them, ipo them
- Ppsd:
  Right
Jher
2021-03-16
Jher
Like and comment please
- Ppsd:
  Done
Jensenchow
2021-03-16
Jensenchow
Yes
MoneyKing
2021-03-16
MoneyKing
[微笑] Please like my comment 😀
- STpfizer:
  Yes
- cinbat:
  comment below thanks
LeeJC
2021-03-16
LeeJC
Weak inflow
Nicholasbt
2021-03-16
Nicholasbt
TSMC
- Nicholasbt:
  The one to beat
- AceBajaj:
  agree

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Taiwan Semiconductor Manufacturing (TSM) and NXP Semiconductors (NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials (AMAT) and Lam Research (LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index, or Sox, advanced nearly 2% on Monday, led by NXP Semiconductors NXP, which rose 8.8% to $199.57, and Broadcom (AVGO), which jumped 4.3% to $470.66.The Sox has gained 94% in the past year as demand for chips destined for products ranging from appliances and videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce 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below thanks","text":"comment below thanks","html":"comment below thanks"}],"langContent":"CN"},{"id":325852553,"gmtCreate":1615888492872,"gmtModify":1703494508378,"author":{"id":"3576989150960200","authorId":"3576989150960200","name":"LeeJC","avatar":"https://static.tigerbbs.com/92ac69581df9593530341ee151d82ad3","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Weak inflow","listText":"Weak inflow","text":"Weak 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