Apple, Intel likely to benefit from China's chip manufacturing push, says CFRA

Seeking Alpha2021-08-25

Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC) and semiconductor equipment companies are the most likely beneficiaries from China's current push to become more self-sufficient regarding chip production, ...

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Okie_cheong
2021-08-25
Okie_cheong
Up up up!!! 👍🏻👍🏻👍🏻
Hehehaha0088
2021-08-25
Hehehaha0088
Okays😊
CM_clement
2021-08-25
CM_clement
Hodl
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Traditional hardware companies like Dell Technologies Inc. (NYSE:DELL)and HP Inc (NYSE:HPQ)and memory companies are the most likely to feel a negative impact.\nEarlier this year, Beijing unveiled its 14th five-year plan targeting the development of an integrated circuit ecosystem, including design, manufacturing and equipment. The five-year period runs from 2021 through 2025.\nCFRA analyst Angelo Zino says the political tension between the U.S. and China is likely to benefit Apple (AAPL), which will continue to capture high-end smartphone market share in China.\nIntel is also well-positioned with the company's IDM 2.0 strategy to become a global foundry player expected to gain traction by 2023 after focusing on capacity expansion in the U.S. and Europe.\nSemiconductor manufacturing equipment is expensive to purchase let alone develop and foreign chip equipment companies will likely benefit from China's self-sufficiency push, writes Zino. 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