The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks_老虎社区_美港股上老虎

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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UTOtrader
·2021-03-16
Build more foundry, robotise them, ipo them
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- Ppsd:
  Right
  2021-03-16
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Jher
·2021-03-16
Like and comment please
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- Ppsd:
  Done
  2021-03-16
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Jensenchow
·2021-03-16
Yes
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MoneyKing
·2021-03-16
[微笑] Please like my comment 😀
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- STpfizer:
  Yes
  2021-03-16
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- cinbat:
  comment below thanks
  2021-03-16
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LeeJC
·2021-03-16
Weak inflow
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Nicholasbt
·2021-03-16
TSMC
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- Nicholasbt:
  The one to beat
  2021-03-16
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- AceBajaj:
  agree
  2021-03-16
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Nicholasbt
·2021-03-16
TSMC
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Jasminey
·2021-03-16
Pls reply my comment I will do the same for u
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- Bll:
  👍👍👍
  2021-03-16
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- BradyHan:
  GUH
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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 semiconductors.","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":325667791,"gmtCreate":1615895856313,"gmtModify":1703494623330,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Build more foundry, robotise them, ipo them","listText":"Build more foundry, robotise them, ipo them","text":"Build more foundry, robotise them, ipo them","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325667791","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. 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Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. 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What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3808386,"gmtCreate":1615896803809,"gmtModify":1635753674917,"authorId":3577247105670726,"author":{"id":3577247105670726,"authorId":3577247105670726,"name":"Ppsd","avatar":"https://static.tigerbbs.com/b0e5153bff2ceda0c26c4dd3e3b7f96b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325667791,"type":1,"supId":0,"prevId":0,"content":"Right","text":"Right","html":"Right"}],"langContent":"EN"},{"id":325660387,"gmtCreate":1615894791649,"gmtModify":1703494609472,"author":{"id":"3571442481525664","authorId":"3571442481525664","name":"Jher","avatar":"https://static.tigerbbs.com/f64e30965f55a5d41be6d9c44aa6535e","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325660387","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3808388,"gmtCreate":1615896810691,"gmtModify":1635753674792,"authorId":3577247105670726,"author":{"id":3577247105670726,"authorId":3577247105670726,"name":"Ppsd","avatar":"https://static.tigerbbs.com/b0e5153bff2ceda0c26c4dd3e3b7f96b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325660387,"type":1,"supId":0,"prevId":0,"content":"Done","text":"Done","html":"Done"}],"langContent":"EN"},{"id":325636335,"gmtCreate":1615892759427,"gmtModify":1703494575364,"author":{"id":"3577487093536782","authorId":"3577487093536782","name":"Jensenchow","avatar":"https://static.tigerbbs.com/1836439dc7ae18c2b5f57bb1a4a596b3","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325636335","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325606264,"gmtCreate":1615891208158,"gmtModify":1703494548293,"author":{"id":"3574327231949023","authorId":"3574327231949023","name":"MoneyKing","avatar":"https://static.tigerbbs.com/0360f8ba9e096a0978cf7aabf6b05cf1","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;Please like my comment 😀","listText":"[微笑]&nbsp;Please like my comment 😀","text":"[微笑] Please like my comment 😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325606264","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3807709,"gmtCreate":1615891371512,"gmtModify":1635753714616,"authorId":3575497421822390,"author":{"id":3575497421822390,"authorId":3575497421822390,"name":"STpfizer","avatar":"https://static.tigerbbs.com/81a4ae86a682249efd09c182be2bae88","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325606264,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"},{"id":3807712,"gmtCreate":1615891417467,"gmtModify":1635753714264,"authorId":3569057428942326,"author":{"id":3569057428942326,"authorId":3569057428942326,"name":"cinbat","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325606264,"type":1,"supId":0,"prevId":0,"content":"comment 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 inflow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325852553","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325858897,"gmtCreate":1615888335819,"gmtModify":1703494505118,"author":{"id":"3575175917571867","authorId":"3575175917571867","name":"Nicholasbt","avatar":"https://static.tigerbbs.com/cadb0988a4576b82bf4b1f83564a0a96","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"TSMC&nbsp;","listText":"TSMC&nbsp;","text":"TSMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325858897","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3807282,"gmtCreate":1615888351149,"gmtModify":1635753734298,"authorId":3575175917571867,"author":{"id":3575175917571867,"authorId":3575175917571867,"name":"Nicholasbt","avatar":"https://static.tigerbbs.com/cadb0988a4576b82bf4b1f83564a0a96","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325858897,"type":1,"supId":0,"prevId":0,"content":"The one to beat","text":"The one to beat","html":"The one to beat"},{"id":3807813,"gmtCreate":1615892340912,"gmtModify":1635753709315,"authorId":3572385541809895,"author":{"id":3572385541809895,"authorId":3572385541809895,"name":"AceBajaj","avatar":"https://static.tigerbbs.com/0f25697c34823e646de3547094f96449","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325858897,"type":1,"supId":0,"prevId":0,"content":"<u>agree</u>","text":"<u>agree</u>","html":"<u>agree</u>"}],"langContent":"EN"},{"id":325858074,"gmtCreate":1615888329798,"gmtModify":1703494504604,"author":{"id":"3575175917571867","authorId":"3575175917571867","name":"Nicholasbt","avatar":"https://static.tigerbbs.com/cadb0988a4576b82bf4b1f83564a0a96","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"TSMC&nbsp;","listText":"TSMC&nbsp;","text":"TSMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325858074","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":325821619,"gmtCreate":1615887546431,"gmtModify":1703494488659,"author":{"id":"3561288355018382","authorId":"3561288355018382","name":"Jasminey","avatar":"https://static.tigerbbs.com/3f10c6c771e2d97c86b942b8fc1e9484","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Pls reply my comment I will do the same for u","listText":"Pls reply my comment I will do the same for u","text":"Pls reply my comment I will do the same for u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325821619","repostId":1130270839,"repostType":4,"repost":{"id":"1130270839","pubTimestamp":1615887302,"share":"https://www.laohu8.com/m/news/1130270839?lang=&edition=full","pubTime":"2021-03-16 17:35","market":"us","language":"en","title":"The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1130270839","media":"Barrons","summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","content":"<p>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 stocks could stand to gain the most from it.</p><p>Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed&nbsp;to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.</p><p>According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.</p><p>Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.</p><p>Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.</p><p>Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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.</p><p>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.</p><p>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.</p><p>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 semiconductors.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. Is Trying to Fix the Chip Shortage. What It Could Mean for Semiconductor Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-16 17:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130270839","content_text":"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 stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well as natural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel (ticker: INTC), Micron Technology (MU), Texas Instruments (TXN), Analog Devices (ADI), and On Semiconductor (ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote. 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 semiconductors.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3807219,"gmtCreate":1615887965512,"gmtModify":1635753736705,"authorId":3575152525326279,"author":{"id":3575152525326279,"authorId":3575152525326279,"name":"Bll","avatar":"https://static.tigerbbs.com/b372fc92d67296f5ba36af78d1d6e935","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325821619,"type":1,"supId":0,"prevId":0,"content":"👍👍👍","text":"👍👍👍","html":"👍👍👍"},{"id":3807661,"gmtCreate":1615890984185,"gmtModify":1635753716454,"authorId":3561285043704106,"author":{"id":3561285043704106,"authorId":3561285043704106,"name":"BradyHan","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":325821619,"type":1,"supId":0,"prevId":0,"content":"<u>GUH</u>","text":"<u>GUH</u>","html":"<u>GUH</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":30,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}