These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan_老虎社区_美港股上老虎

These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan

Barrons2021-03-24

Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...

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invinsor
·2021-04-01
i am tempted to buy-call Amat with1 year DTE.
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EmmA
·2021-03-29
说说你对这篇新闻的看法...
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benchang
·2021-03-26
[强] [强]
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3
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- benchang:
  [财迷]
  2021-09-18
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pennylks
·2021-03-25
More semicon equipments firm bemefit too
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2
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- pennylks:
  benefit
  2021-03-25
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- pennylks:
  [得意]
  2021-03-25
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- pennylks:
  [得意]
  2021-03-25
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octa8
·2021-03-25
[强]
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stardice
·2021-03-25
Hope chip supplies will be stabilized.. Pls help like and comment.. Thabks
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- NCM:
  Ok
  2021-03-25
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AntonyGeorge
·2021-03-25
Later expect say 50% loss
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Kaixiang
·2021-03-25
Is intel overhyped? Their tech seems to be lagging behind TSMC?
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1
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PJoo
·2021-03-25
ASML buy! $ASML Holding NV(ASML)$
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2
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trojan1337
·2021-03-25
Like and comment pls
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2
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- trojan1337:
  ok
  2021-03-25
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- SSVC:
  [强][握手]
  2021-03-25
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AppleMango
·2021-03-25
Informative. Pls like n comments
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1
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- trojan1337:
  ok
  2021-03-25
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reeve
·2021-03-25
Wow
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AndrewL
·2021-03-25
Good information. Like & comment. Thx!
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6
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- AppleMango:
  Nice, pls like n comments back
  2021-03-25
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- trojan1337:
  ok
  2021-03-25
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- AndrewL:
  Thanks.
  2021-03-25
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Fredwkh
·2021-03-25
Pls comment for coins
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- rDj:
  Done. Pls comment back. Thx
  2021-03-25
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- trojan1337:
  ok
  2021-03-25
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Irrevenantal
·2021-03-25
Sigh
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- Xkuanx:
  Yes
  2021-03-25
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tungngie
·2021-03-25
I would think the shortage will continue to put chips making industries valuable, unless most investors think otherwise and short them instead. Saying this, the raw materials needed may increase in price as well, and increase liabilities on the industries.. well, this can push down to consumers though.. hmm. Hehe. Just my thought.
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MGHuat
·2021-03-25
Like and Comment pls.. thanks
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4
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- AndrewL:
  Ok
  2021-03-25
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- trojan1337:
  sure
  2021-03-25
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- SSVC:
  [强][握手]
  2021-03-25
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SSVC
·2021-03-25
Nice Appreciate your response and comments Thanks
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3
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- MGHuat:
  It still depends if intel has customers
  2021-03-25
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- AndrewL:
  Commented
  2021-03-25
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- trojan1337:
  sure
  2021-03-25
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Annalz
·2021-03-25
😩不早说
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JasperSiew
·2021-03-25
I see
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The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. 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In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. 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The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":352661610,"gmtCreate":1616955917330,"gmtModify":1616955917330,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3568384496871651","authorIdStr":"3568384496871651"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352661610","repostId":1174857234,"repostType":2,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":358586671,"gmtCreate":1616716547893,"gmtModify":1634524435359,"author":{"id":"3577672667169912","authorId":"3577672667169912","name":"benchang","avatar":"https://static.tigerbbs.com/1458c53a3b46453943d468e845e0bd9e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577672667169912","authorIdStr":"3577672667169912"},"htmlText":"[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358586671","repostId":1174857234,"repostType":2,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5914109,"gmtCreate":1631964024289,"gmtModify":1634793113704,"authorId":3577672667169912,"author":{"id":3577672667169912,"idStr":"3577672667169912","authorId":3577672667169912,"name":"benchang","avatar":"https://static.tigerbbs.com/1458c53a3b46453943d468e845e0bd9e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":358586671,"type":1,"supId":0,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"}],"langContent":"CN"},{"id":351735425,"gmtCreate":1616632490367,"gmtModify":1634524843655,"author":{"id":"3555215639459584","authorId":"3555215639459584","name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3555215639459584","authorIdStr":"3555215639459584"},"htmlText":"More semicon equipments firm bemefit too","listText":"More semicon equipments firm bemefit too","text":"More semicon equipments firm bemefit too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/351735425","repostId":1174857234,"repostType":2,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3878207,"gmtCreate":1616647118717,"gmtModify":1635749509860,"authorId":3555215639459584,"author":{"id":3555215639459584,"idStr":"3555215639459584","authorId":3555215639459584,"name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351735425,"type":1,"supId":0,"prevId":0,"content":"<u>benefit</u>","text":"<u>benefit</u>","html":"<u>benefit</u>"},{"id":3880128,"gmtCreate":1616666735494,"gmtModify":1635749400724,"authorId":3555215639459584,"author":{"id":3555215639459584,"idStr":"3555215639459584","authorId":3555215639459584,"name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351735425,"type":1,"supId":0,"prevId":0,"content":"[得意]","text":"[得意]","html":"[得意]"},{"id":3880130,"gmtCreate":1616666751795,"gmtModify":1635749400603,"authorId":3555215639459584,"author":{"id":3555215639459584,"idStr":"3555215639459584","authorId":3555215639459584,"name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351735425,"type":1,"supId":3880128,"prevId":0,"content":"[得意]","text":"[得意]","html":"[得意]"}],"langContent":"EN"},{"id":351705606,"gmtCreate":1616631260405,"gmtModify":1634524858120,"author":{"id":"3563518698255751","authorId":"3563518698255751","name":"octa8","avatar":"https://static.tigerbbs.com/a9866d6e2ee91185e34a0a44121ba0f1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3563518698255751","authorIdStr":"3563518698255751"},"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351705606","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351703111,"gmtCreate":1616630985733,"gmtModify":1634524860721,"author":{"id":"3569374298664989","authorId":"3569374298664989","name":"stardice","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569374298664989","authorIdStr":"3569374298664989"},"htmlText":"Hope chip supplies will be stabilized.. Pls help&nbsp; like and comment.. Thabks","listText":"Hope chip supplies will be stabilized.. Pls help&nbsp; like and comment.. Thabks","text":"Hope chip supplies will be stabilized.. Pls help like and comment.. Thabks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351703111","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3878192,"gmtCreate":1616647030262,"gmtModify":1635749511451,"authorId":3567832114052050,"author":{"id":3567832114052050,"idStr":"3567832114052050","authorId":3567832114052050,"name":"NCM","avatar":"https://static.tigerbbs.com/bd72c39fd9a998a91f641828e572613e","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351703111,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":351477652,"gmtCreate":1616630813176,"gmtModify":1634524862870,"author":{"id":"3575960528012254","authorId":"3575960528012254","name":"AntonyGeorge","avatar":"https://static.tigerbbs.com/42c9567b5a3657003840b0dc4fcee15c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575960528012254","authorIdStr":"3575960528012254"},"htmlText":"Later expect say 50% loss","listText":"Later expect say 50% loss","text":"Later expect say 50% loss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351477652","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351471546,"gmtCreate":1616630479085,"gmtModify":1634524866893,"author":{"id":"3568714328624189","authorId":"3568714328624189","name":"Kaixiang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3568714328624189","authorIdStr":"3568714328624189"},"htmlText":"Is intel overhyped? Their tech seems to be lagging behind TSMC?","listText":"Is intel overhyped? Their tech seems to be lagging behind TSMC?","text":"Is intel overhyped? Their tech seems to be lagging behind TSMC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351471546","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351473977,"gmtCreate":1616630390799,"gmtModify":1631885045916,"author":{"id":"3572863479502236","authorId":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3572863479502236","authorIdStr":"3572863479502236"},"htmlText":"ASML buy!&nbsp;<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a><a href=\"https://laohu8.com/S/ASML\"></a>","listText":"ASML buy!&nbsp;<a href=\"https://laohu8.com/S/ASML\">$ASML Holding NV(ASML)$</a><a href=\"https://laohu8.com/S/ASML\"></a>","text":"ASML buy! $ASML Holding NV(ASML)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351473977","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351442536,"gmtCreate":1616630121525,"gmtModify":1634524871037,"author":{"id":"3574916293171379","authorId":"3574916293171379","name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3574916293171379","authorIdStr":"3574916293171379"},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351442536","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875756,"gmtCreate":1616630138730,"gmtModify":1635749680155,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351442536,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":3875939,"gmtCreate":1616631164763,"gmtModify":1635749665325,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351442536,"type":1,"supId":0,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"}],"langContent":"EN"},{"id":351441866,"gmtCreate":1616629917255,"gmtModify":1634524873640,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3567141277226150","authorIdStr":"3567141277226150"},"htmlText":"Informative. Pls like n comments&nbsp;","listText":"Informative. Pls like n comments&nbsp;","text":"Informative. Pls like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351441866","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875757,"gmtCreate":1616630146759,"gmtModify":1635749680030,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351441866,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":351427409,"gmtCreate":1616628796701,"gmtModify":1634524883208,"author":{"id":"3574669353038503","authorId":"3574669353038503","name":"reeve","avatar":"https://static.tigerbbs.com/1fcc09fdff9be60b7f8c74b41eab8837","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3574669353038503","authorIdStr":"3574669353038503"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351427409","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351428174,"gmtCreate":1616628344698,"gmtModify":1634524887217,"author":{"id":"3571815908504020","authorId":"3571815908504020","name":"AndrewL","avatar":"https://static.tigerbbs.com/f45655eaaab14f0b61c554eea4d95ca7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571815908504020","authorIdStr":"3571815908504020"},"htmlText":"Good information. Like &amp; comment. Thx!","listText":"Good information. Like &amp; comment. Thx!","text":"Good information. Like & comment. Thx!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/351428174","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875722,"gmtCreate":1616629955428,"gmtModify":1635749682514,"authorId":3567141277226150,"author":{"id":3567141277226150,"idStr":"3567141277226150","authorId":3567141277226150,"name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351428174,"type":1,"supId":0,"prevId":0,"content":"Nice, pls like n comments back","text":"Nice, pls like n comments back","html":"Nice, pls like n comments back"},{"id":3875758,"gmtCreate":1616630153571,"gmtModify":1635749679904,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351428174,"type":1,"supId":3875722,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":3875926,"gmtCreate":1616631099833,"gmtModify":1635749666406,"authorId":3571815908504020,"author":{"id":3571815908504020,"idStr":"3571815908504020","authorId":3571815908504020,"name":"AndrewL","avatar":"https://static.tigerbbs.com/f45655eaaab14f0b61c554eea4d95ca7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351428174,"type":1,"supId":3875722,"prevId":0,"content":"Thanks.","text":"Thanks.","html":"Thanks."},{"id":3875927,"gmtCreate":1616631103310,"gmtModify":1635749666283,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351428174,"type":1,"supId":0,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":3881458,"gmtCreate":1616676733540,"gmtModify":1635749333684,"authorId":3577131990335289,"author":{"id":3577131990335289,"idStr":"3577131990335289","authorId":3577131990335289,"name":"Saintrade","avatar":"https://static.tigerbbs.com/0586ed865bb515fc4dd23fea4fa2590d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351428174,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":351421435,"gmtCreate":1616628298027,"gmtModify":1634524887558,"author":{"id":"3570424148942091","authorId":"3570424148942091","name":"Fredwkh","avatar":"https://static.tigerbbs.com/301d103aff8ff9955978aa630ee85588","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3570424148942091","authorIdStr":"3570424148942091"},"htmlText":"Pls comment for coins","listText":"Pls comment for coins","text":"Pls comment for coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351421435","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875676,"gmtCreate":1616629690352,"gmtModify":1635749685256,"authorId":3560659454957997,"author":{"id":3560659454957997,"idStr":"3560659454957997","authorId":3560659454957997,"name":"rDj","avatar":"https://static.tigerbbs.com/5d780bed87fa959fa825e01587af3b59","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351421435,"type":1,"supId":0,"prevId":0,"content":"Done. Pls comment back. Thx","text":"Done. Pls comment back. Thx","html":"Done. Pls comment back. Thx"},{"id":3875760,"gmtCreate":1616630163444,"gmtModify":1635749679780,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351421435,"type":1,"supId":3875676,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"},{"id":351466186,"gmtCreate":1616627437945,"gmtModify":1631893931365,"author":{"id":"3562013441499828","authorId":"3562013441499828","name":"Irrevenantal","avatar":"https://static.tigerbbs.com/2de32c999da05868672160eca655603c","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3562013441499828","authorIdStr":"3562013441499828"},"htmlText":"Sigh","listText":"Sigh","text":"Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/351466186","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875347,"gmtCreate":1616627474601,"gmtModify":1631893931363,"authorId":3572907325602131,"author":{"id":3572907325602131,"idStr":"3572907325602131","authorId":3572907325602131,"name":"Xkuanx","avatar":"https://static.tigerbbs.com/e90936aad3336fa7f5cc5bc70cbab1fc","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351466186,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"}],"langContent":"EN"},{"id":351468400,"gmtCreate":1616627351900,"gmtModify":1634524895075,"author":{"id":"3576456086582950","authorId":"3576456086582950","name":"tungngie","avatar":"https://static.tigerbbs.com/988bf89c2727c98e8bd27200a813c1b2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3576456086582950","authorIdStr":"3576456086582950"},"htmlText":"I would think the shortage will continue to put chips making industries valuable, unless most investors think otherwise and short them instead. Saying this, the raw materials needed may increase in price as well, and increase liabilities on the industries.. well, this can push down to consumers though.. hmm. Hehe. Just my thought.","listText":"I would think the shortage will continue to put chips making industries valuable, unless most investors think otherwise and short them instead. Saying this, the raw materials needed may increase in price as well, and increase liabilities on the industries.. well, this can push down to consumers though.. hmm. Hehe. Just my thought.","text":"I would think the shortage will continue to put chips making industries valuable, unless most investors think otherwise and short them instead. Saying this, the raw materials needed may increase in price as well, and increase liabilities on the industries.. well, this can push down to consumers though.. hmm. Hehe. Just my thought.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351468400","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":351488090,"gmtCreate":1616625867610,"gmtModify":1634524901775,"author":{"id":"3572388238861982","authorId":"3572388238861982","name":"MGHuat","avatar":"https://static.tigerbbs.com/bd2cbc6e014ed9c700e2d9cd01ae2b08","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572388238861982","authorIdStr":"3572388238861982"},"htmlText":"Like and Comment pls.. thanks","listText":"Like and Comment pls.. thanks","text":"Like and Comment pls.. thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/351488090","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875439,"gmtCreate":1616628242307,"gmtModify":1635749701353,"authorId":3571815908504020,"author":{"id":3571815908504020,"idStr":"3571815908504020","authorId":3571815908504020,"name":"AndrewL","avatar":"https://static.tigerbbs.com/f45655eaaab14f0b61c554eea4d95ca7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351488090,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":3875764,"gmtCreate":1616630173443,"gmtModify":1635749679406,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351488090,"type":1,"supId":0,"prevId":0,"content":"sure","text":"sure","html":"sure"},{"id":3875994,"gmtCreate":1616631401828,"gmtModify":1635749660376,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351488090,"type":1,"supId":0,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"}],"langContent":"EN"},{"id":351410115,"gmtCreate":1616624019837,"gmtModify":1634524912534,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574906731000207","authorIdStr":"3574906731000207"},"htmlText":"Nice Appreciate your response and comments Thanks&nbsp;","listText":"Nice Appreciate your response and comments Thanks&nbsp;","text":"Nice Appreciate your response and comments Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/351410115","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3875196,"gmtCreate":1616625890367,"gmtModify":1635749715431,"authorId":3572388238861982,"author":{"id":3572388238861982,"idStr":"3572388238861982","authorId":3572388238861982,"name":"MGHuat","avatar":"https://static.tigerbbs.com/bd2cbc6e014ed9c700e2d9cd01ae2b08","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351410115,"type":1,"supId":0,"prevId":0,"content":"It still depends if intel has customers","text":"It still depends if intel has customers","html":"It still depends if intel has customers"},{"id":3875448,"gmtCreate":1616628267122,"gmtModify":1635749700639,"authorId":3571815908504020,"author":{"id":3571815908504020,"idStr":"3571815908504020","authorId":3571815908504020,"name":"AndrewL","avatar":"https://static.tigerbbs.com/f45655eaaab14f0b61c554eea4d95ca7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351410115,"type":1,"supId":0,"prevId":0,"content":"Commented","text":"Commented","html":"Commented"},{"id":3875766,"gmtCreate":1616630180497,"gmtModify":1635749679155,"authorId":3574916293171379,"author":{"id":3574916293171379,"idStr":"3574916293171379","authorId":3574916293171379,"name":"trojan1337","avatar":"https://static.tigerbbs.com/943a776c7741ee5cc4d67b3592fbb000","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351410115,"type":1,"supId":0,"prevId":0,"content":"sure","text":"sure","html":"sure"},{"id":3875891,"gmtCreate":1616630888979,"gmtModify":1635749669768,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351410115,"type":1,"supId":3875766,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":3875895,"gmtCreate":1616630908461,"gmtModify":1635749669271,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351410115,"type":1,"supId":3875448,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"}],"langContent":"EN"},{"id":351559581,"gmtCreate":1616606768343,"gmtModify":1634524938119,"author":{"id":"3577089953267281","authorId":"3577089953267281","name":"Annalz","avatar":"https://static.tigerbbs.com/ffd285ab6189bb61da4b48c3e149eedc","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3577089953267281","authorIdStr":"3577089953267281"},"htmlText":"😩不早说","listText":"😩不早说","text":"😩不早说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351559581","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":351564480,"gmtCreate":1616604964340,"gmtModify":1634524943547,"author":{"id":"3577217753530730","authorId":"3577217753530730","name":"JasperSiew","avatar":"https://static.tigerbbs.com/83f722cf0862155d9c02263c3985c2ee","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577217753530730","authorIdStr":"3577217753530730"},"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351564480","repostId":1174857234,"repostType":4,"repost":{"id":"1174857234","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan</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; 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}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of ...</p>\n\n<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","BESIY":"BE Semiconductor Industries N.V.","LRCX":"拉姆研究","INTC":"英特尔","ASMIY":"ASM International N.V.","KLAQ":"KL Acquisition Corp","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":96,"commentSize":37,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}