Daily Semiconductor Information By Lansheng Technology
1. April 23 news, according to the British "Financial Times" report, SoftBank Group's chip design company Arm will work with manufacturing partners to develop its own #semiconductors, seeking to attract new customers and promote company growth after an IPO expected to be completed later this year.
2. Recently, due to changes in Sino-US relations and the restructuring of the global chip industry chain, the strategies of Korean semiconductor companies are also constantly being adjusted. According to reports, South Korea's Samsung Electronics and SK Hynix are considering accelerating their withdrawal from the Chinese market.
3. U.S. chip stocks fell for three consecutive days last Friday, underperforming the broader market. The #Philadelphia Semiconductor Index and the semiconductor industry ETFSOXX closed down 0.8 percent and 0.7 percent, respectively, and were down 1.6 percent and 1.5 percent for the week. Among the IT sector components of the S&P 500, #AMD closed down about 1.9%, Intel fell 1.8%, Applied Materials fell 0.8%, #Qualcomm and On Semiconductor fell 0.7%, Micron Technology fell 0.5%, Broadcom fell slightly, while #Nvidia rose slightly. In addition, #TSMC US stocks fell more than 4%.
4. Yasuo Mihashi, joint chief strategy officer of Advantest, a Japanese chip testing equipment supplier, said that the global race to develop powerful computing clusters and next-generation AI training systems is prompting chip manufacturers to buy more of the company's chip testing tools. Right now, demand for consumer electronics is sluggish. But the surge in AI is driving more orders from Nvidia and AMD, which provide critical artificial intelligence training chips and rely on Advantest as their main supplier of testing tools, according to data compiled by Bloomberg.
Lansheng Technology Limited (https://www.lanshengic.com/) is a global distributor of electronic components that has been established for more than 10 years, headquartered in Shenzhen China, who mainly focuses on electronic spot stocks.
