Daily Semiconductor Industry Information By Lansheng Technology
1. The #Philadelphia #Semiconductor Index fell 3.4%, pushing down to 2900 points, a two-month low since February 22. #AMD fell more than 4% to a six-week low, while #Nvidia fell 3% to a five-week low. Intel fell 2.6%, falling for the sixth straight day to the lowest in five weeks.
2. According to Bloomberg, the U.S. government will build a network of advanced computer chip design and engineering facilities. The focus of the plan is to spend $11 billion on research and development to enhance the U.S. economy and national security. The goals of the plan include producing the latest semiconductor technology in the United States, shortening the time from design to commercialization, and training technicians, engineers and others. It aims to bring together stakeholders from across the industry.
3. Texas Instruments' revenue in the first quarter was US$4.38 billion, analysts expected US$4.36 billion; Analog revenue in the first quarter was US$3.29 billion, analysts expected US$3.35 billion; earnings per share in the first quarter were US$1.85; earnings per share in the second quarter are expected to be 1.62 -US$1.88, analysts expected US$1.83; second quarter revenue is expected to be US$4.17-4.53 billion, analysts expected US$4.44 billion.
4. According to TrendForce, the IC design industry is more sensitive and real-time to the market reversal than the foundry industry. In the fourth quarter of 2022, the total revenue of the top ten IC design companies decreased by 9.2% quarter-on-quarter to approximately US$33.96 billion. It is expected that the top ten IC design revenues will continue to decline in the first quarter of this year, but the quarter-on-quarter decline will be slightly restrained.
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