2023-08-20 21:10:04
Focus on the key news before the market in Taiwan. Sigurd has recently received an order for self-made chips from a major American manufacturer. It is expected to mass-produce CoWoS test solutions this year; the People’s Bank of China announced on Sunday that major financial institutions should take the initiative to increase loans. intensity. The following are the must-see important financial news today (21).
Sigurd takes a new test order group to seize AI business opportunities
The demand for AI chips continues to increase, and the packaging and testing factory Sigurd (6257-TW) has also recently received new orders for self-made AI chips from major American manufacturers, and the chips are heterogeneously integrated, and the unit price of testing is high;3265-TW) has been a long-term supplier of major CPU/GPU manufacturers in the United States, and the group is working together to seize AI business opportunities. Read this article…
The People’s Bank of China and other three institutions: require financial institutions to increase loans to reduce debt risks
The People’s Bank of China announced on Sunday (20th) that the People’s Bank of China, the State Administration of Financial Supervision, and the China Securities Regulatory Commission jointly held a video conference last Friday, with the participation of the Shanghai Stock Exchange, Shenzhen Stock Exchange, Bank of China and China Life. The meeting emphasized that the financial sector must provide sufficient financial support to the real economy, and major financial institutions must take the initiative to act and increase lending efforts. Read this article…
Xinxing Taoyuan Dacheng factory fire reported no casualties, estimated loss of 100,000 yuan
PCB and IC Substrate Xinxing (3037-TW) On the 4th floor of the Dacheng factory in Taoyuan City, a fire broke out at 3 pm yesterday (19th). The fire was extinguished within 2 hours, and no casualties were reported. The damage area is 10 square meters, and the loss is about 100,000 yuan. Read this article…
〈Observation〉The production capacity of international raw materials is tight, and Taiwanese factories are welcome to transfer orders to expand their market share.
International pharmaceutical companies are facing tight raw material production capacity and high manufacturing process costs. Taiwanese raw material pharmaceutical companies have grasped the cost advantage, and have recently experienced the benefits of transshipment, and their market share has expanded simultaneously. Taiwan Yao (4746-TW) received an order from an international preparation factory of vitamin D derivatives, Songrui Pharmaceutical (4167-TW)’s antibiotic ertapenem has also been included in the alternative by Taiwan’s TFDA, and its domestic market share is expected to exceed half next year. Read this article…
Terminal demand has not recovered yet. Taiwan’s export orders in July are almost a foregone conclusion
Terminal demand has not yet recovered, and enterprises continue to adjust inventory. Taiwan’s export orders in July are bound to fail to escape the fate of negative growth. It falls between 43 billion and 45 billion US dollars, with an annual decrease of about 17.1% to 20.7%. Read this article…
I am sure that this year’s GDP will not be guaranteed, and it will hit an 8-year low!Prices may still break the inflation line
The General Administration of Accounting and Accounting announced last Friday that China’s economic growth rate (GDP) latest forecast value is 1.61%, which is 0.43 percentage points lower than the May forecast of 2.04%. The annual growth rate of the consumer price index (CPI) rose by 2.14%, which will still break through the 2% inflation warning line; however, the Bureau of Accounting and Statistics believes that next year’s GDP growth rate will rebound to 3.32%, while the CPI growth rate will drop to 1.58%. Read this article…
〈Alchip said〉The booming demand for AI raises the annual revenue forecast to US$900 million
ASIC factory Alchip-KY(3661-TW) held a law conference today (18), Wang Deshan, chief financial officer, said that due to the impact of tight CoWoS production capacity in the third quarter, revenue is expected to drop by single digits quarterly, but with the resolution of production capacity issues, shipments will rise significantly in the fourth quarter , the full-year revenue forecast was also raised from more than US$800 million to US$900-950 million. Read this article…
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