2023-08-30 01:55:02
Huawei Mate 60 Pro went on sale and sold out, the semiconductor sector opened higher, semiconductor equipment ETF (159516) rose 3.76%
Financial World 2023-08-30 09:55:02
According to news from the financial world on August 30, this morning, the A-share and Hong Kong-share semiconductor sectors were active. In the A-share market, SMIC and Huahong both rose by more than 5%, Liyang Chip rose by the limit, Weitest Technology, Hua Haicheng Chips such as Keke and Dianke have soared. In the Hong Kong stock market, SMIC rose by more than 4%, and Hua Hong Semiconductor rose by more than 2%. In terms of ETFs, the semiconductor equipment ETF (159516) rose 3.76%, with a turnover of 25.45 million.
On the news side, at noon on August 29, without holding a press conference, Huawei suddenly announced that the HUAWEI Mate 60 Pro was sold directly on the shelves and sold out, priced at 6,999 yuan. Huawei Mate 60 Pro is the world’s first mass smartphone that supports satellite calling. At the same time, Huawei Terminal announced that the cumulative shipment of Huawei Mate series mobile phones reached 100 million units.
For the semiconductor chip industry chain, semiconductor equipment and materials have been “stuck” in recent years, which is a key link in the autonomous control of artificial intelligence in the future. From the perspective of equipment subdivision categories, the localization rate of various varieties is generally below 20%, especially the localization rate of equipment such as photolithography and thin film deposition is less than 10%, and materials such as photomasks, electronic special gases, and photoresists are foreign The dependence is also high, and there is a large space for domestic substitution of semiconductor equipment and materials.
In addition, judging from high-frequency data, the bottom of the current semiconductor industry cycle is gradually emerging. According to data released by the American Semiconductor Industry Association, global semiconductor sales in June 2023 will be US$41.5 billion, a month-on-month increase of 1.7%, and global sales have risen slightly for four consecutive months; An increase of 3.2% from the previous quarter. Nvidia recently announced its financial report for the second quarter of fiscal year 2024, and its single-quarter revenue exceeded industry expectations. Under the general trend of the AI industry, the data center business is extremely bright in this financial report. The future data center market is transforming from general-purpose computing to accelerated computing and generative artificial intelligence. In the long run, computing power, storage, and advanced packaging in the field of semiconductor chips etc. will directly benefit from the outbreak of the AI industry chain.
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