Samsung Q4 expansion of 4nm, system power expansion today must-see financial news | Anue Juheng-Taiwan stock news

Pay attention to the key news of Taiwan stocks before the market. Samsung’s 4nm yield rate has improved. It is rumored that it plans to start production expansion in the fourth quarter of this year, and will continue to catch up with TSMC in advanced manufacturing processes. Next year, the target is to expand production by 30%, and shipments are expected to increase by 80%. The following is the important financial news that you must watch today (17).


4 Nano yield improvement Samsung plans to start production expansion in Q4

According to South Korean media reports, Samsung Electronics has increased its 4nm yield rate and will expand its 4nm production capacity in the fourth quarter of this year, and its monthly production capacity will be increased from the current 15,000 to 20,000; the market believes that although the semiconductor industry has been affected by inventory depletion recently To reduce interference, but the demand for advanced processes is still strong, Samsung continues to draw closer with TSMC (2330-TW)(TSM-US), and actively expand production of advanced processes.Read the full article…

System power is optimistic about TPMS demand and actively expands production. It is estimated that production capacity will increase by 30% next year, and shipments will rise at the same time

System power (5309-TW) Today (16th) held a legal meeting. According to the legal person who attended the meeting, it was pointed out after the meeting that the system power is optimistic about the strong demand for Bluetooth tire pressure detectors (TPMS), and will start investing in two new production capacity in the second half of the year. The target is to increase production capacity by 3 It is estimated that the shipment volume will grow by 80%, which will drive the operation to heat up.Read the full article…

Quanta’s server orders are full by the end of next year, and it is optimistic about the global expansion of production

Quanta (2382-TWYang Qiling, general manager of Yunda, a subsidiary of ), pointed out today (16) that the cloud server orders continue to be fully loaded, and the supply is in short supply. in production.Read the full article…

Panel Shuanghu released dividends last year and issued a total of nearly 6 billion yuan

Panel Double Tiger AUO (2409-TW), Innolux (3481-TW) Last year, it benefited from the business opportunities of the housing economy, which led to a high profit. According to statistics, it earned 61.33 billion yuan and 57.534 billion yuan respectively last year. Recently, it has also issued employee dividends, with a total amount of nearly 6 billion yuan. To this, Shuanghu responded that performance bonuses It has been distributed in early August, but incentive bonuses will still be given based on performance appraisal.Read the full article…

Anti-epidemic dual insurance pays only 8 months, and the property insurance industry makes profits for three years, and annual claims may cost 100 billion yuan

The number of confirmed diagnoses continues to increase. The Financial Supervisory Commission announced the latest statistics today (16), and as of August 15 this year (2022), the epidemic prevention insurance has paidNew Taiwan Dollar 47.526 billion yuan, and vaccine insurance claims also officially broke the 10 billion mark, reaching 10.32 billion yuan. The total epidemic prevention and double insurance has paid 57.847 billion yuan in claims in less than 8 months, far exceeding the property and casualty insurance industry in the past three years. Earned 48.5 billion yuan , the annual claims may cost hundreds of billions of yuan.Read the full article…

Dalian University’s Q3 revenue fell by 5-10% quarterly, and it is estimated that inventory destocking will take one to two quarters

The world’s leading IC channel, the General Assembly (3702-TW) today (16) held a law meeting, the company said that because the supply chain inventory depletion will take about 1-2 quarters, the inventory will still be at a high water level before the end of the year, and the revenue in the third quarter is estimated to decrease by 5-10% quarterly. , Dalianda has a price drop protection mechanism with the original factory, and is not affected by the IC price drop.Read the full article…

HannStar conservatively sees that the PCB boom in the second half of the year will only be expected to reverse in the first half of next year

PCB Factory HannStar (5469-TW) Today (16th) held a corporate briefing. General manager Jiang Zhenwen pointed out that the PCB boom in the second half of the year is conservative, and it is estimated that the peak season performance will only be the same as that of the first half of the year. or the second season.Read the full article…

Sinosteel’s September price continued to fall by 3.32%, accelerating the destocking of the industry

China Steel (2002-TW) today (16) announced the September price. In order to accelerate the destocking, enhance the competitiveness of downstream orders, and resist the impact of low-priced imported steel products on the stability of the domestic steel market, the price in September continued to fall by 1000-1200 per metric ton. Yuan, with an average decrease of 3.32%.Read the full article…

In the first half of the year, Jingcheng Bank actively bargained overweight, Dai Chengzhi was optimistic that Taiwan stocks would not fall below the previous low again in the second half of the year

Capital Bank (2809-TW) Today (16th) held a law meeting. Chairman Dai Chengzhi said that in the first half of the year, the bargaining price continued to increase, and the current water level of Taiwan stocks has exceeded 7 billion; A pullback or unexpected factors such as Shanghai’s closure of the city, otherwise Taiwan stocks should not fall below the previous lows again.Read the full article…

Anti-epidemic policy claims are under heavy pressure Fubon Property & Casualty plans to increase capital by 15 billion yuan and is expected to be completed in the third quarter

Fubon Gold (2881-TW) The indemnity of Fubon Property & Casualty’s epidemic prevention insurance in the first seven months was as high as 13.98 billion yuan, which weighed heavily on the capital adequacy ratio (RBC). , then the company’s RBC can be increased by more than 100%.Read the full article…


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