2021-12-29
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Focus on the key news before the market in Taiwan. Due to the continued buoyant demand for 6-inch SiC, Episil will expand its production capacity in the next three years, and for the first time announced that it will enter the 8-inch SiC process. Better than this year, dividends will be paid for three consecutive years. The following are the must-see important financial news today (29).
Episil ( 3707-TW ) pointed out yesterday (28th) that the current demand for 6-inch SiC continues to be strong and the production capacity is fully loaded. Within 3 years, the production capacity will be expanded to 5,000 pieces, and Episil also stated for the first time that it will enter the 8-inch SiC process. It is expected that the cost of 8-inch SiC substrates will be greatly reduced by 20-30%, and Han Lei will also enter the market to expand the operating capacity. Read more...
Weng Mingming, chairman of Central ( 2323-TW ), said yesterday (28) that the merger and acquisition of the storage media brand Verbatim has shown benefits. In addition to driving revenue growth, it also takes this opportunity to cooperate with overseas software and hardware equipment manufacturers to develop cloud storage solutions. Next year there will be Enterprises have begun to adopt it, and Central is optimistic about it. The benefits of new businesses such as cloud storage, e-sports, and smart homes are gradually emerging. It is expected that next year's revenue will be better than this year's. Next year, there will be opportunities to pay dividends again, which will be paid for three consecutive years. Read more...
Central ( 2323-TW ) sees the business opportunity of Metaverse to create NFT. Village Village, a subsidiary of the group, will cooperate with Disney to launch NFT digital art posters. Read more...
Wafer foundry United Microelectronics ( 2303-TW ) is actively accelerating the layout of compound semiconductors, optimistic about the demand prospects, and jointly established a technology platform with Lianying Optoelectronics, a subsidiary with about 80% of the shares, and cooperated with the Belgian Microelectronics Research Center (IMEC) in technology research and development. In the initial stage, the 6-inch GaN (gallium nitride) process will be cut in, and customers will start design-in next year. Read more...
After opening the 5G Open Lab on the 27th, Yunda, a subsidiary of Quanta ( 2382-TW ), a foundry manufacturer, joined hands with Intel ( INTC-US ) to hold the Q.synergy annual meeting yesterday (28th). Looking forward to the future, Yang Qiling, General Manager of Yunda He said that as new production capacity will be launched in various places next year, the double-digit growth target for operations will remain unchanged, and the growth rate will be revised upwards from the previous estimate, climbing to another peak. Read more...
Asustek ( 2357-TW ), a major brand manufacturer , is actively deploying the medical business. Yesterday (28th), it announced that it signed a letter of intent (MOU) for smart medical cooperation with Taipei Veterans Affairs. It will combine the cross-field advantages of medical and industry to jointly promote the development of smart medical care in Taiwan Grab the pie of medical business opportunities. Read more...
SEMICON TAIWAN officially debuted yesterday (28). This year, in response to the international ESG trend, a new theme of green manufacturing has been set up. Major manufacturers such as TSMC ( 2330-TW ) have responded positively. TSMC has even announced that all factories in Taiwan will fully import lithium by 2030. Iron batteries; among them, Taiwan-based TrueWin is the main supplier of UPS batteries to TSMC, and its technology has been favored and adopted by TSMC, attracting market attention. Read more...
E-sports brand MSI ( 2377-TW ) announced yesterday (28) that due to the recent increase in the number of confirmed cases of the variant virus Omicron in the United States, based on the safety considerations of employees, customers, and fans, it has canceled the on-site physical exhibition at CES in Las Vegas, USA , will display new products in 2022 online, and is also the first Taiwanese manufacturer to announce the cancellation of physical exhibitions. Read more...
Despite being subject to U.S. export controls, resulting in prolonged equipment delivery, SMIC ( 688981-CN ) has not stopped expanding production. After announcing in October that it will spend a total of US$ 11.22 billion in expanding production in Shenzhen and Shanghai, it will accelerate its expansion in Beijing. The pace of production expansion, SMIC Capital Phase III will be installed in May next year, and the monthly production capacity will reach 100,000 pieces in 2025. The continued large-scale expansion of production will push UMC's status as the third brother of the foundry. Read more...
