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- 赖子健 , CFA
合伙人兼联合首席投资官
International Data Corporation forecasts the worldwide semiconductor revenue to reach USD 661 billion in 2022, up 13.7% year-on-year following strong 2021 results where revenues reached USD 582 billion. Leading growth applications were 5G phones, game consoles, wireless access points, datacenters and wearables. Industry specialists expect these applications to continue growing this year, so the imbalance between demand and supply may not be fully resolved until mid-2023. That explains the aggressive capacity addition among chip producers, including TSMC, Samsung, and Hynix. The global sales of semiconductor manufacturing equipment surged 44% to USD 103 billion in 2021, with China topped the league, followed by South Korea, Taiwan and Japan. Premia China STAR50 ETF (3151.HK) has close to ~35% weighted exposure investing in semiconductor related stocks.
2022年6月21日PREMIA POINT OF VIEW - WEBINARS
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Premia 图说
- 赖子健 , CFA
合伙人兼联合首席投资官
International Data Corporation forecasts the worldwide semiconductor revenue to reach USD 661 billion in 2022, up 13.7% year-on-year following strong 2021 results where revenues reached USD 582 billion. Leading growth applications were 5G phones, game consoles, wireless access points, datacenters and wearables. Industry specialists expect these applications to continue growing this year, so the imbalance between demand and supply may not be fully resolved until mid-2023. That explains the aggressive capacity addition among chip producers, including TSMC, Samsung, and Hynix. The global sales of semiconductor manufacturing equipment surged 44% to USD 103 billion in 2021, with China topped the league, followed by South Korea, Taiwan and Japan. Premia China STAR50 ETF (3151.HK) has close to ~35% weighted exposure investing in semiconductor related stocks.
2022年6月21日