Daily Semicondutor Industry Information Collected By Lansheng Technology
1. Samsung Electronics and SK Hynix are accelerating the development of next-generation #semiconductor technologies in response to the needs of applications such as ChatGPT in the artificial intelligence era.
2. According to the latest supply chain report released by S&P Global Market Intelligence, the global demand for semiconductors remains sluggish, and the recovery will not be until later this year. In the report, S&P Global cited the forward-looking comments of eight industry-leading companies including Apple Inc. These industry-leading companies believe that the current demand for semiconductors is still declining, and performance is difficult to improve in the short term. But some companies think things should turn around by the third quarter or the end of the year.
3. Power semiconductors are still growing steadily. Not only are Infineon and other international power semiconductor leaders showing good results in the latest quarter and raising their performance outlook for fiscal year 2023, they are also expanding China’s supply chain in the frontier silicon carbide field. The silicon carbide industry in the "carbon" storm remains stable.
4. Last Friday, chip stocks in the U.S. stock market fell for two consecutive days. The Philadelphia Semiconductor Index closed down 0.2%, and the semiconductor industry ETFSOXX fell nearly 0.1%. Among individual stocks, AMD fell 1.9%. Nvidia fell 0.8 percent, while Intel closed up 0.3 percent.
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