将迎爆发式增长 券商唱好半导体业
(吉隆坡15日讯)MIDF研究指出,由于科技的广泛采用和整合,半导体行业仍将迎来爆发式增长,超过包括金融和工业在内的所有其他行业,因此继续给予正面的评级。
该行在报告中指出,人工智能、汽车电子以及扩增和虚拟实境等新兴技术在很大程度上依赖半导体行业,以提供必要的计算能力。
“尽管晶片市场持续低迷,但今年首季全球半导体销售额仍保持强劲,销售额达1517亿美元(约6644亿令吉),按年增长23%。”
全球销售强劲
今年3月的全球销售额为506亿美元(约2216亿令吉),而美国继续超过其他区域市场,按年增长40.1%。
同时,MIDF说,自2000年以来,半导体研发(R&D)支出总额占全球销售额的比例,除了5年(2000、2010、2017、2018和2020年)外,全球销售都超过了40年历史平均水平的14.5%。
“在这5年里,较低的研发与销售比率(R&D-to-sales ratios)与半导体供应商的研发支出疲软相比,与总营业额增长强度有关。”
根据半导体市场研究公司IC Insights数据,全球半导体公司研发支出预计将在今年增长9%,至805亿美元(约3526亿令吉),超过去年创纪录的714亿美元(约3127亿令吉)。研发支出预计将在2022年至2026年间以5.5%年复增长率(CAGR)增加至1086亿美元(约4756亿令吉)。
“这意味着全球半导体资本支出继续上升,以满足各种应用中技术发展的采用。”
该行继续维持半导体公司“买进”评级,首选益纳利美昌(INARI,0166,主要板科技)(目标格为4.55令吉)和友尼森(UNISEM,5005,主要板科技)(目标价格4.33令吉)。
https://www.chinapress.com.my/20220515/%E5%B0%86%E8%BF%8E%E7%88%86%E5%8F%91%E5%BC%8F%E5%A2%9E%E9%95%BF-%E3%80%80%E5%88%B8%E5%95%86%E5%94%B1%E5%A5%BD%E5%8D%8A%E5%AF%BC%E4%BD%93%E4%B8%9A/
Singapore Investment
-
-
-
All that Glitters Is Gold5 hours ago
-
-
Portfolio (March 30, 2024)8 hours ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
5 Singapore Stocks Under Pressure18 hours ago
-
-
QAF #77 - 2023 Annual Report20 hours ago
-
-
-
-
-
The Secret To Investing1 day ago
-
-
-
-
-
-
-
-
-
-
-
The Green U-Turn3 days ago
-
-
-
Week Ahead3 days ago
-
Burnt out!4 days ago
-
-
-
-
Feb 2024 Expenditure4 days ago
-
-
-
-
-
-
-
Not Worth It5 days ago
-
Trip to Legoland6 days ago
-
-
-
-
-
-
-
-
Starting Our Second Property Cycle1 week ago
-
-
-
Position Update1 week ago
-
-
Finance Investment Movement 431 week ago
-
-
-
-
MAS Singapore Gold Vault2 weeks ago
-
-
Gaining And Holding2 weeks ago
-
-
-
-
Book Giveaway- Winners2 weeks ago
-
-
ICYMI: Corporate Connect with Singpost2 weeks ago
-
-
Just sold at record high!3 weeks ago
-
-
-
-
-
-
-
-
-
Monthly IBKR Update – Feb 20243 weeks ago
-
-
Feb 2024 Portfolio3 weeks ago
-
Rethinking my financial targets for 20243 weeks ago
-
-
-
-
Summary of February 20244 weeks ago
-
Portfolio -- Feb 20244 weeks ago
-
The Market Is A Scam!4 weeks ago
-
-
-
-
-
-
-
-
-
-
-
Today’s Deal of the day – Max Miles5 weeks ago
-
-
Options Trading Journal Jan 20241 month ago
-
-
-
-
-
-
-
-
-
-
-
End of 2023 Review2 months ago
-
-
Year 2023 DIYQuant Portfolio Performance Report2 months ago
-
Monthly Summary of November 20233 months ago
-
3 Simple Poker Strategies for Beginners3 months ago
-
Migration of website4 months ago
-
-
Abandon REITS?4 months ago
-
-
-
-
-
-
-
-
-
August 2023 Portfolio Updates6 months ago
-
-
-
-
Hello SP Group, I'm Back!9 months ago
-
-
-
-
I am in debt9 months ago
-
A New Light10 months ago
-
-
-
-
-
-
-
Demoralized1 year ago
-
2022 Thoughts, Hello 2023!1 year ago
-
Series of Defaults for Maple Finance1 year ago
-
Takeaways from “Sea Change”1 year ago
-
-
Greed is Coming Back1 year ago
-
-
-
-
-
-
-
-
-
-
-
What is Overemployment1 year ago
-
-
-
-
-
-
-
-
-
-
-