China's science and technology has advanced by leaps and bounds, but there has been no big breakthrough in the semiconductor industry, especially chips, which has also become a shortcoming of China's science and technology.
There are several reasons why the world is so lacking in "core":
1. The chip has high precision and high technical threshold. General enterprises can't produce it, so there is no substitute;
2. There are only four companies that can really produce high-end chips in the world, which has formed a monopoly, and it is very difficult to break the technological monopoly;
3. The epidemic situation has caused chip companies to fail to start work normally, and there is no substitute for chips, resulting in insufficient supply, thus lacking | "core";
4. New energy vehicles and 5G mobile phones have more demand for chips. A new energy vehicle needs more than 1000 chips, and the demand for chips for 5G mobile phones has also increased by 2 or 3 times. However, the increase in demand did not keep up with or even decrease, which led to the change of supply and demand.
The lack of "core" is the result of many factors.
The lack of "core" in the market is good for listed companies. Chip prices have risen, and corporate orders have increased, leading to improved performance and fundamental changes.
In the absence of "core", many listed companies will be recognized by market funds:
The demand for chips for 2.5G mobile phones is also increasing, and 5G chips need high-end chips, which have been increasing in price. There are many such companies in A-share listed companies.
3. The performance of chip processing companies will also exceed expectations. The global demand for chips is in short supply, and many chip companies are full of orders, which will change the performance of chip processing companies, thus pushing the stock price up.
If we can't solve the problem of chip shortage in a short time, the semiconductor industry will keep speculating. Authoritative experts believe that the chip can't be alleviated within one year, so I think it's no problem to speculate in the semiconductor sector for three months in the stock market. After all, this is a fundamental change brought about by performance changes. This change can really improve the profitability of enterprises.
5G flying, Dongfang Communication 10 times the old faucet is coming.