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The fund manager said that semiconductor materials have great investment opportunities. what do you think?
At present, semiconductor materials are really regarded as an investment market, which is very hot, but not necessarily radical, because radical does not mean that anyone closely related to it can make money. Just like last year's pharmaceutical industry, the production and manufacture of medical materials is a very hot field and a very high enthusiasm, but not all people who buy medical funds have made money, and this year is the same.

Both cars and mobile phones need chips, and chips cannot be separated from semiconductor materials. However, due to the epidemic situation abroad, the productivity of semiconductor materials is not as high as before. However, with the gradual popularization of smart cars and 5G mobile phones, more and more chips are needed. Because the epidemic abroad is so serious now, it's hard to protect yourself. How can we have so much leisure to produce these materials? The production capacity is further affected and the supply is limited.

Because the production and manufacturing of 5G mobile phones need more chip management, for example, about the original battery management, almost four chips are enough, but now some domestic mobile phones have soared to six, and some foreign mobile phones have soared to eight, which means that the demand for a mobile phone photocell management chip has doubled, and then there is a mobile phone camera. Now you find that there are more and more mobile phone cameras, and you don't know what he cares. But you just need to know that there are more and more cameras. One camera is now three or four, so naturally more sensors are needed to coordinate this information, which also requires chips.

The same is true of automobile manufacturing, because Ford did not have enough supply of this semiconductor material, which once led to the suspension of production, because cars also need chips, otherwise how can we complete so many modular intelligent operations? Now the demand for chips is getting higher and higher, and naturally the demand for semiconductor materials is also higher. In those developed countries that can produce these materials with higher precision, the epidemic situation is so serious that even the normal life of residents is affected, so the production of this chip is naturally affected.

There are indeed investment opportunities about the efficacy of semiconductor chips, but remember that investment opportunities do not mean making money, because investment opportunities are one thing and making money is another. Last year, most people thought it was no good to buy medical care, but did all the people who bought medical care make money? It can only be said that there is a great chance to make money, but the person who makes money is not necessarily you, it depends on how you operate.