pennylks
2021-03-25
More semicon equipments firm bemefit too
These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":351735425,"tweetId":"351735425","gmtCreate":1616632490367,"gmtModify":1634524843655,"author":{"id":3555215639459584,"idStr":"3555215639459584","authorId":3555215639459584,"authorIdStr":"3555215639459584","name":"pennylks","avatar":"https://static.tigerbbs.com/c5e533518442ff5dcef4ca721565f9c9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":46,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>More semicon equipments firm bemefit too</p></body></html>","htmlText":"<html><head></head><body><p>More semicon equipments firm bemefit too</p></body></html>","text":"More semicon equipments firm bemefit too","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/351735425","repostId":1174857234,"repostType":2,"repost":{"id":"1174857234","kind":"news","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=zh_CN&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p><blockquote>投资银行Berenberg表示，英特尔200亿美元的半导体制造计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备方面的公司处于有利地位，可以从中受益。</blockquote></p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.</p><p><blockquote>设计和制造半导体制造设备的欧洲公司股价周三上涨，市场首次有机会对英特尔的计划做出反应。ASML股价飙升5%，ASM International股价上涨8%，Besi股价上涨4%。</blockquote></p><p><b>The back story.</b>U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p><blockquote><b>背景故事。</b>美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州新建两家工厂。帕特·基辛格(Pat Gelsinger)就任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的147亿美元左右提高到190亿至200亿美元之间。</blockquote></p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><blockquote>英特尔做出这一决定之际，全球半导体短缺已经影响了从个人电子产品到汽车等行业。由于半导体行业的大部分集中在东亚，美国政府越来越多地表示希望确保国内芯片供应。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote></p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p><blockquote><b>什么是新的。</b>Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年全球半导体行业资本支出的预期。该银行目前预计该行业的资本支出将比2020年的水平增长18%，高于此前预期的十几岁左右的数字。Berenberg还预计，英特尔的资本支出在不久的将来仍将保持高位，这符合该公司雄心勃勃的技术路线图。</blockquote></p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p><blockquote>贝伦贝格表示，预计有一家公司将从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司ASML几乎垄断了对芯片制造过程至关重要的光刻系统。该集团在纳斯达克泛欧交易所双重上市，也是极紫外(EUV)光刻领域的先驱。在Berenberg看来，英特尔的业务更新表明该集团“完全致力于”EUV，这是备受期待的下一代技术。</blockquote></p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p><blockquote>“因此，我们预计英特尔未来将更加积极地订购和在其制造过程中采用EUV，”邱说。“作为回应，我们预计台积电将继续积极推行其路线图。所有这些都将导致对EUV工具的更多需求。”</blockquote></p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.</p><p><blockquote>随着英特尔和台积电继续竞争并在领先技术上大举投资，贝伦贝格预测，未来几年，该行业的设备方面将感受到积极的影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团也将受益，其中包括美国应用材料公司、泛林研究公司和KLA公司。</blockquote></p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p><blockquote><b>展望未来。</b>基辛格将全球芯片短缺部分归咎于Covid-19大流行，因为过去一年发生了向数字平台（在家工作）的快速转变。即使疫情消退，预计许多消费者和行业趋势仍将持续，英特尔预测短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote></p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p><p><blockquote>Berenberg对ASML的目标价为540欧元，周三该股交易价格为496欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-24 22:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p><blockquote>投资银行Berenberg表示，英特尔200亿美元的半导体制造计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备方面的公司处于有利地位，可以从中受益。</blockquote></p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.</p><p><blockquote>设计和制造半导体制造设备的欧洲公司股价周三上涨，市场首次有机会对英特尔的计划做出反应。ASML股价飙升5%，ASM International股价上涨8%，Besi股价上涨4%。</blockquote></p><p><b>The back story.</b>U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p><blockquote><b>背景故事。</b>美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州新建两家工厂。帕特·基辛格(Pat Gelsinger)就任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的147亿美元左右提高到190亿至200亿美元之间。</blockquote></p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><blockquote>英特尔做出这一决定之际，全球半导体短缺已经影响了从个人电子产品到汽车等行业。由于半导体行业的大部分集中在东亚，美国政府越来越多地表示希望确保国内芯片供应。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote></p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p><blockquote><b>什么是新的。</b>Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年全球半导体行业资本支出的预期。该银行目前预计该行业的资本支出将比2020年的水平增长18%，高于此前预期的十几岁左右的数字。Berenberg还预计，英特尔的资本支出在不久的将来仍将保持高位，这符合该公司雄心勃勃的技术路线图。</blockquote></p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p><blockquote>贝伦贝格表示，预计有一家公司将从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司ASML几乎垄断了对芯片制造过程至关重要的光刻系统。该集团在纳斯达克泛欧交易所双重上市，也是极紫外(EUV)光刻领域的先驱。在Berenberg看来，英特尔的业务更新表明该集团“完全致力于”EUV，这是备受期待的下一代技术。</blockquote></p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p><blockquote>“因此，我们预计英特尔未来将更加积极地订购和在其制造过程中采用EUV，”邱说。“作为回应，我们预计台积电将继续积极推行其路线图。所有这些都将导致对EUV工具的更多需求。”</blockquote></p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.</p><p><blockquote>随着英特尔和台积电继续竞争并在领先技术上大举投资，贝伦贝格预测，未来几年，该行业的设备方面将感受到积极的影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团也将受益，其中包括美国应用材料公司、泛林研究公司和KLA公司。</blockquote></p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p><blockquote><b>展望未来。</b>基辛格将全球芯片短缺部分归咎于Covid-19大流行，因为过去一年发生了向数字平台（在家工作）的快速转变。即使疫情消退，预计许多消费者和行业趋势仍将持续，英特尔预测短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote></p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p><p><blockquote>Berenberg对ASML的目标价为540欧元，周三该股交易价格为496欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASMIY":"ASM International N.V.","LRCX":"拉姆研究","ASML":"阿斯麦","INTC":"英特尔","BESIY":"BE Semiconductor Industries N.V.","AMAT":"应用材料","KLAQ":"KL Acquisition Corp"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1,"symbols_score_info":{"KLAQ":0.9,"ASML":0.9,"LRCX":0.9,"ASMIY":0.9,"INTC":0.9,"BESIY":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":181,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/351735425"}
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