Should we then buy semiconduct_老虎社区_美港股上老虎

2021-03-31

Should we then buy semiconductor stocks now?

Global chip shortage could cost automakers 1.3M production vehicles in Q2<blockquote>全球芯片短缺可能导致汽车制造商第二季度损失130万辆量产车</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":357030538,"tweetId":"357030538","gmtCreate":1617205977424,"gmtModify":1634522041667,"author":{"id":3578189492032448,"idStr":"3578189492032448","authorId":3578189492032448,"authorIdStr":"3578189492032448","name":"DJJJ","avatar":"https://static.tigerbbs.com/7a34f7c7af1d13e4bd21ac607b159890","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Should we then buy semiconductor stocks now?</body></html>","htmlText":"<html><head></head><body>Should we then buy semiconductor stocks now?</body></html>","text":"Should we then buy semiconductor stocks now?","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/357030538","repostId":1121324187,"repostType":4,"repost":{"id":"1121324187","kind":"news","pubTimestamp":1617203600,"share":"https://www.laohu8.com/m/news/1121324187?lang=zh_CN&edition=full","pubTime":"2021-03-31 23:13","market":"us","language":"en","title":"Global chip shortage could cost automakers 1.3M production vehicles in Q2<blockquote>全球芯片短缺可能导致汽车制造商第二季度损失130万辆量产车</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121324187","media":"seekingalpha","summary":"A recent winter storm in Texas and fire at a Renesas (OTCPK:RNECF,OTCPK:RNECY) chip fab have left Q2","content":"A recent winter storm in Texas and fire at a Renesas (OTCPK:RNECF,OTCPK:RNECY) chip fab have left Q2 automotive output \"asexposed\" to the global chip quarter as Q1, according toIHS&nbsp;Markit. Semi supplies might not stabilize until Q4.<blockquote>根据IHS Markit的数据，最近德克萨斯州的冬季风暴和瑞萨（OTCPK：RNECF，OTCPK：RNECY）芯片工厂的火灾导致第二季度汽车产量与第一季度一样“暴露”在全球芯片季度中。半成品供应可能要到第四季度才能稳定下来。</blockquote> The shortage could cost automakers 1.3M production vehicles during the second quarter.<blockquote>这种短缺可能会使汽车制造商在第二季度损失130万辆量产车。</blockquote> Early last month, IHS Markit said the shortage could impact 672,000 light vehicle production units in Q1, and predicted that the chip shortage wouldstretch until Q3.<blockquote>上月初，IHS Markit表示，芯片短缺可能会影响第一季度672,000辆轻型汽车产量，并预测芯片短缺将持续到第三季度。</blockquote> Foundry giant TSMC(TSM+1.9%)&nbsp;and semiconductor equipment makers Lam Research(LRCX+3.6%), Applied Materials(AMAT+4.4%), and KLA&nbsp;(KLAC+3.4%)&nbsp;are all trading up. Lam reports earnings after the bell today.<blockquote>代工巨头台积电(TSM+1.9%)和半导体设备制造商泛林研究(LRCX+3.6%)、应用材料(AMAT+4.4%)和KLA(KLAC+3.4%)均上涨。林郑月娥今天盘后公布财报。</blockquote> Auto chip supplier stocks in the green include Texas Instruments(TXN+1.2%), ON&nbsp;Semi(ON+2.7%), and STMicroelectronics(STM+2.2%).<blockquote>绿色的汽车芯片供应商股票包括德州仪器(TXN+1.2%)、安森美(ON+2.7%)和意法半导体(STM+2.2%)。</blockquote> Yesterday, Renesas said it would likely take up to three months to return to pre-fire production levels at the affected fab.<blockquote>昨天，瑞萨表示，受影响工厂可能需要长达三个月的时间才能恢复到火灾前的生产水平。</blockquote> Samsung's foundry said its operations in Austin, which were paused last month during a weather-related power outage, have returned to nearly normal levels.<blockquote>三星代工厂表示，其在奥斯汀的运营上个月因天气原因停电而暂停，现已恢复到接近正常水平。</blockquote>","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>Global chip shortage could cost automakers 1.3M production vehicles in Q2<blockquote>全球芯片短缺可能导致汽车制造商第二季度损失130万辆量产车</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\">\nGlobal chip shortage could cost automakers 1.3M production vehicles in Q2<blockquote>全球芯片短缺可能导致汽车制造商第二季度损失130万辆量产车</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nseekingalpha2021-03-31 23:13\n\n</h4>\n</header>\n<article>\nA recent winter storm in Texas and fire at a Renesas (OTCPK:RNECF,OTCPK:RNECY) chip fab have left Q2 automotive output \"asexposed\" to the global chip quarter as Q1, according toIHS&nbsp;Markit. Semi supplies might not stabilize until Q4.<blockquote>根据IHS Markit的数据，最近德克萨斯州的冬季风暴和瑞萨（OTCPK：RNECF，OTCPK：RNECY）芯片工厂的火灾导致第二季度汽车产量与第一季度一样“暴露”在全球芯片季度中。半成品供应可能要到第四季度才能稳定下来。</blockquote> The shortage could cost automakers 1.3M production vehicles during the second quarter.<blockquote>这种短缺可能会使汽车制造商在第二季度损失130万辆量产车。</blockquote> Early last month, IHS Markit said the shortage could impact 672,000 light vehicle production units in Q1, and predicted that the chip shortage wouldstretch until Q3.<blockquote>上月初，IHS Markit表示，芯片短缺可能会影响第一季度672,000辆轻型汽车产量，并预测芯片短缺将持续到第三季度。</blockquote> Foundry giant TSMC(TSM+1.9%)&nbsp;and semiconductor equipment makers Lam Research(LRCX+3.6%), Applied Materials(AMAT+4.4%), and KLA&nbsp;(KLAC+3.4%)&nbsp;are all trading up. Lam reports earnings after the bell today.<blockquote>代工巨头台积电(TSM+1.9%)和半导体设备制造商泛林研究(LRCX+3.6%)、应用材料(AMAT+4.4%)和KLA(KLAC+3.4%)均上涨。林郑月娥今天盘后公布财报。</blockquote> Auto chip supplier stocks in the green include Texas Instruments(TXN+1.2%), ON&nbsp;Semi(ON+2.7%), and STMicroelectronics(STM+2.2%).<blockquote>绿色的汽车芯片供应商股票包括德州仪器(TXN+1.2%)、安森美(ON+2.7%)和意法半导体(STM+2.2%)。</blockquote> Yesterday, Renesas said it would likely take up to three months to return to pre-fire production levels at the affected fab.<blockquote>昨天，瑞萨表示，受影响工厂可能需要长达三个月的时间才能恢复到火灾前的生产水平。</blockquote> Samsung's foundry said its operations in Austin, which were paused last month during a weather-related power outage, have returned to nearly normal levels.<blockquote>三星代工厂表示，其在奥斯汀的运营上个月因天气原因停电而暂停，现已恢复到接近正常水平。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3678125-global-chip-shortage-could-cost-automakers-13m-production-vehicles-in-q2\">seekingalpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3678125-global-chip-shortage-could-cost-automakers-13m-production-vehicles-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121324187","content_text":"A recent winter storm in Texas and fire at a Renesas (OTCPK:RNECF,OTCPK:RNECY) chip fab have left Q2 automotive output \"asexposed\" to the global chip quarter as Q1, according toIHS Markit. Semi supplies might not stabilize until Q4.\nThe shortage could cost automakers 1.3M production vehicles during the second quarter.\nEarly last month, IHS Markit said the shortage could impact 672,000 light vehicle production units in Q1, and predicted that the chip shortage wouldstretch until Q3.\nFoundry giant TSMC(TSM+1.9%) and semiconductor equipment makers Lam Research(LRCX+3.6%), Applied Materials(AMAT+4.4%), and KLA (KLAC+3.4%) are all trading up. Lam reports earnings after the bell today.\nAuto chip supplier stocks in the green include Texas Instruments(TXN+1.2%), ON Semi(ON+2.7%), and STMicroelectronics(STM+2.2%).\nYesterday, Renesas said it would likely take up to three months to return to pre-fire production levels at the affected fab.\nSamsung's foundry said its operations in Austin, which were paused last month during a weather-related power outage, have returned to nearly normal levels.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":560,"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":38,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/357030538"}