Among them, the semiconductor, DRAM, passive components, lenses, battery materials, MOSFET (Metal Oxide Semiconductor Field Effect Transistor), diode 7 big industry, have become the key components of intelligent technology life, the shortage boom will continue until 2018.
Technology to change people's lives, but also to change the flow of wealth, investors should seize the opportunity to join this wave of stocks out of stock soared to make money bags.
Loudoun County, located in the northern part of Virginia, USA, has become the richest city in the country in recent years because technology companies such as Google and Facebook dominate the global network to set the site as the data center distribution center. Every day 70% of the nation's network traffic needs to go through the data center in Loudon County, making the small city with only 370,000 people a center of global cloud data.
Loudon County, originally a farming district, has been thriving in recent years with data centers like football stadiums being launched every few months. Recently, Vantage, a cloud data company led by California-based developer, acquired 42 acres of land in Loudoun County 1.5 times the Taipei Father's Memorial Hall), will invest 1 billion US dollars to build five super-cloud data center building, the future a new cloud data center in the center of Loudang County where they stand.
Under the tide of grabbing cloud data centers around the world, Apple Inc. of the United States also held a press conference jointly with the Guizhou Provincial Government of China recently. Apple announced that it will invest one billion U.S. dollars to set up its iCloud data center in Guizhou. China's cloud data center also made Guizhou's GDP (gross domestic product) exceed 10.1% this year, making it the province with the highest economic growth rate in China.
Cloud, AI, smart car, robot is ramming
4 big trend to lead the 7 industry out of stock tide
International technology giants invest in cloud data centers, each with a $ 1 billion investment take-off, as you can imagine the new data center equipment required for semiconductors, servers, DRAM (dynamic random access memory), business opportunities potential Full
Su Mengzong, director of TRC TRC, pointed out that the rise of smart science and technology will infiltrate into all walks of life, including Industry 4.0, AI (Artificial Intelligence), self-driving vehicles and electric vehicles, all closely linked with big data. The future network The combination of software, hardware and data will be the trend of the times. Under such a trend, the future development of key electronic components in Taiwan will be optimistic.
Not only cloud-based data center construction in full swing in the world, intelligent technology life has also been integrated into your life.Ji Jingguang, general manager of IBM Taiwan Global Enterprise Services Group stressed that AI will enter a different carrier, the future can make good use of AI technology, let For example, Mizuho Bank of Japan introduced the new financial management model of collaboration between PepsiCo and robot Pepper. With the infinite memory of the robot and the backend computer available to the banking industry, it is estimated that the most suitable customer Money management programs, and then by the professional management staff for the customer explain clearly, to facilitate customer choice, and ultimately allow customers to be satisfied with the answer.
Not only do robots and syndicates work in the office, but AI and big data are also on the familiar roads, for example, China has designed a smart ticket that can recognize people's faces in order to solve the problem of people's disregard of traffic rules System, as long as pedestrians chaos the road, camera AI automatic face recognition identity, electronic billboards in the road, then announced the offenders identity; if you do not pay the ticket, the name of the violator will continue to be announced on the electronic billboard, when the violator Violations of human rights will disappear even after payment of a ticket by electronic payment, and despite the doubt of human rights abuses, this intelligent system has greatly improved the phenomenon of the Chinese people running rampant.
The application of these intelligent technologies requires many key components behind them, including semiconductors, DRAMs, passive components, lenses, battery materials, MOSFETs, and diode industries. When smart technologies lead to changes in the electronics industry Trend, but also bring huge business opportunities and investment opportunities, especially this year due to the surge in demand for related industries out of stock, product prices rise, these companies have become the soaring stock of Taiwan stocks.
Silicon wafer quiet 10 years to the second half of next year
DRAM quote does not fall high profits unchanged
Qunyi Investment Research Director Chen Huangren pointed out that this year's electronic components shortage wave after wave of silicon wafers in 2006 and 2007, a wave of expansion tide, then the silicon wafer industry into oversupply, a whole quiet up to 10 Year; Therefore, even if the industry knows that the future supply and demand gap will widen, it will have to reschedule its expansion but the previous killing was too heavy. So far, large-scale silicon fabs are still reluctant to decide easily; and the industry has been integrated for 10 years and the whole world has been integrated into 7 Large companies, the top 3 companies have mastered nearly 7 into production capacity, supply and demand gradually steady industry.
Currently it seems that silicon wafer shortage can continue until the second half of next year. The main reason is that at present, China has seven 12-inch wafers under construction, but in the past three years, no factory has expanded 12-inch silicon fab and will therefore be in short supply. Taiwan plant 12-inch global wafer, Taiwan wins technology will benefit.
In addition, the 8-inch silicon foundry will have the opportunity to seize business opportunities even as China's 12-inch wafer fab is not yet in volume production, with a slight expansion of Taiwan's crystal products expected to benefit the world's third-largest silicon maker Xu Xiulan, chairman of Yuanqiuyuan, once said silicon wafers are in short supply today and next two years. The gap will be larger next year than this year. It is estimated that the gap will be between 7 and 8% in 2018.
In addition to silicon wafer semiconductor, DRAM also industrial knockout, the world currently only Samsung, SK Hynix, Micron led the three groups in the iPhone X hot, Apple continued to eat the amount of DRAM usage; global DRAM leader SamSung Electronics, Recently informed the relevant electronics factory, plans to move up Q4 mobile memory contract price of nearly 10%, which also reflects the DRAM supply shortage has not yet been relieved.
ITRI IEK electronic components analyst Lin Zemin pointed out that after the fourth quarter of this year, because iPhone X yield slightly lower, eaten many electronic components production capacity, so the stock of electronic components may be extended to the first quarter of next year As for whether the second quarter is still out of stock, it is necessary to observe the iPhone X sales, if the hot sales continue into the second quarter, the tide of Taiwan's electronic components shortage, can continue until the second half of next year.
DRAM from the rise last year, and DRAM three plants did not increase the new plant, resulting in supply tightening, the average sales price of more than $ 5, also hit the history of the largest increase, the longest record.According to Gartner estimates, DRAM price in 2018 can be maintained at 5.34 U.S. dollars, slightly down 10% from 5.95 U.S. dollars this year, however, the industry believes that the industry is profitable at a high price of 5 U.S. dollars. South Asia Technologies, Winbond and Wang Hong and other related companies, all will rain exposed James.