Demand Wangwang, South Asia warrants breakthrough

In the second quarter, the legal person pointed out that the second quarter in the past was the traditional low season for electronics, and the explosive growth of its performance was relatively weak. At this time, individual stocks with explosive growth momentum broke the trend. It is suggested that the industry outlook is still in short supply. The DRAM group is focused on the subject, such as Wang Hong (2337), Nan Yake (2408), etc., and entering the operation with warrants, to expand the leverage effect.

In addition, as local governments require the automatic emergency braking system (AEB) and tire pressure detector (TPMS) to be listed as automotive standard equipment, the demand for NOR Flash will quickly take off in the automotive market, coupled with self-driving cars and advanced driver assistance systems. (ADAS) Full use of NOR Flash to assist in computing. The industry is generally optimistic that NOR Flash will still be in short supply this year. The NOR Flash market will soon enter the busy season, which will benefit Wanghong's operations. This year, the three major product lines will grow at the same time.

Thanks to supply shortages, and cloud computing and automotive chip demand spurred by higher prices, Micron’s profit in the previous quarter was better than market expectations, and revised its revenue forecast for the quarter. The industry pointed out that this year’s DRAM total increase is limited. In March, the price has seen a significant increase, which is better than the previously expected 5%, and the price in the second quarter has continued to rise.

According to the legal person, the DRAM quotation in the second quarter will be a modest increase, and there is still room for growth in the quotation. SAYA’s current stock price level is in the mid-to-lower range, and the better-than-expected 20-nanometer output yield rate is conducive to the acquisition of South Asia Branch. The profits have improved. Foreign investment has been actively increased this year, accumulatively buying over 49,000 copies.

South Asia Branch benefited from rising DRAM quotes, driven by market demand, and a promising new entry into the server market. It is expected that this year's industry profit will be better than last year, and the hottest server DRAM prices in the first half of the year have appeared in the first quarter. The increase in the number of digits, with the warming of the needs of the mainland server labeling and foundry, the future memory prices are expected to continue to rise.

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