The semiconductor market is staging a solid rebound after a not-so-impressive first half of 2023. Semiconductor sales rose a solid 5.3% year over year in November 2023, the first time since August 2022, as demand rebounded on easing inflation, the Semiconductor Industry Association said on Jan 9. Sales totaled $48 billion in November compared to $45.6 billion a year ago. Also, sales jumped a solid 2.9% month over month in November from October’s total of $46.6 billion. The year-over-year jump in sales in No ...

Semiconductors, commonly referred to as microchips, are a bright highlight of technology, existing in nearly every aspect of our lives. Over the last several years, chip stocks have exploded in popularity, and for an easy-to-understand reason – they have been stellar investments. And for those seeking exposure, several chip stocks – Micron Technology (MU) and ASML (ASML) – have all seen their near-term earnings outlooks shift favorably, reflecting optimism among analysts. Let’s take a closer look at each. M ...

ASML - ASML是一家荷兰公司，供应半导体行业的制造设备[2] - ASML在供应链中与高知名度的芯片制造商如Nvidia、Intel和AMD分享一些长期需求驱动因素[2] - ASML的营收增长受周期性和宏观经济压力影响，但10年图表显示了一个令人鼓舞的持续增长趋势[5] - ASML的投资回报率（ROIC）持续高，显示了其竞争优势和运营卓越性[6] - ASML的前PE比率接近35，可能对一些价值投资者来说感觉昂贵[10] Roche - Roche是一家瑞士制药公司，是全球第三大品牌药品制造商[12] - Roche的股价近年来受到增长不佳和新药开发不利消息的影响[13] - Roche的前PE比率低于15，为长期投资者提供了相对低风险的购买机会[17] Atlassian - Atlassian是一家总部位于澳大利亚的公司，提供一套软件产品帮助团队协作和保持组织[18] - Atlassian的股价在疫情期间与其行业同行一起飙升，但后来回落到一个更合理的水平[19] - Atlassian的基本表现稳定，营收和自由现金流继续以令人印象深刻的速度增长[21] - Atlassian的套件已经成为全球各行业团队的必备工具，创造了经济护城河[23]

The U.S. stock market started to falter after a marvelous rally in 2023. This can be attributed to a decline in big tech and a rise in yields. Investors’ enthusiasm over the Fed rate cuts also faded, reflecting concerns about the skyrocketing market after a sharp rally over the past two months. This resulted in huge demand for inverse or inverse-leveraged ETFs as these fetch outsized returns on bearish sentiments in a short span. We have highlighted five leveraged inverse ETFs that piled up handsome gains i ...

ASML出口限制 - 荷兰政府对ASML的部分设备出口到中国实施限制，导致公司股价下跌[2] - 公司最近与华盛顿就最新的出口规定进行了讨论，以澄清对某些“中度关键DUV浸没光刻系统”的限制范围和影响[5] - ASML表示不认为荷兰和美国的出口限制会影响其2023年的财务展望[4]

ASML取消向中国出口高科技微芯片机械 - 荷兰制造商ASML取消向中国出口高科技微芯片机械[1] - ASML在拜登政府的要求下取消了向中国出口一些最先进的机器[5] - 美国政府施压荷兰政府取消ASML出口许可证，以限制中国扩大半导体知识和生产[7] ASML的地位和技术 - ASML是全球半导体制造供应链中的关键公司[2] - ASML是极紫外光刻系统(EUVs)的唯一制造商之一，该技术被三星和英特尔等领先芯片生产商使用[3] - ASML表示，许可证的撤销不会对其2023年财务展望产生“实质影响”[12] 政治压力和回应 - 拜登政府去年十月实施新限制，阻止非美国公司出口含有美国零部件和技术的半导体芯片和光刻机[8] - 荷兰政府去年七月同意在美国施压下对ASML的次级最先进光刻机(DUV)实施限制，这些限制于本周一正式生效[9] - 中国外交部发言人王文斌敦促荷兰“公正、尊重市场原则和法律，采取切实行动保护两国及其公司的共同利益，维护国际供应链的稳定”[10] - 美国鼓励此举的行为被认为是“霸权主义和欺凌行为”[11]

半导体行业趋势 - 半导体行业在2023年受到个人电脑(PC)和智能手机销售下降的影响，行业收入估计下降了12%[1] - 预计2024年芯片行业的收入将增长至少20%，半导体设备支出预计将增加15%[3] - Nvidia据称将推出更先进的3纳米(nm)制造节点的下一代显卡，需求预计将长期稳步增长[6]

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical wri ...

ASML因中国出口受阻而受到影响 - ASML因中国出口受阻而受到影响[1] 美中芯片战争中的意义 - 美中芯片战争中的意义[1]

ASML公司概况 - ASML是一家荷兰公司，生产用于制造世界上最先进芯片的关键设备[1] - 其销售的极紫外(EUV)光刻机是制造最先进芯片的关键部件，如用于苹果iPhone的芯片[2] 股价表现 - ASML的股价在早盘交易中下跌约1%[3] 出口许可证问题 - 荷兰政府最近部分撤销了ASML在2023年出口NXT:2050i和NXT:2100i光刻系统的许可证[4]