Samsung in Talks to Hike Chipmaking Prices by Up to 20%

https://www.bloomberg.com/news/articles/2022-05-13/samsung-in-talks-to-hike-chipmaking-prices-by-up-to-20

Taiwan's semiconductor output soars by over 28% in Q1

https://focustaiwan.tw/business/202205140015

Philadelphia Semiconductor Index (SOX) was up 5.06 percent on Friday.

Brent crude oil price over USD 111

WTI Extends Gains, Rises More Than 5% As EU Targets Russian Oil

Trade war: US looking at lifting tariffs on Chinese goods, American officials say

Office of US Trade Representative announces a required procedure, four years after the first tariffs were imposed by then-president Donald Trump
Businesses that want the tariffs to continue are told to notify the office

AMD sales jump 71%, shrugging off concerns about PC slowdown
https://www.cnbc.com/2022/05/03/amd-earnings-q1-2022.html

Trade war: US looking at lifting tariffs on Chinese goods, American officials say
https://www.scmp.com/news/china/article/3176420/us-trade-office-says-it-has-begun-process-whether-lift-tariffs-chinese

https://www.bloomberg.com/news/articles/2022-05-02/u-s-trade-chief-signals-tariff-relief-an-option-as-prices-soar

ON Semiconductor Gets Backed by Auto Demand. Stock Rises on Record Revenue.

https://www.semiconductors.org/global-semiconductor-sales-increase-23-in-q1-2022-compared-to-q1-2021/

https://jnews.uk/warren-buffetts-berkshire-hathaway-bets-big-on-us-stock-market-2/
Warren Buffett’s Berkshire Hathaway bets big on US stock market

Warren Buffett’s Berkshire Hathaway bets big on US stock market
https://jnews.uk/warren-buffetts-berkshire-hathaway-bets-big-on-us-stock-market-2/

https://www.eetasia.com/unisem-building-new-semiconductor-production-facility-in-malaysia/

The Shanghai Composite Index is up more than 2 percent now.

https://www.bloomberg.com/news/articles/2022-04-22/yellen-signals-openness-to-paring-tariffs-on-imports-from-china

Yellen Signals Openness to Paring Tariffs on Imports From China

https://www.bloomberg.com/news/articles/2022-04-22/yellen-signals-openness-to-paring-tariffs-on-imports-from-china

Oil Closes Higher As Russia Strikes Kyiv During UN Visit

By Charles Kennedy - Apr 28, 2022, 3:40 PM CDT
Oil prices continued to tick higher to close on Thursday, as Russian airstrikes hit the Ukrainian capital Kyiv as the UN Secretary General was visiting.

PHLX Semiconductor Index
was up 5.58 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Netflix closes down 35% wiping more than $50 billion off market cap

Tesla’s first-quarter earnings looked surprisingly great. CEO Elon Musk even offered guidance for the rest of 2022.

The company essentially beat inflation by substituting materials and relentlessly focusing on manufacturing. Shares are higher in after-hours trading Wednesday, recouping losses seen earlier in the day.

The Philadelphia Semiconductor Index (SOX) was up nearly 2 percent yesterday.

Brent crude oil price over USD 113

Is the semiconductor cycle turning?

While this “boom and bust” phenomenon had happened regularly in the past, analysts do not think there will be a correction this year because the shortage is a bigger and more immediate worry although there will be some lifting of upward pricing pressure eventually.

https://www.theedgesingapore.com/news/tech/semiconductor-cycle-turning

Is the semiconductor cycle turning?

https://www.theedgesingapore.com/news/tech/semiconductor-cycle-turning

While this “boom and bust” phenomenon had happened regularly in the past, analysts do not think there will be a correction this year because the shortage is a bigger and more immediate worry although there will be some lifting of upward pricing pressure eventually.

US STOCKS-Wall Street jumps in growth stocks rally; earnings season commences

Falling U.S. Treasury yields helped the tech-heavy Nasdaq lead all three major U.S. stock indexes higher, with semiconductors outperforming the broader market.

China will use timely RRR cuts to support economy
APR 13, 2022 09:08 PM
[BEIJING] China will use timely cuts in banks' reserve requirement ratios (RRR) and other policy tools to support the economy, state media quoted the Cabinet as saying on Wednesday, as headwinds increase amid outbreaks of Covid-19.

China State Council Pledges to Cut Banks' Reserve Requirement Ratio, State Broadcaster Says

China’s cabinet said the central bank would cut the amount of money that banks have to keep in reserve at the proper time, a further sign there is likely to be additional monetary stimulus to support the economy.

Samsung forecasts Q1 operating profit up 50.3% year-on-year

https://japantoday.com/category/business/samsung-forecasts-q1-operating-profit-up-50.3-year-on-year

Taiwanese chip giant TSMC booked a record turnover in the first quarter of 2022. Rising demand played a major part.

https://www.techzine.eu/news/infrastructure/76745/tsmc-books-record-revenue-in-first-quarter-2022/

Dnex is the best stock to buy now. it has an'inflation hedge property

Oil prices jumped. Nasdaq was up 1.9 percent yesterday.
Good for DNEX

Chinese stocks surged on Friday after a report suggested that Beijing will grant US auditors access to company financials.

The move would help satisfy a new US law that would delist Chinese stocks if they don't open their books to US auditors.

Baidu was named earlier this week by the SEC as a company that was not in compliance with the new law.

Why the main semiconductor stock index is a better bet than the S&P 500 right now
https://www.marketwatch.com/amp/story/why-the-main-semiconductor-stock-index-is-a-better-bet-than-the-s-p-500-right-now-11648653431

https://www.marketwatch.com/amp/story/why-the-main-semiconductor-stock-index-is-a-better-bet-than-the-s-p-500-right-now-11648653431

Nasdaq's one month performance is plus 6.72 percent. MPI did not go up fast.

MPI's one month performancd is plus 1.23 percent.

Intel: Finally Time To Buy
https://www.seekingalpha.com/amp/article/4498488-intel-finally-time-to-buy

the dow is likely to surge today.

Live news updates: European shares rise as traders focus on Russia-Ukraine talks

https://www.bloomberg.com/news/articles/2022-03-25/market-gloom-triggers-bofa-s-contrarian-buy-signal-for-stocks

https://www.marketwatch.com/story/perfect-contrarian-indicator-jim-cramer-declares-the-bear-market-is-over-11648459231?rss=1&siteid=rss

https://www.marketwatch.com/story/perfect-contrarian-indicator-jim-cramer-declares-the-bear-market-is-over-11648459231?rss=1&siteid=rss

https://www.yahoo.com/finance/news/market-flashing-buy-signal-suggesting-123000905.html

https://www.yahoo.com/finance/news/market-flashing-buy-signal-suggesting-123000905.html

Unisem
https://www.theedgemarkets.com/article/tech-stock-valuations-unreasonably-low-say-analysts

https://www.theedgemarkets.com/article/tech-stock-valuations-unreasonably-low-say-analysts

The company belongs to both semiconductor and oil industries, which are very promising now. It is not debt owned construction company. It has nothing to do with going to Holland.

The company belongs to both semiconductor and oil industries, which are very promising now. It is not debt owned construction company. It has nothing to do with going to Holland.

Its expansion plan is in one or two years. It will get more realistic as time passes. Now they have a big dream. But they may sell part of their oil business and expand their semiconductor business.

Indications leading to an explosive 3QFY22. From our check with management, we gather that wafer ASPs continues to increase. The group has reiterated that net ASP per wafer is still on an uptrend and is expected to peak in 4QFY22 and hover at c.USD600 to USD625 in FY22-23. Meanwhile, soaring crude oil prices throughout 3QFY22 would also directly benefit its 90%-owned Ping Petroleum via its oil producing assets in Anasuria. As at point of writing, Brent Crude Oil price averaged at about USD96/bbl YTD, which is significantly higher than its 2QFY22 realised price of USD71/bbl.

https://www.nst.com.my/business/2022/03/782976/surging-semiconductor-asps-higher-oil-prices-boost-dnexs-earnings