Posted by Mr.Sm Invest123 > 2021-10-09 23:50 | Report Abuse

We hope every week up RM1

Posted by Mr.Sm Invest123 > 2021-10-09 23:59 | Report Abuse

铜箔短缺之后，芯片原材料硅再大面积减产，芯片或涨价
时间：2021-10-05 作者：综合报道
​​​​​​​芯片短缺涨价是最近一年内半导体行业的“主旋律”，原来的芯片短缺问题主要在于产能无法跟上，导致很多需要半导体的产品缺少芯片之中“原材料”，然而，最近在铜箔出现短缺之后，现在制造芯片的直接原材料硅，也出现了大面积减产，由此可见，未来的芯片或许会再度迎来一波涨价潮。
芯片短缺涨价是最近一年内半导体行业的“主旋律”，原来的芯片短缺问题主要在于产能无法跟上，导致很多需要半导体的产品缺少芯片之中“原材料”，然而，最近在铜箔出现短缺之后，现在制造芯片的直接原材料硅，也出现了大面积减产，由此可见，未来的芯片或许会再度迎来一波涨价潮。



金属硅的价格在不到两个月的时间里暴涨了300%，其不断攀升的定价可能会给主要芯片制造商带来大麻烦。硅是技术领域的一个重要组成部分，被用于芯片生产以及其他行业，包括玻璃生产、混凝土以及硅胶产品。然而，尽管硅元素丰富到足以占到地壳组成的28%，但该材料的供应似乎正变得极为紧张。

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更高的芯片需求和水资源短缺等问题到目前为止已经影响了设备供应商，在所谓的全球芯片短缺中，硅本身是一个日益严重的问题领域。在彭博社的一份报告中，减产已经迫使该材料的价格上升到两个月前的三倍。减产的原因是主要产区试图减少电力消耗，其副产品是供应商的产量减少，包括那些从事硅材料的供应商。

部分重要的硅材料产区被命令从9月到12月在8月的水平上减产90%，促使产量突然上升。之前的价格是每吨折合人民币8000元至17000元之间（1200美元至2400美元），但现在的价格已经达到每吨67300元（10000美元左右）。

稀缺而昂贵的材料直接冲击了太阳能行业，太阳能级多晶硅的价格在周三跳涨了13%，创下2011年以来的最高价格。

预计硅的价格将在很长一段时间内保持高位，上海金属市场分析师预计在2022年夏季之前都会处于高位，预计明年下半年才可能有更多的生产机会。在那之前，购买硅的额外成本很可能会影响到生产和最终消费者支付的商品价格。

芯片原材料铜箔短缺，主板和GPU涨价



持续的半导体短缺正迅速滚雪球般地发展成全面的零部件短缺，突显了目前供应链的脆弱。铜是最新的供应短缺的商品，它可能进一步推动各种电子产品的价格上涨。援引DigiTimes报道，用于制造印刷电路板的铜箔继续供应不足，供应商因此遇到了成本上升。因此，人们不得不怀疑这些成本负担会以电子产品价格上涨的形式转嫁给消费者。



快速浏览一下铜的市场就会发现，在 2020 年 12 月底的时候，铜的销售价格为每吨 7845.40 美元。今天，该商品的价格为每吨 9262.85 美元，在过去九个月中每吨增加了 1417.45 美元。

根据 Tom's Hardware 的说法，由于铜和能源生产成本的上升，铜箔的价格自第 4 季度以来已经飙升了 35%。这反过来又增加了 PCB 的成本。使情况进一步恶化的是其他行业也越来越依赖铜。该媒体对目前铜箔卷的成本、一卷铜箔能生产多少 ATX 板等进行了全面细分，供那些希望深入了解经济状况的人参考。

虽然各种电子产品都有可能因此而涨价，但像主板和显卡这样的产品可能受到的冲击最大，因为它们使用的是高层数的大型 PCB。在这个子集中，可能是预算硬件的价格差异感受最深。例如，高端主板已经有很大的溢价，制造商可能更愿意吸收这

Posted by Aaron_tan > 2021-10-10 08:58 | Report Abuse

法国兴业银行大中华区经济学家米歇尔林（译音）指出，预期台湾第四季出口增长率将放缓，因为有些迹象显示消费电子产品的需求走软。
不过，台湾在晶圆代工的领导地位与半导体持续缺，意味出口放缓情况应该可控。
她并表示，今年第四季与明年的经济增长题材主要将来自于内需，也就是消费及投资。预估今年全年出口增长30%，明年则放缓至10%，仍算稳健。

Posted by a11282879 > 2021-10-10 11:05 |

Post removed.Why?

Posted by Aaron_tan > 2021-10-10 11:52 | Report Abuse

现在是航空母艦，下个礼拜是潜水艇。

Posted by John88820202021 > 2021-10-10 12:01 | Report Abuse

蠢人永远活在自己的世界里，跳不出自己心里的那道墙。

Posted by Aaron_tan > 2021-10-10 12:11 | Report Abuse

变潜水艇的时候看谁蠢

Posted by Great80 > 2021-10-10 12:31 | Report Abuse

@Aaron tan.......y u r wasting ur energy here lah....no use....here most of them know wat they r doing....be matured lah...u can't brainwash any1 here unless they r weak investor tat only depends ur type of ppl comments...

Posted by John88820202021 > 2021-10-10 12:46 | Report Abuse

股票是人发明出来的游戏。是一种蠢人永远都不会明白的游戏。

Posted by John88820202021 > 2021-10-10 13:02 | Report Abuse

看见别人赚钱眼红，那就让你掉眼珠吧！

Posted by John88820202021 > 2021-10-10 13:07 | Report Abuse

PMBTECH 超过16 你掉一颗 ，超过17你掉两颗 ok.超过 18 你还有两粒拿出来掉吗??最怕Aarontankuku 你一天双目双蛋全掉。

Posted by Aaron_tan > 2021-10-10 13:10 | Report Abuse

真的是网络霸淋，给个反调意见要人家双目失明。

Posted by LRWoo99 > 2021-10-10 13:29 | Report Abuse

@Aaron tan 你真的是吃饱太得空 人家忙着计算portfolio 赚多少 你忙着打字要人家出场 。我要是你我都惭愧

Next week ! PMBTech confirm reaches RM18 at least

Posted by LRWoo99 > 2021-10-10 13:29 | Report Abuse

Just ignore this fella. Focus on the share price of PMBTech next week

Posted by a11282879 > 2021-10-10 13:42 |

Post removed.Why?

Posted by a11282879 > 2021-10-10 13:46 |

Post removed.Why?

Posted by Aaron_tan > 2021-10-10 14:15 | Report Abuse

Lrw0099, 你用那个system 那么paliah， 要自己算profit 的哈哈

Posted by SuperTECH > 2021-10-10 14:15 | Report Abuse

I will only sell at 40.

Posted by SuperTECH > 2021-10-10 14:16 | Report Abuse

40 or nothing

Posted by John88820202021 > 2021-10-10 14:16 | Report Abuse

Aarontankuku 你凭什么误导别人PMBTECH 不会超过16呢?就评你没有钱买就来这乱吠还是个人吗?

Posted by John88820202021 > 2021-10-10 14:22 | Report Abuse

我告诉PMBTECH 一定20++你有种不要买一股。不然以后你买那一只股输那一只。够毒吗?来我们打个赌吧!记得喔！一股都不要买哦!不然以后你Aarontankuku 买那一只股输那一只。输死你!!!!!

Posted by Yogi74 > 2021-10-10 15:04 | Report Abuse

https://auto.economictimes.indiatimes.com/news/auto-components/auto-retailers-staring-at-huge-losses-this-festive-season-as-chip-shortage-hinder-supplies/86908520

Posted by kk7198 > 2021-10-10 15:18 | Report Abuse

Not Genetec n PMB Tech.

Posted by Powerplay666 > 2021-10-10 15:25 | Report Abuse

Even at 40 I won't sell if theres still a silicon shortage at the time. Only sell when the silicon price starts to fall off. Analysts have said that the silicon price will remain elevated until 2023.

Posted by Mr.Sm Invest123 > 2021-10-10 15:45 | Report Abuse

Powerplay666 should elevate > 2023......

Posted by Powerplay666 > 2021-10-10 15:46 | Report Abuse

Mr Sm Invest.. We hope elevated until 2025 lol

Posted by Mr.Sm Invest123 > 2021-10-10 16:03 | Report Abuse

Powerplay666 @ we need to wait 3rd/4th phases of silicon metal construction

Posted by HamsterHuat > 2021-10-10 16:11 | Report Abuse

yahoooo....Tomorrow can RM18.80 liao..
Fatt Fatt Fatt

Posted by Aaron_tan > 2021-10-10 16:14 | Report Abuse

Wow can cross state already. Hopefully fund pull out from
Those sky high commodity stocks and go back to
Tourism and retails which already beaten down heavily pass one year

Posted by Aaron_tan > 2021-10-10 16:15 | Report Abuse

Powerplay666 Even at 40 I won't sell if theres still a silicon shortage at the time. Only sell when the silicon price starts to fall off. Analysts have said that the silicon price will remain elevated until 2023.

—————-

Later sell at 4 lol

Posted by SuperTECH > 2021-10-10 16:16 | Report Abuse

Aarron tan hopefully not …. Recovery theme also recovery a lot . Like air asia at 1.2 already

Posted by Lk036 > 2021-10-10 16:32 | Report Abuse

Simple question: glove is manufactured and it is man made. China and thailand can expand just like mask
Silicon metal is from morher nature and it need high cost to produce it. In addition current market and industry trend need material more than ever .

Posted by Lk036 > 2021-10-10 16:33 | Report Abuse

I m worry will pmetal overtake pbb soon.

Posted by skyhin > 2021-10-10 16:39 | Report Abuse

Aaron.. Pls go study before come to here.... Here all people has profit 20% above... Mostly buy at 10 to 11 or below 12.00...... Noting regrets.... Soon go 16 to 18 by next week..... Even u see.... 3 days Sam up 6.99

Pmb sure can achieve it easy easy.....

Posted by awesome20 > 2021-10-10 16:44 | Report Abuse

agreed

Posted by John88820202021 > 2021-10-10 17:42 | Report Abuse

See u all at 20++

Posted by LRWoo99 > 2021-10-10 17:51 | Report Abuse

Tmr see u all at RM16

Posted by SuperTECH > 2021-10-10 17:53 | Report Abuse

20 so lesss, i target 40 to earn 400%

Posted by John88820202021 > 2021-10-10 17:54 | Report Abuse

20 then only can 30 40 50....

Posted by Yogi74 > 2021-10-10 18:00 | Report Abuse

Ignore Aaron , we go with our target .Shameless fella

Posted by Poker21 > 2021-10-10 18:17 | Report Abuse

My TP 100

Posted by Yogi74 > 2021-10-10 18:19 | Report Abuse

This week can hit rm 20

Posted by gemfinder > 2021-10-10 18:21 | Report Abuse

Sure boh

Posted by Aaron_tan > 2021-10-10 18:31 |

Post removed.Why?

Posted by Aaron_tan > 2021-10-10 18:32 | Report Abuse

I can see hengyuan 2.0 in the making - pmbtech

Posted by Poker21 > 2021-10-10 18:45 | Report Abuse

RM100 sounds unreasonable, ppl doubt, but in fact,
Revenue: 72k mt x 60k yuan x 0.6 = RM2.59b
Cost: RM200mil/ quarter
Profit = RM1.79b which is 78.9times of year 2020
Share price at 1Jan20 is juz RM4.79, 80times is over RM300
So TP of RM100 is reasonable

Posted by Ny036 > 2021-10-10 18:46 | Report Abuse

i see china will try to prevent export of silicon metal.
china will not buy usa bond and china will start not sell anything cheap to usa.

Posted by Aaron_tan > 2021-10-10 19:03 | Report Abuse

1st similarity with hengyuan - unreasonable tp
2nd similarity with hengyuan - many skl estimates the profit but all also holland

Posted by Poker21 > 2021-10-10 19:29 | Report Abuse

At least I’m sharing my opinion with justification, rather than juz simply talking nonsense. If ur pessimistic about this company, then don touch it. Simple as that, tx u

Posted by Yogi74 > 2021-10-10 21:21 | Report Abuse

Aaron we know your intention ready , dont waste your time here