Stocks That Could Benefit as the U.S. Tries to Fix the Chip Shortage

Barrons2021-03-16

As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, aJ.P. Morgananalyst has figured out which stocks...

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Comments

Ak91
2021-03-16
Ak91
Great
noobieq0000
2021-03-16
noobieq0000
nice
kohaku84
2021-03-16
kohaku84
Temporary shortage
kuppi
2021-03-16
kuppi
Good information
LZH93
2021-03-16
LZH93
??
- 犇鑫磊:
  [抱拳]
VivalaRan
2021-03-16
VivalaRan
Hmm hmm

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Morgananalyst has figured out which stocks...</p>\n\n<a href=\"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_LATEST\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MU","symbol_name":"美光科技","start_time":0,"source_url":"https://www.barrons.com/articles/the-u-s-is-trying-to-fix-the-chip-shortage-what-it-could-mean-for-semiconductor-stocks-51615838286?mod=hp_LATEST","article_id":"1196198740","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1196198740","pubTimestamp":1615865708,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"MU":"美光科技","NXPI":"恩智浦","ADI":"亚德诺","TXN":"德州仪器","INTC":"英特尔","TSM":"台积电","ON":"安森美半导体"},"translate_title":"在美国试图解决芯片短缺之际，可能受益的股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADI":0.9,"INTC":0.9,"MU":0.9,"NXPI":0.9,"ON":0.9,"TSM":0.9,"TXN":0.9},"content_text":"As the U.S. government inches closer to funding a batch of incentives and subsidies designed to spur domestic semiconductor manufacturing and research, aJ.P. Morgananalyst has figured out which stocks could stand to gain the most from it.Amid global chip shortages, triggered in part by supply and demand fluctuations because of the Covid-19 pandemic as well asnatural disasters, Congress authorized a series of programs and incentives for U.S.-based chip companies earlier this year. Lawmakers included the programs designed to bolster U.S. manufacturing, research, and development in the National Defense Authorization Act for fiscal 2021, which became law in January, but didn’t provide funding for those initiatives.According to J.P. Morgan chip analyst Harlan Sur, it’s likely that funding for those programs may be included in President Joe Biden ‘s infrastructure bill, one of the next priorities for the administration. Sur expects the “Build Back Better” infrastructure plan to pass in the first half of the year, resulting in funding starting in the second half of 2021.Sur’s team estimated the incentives and subsidies could total between $35 billion and $37 billion, with about $18 billion to $20 billion for domestic chip manufacturing and $15 billion to $17 billion for chip research and development.Based on the current language in the National Defense Authorize Act, Sur wrote in a note published on Monday that he expects integrated device manufacturers based in the U.S. will likely be prioritized when it’s time to dole out funds and incentives.Those would include manufacturers such as Intel(ticker: INTC),Micron Technology(MU),Texas Instruments(TXN),Analog Devices(ADI), and On Semiconductor(ON) are all likely to benefit, Sur wrote. Companies that have U.S. defense-related qualifications are well-positioned to benefit as well, he wrote.Taiwan Semiconductor Manufacturing(TSM) and NXP Semiconductors(NXPI), international-based chip manufacturers that operate in the U.S., should benefit too, he said, but to a lesser degree.Companies that make chip manufacturing equipment such as Applied Materials(AMAT) and Lam Research(LRCX) should also receive a lift because of higher equipment purchasing resulting from the incentives.The PHLX Semiconductor index,or Sox, advanced about 2% on Monday, led by NXP Semiconductors NXP, which rose 8.9% to $199.91, and Broadcom(AVGO), which jumped 4.3% to $470.77.The Sox has gained 94% in the past year as demand for chips destined for productsranging from appliancesand videogame consoles to vehicles and smartphones has outpaced the industry’s ability to produce 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