UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on

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UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on

CNBC2021-06-15

Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage. As technology has advanced, semiconductor chips have spread from ...

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ddboy
·2021-06-18
Nice
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Zhangb
·2021-06-17
Buy!
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Koropok88
·2021-06-15
Thx for the article. [強]
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ioozx2
·2021-06-15
$SENS buy this guys
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Maxcrusader
·2021-06-15
Buy buy buy
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1
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Hock80
·2021-06-15
Okay
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1
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- ct7825:
  Nice
  2021-06-15
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wallflowere
·2021-06-15
Hi pls help to like n comment t
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1
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- Mandoo:
  Comment back!
  2021-06-15
  Reply
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zeeling
·2021-06-15
Cool
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2
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Lcc73
·2021-06-15
Like n comment
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1
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- wallflowere:
  reply pls
  2021-06-15
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- zeeling:
  Cool
  2021-06-15
  Reply
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SureWinTun
·2021-06-15
like and comment, thanks
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3
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- wallflowere:
  reply pls
  2021-06-15
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- zeeling:
  Cool
  2021-06-15
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JinHan
·2021-06-15
Chip shortage? Buy Taiwan Semiconductor. Largest in the world!
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bananafruit
·2021-06-15
Gd
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3
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- SureWinTun:
  comment back, please
  2021-06-15
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- Kevin92:
  Like and CoMment
  2021-06-15
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- Lcc73:
  Comment
  2021-06-15
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dent
·2021-06-15
Please like and comment
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2
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- wallflowere:
  reply pls
  2021-06-15
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- Melanie85:
  Commented
  2021-06-15
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Cucumbers
·2021-06-15
ON is quite affordable
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3
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JFK
·2021-06-15
Super
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1
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Seward
·2021-06-15
Great
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3
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- zeeling:
  Cool
  2021-06-15
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Zacki
·2021-06-15
Like and comment
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- snd:
  Ok
  2021-12-19
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- Decaffed:
  Yes
  2021-06-24
  Reply
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- Decaffed:
  Yes
  2021-06-16
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Clarity
·2021-06-15
[Miser] [Miser] [Miser]
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- zeeling:
  Cool
  2021-06-15
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- Seward:
  Great
  2021-06-15
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asdine
·2021-06-15
Good
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6
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- spin37gy:
  Best
  2021-06-15
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Blueman13
·2021-06-15
Nice to share
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5
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But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":168089061,"gmtCreate":1623943790253,"gmtModify":1703824282314,"author":{"id":"3581934203010400","authorId":"3581934203010400","name":"Zhangb","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168089061","repostId":1137100022,"repostType":2,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184478965,"gmtCreate":1623723164257,"gmtModify":1704209603507,"author":{"id":"3584502581691712","authorId":"3584502581691712","name":"Koropok88","avatar":"https://static.tigerbbs.com/d6545e851d303d337678d73d0d4e2ce8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Thx for the article.&nbsp;[強]&nbsp;","listText":"Thx for the article.&nbsp;[強]&nbsp;","text":"Thx for the article. [強]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184478965","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":184484456,"gmtCreate":1623721799075,"gmtModify":1704209541111,"author":{"id":"3574574846123045","authorId":"3574574846123045","name":"ioozx2","avatar":"https://static.tigerbbs.com/4d8450e8c9aac879edd0160fac73fbf5","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"$SENS buy this guys","listText":"$SENS buy this guys","text":"$SENS buy this guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184484456","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184551202,"gmtCreate":1623719581206,"gmtModify":1704209438672,"author":{"id":"3571183830721507","authorId":"3571183830721507","name":"Maxcrusader","avatar":"https://static.tigerbbs.com/a9dbd1695d1a45df589a4ba606e045e1","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184551202","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184559835,"gmtCreate":1623719529327,"gmtModify":1704209435602,"author":{"id":"3582250945116763","authorId":"3582250945116763","name":"Hock80","avatar":"https://static.tigerbbs.com/9a5858ff376379f4dc7e2f5e2e6e4856","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184559835","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4761890,"gmtCreate":1623725671901,"gmtModify":1663228808449,"authorId":3582522637961603,"author":{"id":3582522637961603,"authorId":3582522637961603,"name":"ct7825","avatar":"https://static.tigerbbs.com/b6966bb8837b6dc421c6c2382890d264","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184559835,"type":1,"supId":0,"prevId":0,"content":"<u>Nice</u>","text":"<u>Nice</u>","html":"<u>Nice</u>"}],"langContent":"EN"},{"id":184550979,"gmtCreate":1623719481091,"gmtModify":1704209433493,"author":{"id":"3579733246085840","authorId":"3579733246085840","name":"wallflowere","avatar":"https://static.tigerbbs.com/a5072464fdb4037d83d403dc2e80c19c","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Hi pls help to like n comment t&nbsp;","listText":"Hi pls help to like n comment t&nbsp;","text":"Hi pls help to like n comment t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184550979","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759425,"gmtCreate":1623719866146,"gmtModify":1663228796937,"authorId":3579044894324834,"author":{"id":3579044894324834,"authorId":3579044894324834,"name":"Mandoo","avatar":"https://static.tigerbbs.com/087a76621ad1ca103a9deea84e5452bf","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184550979,"type":1,"supId":0,"prevId":0,"content":"Comment back! ","text":"Comment back! ","html":"Comment back! "}],"langContent":"EN"},{"id":184567032,"gmtCreate":1623719148526,"gmtModify":1704209418078,"author":{"id":"3578196134540225","authorId":"3578196134540225","name":"zeeling","avatar":"https://static.tigerbbs.com/901d745faf2cd5225a6dbed44ad6236a","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184567032","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184515096,"gmtCreate":1623718594915,"gmtModify":1704209386430,"author":{"id":"3564712937580301","authorId":"3564712937580301","name":"Lcc73","avatar":"https://static.tigerbbs.com/72523840e673b42dada1978a1dc74033","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184515096","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759212,"gmtCreate":1623719463006,"gmtModify":1663228798139,"authorId":3579733246085840,"author":{"id":3579733246085840,"authorId":3579733246085840,"name":"wallflowere","avatar":"https://static.tigerbbs.com/a5072464fdb4037d83d403dc2e80c19c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184515096,"type":1,"supId":0,"prevId":0,"content":"reply <u>pls</u>","text":"reply <u>pls</u>","html":"reply <u>pls</u>"},{"id":4759072,"gmtCreate":1623719163510,"gmtModify":1663228796755,"authorId":3578196134540225,"author":{"id":3578196134540225,"authorId":3578196134540225,"name":"zeeling","avatar":"https://static.tigerbbs.com/901d745faf2cd5225a6dbed44ad6236a","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":"60.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184515096,"type":1,"supId":0,"prevId":0,"content":"Cool","text":"Cool","html":"Cool"}],"langContent":"EN"},{"id":184512302,"gmtCreate":1623718571506,"gmtModify":1704209384956,"author":{"id":"3581889013623128","authorId":"3581889013623128","name":"SureWinTun","avatar":"https://static.tigerbbs.com/b887e690361d66167214f283496d05a5","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"like and comment, thanks","listText":"like and comment, thanks","text":"like and comment, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184512302","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759215,"gmtCreate":1623719468646,"gmtModify":1663228798627,"authorId":3579733246085840,"author":{"id":3579733246085840,"authorId":3579733246085840,"name":"wallflowere","avatar":"https://static.tigerbbs.com/a5072464fdb4037d83d403dc2e80c19c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184512302,"type":1,"supId":0,"prevId":0,"content":"reply <u>pls</u>","text":"reply <u>pls</u>","html":"reply <u>pls</u>"},{"id":4759076,"gmtCreate":1623719171799,"gmtModify":1663228798442,"authorId":3578196134540225,"author":{"id":3578196134540225,"authorId":3578196134540225,"name":"zeeling","avatar":"https://static.tigerbbs.com/901d745faf2cd5225a6dbed44ad6236a","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":"60.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184512302,"type":1,"supId":0,"prevId":0,"content":"Cool","text":"Cool","html":"Cool"}],"langContent":"EN"},{"id":184510128,"gmtCreate":1623718395164,"gmtModify":1704209376474,"author":{"id":"3581586102966898","authorId":"3581586102966898","name":"JinHan","avatar":"https://community-static.tradeup.com/news/023377e47661ee615bf8b22d4bd036e3","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Chip shortage? Buy Taiwan Semiconductor. Largest in the world!","listText":"Chip shortage? Buy Taiwan Semiconductor. Largest in the world!","text":"Chip shortage? Buy Taiwan Semiconductor. Largest in the world!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184510128","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184535964,"gmtCreate":1623718322058,"gmtModify":1704209371564,"author":{"id":"3581583439142650","authorId":"3581583439142650","name":"bananafruit","avatar":"https://static.tigerbbs.com/4f58151b71d449711486ea1e300e563e","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/184535964","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4758770,"gmtCreate":1623718632374,"gmtModify":1663228795943,"authorId":3581889013623128,"author":{"id":3581889013623128,"authorId":3581889013623128,"name":"SureWinTun","avatar":"https://static.tigerbbs.com/b887e690361d66167214f283496d05a5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184535964,"type":1,"supId":0,"prevId":0,"content":"<p>comment back, please</p>","text":"<p>comment back, please</p>","html":"<p>comment back, please</p>"},{"id":4758648,"gmtCreate":1623718424958,"gmtModify":1663228794460,"authorId":3576274545052910,"author":{"id":3576274545052910,"authorId":3576274545052910,"name":"Kevin92","avatar":"https://static.tigerbbs.com/c5ff4addbbdb8d9d15fec29f9709b0c3","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184535964,"type":1,"supId":0,"prevId":0,"content":"Like and  CoMment","text":"Like and  CoMment","html":"Like and  CoMment"},{"id":4758720,"gmtCreate":1623718584932,"gmtModify":1635321121360,"authorId":3564712937580301,"author":{"id":3564712937580301,"authorId":3564712937580301,"name":"Lcc73","avatar":"https://static.tigerbbs.com/72523840e673b42dada1978a1dc74033","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-2","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 30%","bigImgUrl":"https://community-static.tradeup.com/news/50461c8139b6ca50fe2dae19aa769b25","smallImgUrl":"https://community-static.tradeup.com/news/c8eef504853d5a517c50d7a88fa5c1e1","grayImgUrl":"https://community-static.tradeup.com/news/5273727845028b8d9b65556bdcb217b9","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.16","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184535964,"type":1,"supId":0,"prevId":0,"content":"Comment","text":"Comment","html":"Comment"}],"langContent":"EN"},{"id":184531932,"gmtCreate":1623718160926,"gmtModify":1704209366506,"author":{"id":"3574392084255465","authorId":"3574392084255465","name":"dent","avatar":"https://static.tigerbbs.com/e54b2a08f8905d05e3d00b78582bf531","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184531932","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759210,"gmtCreate":1623719454683,"gmtModify":1663228795828,"authorId":3579733246085840,"author":{"id":3579733246085840,"authorId":3579733246085840,"name":"wallflowere","avatar":"https://static.tigerbbs.com/a5072464fdb4037d83d403dc2e80c19c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184531932,"type":1,"supId":0,"prevId":0,"content":"reply <u>pls</u>","text":"reply <u>pls</u>","html":"reply <u>pls</u>"},{"id":4758685,"gmtCreate":1623718519222,"gmtModify":1663228794429,"authorId":3568551007910230,"author":{"id":3568551007910230,"authorId":3568551007910230,"name":"Melanie85","avatar":"https://static.tigerbbs.com/12da6320c0aa0175de96553f90b90457","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184531932,"type":1,"supId":0,"prevId":0,"content":"Commented","text":"Commented","html":"Commented"}],"langContent":"EN"},{"id":184533595,"gmtCreate":1623718154017,"gmtModify":1704209366013,"author":{"id":"3576794201858255","authorId":"3576794201858255","name":"Cucumbers","avatar":"https://static.tigerbbs.com/e738e1e68e462d14f96cf6ac301fbd37","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"ON is quite affordable&nbsp;","listText":"ON is quite affordable&nbsp;","text":"ON is quite affordable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184533595","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184591617,"gmtCreate":1623717945339,"gmtModify":1704209354463,"author":{"id":"3567221235003553","authorId":"3567221235003553","name":"JFK","avatar":"https://community-static.tradeup.com/news/a1bbdd2674af7d3373d9670005210691","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Super","listText":"Super","text":"Super","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184591617","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":184591372,"gmtCreate":1623717931496,"gmtModify":1704209353975,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://static.tigerbbs.com/78f3473c7879ec142432e3c73a905543","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184591372","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759081,"gmtCreate":1623719181772,"gmtModify":1663228797630,"authorId":3578196134540225,"author":{"id":3578196134540225,"authorId":3578196134540225,"name":"zeeling","avatar":"https://static.tigerbbs.com/901d745faf2cd5225a6dbed44ad6236a","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":"60.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184591372,"type":1,"supId":0,"prevId":0,"content":"Cool","text":"Cool","html":"Cool"}],"langContent":"EN"},{"id":184508089,"gmtCreate":1623717658341,"gmtModify":1704209341678,"author":{"id":"3577838146239883","authorId":"3577838146239883","name":"Zacki","avatar":"https://static.tigerbbs.com/baf1bd70c9e5817ec01b370bb6d4c0a1","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/184508089","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7038044,"gmtCreate":1639871564878,"gmtModify":1663238878944,"authorId":3583811117795819,"author":{"id":3583811117795819,"authorId":3583811117795819,"name":"snd","avatar":"https://static.tigerbbs.com/489eabf54a7f41df714f354de59deefd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184508089,"type":1,"supId":0,"prevId":0,"content":"<u>Ok</u>","text":"<u>Ok</u>","html":"<u>Ok</u>"},{"id":4991187,"gmtCreate":1624516088380,"gmtModify":1663229892631,"authorId":3579499629384357,"author":{"id":3579499629384357,"authorId":3579499629384357,"name":"Decaffed","avatar":"https://static.tigerbbs.com/233f0ca062b0a4857cce119c33bc9a64","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184508089,"type":1,"supId":0,"prevId":0,"content":"Yes ","text":"Yes ","html":"Yes "},{"id":4791475,"gmtCreate":1623798749028,"gmtModify":1663228943237,"authorId":3579499629384357,"author":{"id":3579499629384357,"authorId":3579499629384357,"name":"Decaffed","avatar":"https://static.tigerbbs.com/233f0ca062b0a4857cce119c33bc9a64","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184508089,"type":1,"supId":0,"prevId":0,"content":"Yes ","text":"Yes ","html":"Yes "},{"id":4758359,"gmtCreate":1623717855200,"gmtModify":1635321156467,"authorId":3554042150050333,"author":{"id":3554042150050333,"authorId":3554042150050333,"name":"Iinus","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184508089,"type":1,"supId":0,"prevId":0,"content":"Pls reply back ","text":"Pls reply back ","html":"Pls reply back "}],"langContent":"EN"},{"id":184501303,"gmtCreate":1623717638802,"gmtModify":1704209340699,"author":{"id":"3562662036291129","authorId":"3562662036291129","name":"Clarity","avatar":"https://static.tigerbbs.com/290bda4a10a88bafe28971dd816e57cc","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184501303","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4759091,"gmtCreate":1623719200008,"gmtModify":1663228797538,"authorId":3578196134540225,"author":{"id":3578196134540225,"authorId":3578196134540225,"name":"zeeling","avatar":"https://static.tigerbbs.com/901d745faf2cd5225a6dbed44ad6236a","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.23","exceedPercentage":"60.91%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184501303,"type":1,"supId":4758413,"prevId":0,"content":"Cool","text":"Cool","html":"Cool"},{"id":4758413,"gmtCreate":1623717947772,"gmtModify":1663228793438,"authorId":3578127212994089,"author":{"id":3578127212994089,"authorId":3578127212994089,"name":"Seward","avatar":"https://static.tigerbbs.com/78f3473c7879ec142432e3c73a905543","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184501303,"type":1,"supId":0,"prevId":0,"content":"Great","text":"Great","html":"Great"}],"langContent":"EN"},{"id":184277973,"gmtCreate":1623717511292,"gmtModify":1704209334682,"author":{"id":"3582074828081294","authorId":"3582074828081294","name":"asdine","avatar":"https://static.tigerbbs.com/1de6a3b69cd62b99233606d7c5500508","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184277973","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4758184,"gmtCreate":1623717566359,"gmtModify":1663228792328,"authorId":3574212983712096,"author":{"id":3574212983712096,"authorId":3574212983712096,"name":"spin37gy","avatar":"https://static.tigerbbs.com/97dfcecfb7a4ab4bcb3c2ae6bb551e51","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184277973,"type":1,"supId":0,"prevId":0,"content":"<u>Best</u>","text":"<u>Best</u>","html":"<u>Best</u>"}],"langContent":"EN"},{"id":184275320,"gmtCreate":1623717439060,"gmtModify":1704209331418,"author":{"id":"3551240289585145","authorId":"3551240289585145","name":"Blueman13","avatar":"https://static.tigerbbs.com/23efe343c897f3547114a2af3018369c","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":9,"crmLevelSwitch":1},"htmlText":"Nice to share","listText":"Nice to share","text":"Nice to share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184275320","repostId":1137100022,"repostType":4,"repost":{"id":"1137100022","pubTimestamp":1623717079,"share":"https://www.laohu8.com/m/news/1137100022?lang=&edition=full","pubTime":"2021-06-15 08:31","market":"us","language":"en","title":"UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on","url":"https://stock-news.laohu8.com/highlight/detail?id=1137100022","media":"CNBC","summary":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the on","content":"<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS: These stocks are ‘best positioned’ to benefit as the chip shortage drags on\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","0KED.UK":"英飞凌","IFNNF":"Infineon Technologies AG","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/06/15/ubs-these-stocks-are-best-positioned-to-benefit-in-chip-shortage.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1137100022","content_text":"Swiss investment bank UBS has named several semiconductor stocks that are set to benefit from the ongoing global chip shortage.\nAs technology has advanced, semiconductor chips have spread from computers and cars to toothbrushes and tumble dryers — they now lurk beneath the hood of a surprising number of products. But there’s an ongoing global shortage that’s affecting a host of different sectors.\nIn a note to clients this week, the bank’s analysts highlighted which chip companies are particularly well-placed to benefit from the impact of the shortage on the automotive sector, which relies on chips for everything from the computer management of engines to driver assistance systems.\nHere are the stocks they recommend:\nDutch firm NXP Semiconductors, German firmInfineon, U.S. firms Texas Instruments and ON Semiconductor were all flagged as favorable stocks in a heat map drawn up by the bank’s analysts.\n“Based on our analysis , we believe the companies more likely to benefit from the current shortage are the ones that have: 1) less exposure to foundries with spare internal capacities and 2) more exposure to distributors to benefit from increasing prices,” the analysts wrote.\nBut chip stocks are expensive compared to some other sectors and investors need to think carefully about where they put their money, the analysts, led by Francois-Xavier Bouvignies, said.\n“Clearly the sector is not cheap but we expect earnings momentum to sustain through 2021,” they wrote.\nUBS expects the chip shortage to affect the automotive industry into 2022 but it said there will be “some easing” from the second half of 2021,echoing Goldman Sachs’ predictions.\nThis is supported by evidence of company comments, as well as “significant investment” in the equipment used to make semiconductors (up more than 50% since January), and increased capacity allocation to autos in the second half of 2021, the UBS analysts wrote.\n“We estimate supply somewhat to catch up with demand despite some structural issues arising,” they wrote. “Finally, company commentary suggests industrial demand is robust and channel inventories remain low, leaving us constructive on the industrial cycle.”\nHowever, they also noted that the chip foundries have a “limited appetite” to invest in the ageing chips that cars use, compared to the “bleeding edge” chips that are used to power new computers and games consoles.\nIn a report this month, Bain & Co said the chip shortage is “large and growing,” adding that the shortage will last “longer than we hope for.”\n“The issue is systemic; individual players and the industry as a whole need to define holistic chip strategies that make them more resilient against external shocks; governments have a role as well,” the consultancy firm wrote.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":68,"commentSize":26,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}