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Applejuice
Applejuice
·
2021-06-02
Nice
UBS: Chip shortage will be completely solved in the first quarter of next year
全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但瑞银财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在
UBS: Chip shortage will be completely solved in the first quarter of next year
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Applejuice
Applejuice
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2021-06-01
666
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Applejuice
Applejuice
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2021-05-23
Rip
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Applejuice
Applejuice
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2021-05-20
Btc
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Applejuice
Applejuice
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2021-05-18
AAPL
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Applejuice
Applejuice
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2021-05-18
AAPL
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Applejuice
Applejuice
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2021-05-17
666
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Applejuice
Applejuice
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2021-05-16
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Applejuice
Applejuice
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2021-05-15
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Applejuice
Applejuice
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2021-05-14
SpaceX
Google Announces Contract Win to Provide Computing and Networking Resources to SpaceX
显然,这笔交易代表着谷歌在云计算市场的一次胜利。
Google Announces Contract Win to Provide Computing and Networking Resources to SpaceX
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It is expected that the chip shortage situation will be fully resolved in the first quarter of 2022.</p><p>A report released by the Office of the Investment Director of UBS Wealth Management on the 1st pointed out that mainland China, like other parts of the world, is facing the problem of chip shortage. Among them, the impact on the automobile industry is particularly obvious. Many well-known automakers around the world have cut their full-year profit targets, and mainland automakers, which have just recovered from the low tide of the COVID-19 epidemic last year, are also struggling to support.</p><p>Regarding the reasons for the global \"chip shortage\", UBS believes that, first of all, the trade tension between China and the United States from 2018 to 2020 led the management of most enterprises to decide to postpone capacity expansion. This has stagnated annual global investment in semiconductor wafer equipment at around $50 billion, which only began to pick up in 2020 and rose further in 2021 due to supply shortages.</p><p>Second, increased capacity takes time to see results, so supply has failed to keep up with soaring demand during the pandemic. Travel restrictions have accelerated many digital trends, resulting in a significant increase in expenditure on devices such as PCs, data centers and smartphones, and exacerbating the imbalance between chip supply and demand.</p><p>Third, the rise of new technologies such as cloud computing, electric vehicles, artificial intelligence and 5G has led to an unprecedented increase in the number of chips needed for each device, and the number of chips used in 5G mobile phones has increased by 40% compared with 4G. 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As a result, despite a late start, the mainland's share of global semiconductor capital expenditure has risen from nearly 6% in 2019 to 9% in 2020.</p>","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: Chip shortage will be completely solved in the first quarter of next year</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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: 12.5px; color: #7E829C; margin: 0;}\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: Chip shortage will be completely solved in the first quarter of next year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1001700217\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time smaller\">2021-06-02 10:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The global chip shortage has strained all supply chains from mobile phones to data centers, but<a href=\"https://laohu8.com/S/UBS\">UBS</a>The Office of the Director of Wealth Management Investment (CIO) believes that the chip shortage problem should be short-lived, and most challenges will be solved by increased investment by leading semiconductor companies and governments. It is expected that the chip shortage situation will be fully resolved in the first quarter of 2022.</p><p>A report released by the Office of the Investment Director of UBS Wealth Management on the 1st pointed out that mainland China, like other parts of the world, is facing the problem of chip shortage. Among them, the impact on the automobile industry is particularly obvious. Many well-known automakers around the world have cut their full-year profit targets, and mainland automakers, which have just recovered from the low tide of the COVID-19 epidemic last year, are also struggling to support.</p><p>Regarding the reasons for the global \"chip shortage\", UBS believes that, first of all, the trade tension between China and the United States from 2018 to 2020 led the management of most enterprises to decide to postpone capacity expansion. This has stagnated annual global investment in semiconductor wafer equipment at around $50 billion, which only began to pick up in 2020 and rose further in 2021 due to supply shortages.</p><p>Second, increased capacity takes time to see results, so supply has failed to keep up with soaring demand during the pandemic. Travel restrictions have accelerated many digital trends, resulting in a significant increase in expenditure on devices such as PCs, data centers and smartphones, and exacerbating the imbalance between chip supply and demand.</p><p>Third, the rise of new technologies such as cloud computing, electric vehicles, artificial intelligence and 5G has led to an unprecedented increase in the number of chips needed for each device, and the number of chips used in 5G mobile phones has increased by 40% compared with 4G. Compared with traditional models, the chip density of new energy vehicles such as electric vehicles has also jumped sharply.</p><p>Fourth, there is a general lack of awareness of advance deployment in the industry. In the past, governments paid little attention to the chip industry. And this has changed as the COVID-19 pandemic accelerates the localization trend, coupled with the chip shortage. At present, many governments are pursuing policies that will help the development of the chip industry, but these policy measures will take time to translate into supply improvement.</p><p>The good news, says UBS, is that the vast majority of the challenges have been addressed by increased investment from leading semiconductor players and governments. This will push the supply situation to improve before the end of the year. Therefore,<b>UBS is in line with guidance given by leading chipmakers that the wafer shortage situation will be fully resolved in the first quarter of 2022.</b></p><p>UBS said that China was one of the first countries to recognize the strategic importance of semiconductors. As early as 2014, the government set up the China Integrated Circuit Industry Investment Fund (CICIIF). After that, the fund raised a huge amount of money to support the development of the domestic semiconductor industry. As a result, despite a late start, the mainland's share of global semiconductor capital expenditure has risen from nearly 6% in 2019 to 9% in 2020.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210602/20210602093325_31743.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"UBS":"瑞银"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140494460","content_text":"全球芯片短缺导致从手机到数据中心的所有供应链都面临压力,但瑞银财富管理投资总监办公室(CIO)认为,芯片短缺问题应为时短暂,大多数挑战都会因半导体龙头企业和政府加大投资而得到解决,预计芯片短缺状况将在2022年第1季得到完全解决。\n瑞银财富管理投资总监办公室1日发布的报告指出,中国大陆和世界其他地区一样,都正面临芯片短缺的问题。其中汽车业受到的冲击尤其明显,全球多家知名汽车厂商都已削减全年获利目标,刚从去年新冠疫情低潮中复苏的大陆汽车厂商也在勉力支撑。\n对于引发全球“芯片荒”的原因,瑞银认为,首先,2018至2020年中美贸易紧张局势导致多数企业的管理层决定推迟产能扩张。这使得全球年度半导体晶圆设备投资停滞于500亿美元左右,直到2020年才开始回升,2021年由于供应短缺而进一步上扬。\n其次,产能增加需要时间才能见到成果,因此在疫情期间供应未能跟上飙涨的需求。出行限制加快了诸多数字化趋势,使得PC、数据中心及智能手机等设备支出大幅增长,加剧了芯片供需失衡局面。\n第三,云端计算、电动汽车、人工智能及5G等新技术崛起,使得每台设备所需芯片前所未有地增加,5G手机所用到的芯片就比4G增加40%。相较于传统车型,电动车等新能源汽车的芯片密度也大幅跃升。\n第四,业内普遍缺乏提前部署的意识。过去,各国政府对芯片业关注不多。而随着新冠疫情加速本土化趋势,加上芯片短缺,这种情况已经改变。当前,许多国家的政府都在推行有助于芯片产业发展的政策,但这些政策措施需要假以时日才能转化为供给改善。\n瑞银表示,好消息是,绝大多数挑战都因半导体龙头企业和政府增加投资而得以解决。这将推动供给情况在年底前出现改善。因此,瑞银与龙头芯片制造商给出的指引一致,认为晶片短缺状况将在2022年第1季得到完全解决。\n瑞银表示,中国是最先认识到半导体战略重要性的国家之一,早在2014年,政府即成立中国集成电路产业投资基金(CICIIF)。之后该基金募集了巨额的资金用于支持国内半导体行业发展。因此,尽管起步较晚,但大陆在全球半导体资本支出的占比已从2019年的近6%上升至2020年的9%。","news_type":1,"symbols_score_info":{"UBS":0.9}},"isVote":1,"tweetType":1,"viewCount":4960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119536689,"gmtCreate":1622554537641,"gmtModify":1704186198245,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119536689","repostId":"1158415504","repostType":4,"isVote":1,"tweetType":1,"viewCount":3831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133241437,"gmtCreate":1621758891529,"gmtModify":1704362159349,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"title":"","htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/133241437","repostId":"2137857011","repostType":4,"isVote":1,"tweetType":1,"viewCount":4477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197431866,"gmtCreate":1621477506555,"gmtModify":1704358243952,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"title":"","htmlText":"Btc","listText":"Btc","text":"Btc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197431866","repostId":"2136941549","repostType":4,"isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195475177,"gmtCreate":1621312073999,"gmtModify":1704355609604,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"title":"","htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195475177","repostId":"2136995286","repostType":4,"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195472285,"gmtCreate":1621312036447,"gmtModify":1704355608471,"author":{"id":"3581632430723331","authorId":"3581632430723331","name":"Applejuice","avatar":"https://static.tigerbbs.com/7b66bbc8e8b033d1128315ea9f568a91","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581632430723331","authorIdStr":"3581632430723331"},"themes":[],"title":"","htmlText":"AAPL","listText":"AAPL","text":"AAPL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195472285","repostId":"2136995286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22:40","market":"us","language":"zh","title":"Google Announces Contract Win to Provide Computing and Networking Resources to SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=1167274875","media":"智通财经","summary":"显然,这笔交易代表着谷歌在云计算市场的一次胜利。","content":"<p>On Thursday, it was reported,<a href=\"https://laohu8.com/S/GOOG\">Google</a>It announced today that its cloud division has won a contract to provide computing and networking resources to Elon Musk's space exploration technology company SpaceX to help SpaceX provide Internet services through its Starlink satellites.</p><p>According to the cooperation agreement, SpaceX will install ground stations in Google data centers to connect SpaceX's \"Starlink\" satellites, and plans to provide fast Internet services for enterprises in the second half of this year. Obviously, the deal represents a win for Google in the cloud computing market. At present, the cloud computing market is growing rapidly, and Google is trying to move from<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Grab the share in your hands.</p><p><img src=\"https://static.tigerbbs.com/debeb3f13e3f9c15841bd1543c97f5d3\" tg-width=\"840\" tg-height=\"470\"></p>","source":"highlight_zhitongcaijin","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>Google Announces Contract Win to Provide Computing and Networking Resources to SpaceX</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGoogle Announces Contract Win to Provide Computing and Networking Resources to SpaceX\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-05-13 22:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Thursday, it was reported,<a href=\"https://laohu8.com/S/GOOG\">Google</a>It announced today that its cloud division has won a contract to provide computing and networking resources to Elon Musk's space exploration technology company SpaceX to help SpaceX provide Internet services through its Starlink satellites.</p><p>According to the cooperation agreement, SpaceX will install ground stations in Google data centers to connect SpaceX's \"Starlink\" satellites, and plans to provide fast Internet services for enterprises in the second half of this year. Obviously, the deal represents a win for Google in the cloud computing market. At present, the cloud computing market is growing rapidly, and Google is trying to move from<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>And<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Grab the share in your hands.</p><p><img src=\"https://static.tigerbbs.com/debeb3f13e3f9c15841bd1543c97f5d3\" tg-width=\"840\" tg-height=\"470\"></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://www.zhitongcaijing.com/content/detail/474654.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab2a423ce1c2af9697237b229cede72","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.zhitongcaijing.com/content/detail/474654.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1167274875","content_text":"周四,据报道,谷歌今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正努力从亚马逊和微软手中抢夺份额。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":4292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}