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A股超千亿市值芯片公司仅剩3家 半导体低谷哪些企业能穿越周期

There are only 3 chip companies left with A-shares exceeding 100 billion dollars in market capitalization, which companies can get through the cycle

Gelonghui Finance ·  Dec 26, 2022 21:20
Gelonghui, December 26 丨 According to Yicai, as of the close of trading on December 26, SMIC was still at the top of the list with a market capitalization of over 300 billion yuan among A-share listed companies. Other chip companies with a market capitalization of over 100 billion yuan currently have Ziguang Guowei and Beifang Huachuang left. This is half of the 6 companies three months ago. The stock prices of many chip manufacturers that have hit 100 billion dollars in market value, such as Zhuo Shengwei, Huiding Technology, and China Resources Wei, are already running low. A chairman of one of the listed chip companies mentioned above said, “The chip industry developed too fast in the first two years, and capital was insane. Many startups may have to wait a year or two to prove their worth.” Looking at the global market, the chip industry may also face a “Great Depression” next year. How to get through the cycle has become a problem facing many semiconductor companies.

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