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惊呆!香港上演"芯片大劫案":500万芯片运输途中被打劫!

Stunned! Hong Kong staged a “chip heist”: 5 million chips were robbed in transit!

中國基金報 ·  Jun 18, 2021 18:52

Source: China Fund Daily

Author: Wu Yu

01.pngNiuniu knocked on the blackboard:

There is a lack of core in the world, and even the robbers have begun to grab the chip! It can be seen that the global core shortage tide is becoming more and more intense. Looking forward to the future, institutions are also optimistic about the investment opportunities of the semiconductor sector.

According to the latest report, there are robbers robbing chips in broad daylight in Hong Kong, China. It is reported that it is worth nearly 5 million Hong Kong dollars.

Hong Kong robbers robbed HK $5 million of chips

A high-priced chip worth about HK $5 million was robbed by a logistics company in Tuen Mun, Hong Kong on the afternoon of Wednesday, Hong Kong's Wen Wei Po reported.

At about 3 pm on 16 June, a 32-year-old delivery man reported that he was attacked by three men in the East Asia Yarn Mill Industrial Building on Hotan Street. He was beaten and kicked, causing injuries to his face and abdomen. During the chaos, the culprits snatched more than 10 boxes of electronic components, worth about HK $5 million, and then fled without a trace.

It is reported that the electronic parts stolen are expensive chips, a total of 14 cases, with a total value of US $650000 (about HK $5 million).

Earlier, someone ordered the chips and asked the logistics company to send the chips to a company on the seventh floor this afternoon. At first, the victim did not take it seriously and sent the goods upstairs alone. then three strange men followed into the elevator and pressed the eighth floor, but when the lift reached the seventh floor, the three people could not help beating the victim when the elevator door opened. Then take advantage of the chaos to take away the goods.

Photo: Wen Wei Po, Hong Kong

The victim was taken to Tuen Mun Hospital by ambulance for medical treatment. Police then cordoned off the scene and investigated the locations on the seventh and eighth floors of the building. Subsequently, the New Territories North region set up roadblocks on a number of major trunk roads in the district to intercept suspicious vehicles and track down the culprits. The case is being followed up by the District Anti-Triad Squad of Tuen Mun. No one has been arrested so far, and a "mole" has not been ruled out.

Netizens are shocked: even the robbers keep up with the situation and can make movies.

The global "lack of core" is becoming more and more serious.

Even the robbers have begun to grab the chip, which shows that the global trend of lack of core is becoming more and more intense.

At present, the whole industry is very anxious, the major manufacturers are racking their brains to prepare chips, resulting in the global wafer foundry orders are exploded, the contract manufacturing giants have raised contract prices many times, and the price trend will continue. According to media reports, a number of wafer foundry manufacturers in Taiwan have decided to raise their contract prices again in the third quarter of 2021, up to 30%, much higher than the 15% expected by the market.

In the latest news, there are reports that Infineon, the world leader in power semiconductors, is brewing a new round of product price increases. MOSFET (metal-oxygen half-field transistors) will increase by 12%, which is expected to be implemented in the middle of this month. In addition, power semiconductor manufacturers ST (Italian Semiconductor), on Semiconductor, etc., also said that they will raise prices. Some domestic power semiconductor manufacturers have also issued a price increase letter.

Chinese mainland chip leader Semiconductor Manufacturing International Corporation revealed on the investor interactive platform that the company's revenue from customers in Europe and the United States accounted for nearly 45% of its revenue in the first quarter of this year, and its production capacity currently exceeds demand.

Semiconductor chips continue to carnival

And A-share chip plate soared yesterday, June 18, continue to carnival. Semiconductor and chip concept stocks continued to rise, with the conductor index up 3.57% and the chip index up 1.16%.

Shilan rose slightly to a new high, and Taiji shares rose by more than 15%. Ju can Optoelectronics, Gao Xinxing, Aerospace Electronics, Core Source Micro, San'an Optoelectronics, etc.

Looking forward to the future, institutions are optimistic about the investment opportunities of the semiconductor sector.

"since the second half of 2020, out-of-stock price increases have become the main theme of the semiconductor sector. Under the situation of shortage and rising prices, the most direct beneficiaries are wafer factories and IDM manufacturers. At the same time, in the face of the plight of core shortage, domestic wafer factories and IDM are actively expanding production, and the planned production capacity is estimated to be mainly in the second half of 2021 and 2022, the driving force of the semiconductor equipment sector can not be ignored. A medium-sized brokerage electronics industry analyst said.

Citic Construction Investment said that the high profile of the semiconductor sector will continue, and the imbalance between supply and demand in the global chip market may continue until 2022, benefiting suppliers of related equipment, materials, wafers and other supply chains. With 2020 as the starting point, domestic semiconductor equipment enterprises have entered the overall harvest period of orders and performance.

Huaan Securities believes that since the fourth quarter of 2020, leading companies represented by MOS, diodes, transistors and drivers such as IC and MCU have started a wave of price increases one after another. At present, large chip manufacturers are lining up to increase prices to grab production capacity, and the production capacity of 8-inch and 12-inch wafers at home and abroad continues to be tight. IDM and OEM, as well as semiconductor materials sectors have high certainty in their annual performance in 2021, and the boom is expected to continue throughout the year. It is recommended to continue to pay attention to the semiconductor IC design leader with capacity guarantee and the IDM and contract manufacturers with their own capacity and their upstream materials and equipment manufacturers.

Edit / Phoebe

The translation is provided by third-party software.


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