Atlas. Copco as a vacuum pump segment industry leader and the first brand. Nearly two-thirds (62%) of its equipment customers are semiconductor electronics manufacturers.
When the market for consumer electronics such as cell phones, computers, and automobiles is hot, leading to strong demand for integrated circuits in the semiconductor industry, demand outstrips supply, they will expand their production capacity by adding more production lines; and this expansion will inevitably lead to the purchase of vacuum pump equipment from Atlas Copco. It is clear that vacuum pump equipment is a leading indicator for the consumer electronics and IC industries.
From January 29, 2021, Atlas Copco released to 20 years in the fourth quarter of the financial report: vacuum technology business orders increased significantly by 19%, visible semiconductor industry demand is strong. Midstream chip manufacturing, downstream cell phones, computers and other consumer electronics in the future will still be a longer period of time in the situation of demand exceeds supply, the whole related industry will still have a good performance.
Of course, the semiconductor chip manufacturing in the capital market performance of the most important factor is still the impact of policy, China is currently vigorously promote scientific and technological innovation, breakthroughs in neck-breaking technology, the chip is the current urgent need to attack. The above technical analysis only shows the supply and demand fundamentals. The following is the performance of the popular chip stock SMIC.
International semiconductor manufacturing giant Intel (Intel Corp) has been somewhat mediocre in recent years.
Intel Corp.