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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16714723" data-attributes="member: 137766"><p><h3><a href="https://seekingalpha.com/news/3784825-global-semiconductor-sales-increased-235-in-november-industry-establishes-annual-record-for-number-of-semiconductors-sold?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain" target="_blank">Global semiconductor sales increased 23.5% in November; industry sees annual record for number of semiconductors sold</a></h3><p><a href="https://seekingalpha.com/symbol/UMC" target="_blank">UMC -0.51%</a>Now!</p><ul> <li data-xf-list-type="ul">Global semiconductor sales rose 23.5% Y/Y in November to $49.7B, a 1.5% M/M increase, according to new data <a href="https://www.semiconductors.org/global-semiconductor-sales-increase-23-5-year-to-year-in-november-industry-establishes-annual-record-for-number-of-semiconductors-sold/?utm_campaign=Press%20Releases&utm_medium=email&_hsmi=199848680&_hsenc=p2ANqtz--iZrODiSzGlz5tQgyqgh4EQVfOXs47v53vMXrZ6hxQQbN42_kJ8PLwqa5wS5yjmT4LcOQaOgqem0ZWEJts5CzPYOyGAA&utm_content=199848680&utm_source=hs_email" target="_blank">from the Semiconductor Industry Association</a>.</li> <li data-xf-list-type="ul">SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.</li> <li data-xf-list-type="ul">SIA disclosed that the cumulative annual total of semiconductors sold through November 2021 reached $1.05 trillion, marks industry’s highest-ever annual total.</li> <li data-xf-list-type="ul">“Global semiconductor sales remained strong in November, increasing substantially on a year-to-year basis across all major regional markets and semiconductor product categories,” said John Neuffer, SIA president and CEO.</li> <li data-xf-list-type="ul">Regionally, Y/Y sales increased across all markets: Europe +26.3%, China +21.4%, the Americas +28.7%, Asia Pacific/All Other +22.2%, and Japan +19.5%.</li> <li data-xf-list-type="ul">On M/M sales growth: Americas 4.2%, Japan 1.1%, the Asia-Pacific/All Other 0.9%, and Europe 3.1%, but fell slightly in China -0.2%.</li> <li data-xf-list-type="ul">In November, Taiwan Semiconductor Manufacturing (NYSE:<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a>), ASE Technology (NYSE:<a href="https://seekingalpha.com/symbol/ASX" target="_blank">ASX</a>), United Microelectronics (NYSE:<a href="https://seekingalpha.com/symbol/UMC" target="_blank">UMC</a>), Hon-Hai (<a href="https://seekingalpha.com/symbol/HNHAF" target="_blank">OTCPK:HNHAF</a>), AU Optronic (<a href="https://seekingalpha.com/symbol/AUOTY" target="_blank">OTCPK:AUOTY</a>) registered 10.2%, 14.7%, 2.6%, 12.9% and 1.7% M/M sales growth, respectively, while ChipMOS Technologies (NASDAQ:<a href="https://seekingalpha.com/symbol/IMOS" target="_blank">IMOS</a>) was lower by 2.3% M/M.<a href="https://static.seekingalpha.com/uploads/2022/1/4/saupload_Screenshot_2022-01-04_170343.jpg" target="_blank"><img src="https://static.seekingalpha.com/uploads/2022/1/4/saupload_Screenshot_2022-01-04_170343_thumb1.jpg" alt="" class="fr-fic fr-dii fr-draggable " style="" /></a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16714723, member: 137766"] [HEADING=2][URL='https://seekingalpha.com/news/3784825-global-semiconductor-sales-increased-235-in-november-industry-establishes-annual-record-for-number-of-semiconductors-sold?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain']Global semiconductor sales increased 23.5% in November; industry sees annual record for number of semiconductors sold[/URL][/HEADING] [URL='https://seekingalpha.com/symbol/UMC']UMC -0.51%[/URL]Now! [LIST] [*]Global semiconductor sales rose 23.5% Y/Y in November to $49.7B, a 1.5% M/M increase, according to new data [URL='https://www.semiconductors.org/global-semiconductor-sales-increase-23-5-year-to-year-in-november-industry-establishes-annual-record-for-number-of-semiconductors-sold/?utm_campaign=Press%20Releases&utm_medium=email&_hsmi=199848680&_hsenc=p2ANqtz--iZrODiSzGlz5tQgyqgh4EQVfOXs47v53vMXrZ6hxQQbN42_kJ8PLwqa5wS5yjmT4LcOQaOgqem0ZWEJts5CzPYOyGAA&utm_content=199848680&utm_source=hs_email']from the Semiconductor Industry Association[/URL]. [*]SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms. [*]SIA disclosed that the cumulative annual total of semiconductors sold through November 2021 reached $1.05 trillion, marks industry’s highest-ever annual total. [*]“Global semiconductor sales remained strong in November, increasing substantially on a year-to-year basis across all major regional markets and semiconductor product categories,” said John Neuffer, SIA president and CEO. [*]Regionally, Y/Y sales increased across all markets: Europe +26.3%, China +21.4%, the Americas +28.7%, Asia Pacific/All Other +22.2%, and Japan +19.5%. [*]On M/M sales growth: Americas 4.2%, Japan 1.1%, the Asia-Pacific/All Other 0.9%, and Europe 3.1%, but fell slightly in China -0.2%. [*]In November, Taiwan Semiconductor Manufacturing (NYSE:[URL='https://seekingalpha.com/symbol/TSM']TSM[/URL]), ASE Technology (NYSE:[URL='https://seekingalpha.com/symbol/ASX']ASX[/URL]), United Microelectronics (NYSE:[URL='https://seekingalpha.com/symbol/UMC']UMC[/URL]), Hon-Hai ([URL='https://seekingalpha.com/symbol/HNHAF']OTCPK:HNHAF[/URL]), AU Optronic ([URL='https://seekingalpha.com/symbol/AUOTY']OTCPK:AUOTY[/URL]) registered 10.2%, 14.7%, 2.6%, 12.9% and 1.7% M/M sales growth, respectively, while ChipMOS Technologies (NASDAQ:[URL='https://seekingalpha.com/symbol/IMOS']IMOS[/URL]) was lower by 2.3% M/M.[URL='https://static.seekingalpha.com/uploads/2022/1/4/saupload_Screenshot_2022-01-04_170343.jpg'][IMG]https://static.seekingalpha.com/uploads/2022/1/4/saupload_Screenshot_2022-01-04_170343_thumb1.jpg[/IMG][/URL] [/LIST] [/QUOTE]
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SVTPerformance's Chain of Restaurants
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Frying Pan Into the Fire -- Chip Shortage
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