Home Capital Semiconductor

PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups

Felicia Tan
Felicia Tan3/4/2021 12:55 PM GMT+08  • 4 min read
PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups
PhillipCapital says it remains positive on the semiconductor sector’s long-term outlook.
Font Resizer
Share to WhatsappShare to FacebookShare to LinkedInMore Share
Scroll to top
Follow us on Facebook and join our Telegram channel for the latest updates.

PhillipCapital research analyst Yeap Jun Rong says he remains positive on the semiconductor sector’s long-term outlook, even as the sector is currently experiencing a global shortage at the moment.

On Feb 24, US President Joe Biden has authorised a 100-day review of supply chains – with the focus especially on a global semiconductor shortage – with the aim of eventually increasing domestic production of these materials.

Intel, the largest US supplier of semiconductors by revenue, may be a potential beneficiary should the US government decide to accelerate its domestic production of chip manufacturing, says Yeap in a March 3 report.

For more insights on corporate trends...
Sign In or Create an account to access our premium content.
Subscription Entitlements:
Less than $9 per month
Unlimited access to latest and premium articles
3 Simultaneous logins across all devices
Bonus unlimited access to online articles and virtual newspaper on The Edge Malaysia (single login)
×
Loading next article...
The Edge Singapore
Download The Edge Singapore App
Google playApple store play
Keep updated
Follow our social media
Subscribe to The Edge Singapore
Get credible investing ideas from our in-depth stock analysis, interviews with key executives, corporate movements coverage and their impact on the market.
© 2022 The Edge Publishing Pte Ltd. All rights reserved.