Intel Cpu Shortage Relief Mosfet First Quarter

Intel increased its capital expenditure last year to expand its 14-nanometer production capacity. With the opening of CPU capacity, the shortage problem was eased in the first quarter of this year. ODM/OEM has increased the delivery of servers and personal computers. In addition, AMD and NVIDIA's new competitive drawing cards rushed to market in the first quarter. Synchronized drive of gold-oxygen half-field effect transistor (MOSFET) demand boom, corporate bullish Dazhong (6435), Jerry (5299), Nixon (3317) and other operators will be off-season in the first quarter.

In response to the unexpected return of growth in the server and personal computer markets in the second half of last year, which put pressure on Intel's factory network to supply goods, Intel last year spent a record high of $15 billion in capital expenditure, increasing the capacity of 14 nanometer production bases in Oregon, Arizona, Ireland and Israel. Since Intel's Xeon server processor and Core desktop and pen processor shipments have increased this year, CPU shortages have been alleviated one after another.

In addition, although Chaowei and Fidelity are still facing the problem of sluggish sales of old drawing cards, they are optimistic that the demand for competitive drawing cards will continue to emerge in the first half of the year, and have announced the opening of new competitive drawing cards in the first quarter. Huaida announced the launch of GeForce RTX 2060 graphics card with 12-nanometer Turing (Turing) graphics chip, while Chaowei launched Radeon VII graphics card with 7-nanometer Vega graphics chip, which received a warm response from the competition terminal market.

In fact, the shortage of Intel CPU in the second half of last year and the sharp drop in the price of encrypted currency led to excessive stock in the drawing card market, resulting in unsatisfactory performance of MOSFET suppliers such as Dazhong, Jerry, Nixon and Fuding in the fourth quarter of last year. However, after the first quarter of this year's relief of Intel's CPU shortage, ODM/OEM's server and personal computer shipments have rebounded, coupled with the surging shipments of Chaowei and Huida's new competitive drawing cards, which has simultaneously led to a rebound in demand for MOSFET.

In addition, the problem of insufficient capacity of 6-inch and 8-inch wafer OEMs in Dazhong and Jieli MOSFET factories last year has been solved in the first half of this year. Due to the significant reduction of the input of small size panel drive IC and MCU, MOSFET can obtain more wafer OEM capacity support in the first quarter, and there will be no shortage of capacity in the first half of the year. Silicon, world advanced and so on also pointed out that the first quarter of MOSFET production volume maintained high-grade.

Taiwan's MOSFET factory made a remarkable profit last year. Last year, the combined revenue of Dazhong and Dazhong reached 31.0% to 2.513 billion yuan, and the net profit per share was estimated to be more than 9 yuan by the legal person. Last year, the combined revenue of Jerry reached 1.467 billion yuan by 44.1% and the net profit per share by the legal person was estimated to be more than 7 yuan. The legal person also estimates that Fuding's net dividend will challenge more than 2 yuan last year, while Nixon's net dividend per share will look at 3 yuan last year. Juridical persons are optimistic that the revenue of enterprises such as Dazhong and Jieli is expected to reach 3-40% annually, and the annual profit will continue to reach a new high.