Since 2011, due to the uncertainty in the market, chip stocks have lagged behind the overall technology stocks, but some analysts expect the chip industry will rebound in the second half of the year.
The Philadelphia Semiconductor Index has fallen 3% this year, but the Nasdaq Composite has soared by more than 6%.
In 2011, when it was mid-year, semiconductor stock prices fell by 4%, completely falling back to January and February.
Analysts said that the overall poor economy, including Japan’s earthquake and tsunami, sovereign debt problems, and secondary recession concerns appeared to be the main culprit.
Christopher Danely, an analyst at JPMorgan Chase Bank, also wrote in the report: “It was all due to the overall economic issues, as it was last year and the previous year. We believe that in 2011, the overall economic environment will be the greatest kinetic energy for semi-conductive stocks, just as 2010 and 2009."
He also pointed out: "However, we believe that the inventory of the sales channel is significantly lower than last year's level, so if the demand is greatly reduced, the semiconductor's decline rate should also ease."
At present, inventory seems to be normal, but at the same time, the personal computer market is still a problem. Even if demand for personal computers rose as expected in the third quarter, most personal computer retailers would not be able to change their seasonal performance in the second half of the year.
However, there are still analysts who believe there is indeed reason for optimism in the outlook for the second half of the year.
David Wong, analyst at Wells Fargo Securities, said that wafer shipments have fallen for two years, indicating that there has been a cumulative demand for wafers and electronics.
He said: “We believe that until the first half of 2011, the demand for wafers will continue to be weak, which will at least increase the possibility of seasonally rising wafer shipments in the second half of the year.â€
The Philadelphia Semiconductor Index has fallen 3% this year, but the Nasdaq Composite has soared by more than 6%.
In 2011, when it was mid-year, semiconductor stock prices fell by 4%, completely falling back to January and February.
Analysts said that the overall poor economy, including Japan’s earthquake and tsunami, sovereign debt problems, and secondary recession concerns appeared to be the main culprit.
Christopher Danely, an analyst at JPMorgan Chase Bank, also wrote in the report: “It was all due to the overall economic issues, as it was last year and the previous year. We believe that in 2011, the overall economic environment will be the greatest kinetic energy for semi-conductive stocks, just as 2010 and 2009."
He also pointed out: "However, we believe that the inventory of the sales channel is significantly lower than last year's level, so if the demand is greatly reduced, the semiconductor's decline rate should also ease."
At present, inventory seems to be normal, but at the same time, the personal computer market is still a problem. Even if demand for personal computers rose as expected in the third quarter, most personal computer retailers would not be able to change their seasonal performance in the second half of the year.
However, there are still analysts who believe there is indeed reason for optimism in the outlook for the second half of the year.
David Wong, analyst at Wells Fargo Securities, said that wafer shipments have fallen for two years, indicating that there has been a cumulative demand for wafers and electronics.
He said: “We believe that until the first half of 2011, the demand for wafers will continue to be weak, which will at least increase the possibility of seasonally rising wafer shipments in the second half of the year.â€
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