XSD - December temperature check for semiconductor industry sales
Comparing revenue numbers of these tech names during December, AU Optronics ([[AUOTY]] +16.2%) faired highest with revenue up 11.2% compared to November to NT$28.86B.ChipMOS Technologies ([[IMOS]] +1.4%) reported December revenue was $78.0M, +6.8% M/M, the company benefitted from strong memory and DDIC demand throughout 2020, with improvements in both volumes and pricing.ASE Technology ([[ASX]] -2.3%) December net revenues of $1.76B, +38.1% Y/Y, dropped 0.72% vs. last month.Taiwan Semiconductor ([[TSM]] -2.9%) December revenue was down 6% to .37B; it is largest semiconductor manufacturer in the world and reports highest YTD growth of 25.2%, despite halted orders for Huawei’s HiSilicon unit in May following the new U.S. rule.Hon Hai Precision ([[HNHAF]]) reports a December revenue of NT$713.78B, up by 4.76% M/M.The semiconductor market overall was not hit as bad as expected by the pandemic.Related ETFs: SOXL, SMH, SOXX, USD, XSD, PSI, SOXS, SSG, FTXLPreviously: Global semiconductor sales to increase 5.1% in FY2020 and 8.4% in FY2021 (Dec. 10, 2020)More insight: Taiwan Semi's Growth Accelerates As AMD Gains Steam
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December temperature check for semiconductor industry sales