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BE Semiconductor - jaardraadje 2021

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  1. forum rang 4 swiss dutch 23 april 2021 15:05
    Wat een farce weer. De hele dag ruim boven asmi en asml en nu weer gelijk, en deels onder de sectorgenoten. Om moe van te worden. We blijven maar hopen op mooie cijfers volgende week vrijdag.
  2. [verwijderd] 23 april 2021 16:05
    [quote alias=Harry Nik id=13379465 date=202104212232]
    We gaan de 65 dus opzoeken nu. Kan niet anders na een koers doel verhoging. Lol
    [/quote

    Goed kijk op Harry Nik, dat de koers zakt!!!!
    Je heb er verstand van.
    Ik denk dat jij het gewoon niet aan kan!
    Stop met dit soort negatieve uitingen en ga interessante dingen in je leven doen maar geen rare praat.
  3. Tuut 23 april 2021 17:36
    quote:

    swiss dutch schreef op 23 april 2021 15:05:

    Wat een farce weer. De hele dag ruim boven asmi en asml en nu weer gelijk, en deels onder de sectorgenoten. Om moe van te worden. We blijven maar hopen op mooie cijfers volgende week vrijdag.
    precies dit en dan net zoals asml weer een percentage erboven op.
  4. forum rang 7 A3aan 23 april 2021 21:00
    Het lijkt weer de goede kant op te gaan. Posities een klein beetje uitgebreid.
  5. [verwijderd] 23 april 2021 21:22
    [quote alias=Harry Nik id=13385512 date=202104231734]
    Flatliner op 74 zo te zien. Kennelijk is iemand er erg op gebrand de koers precies daar te houden
    [/quote

    Je eigen sufstaren op intraday koersen werkt hoe dan ook niet..
  6. [verwijderd] 23 april 2021 21:28
    [quote alias=A3aan id=13385920 date=202104232100]
    Het lijkt weer de goede kant op te gaan. Posities een klein beetje uitgebreid.
    [/quote

    Het gaat al maanden lang goed, kleine correcties tussendoor van beleggers die winst nemen. Er is nog steeds een chip shortage en het order boek blijft vollopen.
  7. snipper 25 april 2021 12:30
    Global chip shortage spreads to toasters and washing machines

    Asian appliance makers feel pinch as impact of shortfall ripples across industries

    The deepening global chip crunch is spreading to makers of smartphones, televisions and home appliances, according to suppliers in Asia, as companies boost stockpiles of in-demand semiconductors.

    Chip supplies have tightened due to booming demand for electronics during the Covid-19 pandemic and outages at large production facilities.

    But the shortage has been worsened by hoarding by sanctions-hit Chinese groups, which has made it harder for some companies to secure components for everyday electronics such as washing machines and toasters.

    South Korea’s Samsung Electronics and LG Electronics are among the groups feeling the pinch from manufacturing delays that are forecast to last into 2022.

    Samsung began to reduce orders for some smartphone components this month, two of its main parts makers said, after the world’s largest computer chipmaker warned in March of a “serious imbalance in supply and demand” for semiconductors.

    “Application processors, display drivers and camera sensors are all in short supply. As a result, we are seeing falling orders from Samsung in the current quarter,” said a big smartphone parts supplier to the Korean company. “Temporary sales falls are unavoidable but we expect the situation to improve from June as the delayed orders are likely to come in larger volume in the second half.”

    Koh Dong-jin, co-chief executive and head of Samsung’s mobile business, has warned of possible problems in the second quarter because of the chip shortage. He said last month that the company might have to postpone the launch of its high-end smartphone until next year. Samsung is also a significant manufacturer of chips through its foundry business.

    LG, a big appliance maker, said the chip shortage had not yet disrupted its production but admitted it was a risk. “We are closely monitoring the situation as no manufacturer can be free of the problem if it gets prolonged,” the company said.

    A small TV maker in Seoul said: “It is getting more difficult to secure key components unless you pay higher prices. We have to hike TV prices, reflecting the rising material costs.”

    Production of low-margin processors that carry out simple tasks such as weighing clothes in a washing machine or crisping bread in a smart toaster has been affected.

    “Microcontroller units are in tight supply, which could be impacting general appliances,” said Randy Abrams, head of Asian semiconductor research at Credit Suisse.

    Production of those chips used in appliances have ended up at the back of the queue, as manufacturers allocate capacity to high-margin products, one industry insider said.

    Foundries in South Korea said they were unable to satisfy surging orders even while operating at full capacity.

    “Orders from customers for chips used in smartphones, TVs and other home appliances are surpassing our capacity,” said an official at DB HiTek, which makes chips used in Apple’s iPads. “Display driver chips, power management chips and image sensors are especially in short supply.”

    Shortages have pushed companies to place orders with multiple chipmakers, a phenomenon known as “double-booking”, said one industry official.

    The official added that the chip crunch had been worsened by aggressive stockpiling by Chinese companies, which are bracing themselves for further sanctions as Washington seeks to hobble Beijing’s 5G ambitions.

    Taiwan Semiconductor Manufacturing Company, which has been running at more than full capacity, expects the chip shortage to last until 2022. The company will invest $100bn over three years to expand its capacity.

    Nanya Technology, Taiwan’s leading memory chip maker, on Tuesday announced plans to build a $10bn plant in the country to alleviate the shortage and capture growing demand for 5G-related components.

    However, analysts believe the shortage could end as quickly as it began if electronics spending fades as the pandemic recedes.

    Investors will then “find out how much of the demand profile is real, and how much is phantom”, wrote Stacy Rasgon, a Bernstein semiconductor analyst, in a note.

    www.ft.com/content/9a497f21-e3e4-4c74...
  8. Worff 26 april 2021 09:06
    quote:

    swiss dutch schreef op 26 april 2021 07:52:

    Alle seinen staan op groen.
    alleen de koers nog.
  9. forum rang 4 havik of duif 26 april 2021 09:58
    Ik zie al een aantal dagen de koers van Besi bij de opening omhoog schieten om dan weer langzaam leeg te lopen. Meestal komt er in het midden van de dag dan weer herstel.
  10. forum rang 7 A3aan 26 april 2021 12:45
    quote:

    swiss dutch schreef op 26 april 2021 07:52:

    Alle seinen staan op groen.
    Ik zie alleen maar rood of ben ik kleurenblind.
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Forum # Topics # Posts
Aalberts 466 7.099
AB InBev 2 5.527
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.887
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 10.778
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 192
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.769
Aedifica 3 924
Aegon 3.258 322.984
AFC Ajax 538 7.088
Affimed NV 2 6.298
ageas 5.844 109.897
Agfa-Gevaert 14 2.053
Ahold 3.538 74.343
Air France - KLM 1.025 35.236
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.046
Alfen 16 25.035
Allfunds Group 4 1.511
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 406
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.826
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.564
AMG 971 134.040
AMS 3 73
Amsterdam Commodities 305 6.740
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 491
Antonov 22.632 153.605
Aperam 92 15.027
Apollo Alternative Assets 1 17
Apple 5 384
Arcadis 252 8.789
Arcelor Mittal 2.034 320.866
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.338
Aroundtown SA 1 220
Arrowhead Research 5 9.749
Ascencio 1 28
ASIT biotech 2 697
ASMI 4.108 39.546
ASML 1.766 109.292
ASR Nederland 21 4.502
ATAI Life Sciences 1 7
Atenor Group 1 522
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.722
Axsome Therapeutics 1 177
Azelis Group 1 66
Azerion 7 3.412

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