반도체 부족 계속, 마이크론 매수-씨티그룹

2021.12.06

Micron, NXP and On Semi top picks at Citigroup, weakness should be bought (NASDAQ:MU) | Seeking Alpha

• With January's earnings season on the horizon, Citigroup analyst Christopher Danely said now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon.
• 반도체 부족 상황은 지속될 것으로 보이므로, 투자자들에게 반도체 주식은 주자하기 좋은 시기라고
• 씨티그룹의 애널리스트 데인리는 언급했다.
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• Danely cited Micron (NASDAQ:MU), NXP Semiconductors (NASDAQ:NXPI) and ON Semiconductor (NASDAQ:ON), as top picks among chips. All three companies' shares rose more than 2% in pre-market trading on Tuesday.
• 데인리는 마이크론, NXP와 온세미등을  최선호주로 추천했다.
• 3주식 모두 시간전 시장에서 2%이상 상승하고 있다.
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• Danely notes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000, and that "many" companies are booked solid with orders through 2022. There are signs of inventory building and double-ordering, but it's also likely that inventory will increase as companies stay fully booked and lead times for certain products are not improving.
• 데인리는 반도체에 대한 영업 상황이 1999년과 2000년이후 이보다 강한적은 없었다고 분석했다.
• 많은 회사들이 2022년까지 주문을 받아 놓은 상태이다, 거기에는 재고 축적용이나 이중 주문등이 있겠으나
• 재고들은 완전히 주문된 상태이고, 리드타임(주문후 인수까지 걸리는 기간)이 줄어들지 않고 있다.
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• Danely notes that NXP (NXPI), ON Semiconductor (ON), Analog Devices (NASDAQ:ADI) and Microchip Technology (NASDAQ:MCHP) are seeing one-year-long lead times on orders, yet their customers are still signing long-term supply agreements.
• NXP, 오네미, 아날로그 디바이스와 마이크로칩 테크놀로지등의 리드타임은 1년정도이지만, 수요자들은
• 공급 계약에 동의하고 있다.
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• Danely highlights the rule of "buy stocks when lead times go out," noting that Micron (MU), NXP (NXPI) and ON Semiconductor (ON) are leveraged and should benefit.
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• Over the weekend, Seeking Alpha highlighted that some semiconductor stocks could continue to outperform in 2022, notably memory stocks such as Micron (MU).

• Read Now: Semiconductors could keep rolling, but memory stocks may win 2022