Pay Attention To Very Positive Positioning, Critical Metals And Cloud Computing Restrictions
Portfolio Pulse from The Arora Report
The article discusses the current positioning of the semiconductor sector, highlighting the VanEck Semiconductor ETF (SMH). It also mentions the impact of China's restrictions on the export of critical metals like gallium and germanium, which are essential for semiconductor, electric vehicle, solar, defense, and automotive applications. This could negatively affect US semiconductor companies like Skyworks Solutions (SWKS), Qorvo (QRVO), and Wolfspeed (WOLF). The article also mentions a $2B deposit from Renesas Electronics Corp (RNECF) to Wolfspeed for a 10-year silicon carbide supply agreement. Furthermore, the US plans to restrict cloud companies from providing certain infrastructure to Chinese companies, which could negatively impact Microsoft (MSFT), Amazon (AMZN), and Nvidia (NVDA).
July 05, 2023 | 2:58 pm
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NEUTRAL IMPACT
The VanEck Semiconductor ETF (SMH) is in a positive position, but could be affected by China's export restrictions on critical metals.
The ETF's positioning is positive, but the restrictions on critical metals from China could impact the semiconductor sector, which the ETF is based on.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Wolfspeed (WOLF) could be negatively impacted by China's export restrictions on critical metals, but could benefit from a $2B deposit from Renesas Electronics Corp for a 10-year silicon carbide supply agreement.
While Wolfspeed could be negatively impacted by China's export restrictions on critical metals, the company could benefit from a $2B deposit from Renesas Electronics Corp for a 10-year silicon carbide supply agreement.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Amazon (AMZN) could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
Amazon, as a major cloud company, could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Microsoft (MSFT) could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
Microsoft, as a major cloud company, could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Nvidia (NVDA) could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
Nvidia, as a major provider of chips for cloud computing, could be negatively impacted by US plans to restrict cloud companies from providing certain infrastructure to Chinese companies.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Qorvo (QRVO) could be negatively impacted by China's export restrictions on critical metals.
As a semiconductor company, Qorvo relies on critical metals that China is restricting the export of, which could negatively impact the company.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Skyworks Solutions (SWKS) could be negatively impacted by China's export restrictions on critical metals.
As a semiconductor company, Skyworks Solutions relies on critical metals that China is restricting the export of, which could negatively impact the company.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90