Half-conductor plates are falling apart this week, and Swiss and Barclays are still watching
On 19 July, according to CNBC, the semi-conductor plate dropped significantly this week. The Philly Semiconductor Index dropped by 8 per cent weekly, by 17 per cent monthly, or by three consecutive months; Roundhill Storage ETF (DRAM) fell by 17 per cent weekly and VanEck Semiconductor ETF by 7 per cent. The Bank predicts that the Philadelphia semiconductor index component will grow by 92 per cent this year and 40 per cent by 2027. Ulrike Hoffmann-Burchardi, the global stock manager of the Swiss Bank, stated that computing demand was still higher than available supply and that supply chain capacity constraints could not be significantly reduced in the short term, and therefore continued to look after the semiconductor industry. According to the Barclays Trading Department, there are currently no signs of panic in the semiconductor trade, and the recent sale of pallets is more like a passive reduction than a full evacuation of investors. According to WSTS, the global semiconductor market is expected to grow by 90 per cent in 2026 and 27 per cent in 2027; after a 106 per cent increase in the same year in April, the increase in industry sales accelerated to 119 per cent in May. However, the German bank strategist Maximilian Uleer expressed concern about industry prospects and their high market weight. The Bank of Rich Countries, Ohsung Kwon, pointed out that the semiconductor-market sentiment has been one of the most dramatic downturns in history in the past four weeks。
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