Xie Jinhe, chairman of Caixun Media, pointed out in his personal Facebook that Asia has become the hardest hit area under the delta variant virus raging around the world. After Taiwan has defended the epidemic, it has demonstrated the excellence of Taiwan's supply chain. It is expected that many industries in Taiwan will be more competitive and their performance in the third quarter will be better.
Xie Jinhe pointed out that the Delta variant virus is ravaging the world. This time Asia has become the hardest hit area, and even the most closely guarded China has also fallen. Recently, the number of people infected with the epidemic in Nanjing, Taizhou, and Yangzhou has continued to rise. Some cities have adopted semi-closed measures and their production lines have also stopped. . In the past two days, the headlines of the two major economic newspapers have been related to the supply chain, including semiconductors, passive components and automobiles.
The eastern country with a population of 600 million was hit hardest by the epidemic this time. The epidemic in Indonesia is catching up with India, the Philippines, and Malaysia have confirmed that one million people have been diagnosed suddenly, and Thailand has also rapidly increased. Vietnam, which had been successful in preventing the epidemic, has more than 200,000 people infected. In order to prevent the epidemic, these countries have adopted lockdowns and closed production lines. From India, Indonesia, Malaysia, Philippines, Thailand to Vietnam. Many Taiwanese production bases, such as Jianda Ruhong, Juyang, Fengtai, and Baocheng are affected.
Taiwan was also the country where the epidemic broke out in May. When it entered the third level of alert, many local chiefs shouted to close the city every day, but Taiwan held on. If Taiwan keeps this barrier, it is tantamount to announcing the excellence of Taiwan's supply chain to the world.
At this time, Taiwan's semiconductor and passive component industries have more advantages. Passive components have begun to increase in price these days, and foundry companies have also reported a 15% price increase. Traditional industries like China have raised export tariffs, Taiwan's steel industry has become more competitive, and the shipping industry has become more expensive due to the epidemic. In the past few days, listed companies have announced their first-half results one after another. Many unimaginable figures have come out. It seems that the second quarter performance is still very good. In the third quarter, as the epidemic situation in Dongxun country spreads, Taiwan looks more likely. it is good!
