Sunsheep effect missing parts? Two weeks later

After the Great East Japan Earthquake, Taiwan’s automotive and electronics industries with high linkage with Japanese industries bore the brunt of the market. The market worried about the suspension of the relevant component plants and the lack of materials. Whether the industries such as automobiles, panels, and mobile phones were affected was a concern for investors. The industry believes that the problem can be solved and will be clear within 2 weeks.

Global attention to the development after the strong earthquake in Japan, the first priority is the supply of electronic components. Japan's largest electronics fair CEATEC JAPAN Secretary of Operations Erjiro Irie, said that currently including semiconductor and electronic components supply is indeed "some confusion", mainly due to unstable supply of raw materials for production, plus upper limit measures. At present, Japanese electronics companies are persuading the government not to include the industrial zone as a power limit, which is expected to be resolved within two weeks and the production line will gradually return to normal. And as far as he knows, the manufacturers in the northeast have already transferred orders to overseas factories for production, and prices will not fluctuate.

In addition, Lanxin Ren, general manager of Taixin Investment believes that if the Japanese nuclear power crisis can be controlled, the biggest threat to Taiwan stocks is over. After the short-term correction, the huge reconstruction demand coupled with the global boom has turned upwards, which will allow the Taiwan stocks to return to the rising track.