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台灣49家半導體供應鏈出列 谷月涵：10年後市值將成長10倍 鉅亨網記者陳于晴 台北 2024-01-22 13:09 左起為寬量國際顧問何柏杰、寬量國際創辦人暨執行長李鴻基、寬量國際策略長谷月涵。(圖：QIC提供) 台積電 (2330-TW)(TSM-US) 長期扶植台灣半導體供應鏈的策略，開始吸引外國投資人注意，寬量國際 (QIC) 策略長谷月涵今 (22) 日表示，根據內部追蹤的 49 家台灣半導體供應鏈廠商財務資料，研究團隊預估台灣半導體供應鏈市值將由目前的 249 億美元，於 2033 年成長 10 倍至 2577 億美元。 谷月涵表示，根據 QIC 對於 49 家台灣半導體供應鏈廠商的研究，展望未來 10 年，假設自 2022 至 2033 年台積電與供應鏈廠商營收年複合成長率分別為 15% 與 16%，若以 3 倍市值 / 營收比估算十年後的供應鏈市值，台灣半導體供應鏈廠商市值可望從目前的 249 億美元，於 2033 年成長 10 倍至 2577 億美元，台灣半導體供應鏈廠商市值佔台積電比重，則可望從目前的 5% 提升至 13%，以彰顯台灣供應鏈持續對台積電營運的長期貢獻與業績成長。 QIC 顧問何柏杰指出，目前台灣半導體供應鏈有四個市場現象值得關注，首先，在 2019 至 2022 年半導體產業上升循環中，台積電 ROE 自 21% 上升至 40%，同期間台灣半導體供應鏈廠商的 ROE 中位數自 13% 增加至 18%。其次，目前台灣半導體供應鏈廠商的外資持股比例中位數僅有 7%，不到台積電 73% 的 10 分之 1。 第三，國際投資人目前持有約 3430 億美元的台積電，對台灣半導體供應鏈廠商的持股僅約 47 億美元，相當於 1.4% 的台積電持股，對比預估 2033 年台灣半導體供應鏈廠商營收佔台積電成本與資本支出達 49% 的水位，顯示外資對台灣半導體供應鏈的持股仍有很大的增加空間。 第四，目前外資圈有 21 家券商研究覆蓋台積電，對比市值小於 10 億美金的台灣半導體供應鏈廠商，卻鮮少有外資券商研究覆蓋，意味著國際資本市場對於台灣半導體供應鏈廠商的投資部位與了解勢必會逐步增加。 谷月涵認為，台灣身為全球半導體產業製造的領頭羊，台積電多年來已扶植上百家台灣半導體供應商，而寬量國際作為國際機構投資台灣中小型股的首選門戶，過去 10 年已協助超過百家台灣上市與未上市企業與國際投資人交流，未來 10 年，將持續引進國際資本市場的能量，協助台灣半導體供應鏈征戰國際，於全球產業及資本市場持續壯大。 均華董事長暨志聖總經理梁又文會中分享經驗，自公司上市以來，不斷持續與投資人溝通，除了一年兩次的法說會外，其他時候還是需要藉由機構的專業，來幫助公司向國際投資人說明。志聖是台灣本土半導體設備製造商，投入先進封裝製程供應鏈超過十年，2023 年底獲得台積電頒授優良供應商卓越表現獎。 QIC 所追蹤的 49 家台灣半導體供應鏈廠商，包含：昇陽國際 (8028-TW)、中砂 (1560-TW)、瑞耘 (6532-TW)、帆宣 (6196-TW)、濾能 (6823-TW)、漢唐 (2404-TW)、聖暉 (5536-TW)、迅德興業 (6292-TW)、盟立 (2464-TW)、華景電 (6788-TW)、世禾 (3551-TW)、科嶠 (4542-TW)、京鼎 (3413-TW)、上品 (4770-TW)、日揚 (6208-TW)、長興材料 (1717-TW)、光罩 (2338-TW)、家登 (3680-TW)、家碩 (6953-TW)、意德士 (7556-TW)、弘塑 (3131-TW)、辛耘 (3583-TW)、友威科 (3580-TW)、閎康 (3587-TW)、汎銓 (6830-TW)、宜特 (3289-TW)、桓達 (4549-TW)、捷流閥業 (4580-TW)、晶彩科 (3535-TW)、博磊 (3581-TW)、鈦昇 (8027-TW)、萬潤 (6187-TW)、致茂 (2360-TW)、采鈺 (6789-TW)、精材 (3374-TW)、崇越 (5434-TW)、華立 (3010-TW)、翔名 (8091-TW)、光洋應材 (1785-TW)、永光化學 (1711-TW)、中華化學 (1727-TW)、三福化工 (4755-TW)、達興材料 (5234-TW)、勝一化工 (1773-TW)、聯華實 (1229-TW)、信紘 (6667-TW)、志聖 (2467-TW)、均華 (6640-TW) 與均豪 (5443-TW)。 https://news.cnyes.com/news/id/5435072

Medigen to publish COVID-19 research on U.S. journal 02/02/2024 09:53 PM https://focustaiwan.tw/sci-tech/202402020014 A COVID-19 vaccine from Taiwan-based Medigen Vaccine Biologics Corp. CNA file photo Taipei, Feb. 2 (CNA) Research conducted by Taiwan's Centers for Disease Control (CDC) showing the locally-produced Medigen COVID-19 vaccine to be as effective as those from Moderna and Pfizer BioNTech is set to be published in a U.S. medical journal. The research paper will be published in the March issue of Emerging Infectious Diseases, a monthly peer-reviewed journal from the U.S. Centers for Disease Control and Prevention, CDC Deputy Director-General Lo Yi-chun (羅一鈞) told CNA on Friday. Lo said that the CDC would be publishing the positive results of its research into Medigen Vaccine Biologics Corp.'s protein subunit COVID-19 vaccine, which has been proven to provide 90 percent protection against moderate to severe infections in individuals with three doses. The protein subunit vaccine is effective against the Omicron subvariant and could protect those receiving immunization from moderate to severe symptoms and even death, according to Lo. Moreover, the CDC's research is the first large-data set comparison between the strengths of mRNA and protein subunit vaccines, Lo said. Taiwan's CDC explained that data for the research was collected domestically in Taiwan through the nation's vaccine rollout programs. The data used for the comparison was based on more than 60 million vaccine jabs received by over 23 million individuals during the mass Omicron community infections that broke out domestically in 2022. The CDC said the research concluded that the protection provided by Medigen's protein subunit vaccine was equal to that offered by those produced by Moderna and Pfizer BioNTech, which have been proven to be more efficient and long-lasting than those from AstraZeneca (AZ). The research completely maps out the strength of various vaccine combinations between different age groups and the results are available to experts around the world, the CDC said. Lo told CNA that the CDC's findings, which have already been made public, were presented at the 30th Conference on Retroviruses and Opportunistic Infections in Seattle last February. The CDC also advised anyone who received an AZ vaccine as their first two initial inoculation jabs to get additional boosters with next-generation serums. (By Tseng Yi-ning and James Lo) Enditem/cs/ASG

Sat, Feb 03, 2024 page1 Study says Medigen jab as effective as others COVID-19 VACCINE: The study vindicated the Medigen vaccine, which was unfairly criticized in Taiwan, Premier Chen Chien-jen said yesterday By Wu Liang-yi, Lin Chin-hua and Jonathan Chin / Staff reporters, with staff writer Taiwan’s indigenously developed Medigen COVID-19 vaccine is as effective in preventing deaths and serious symptoms as mRNA shots, a study to be published in the US Centers for Disease Control and Prevention’s journal next month showed. An early release of the study is available on the Web site of the Emerging Infectious Diseases journal. The study, conducted by the Centers for Disease and Control (CDC), utilized data from Taiwan’s records of inoculations, hospitalizations and deaths since the local outbreak of the Omicron variant of SARS-CoV-2 in 2022. A syringe of Medigen’s COVID-19 vaccine is pictured in an undated photograph. Photo: Taipei Times CDC Deputy Director-General Philip Lo (羅一鈞) said that the protein subunit-based Medigen vaccine had an effectiveness of 91 percent after three jabs. The mRNA-based BioNTech and Moderna vaccines were 95.8 and 81 percent effective after three jabs respectively, while the viral vector-based AstraZeneca vaccine was 65.7 percent effective, Lo said. The CDC study also found that Medigen and mRNA jabs had a longer efficacy period than the AstraZeneca vaccine, he said. The research is the world’s first big data study on the efficacy of mRNA, protein-subunit and viral-vector COVID-19 vaccines that draw from real-world outcomes, he said, adding that the findings might boost the development of new protein-subunit vaccines, including Novavax. The study vindicates the Medigen vaccine, which was unfairly criticized in the nation, Premier Chen Chien-jen (陳建仁) told an event marking the inking of a strategic alliance between Taiwan Bio-Manufacturing Corp (台灣生物醫藥製造) and US-based National Resilience Inc. Taiwan handled its local outbreak with a conventional strategy, which proved successful in containing the virus’ spread and protecting economic growth, he said, adding that the nation has received international accolades for its accomplishment. The COVID-19 pandemic showed that having pharmaceutical research capability without an industrial base to manufacture medicines at scale would not be enough to meet Taiwan’s needs, National Development Council Minister Kung Ming-hsin (龔明鑫) said. The ability to mass produce medical drugs is crucial to public health as well as national security, but the nation’s NT$1 trillion (US$32.01 billion) biomedical industry has an undersized NT$700 billion to NT$800 billion manufacturing sector, he said. Separately yesterday, Lo said that the CDC had delivered the last 156,000 Novavax XBB doses in its inventory to local governments. The number of available Moderna and Novavax XBB vaccine doses stood at 459.2 million and 315,000 respectively, he said. COVID-19 continues to circulate, with 52 percent of cases now being the JN.1 variant, Lo said, adding that XBB vaccines are about 50 percent effective against mild symptoms in adults. The CDC urged the public to get inoculated ahead of the Lunar New Year holiday, which begins next week. People older than 12 can get either type of the XXB vaccine, while children under that age can only receive Moderna’s version, it said. Information about vaccination locations can be found online at: https://gov.tw/eU4. Additional reporting by CNA https://www.taipeitimes.com/News/front/archives/2024/02/03/2003813011