The automotive industry is still suffering from the chip shortage, as most recently reported by Handelsblatt. According to the report, some 11.3 million new cars could not roll off the production line due to corresponding supply problems, according to EU figures. Europe now wants to counter this with its own chip strategy. We highlight three shares and explain who can profit. Reading time: approx. 3 min. | Author: Nico PoppISIN: BYD CO. LTD H YC 1 | CNE100000296 , BRAINCHIP HOLDINGS LTD | AU0000BRN8 , DAIMLER AG NA O.N. | DE0007100000TABLE OF CONTENTS:BYD: THIS IS WHY THE CHINESE ARE WELL POSITIONEDBRAINCHIP: FINANCIAL GIANTS INVEST IN KI-CHIPDAIMLER NEEDS A EUROPEAN CHIP SOLUTION BYD: THIS IS WHY THE CHINESE ARE WELL POSITIONEDIn the past 15 years, with the exception of Bosch, no other company has built a chip factory in Germany - no wonder Chinese automakers are rubbing their hands at the shortage. Although China is also a minor player in the international production of semiconductors compared to Taiwan and South Korea, the situation in the Middle Kingdom is at least better than in Europe: China produces 16% of the world's chips, Europe 9%. Chinese carmaker BYD is also getting into the act. The company not only manufactures cars, but also has its own subsidiaries for batteries and chips.This position pays off, especially in the current shortage. The company, in which Warren Buffett, among others, has invested, impresses above all with its growth. In 2021, BYD sold 232% more electric vehicles and hybrids than in the previous year. Tesla's growth was only around 87%. But while Tesla only sells electric models, BYD also offers hybrid models, which are very popular in China. Consequently, BYD also has more models than Tesla.Despite the rich growth, BYD's stock crashed recently, losing more than 10% within five days. However, if you look at the long-term trend, you can still see the stock in a positive trend over a period of several years. At the current level, it will be decided where the journey will lead. However, with its own chip production and the most important sales market on its doorstep, BYD is ideally positioned to gain market share in the future.BRAINCHIP: FINANCIAL GIANTS INVEST IN KI-CHIPThe innovative chip developer BrainChip is not yet concerned with market share. Rather, the revolutionary technology must first be launched on the market. But from the market's point of view, it is very obvious that this will succeed: the share price has risen rapidly in recent weeks and demonstrated great relative strength even in the midst of the correction. BrainChip designs semiconductors based on the human brain. The chips are self-learning, self-sufficient and require hardly any energy. The company therefore wants to score points above all in autonomous driving and powerfully support the vision of the mobility revolution.A look at the list of BrainChip's 20 largest shareholders shows that BrainChip is not alone in this vision. They include HSBC Australia, Citicorp, Merril Lynch Australia, BNP Paribas, JP Morgan, UBS, LDA Capital - even ex-BrainChip CEO Louis Dinardo remains loyal to his former company. After the correction, BrainChip could be a promising bet on the future of chip technology. The current CFO, Ken Scarince, will present his company and answer questions free of charge and online at the International Investment Forum on Feb. 17. Growth investors should mark their calendars for this date, as well as all other presentations by the distinguished panel.DAIMLER NEEDS A EUROPEAN CHIP SOLUTIONBrainChip's chips are also likely to be of interest to traditional car manufacturers, such as Daimler - after all, it makes sense to assess the potential of the future in good time. Looking at the valuation of Daimler's stock, the market has moved sideways over the past three months, but the stock is still in solid long-term waters. Fundamentally, Daimler also came through the second crisis year 2021 well. Both the sales of all cars and the growth in e-cars can be seen at Daimler. On top of that, the company offers a dividend of almost 5%. However, to remain competitive, Daimler also needs to keep its eye on the ball when it comes to chips and other key upstream products. Both the current supply and access to new chip generations are crucial for a company like Daimler.From the new European semiconductor offensiveTranslated with www.DeepL.com/Translator (free version)
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BRN Price at posting:
$1.66 Sentiment: Hold Disclosure: Held
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