According to Taiwan media reports, the semiconductor factory shareholders season is about to end, good prospects for the second half of the industry, manufacturers generally optimistic, expected in the second half will be better than the first half.
Leading wafer foundry factory although TSMC chairman morris chang believes that this year's world economic environment and the semiconductor industry will be similar to last year, will still be quite low, however, he still bullish, TSMC will have very good growth, will be able to achieve revenue growth of 5% to 10%.
TSMC in May this year ago consolidated revenue of nt $343.9 billion, fell 6.42% during the same period last year, if you want to achieve operational growth, TSMC in the second half performance will better than the first half of the year.
Dynamic random access memory (DRAM), chairman of the board of the subfamily factory China and South Asia division general manager Li Peiying pointed out that the second half of the year including mobile phones, television, and could be better than the first half of set-top boxes and other consumer market demand, netcom market in the second half of the year also saw good demand.
Server market and standard market demand also have the opportunity to better than the first half, in addition, there are European and American Thanksgiving, Christmas, traditional seasonal demand, and the Olympic Games, European and other international sporting events, will be able to stimulate demand, Li Peiying, in the second half of the overall market demand will be good than the first half of the year.
Aspects of supply and demand, Li Peiying said at each supplier process transformation smoothly, however, Flash memory storage type (NAND Flash) afternoon to see qiao, DRAM new capacity expansion should be rational control, in the second half of the market supply and demand will be more healthy.
Memory manufacturer winbond electric director telephoto on jun though, Britain's referendum, the United States to raise interest rates and the presidential election is the second half of the three variables; However, general manager ZhanDongYi has said, now the single, there were signs of warming in the second half of the market demand, hope to be able to grow in stable mild.
Touch fab elan chairman Ye Yihao also expected, worst case should have been in the past, this year's performance is expected to quarter by quarter higher; Fingerprint identification is elan earnings growth of the main power, next to active stylus and 360 - degree panoramic camera.
IP factory prosperous general manager Shen Shijie said, in the second half of the apple and the apple camp rolls out new leads, the operational performance should not be pessimistic, remain cautious optimism.
Shen Shijie pointed out that the force will flourish in mobile phone IC permeability increase, combined with advanced process efficiency, in addition to the panel driver IC and power management chip continues to grow, and expand the digital television, set-top boxes, the image sensor and the fingerprint identification, etc, will be prosperous business growth momentum this year.