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 set-top boxes and other consumer market demand could be better than the first half, 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 traditional seasonal demand, European and American Thanksgiving, Christmas and Olympic Games, the European cup 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.
Said the supply side, Li Peiying, the 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.
Winbond memory manufacturer 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; ZhanDongYi however, general manager, said the current order, 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 recognition is elan performance is the main motivation, next to active stylus and 360 - degree spherical panorama cameras.
Silicon ipr (IP) factory force flourishing Shen Shijie, general manager, said 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, image sensors and fingerprint identification, etc, will be prosperous business growth momentum this year.
