After TSMC chairman morris chang, mediatek chairman Mr Tsai gradually release the industrial front view, the global leading semiconductor testing, moonlight operating officer tien wu yesterday (28) and cast the positive vote for half year, emphasizes the tight sealing capacity measurement, the moonlight in the second half performance will be growing quarter by quarter, better than the first half.
Legal person noted that TSMC, mediatek, ase is semiconductor industry chain, TSMC is the world's largest foundries, mediatek is one Taiwan IC design, ase is downstream sealing faucet, three giant from the upstream to the downstream industry booming dynamic observation, all think that the second half of the state, is equal to the declared ", "the second half of the semiconductor industry.
In addition, TSMC, mediatek, ase simultaneous bullish, not only for individual companies to swallow certainty, the three companies are the weights of heavyweight shares, also is expected to bring Taiwan shares positive kinetic energy, this, from TSMC on Monday (27th) ex-dividend, as of yesterday and filling rate 75%, two days can sniff out a market for semiconductor shares the breath of praise.
Ase shareholders meeting held yesterday, through the past surpluses with cash dividend per share 1.6 yuan, to yesterday's closing price of 35.4 yuan, the cash yield about 4.5%. Tien wu stressed that the global semiconductor industry inventory adjustment at this year's lunar calendar years ago has been finished, the industry of inventory is lower than the average level, semiconductor industry only demand this year, no inventory.
Tien wu said, boosted semiconductor market at present the main kinetic energy, is still a smart phone. Season 2, including mobile phone demand is quite stable, mobile phone industry supply chain related preparation also have inadequate preparation lessons last year, positively prepares materials this year than last year, let major foundries capacity is quite tight this year, in a case to closed beta factory also.
Tien wu said the testing season 3 into the busy season, factory production capacity will be more tight than season 2, moonlight will respond to customer requirements of the future, continue to increase capacity, season 2 operating performance will be in line with expectations, the third quarter is expected that there will be a busy season effect, it is estimated that there are similar to the same period last year growth, the operation is expected to quarter by quarter growth this year, in the second half of the performance is better than the first half.
