As the fingerprint chip, two cameras and some company for the second half of the project and product stock, factory, has caused the wafer testing strain on factory capacity. Some cameras, fingerprint chip, chip even by using semiconductor TSV technology triode, memory chips, etc., appear the phenomenon of out of stock, and the industry said after the situation to continue at least until September. Here are quotations from Taiwan media report, the Taiwan news:
TSMC capacity full
In apple and apple mobile phone chips, and the fingerprint recognition, automotive and semiconductor image sensor orders went up, the leading wafer foundry TSMC 8 inch and 12 inch wafer production line repeat customers line up, legal person, TSMC revenue surged, 3 JiZeng rate is expected to more than 15%, or even close to twenty percent, hit a single season highs.
It is understood that the wafer shortage of tide has spread to umc foundries, etc. Remind to may squeeze into single price lower LCD driver IC industry for the planning, the future fab rob wafer foundry capacity war, could be worse.
TSMC wrong customer, order trend and legal comment forecast financial figures, emphasis will be on July 14, corporate presentation, release paper.
However, TSMC TV university is one of the customers, mediatek chairman, Mr Tsai has revealed, wafer foundry capacity is out of stock, September will relieve the fastest. Mr Tsai's words, highlight the wafer foundry production capacity is tight.
Equipment industry, points out that in the first quarter of this year, TSMC and umc customer rob capacity had been seen, was mainly affected by the earthquake 206 southern Taiwan, lead to TSMC and umc 28 and more than 40 nanometers mature process orders are forced to delay, extrusion have been previously scheduled orders, these orders are digestion in April, the semiconductor industry boom is back on track.
As TSMC scheduled for apple contract this month 16 nanometers new chips collocation of integration type fan out (InFO) a large amount of output, the shipment into the peak season, plus 28 and more than 40 nanometers mature process orders, thanks to the apple customer low mobile phone chips, automotive and semiconductor image sensor delivery temperature, concentrated in the third quarter pulled goods, will be TSMC strong growth momentum.
Industry, according to benefit from apple with the apple mobile phone chips, and the fingerprint recognition, automotive and semiconductor image sensor orders went up, TSMC 8 inch and 12 inch wafer production line is customer queuing tide again.
TSMC in May before the combined revenue of 343.914 billion yuan, a 6.4% cut in, chairman morris chang has pointed out in the shareholders' committee, consolidated revenue increased 5% to 5% this year's goal remains the same.
Current 12 and 8 inch wafer supply out of stock, legal person estimate, TSMC season 3 monthly consolidated revenue to 80 billion yuan of above, and may even across January 87.12 billion yuan last year, rewrite the one-month highs; Season 3 consolidated revenue is expected to challenge 250 billion yuan, JiZeng more than 15%, better than market expectations, rewrite the new record quarterly revenue.
Peoplethink, TSMC than any other country in the industry revenue growth, mainly thanks to 28 nai metric cheng city, 90% is high; At the same time with high efficiency and low cost of 16 of 16 fifet + and 16 FFC, competitiveness is far better than samsung's 14 nanometers, let the main chip factory had to close, orders packed TSMC.
28 nanometers too hot umc order full load to Q4
Although the overall economy is still uncertain, but the semiconductor production chain demand remains buoyant. Due to the intelligent mobile phone, netcom, Internet and other related chips, are in turn into use this year 28 nai metric process cast slice, not only leading wafer foundry TSMC (2330) in the second half of this year in short supply capacity, wafer foundry second brother umc (2303) benefit from order spillover effect, expand and qualcomm, marvell and other large customers order, 28 nanometers orders has been full load to the fourth quarter.
Umc season 1 affected by southern Taiwan earthquake, quarterly consolidated revenue of 34.404 billion yuan, 6.0% gross margin quarter to 14.6%; After-tax net profit of 210 million yuan; EPS is only 0.02 yuan. Below market expectations. However, with the semiconductor production chain cargo stronger momentum, coupled with umc 28 nano new capacity gradually, umc forecast JiJing round 2 shipments to JiZeng about 5%, the average price will rise 1 ~ 2%, gross margin will be recovered to more than 20%, capacity utilization rate also rose to 87 ~ 89%.
Legal person said, according to the operation of umc looking to extrapolate, umc season 2 revenue is expected to increase 6 ~ 7%, to 365-36.8 billion yuan between, in April and may revenue performance, June revenue should be washed up 13 billion yuan of above, have the opportunity to rewrite history second-highest tally.
In fact, although the overall economy is still uncertain, especially after a referendum in Britain from the European Union, the market generally look bad eu market economy recovery, most think the depressive effect on global economic recovery.
However, for short-term market change, semiconductor production chain remains stable growth trend; Industry analysis, the reasons include production chain inventory levels have bottomed out, emerging market stable growth demand for smart phones, and Internet of things and the new application such as car networking has begun to enter the first wave of demand growth cycle.
Recent cast piece of greatest demand of smart phones, the Internet of things, netcom and other related chips, obvious transformation using this year 28 nai metric. Expansion has 28 this year because the TSMC nanometers range is limited, and all orders already full, many orders not rob capacity, already are actively expand capacity of 28 umc cast slice. Umc benefit from continuous fermentation order spillover effect, not only revenue is expected to rewrite the record high, 3 orders more visibility has see the fourth quarter.
Umc executive YanBoWen said recently that a lot of new wireless communication products terminal market demand, will drive the umc expected 28 nano shipments have obvious increase, will drive 2 revenue growth.
