subject: Brisk Demand For Chips To The Semiconductor Industry, Orders For Visibility In June [print this page] Timing is about to enter the first end of a quarter and looking forward to the first two quarter of semiconductors, according to wafer foundries and packaging and testing plant came the message, the current semiconductor industry seems to cloudless, communications chips and graphics-chip maker, continued to increase in strength under the temperature, wafer foundries and IC packaging and testing factory orders over hand, order visibility has been stretched to see in June, is still expected to be operational in Q2 was solid. However, the semiconductor production capacity is currently in short supply, the industry came a number of chip makers boss and TSMC chairman Morris Chang to meet the supply capacity to express their concern about the situation. In addition, concerns over the outside world under a single (Overbooking) whether it will happen, the industry believes that there were no obvious signs.
Since the occurrence of an earthquake early in March, wafer duo both TSMC and UMC, said the park plant capacity is already restored, yet Buzhi Yu impact on the operation of one of the first quarter, the impact of operational forecasts too. Two companies are now said that they would maintain the previous law's target range. TSMC and UMC 1st quarter revenue fell compared with the previous quarter, were within 5% range, if the net of the exchange rate factor, two-quarter revenue nearly equivalent can be said that no off-season effect. TSMC chairman Morris Chang once said that "the overall semiconductor industry to the same pressure breath of this season," to explain This time prosperity.
Observation of the first two quarter orders, from the communications chip and graphics chips, the demand good, Europe and the United States IDM (IDM) Factory orders also continued strength of the recovery, TSMC and UMC orders for high-profile, is currently in orders over hand, Cyprus burst capacity, two company's Q2 outlook optimistic view.
According to the trade? X, TSMC's 12-inch full capacity, a number of international manufacturers such as Broadcom (Broadcom), Altera, NVIDIA, etc. GSA (GlobalSemiconductorAlliance; GSA) governing members, taking advantage of Semiconductor Leaders Forum to participate in the occasion of gathering in Taiwan has Chang met with the outside world should speculate Chang expressed the hope to be able to find sufficient capacity to ensure that manufacturers can meet the order demand side.
Optimistic view of front-end wafer foundries, packaging and testing factories rear section along with benefit. ASE is currently capacity utilization close to 80 ~ 90%, is also full of water, with the number of days in March returned to normal, the estimated monthly revenue should be able to show single-digit growth over the previous month range.
Communications chip customer orders is currently a strong demand for graphics chips is also buoyant, ASE, said customer orders did increase, the current order visibility to see in June, and so estimate the first two quarter of operations are expected to be sequentially flat to single-digit rate of climb, this is a normal seasonal cycle of the performance.
School, according to the company, the semiconductor industry, the economy can be described as the first half of cloudless, there is no negative news. The only possible dark cloud is the market worried about the upper reaches of customer orders over the issue, if true, would give rise to follow-up to the market inventory adjustment pressures.
However, the semiconductor industry, said After the first wave of financial tsunami, as we all learned lessons, there will always bring some cautious optimism among, for tight control inventory levels, in the event of excessive inventory, I believe that speed of response will be very quickly overwhelmed weight? L industry and the economy to the collapse of the opera.
