Semiconductor technology giants look at the boom

Lin Wenbo, chairman of Seiko (2325), which is known as the semiconductor boomerian iron thief, took the lead on this year’s (11)-day semiconductor industry’s outlook. He estimated that the first quarter of this year will be the bottom of the semiconductor industry’s boom this year, and this is a correction of the economic climate. Valley bottom.

Lin Wenbo and UMC’s Honorary Vice Chairman Xuanming wise held a press conference yesterday to publicly support the 1992 consensus and put forward their views on the semiconductor economy this year.

The fake product scheduled to be held on February 15 will be a legal briefing session. It will be much later than TSMC's January 18th, UMC's February 8th, and Sunlight's February 10th. Lin Wenbo was the first to propose that this year's semiconductor economy will be in The idea of ​​a quarter-end falls for semiconductor law says it will warm up ahead of schedule.

Lin Wenbo said that as the worst case of European debt has passed and the U.S. economy has gradually improved, it is expected that the U.S. economy will improve this year, and that the mainland market will continue to grow, which will drive the semiconductor industry to continue to grow. He stressed that the first quarter has the opportunity to be the bottom of semiconductors, and this is the low point of this correction.

Lin Wenbo expects that this year's economic season is not obvious, and it is optimistic that the semiconductor industry in Taiwan is expected to continue to grow.

China's leading tester, Sun Moonlight, also holds the same view as counterfeit goods, but the attitude of the moon and the moon is slightly more conservative than that of counterfeit goods. It is expected that the second quarter will remain the same as or slightly increase the performance of the first quarter, and the overall semiconductor economy will take the lead in the first half of the year. After the jump, it will not be obvious until the second half.

Earlier, Taiwan Semiconductor Manufacturing Co. Chairman Zhang Zhongmou estimated that the global semiconductor industry could grow by about 3% to 5% this year, and foundry could grow by about 7% to 9%. TSMC's growth will be better than the average growth rate of the foundry industry.

In the fourth quarter of last year, the impact on the semiconductor industry was severe, but the single-quarter revenues of Taiwan Semiconductor Manufacturing Co. and UMC Wafer Semiconductors, as well as Sun Moonlight and Sinpin's single-season packers, were all better than expected.

TSMC's revenue for the fourth quarter of last year was RMB 100,711 million, which was close to the company’s previous quarter’s statement that it would set a high revenue of RMB 105 billion; UMC’s revenue in the fourth quarter of last year was RMB 24.425 billion, a decrease of about 3% in the quarter. %, also better than the original estimate of the quarter minus one percent.