Factory-frequency IC design and IDM foundry orders visibility of single elongate
Benefit from the IC design and integration of plant components (IDM) Factory orders increase strength, wafer foundries in Q2 orders were booming, and even some orders have already seen the first three quarters, the market is estimated that TSMC and UMC Q2 revenue growth rate is expected to fall season from 10 to 20%. As the wafer output to the front end of wafer test about 2 months, is expected to wafer testing plant 2nd quarter revenue is not bad, order visibility has been seen in June, revenue growth quarter rate of about 10%. Despite repeated orders will lead to worry, but the industry does not seem that the current negative phenomenon, the semiconductor industry appears to remain optimistic.
TSMC March consolidated revenue of NT 31.919 billion yuan, increasing rate of 5.9% on the first quarter consolidated revenues of 92.178 billion yuan, is better than the original range of 89 billion to 910 billion estimate, but also slightly higher than the 4th quarter of 2009, 92.09 billion yuan, the market amazing. UMC's revenues reached 9.48 billion yuan in March, Q1 revenue up 26.715 billion yuan, 3.7% decrease from the previous quarter, in line with market and company estimates.
TSMC and UMC in the first quarter operating conditions is not bad, not subject to early March, Kaohsiung Hsien earthquake shock, the affected production schedules 1 to 1.5 days has gradually caught up. TSMC and UMC currently active orders, 12-inch plant to maintain full load. With advanced process Q2 shipments rise, corporate estimated that one quarter of TSMC and UMC have the opportunity to revenue growth sequentially from 10% off, TSMC broke the billion dollar mark will be formidable, and UMC have opportunity to challenge the level of 29 billion ~ 30 billion yuan.
Upstream foundry orders are very warm, wafer test factory orders also obviously felt the boom, the current visibility of orders can be seen in June. Foundry capacity in Q2 continued tight, the demand for heat will not reduce wafer test, wafer test factory on Q2 outlook remains optimistic about the overall product line is expected orders levels are still high season, but the follow-up is still inventory should be closely observed. Industry believes that the current semiconductor industry cloudless, still can not see the shadow.
Yan Quan said semiconductor production capacity is now tight situation in which the customer had to repeat orders, in particular, to prepare for the second half of season, as it will appear Q2 inventory adjustment issues to the present order of view, has not yet feel there is pressure from customers stock.
Jing Yuan Electric March consolidated revenue of 11.8 billion yuan, increasing rate of 12.37 percent month, the highest since September 2008 a new high. Jing Yuan CLP, the wafer production capacity in Q2 continued tight, the demand for heat will not reduce wafer test, the current order visibility has been seen in June, including memory, logic IC, graphics chip, LCD driver IC demand is warm. 2nd quarter corporate revenue is expected to have the opportunity to better performance in Q1, an increase of 10 to 15%.
Yan Quan March consolidated revenue 414 million yuan, increasing rate of 10.69% on a record monthly high record, in addition to receiving orders in Taiwan warm, the Singapore plant is main cause of revenue record highs. 1 quarter cumulative consolidated revenue 1.182 billion yuan, Yan Quan pointed out that the Q2 outlook and March orders similar to test machine in the new place one after another drive, 2-quarter operating performance will moderate upward.
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