Mobile chips are warming up and 12-inch orders from the three major wafer factories rebounded



  The foundry law will come to an end. TSMC, UMC and Vanguard International will disclose the rise of mobile phone chips in this quarter's outlook, with 12-inch wafer foundry orders picking up; 8-inch wafer foundry capacity is affected by power semiconductors and large sizes. Drive IC orders weakened and capacity utilization declined.

TSMC, UMC and Vanguard International have successively held their first quarter results briefings and presented this quarter's operational outlook. TSMC benefited from Huawei's Hisilicon Semiconductor's early stocking, mobile phone chip orders increased, plus the first quarter of the photoresist event deferred this season, and high-speed computing main customer AMD in the graphics chip and high-end processor market continued The upgrade has added to the operation of TSMC.

TSMC released in the law, smart phones, 5G infrastructure construction, high-speed computing chips have rebounded significantly this quarter, strong rebound in the second half, kinetic energy from 7 nanometers and other related products, eliminating corporate concerns about smart phone sales, response The overall semiconductor boom has been out of the first quarter, and the order momentum has rebounded significantly since the beginning of the season, and is expected to be more prosperous in the next quarter.

UMC also benefited from the kinetic energy recovery of mobile phone chips, and the utilization rate of 12-inch capacity increased. It is estimated that the wafer shipments this season is expected to increase by nearly 7%, and even the average selling price will increase by 3%. The gross profit margin is expected to rise simultaneously.

Both TSMC and UMC are expected to see an increase in consolidated revenues this quarter, with TSMC increasing by 6.3% to 7.7%; UMC is expected to increase by 10%. However, the world of professional 8-inch wafer foundry is slow due to the slow decline of client inventory, and the economic uncertainty is still high. The outlook for this season is relatively conservative. The estimated combined revenue is reduced by 1.5% to 7.4%, gross profit margin and operating profit. The rate has dropped slightly.

TSMC and UMC's revenue increased this quarter, due to the stabilization of mobile phone kinetic energy. TSMC customers' sales on 7nm mobile phone chips increased significantly. UMC's 28nm technology is mature and order kinetic energy is also warming.

However, the 8-inch capacity utilization of Vanguard International and UMC has declined in tandem with the 8-inch demand that has been optimistic.

The industry said that it was mainly affected by the decline of power semiconductors and large-size driver ICs. The relevant international manufacturers have weakened their demand for automotive power semiconductors and have successively revised their annual shipment targets.

The market is worried that these integrated component manufacturers will shift their production capacity to other consumer electronics and computer application power semiconductors, deepening the competitive pressure on Taiwanese companies, coupled with the pressure of 8-inch wafer foundry.

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