Taiwan's semiconductor manufacturers' performance will grow slowly from July to September due to an increase in PC-related inventory

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Taiwan's semiconductor manufacturers' performance will grow slowly from July to September due to an increase in PC-related inventory [Copy link]

Taiwan's semiconductor manufacturers' performance will grow slowly from July to September due to an increase in PC-related inventory

2006-8-4 Source: Hits: 64

Taiwanese manufacturers, which account for about 20% of global semiconductor production, will see a slowdown in their earnings growth in the second quarter of fiscal 2006 (July to September). The reason is that the inventory increase problem that has already surfaced in the field of PC-oriented semiconductors will spread to other fields such as digital home appliances. Although the pattern of strong demand for semiconductors since the summer driven by purchases for the purpose of year-end shopping has begun to collapse, there is no pessimistic view that the economy will end here. Inventory increase 　　"The market has changed dramatically in the past three months, and the inventory backlog of customers has indeed increased." Hu Guoqiang, chairman of United Microelectronics Corporation (UMC), the world's second largest semiconductor foundry, said this at the financial report briefing on August 2. 　　The financial report for the first quarter of fiscal 2006 (April to June) released by UMC on the same day showed that net profit quickly rebounded to more than 20 times that of the same period last year. However, the supply of silicon wafers in the second quarter (July to September) is expected to increase by only 0-2% compared with the second quarter. In addition, the equipment operation rate is expected to be 80%, the same as the second quarter, which is not strong enough for a peak demand period.

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