Who is the big boss in the semiconductor industry? The answer will be revealed in the financial report!

Samsung's second quarter financial report preliminary data: second quarter revenue of 51.9 billion US dollars (60 trillion won), profit of a record high of 12.1 billion US dollars (14 trillion won), exceeding analysts' expectations. Samsung will disclose its full financial report at the end of this month.

Previously, the outside world expected Samsung's second-quarter revenue to be 58.4 trillion won and profit to be 11.2 billion yuan.

Samsung said that its performance growth was driven by its semiconductor business and smartphone business. In the fourth quarter of last year, Samsung's brand and performance were damaged by the Note7 explosion incident; in the second quarter of this year, Samsung returned to the top spot in smartphones with its Galaxy S8 flagship phone. In addition, the rise in memory chip prices has also become an important factor in Samsung's profit growth. Some analysts predict that the semiconductor business may contribute $6.5 billion in profits.

TSMC's consolidated revenue in June was NT$84.187 billion, up 15.6% from NT$72.796 billion in May. UMC's consolidated revenue in June was NT$13.099 billion, up 4.6% from NT$12.512 billion in May.

At the annual shareholders meeting last month, TSMC Chairman Morris Chang said that TSMC will continue to perform well in 2017. Following Morris Chang's statement, TSMC also delivered results in line with expectations in June. The consolidated revenue for the month was 84.187 billion yuan, an increase of 15.6% from 72.796 billion yuan in May and 3.4% from 81.391 billion yuan in the same period of 2016.

According to TSMC's CFO Ho Li-mei's statement at the last earnings conference, due to inventory adjustments and the seasonal decline in Chinese smartphone demand, if the exchange rate of NT$ to USD is 30.5, the estimated consolidated revenue for the second quarter of 2017 will be between NT$213 billion and NT$216 billion. Therefore, based on the consolidated revenue announced by TSMC in June, TSMC's cumulative revenue for the second quarter is NT$213.855 billion, a decrease of 8.5% from NT$233.914 billion in the first quarter, which is in line with the financial forecast target.

At the beginning of 2017, Morris Chang pointed out that due to seasonal adjustments, market inventory adjustments, and the change in the peak and off-peak seasons of customer product shipments, not only will the revenue in the first quarter of 2017 decrease by 8.9% to 10%, but the revenue in the second quarter will also decline compared to the first quarter, showing a situation of revenue decline for two consecutive quarters. Therefore, legal persons estimate that at the beginning of the third quarter, TSMC's revenue in the third quarter will have a significant growth compared to the second quarter, because the adjustment of customer inventory has ended, Apple's A11 processor has begun to be shipped in large quantities, and new mobile phones from non-Apple camps have been launched to drive demand. TSMC will also hold a second quarter legal person briefing on July 13.

Due to the surge in semiconductor prices and the continued fermentation of merger and acquisition effects, GlobalWafers recently announced that its June revenue reached 4.128 billion yuan, setting a new monthly record, a monthly increase of 12.48% and an annual increase of 208.16%; the second quarter revenue was 11.2 billion yuan, a quarterly increase of 5.89%, also a new quarterly record.

The semiconductor silicon wafer market demand is strong. After GlobalWafers acquired SEMI in December last year, it did not feel a strong price increase effect in the first quarter of this year. The main reason is that the quotation for the first quarter of this year was negotiated before the acquisition at the end of last year. In other words, the production capacity originally belonging to SEMI did not start to increase prices until the second quarter of this year, so it was reflected in revenue growth later.

Micron's third quarter of fiscal year 2017 (March 2 to June 1, 2017) had operating revenue of a record high of US$5.57 billion, up 20% from the second quarter of fiscal year 2017 and 92% from the same period last year.

"Micron delivered strong operating results in the third quarter of fiscal 2017, with nearly $100 million in debt repayments and free cash flow nearly doubling from the previous quarter, all as a result of solid execution of our cost control initiatives," said Sanjay Mehrotra, Micron's president and CEO. "Today's global trends, including artificial intelligence and big data analytics, are exciting and create tremendous opportunities for us, and we are focused on seizing these opportunities by investing in new technologies and products while strengthening our balance sheet."

Based on generally accepted accounting principles (GAAP), the gross margin for the third quarter of fiscal 2017 was 46.9%, and the net profit attributable to Micron shareholders was $1.65 billion, with diluted earnings per share of $1.40. The gross margin for the previous quarter was 36.7%, the net profit was $894 million, and the diluted earnings per share was $0.77. The gross margin for the third quarter of fiscal 2016 was 17.2%, and the net loss for the third quarter was $215 million, with a diluted loss per share of $0.21.

Based on generally accepted accounting principles (non-GAAP), the gross margin for the third quarter of fiscal 2017 was 48%, and the net profit attributable to Micron shareholders was $1.9 billion, with diluted earnings per share of $1.62. The gross margin in the previous quarter was 38.5%, the net profit was $1.03 billion, and the diluted earnings per share was $0.9. The gross margin in the third quarter of fiscal 2016 was 18.1%, and the net loss in the third quarter was $29 million, with a diluted loss per share of $0.03.

Third quarter operating income increased 20% year-over-year, mainly due to a 14% increase in DRAM average selling prices and a 17% increase in NAND sales volume.

Micron's quarterly revenue comparison

The overall consolidated gross profit margin in the third quarter increased by approximately 10% from the previous quarter, mainly due to the increase in the average selling price of DRAM and the reduction in manufacturing costs of NAND and DRAM.

Note: Micron acquired the remaining 67% of Inotera Memories on December 6, 2016 and began to integrate Inotera's financial data. Inotera is a company headquartered in Taoyuan City, Taiwan, specializing in the production of DRAM products.

Memory packaging and testing company Powertech benefited from the continued strong demand in the DRAM and Flash markets. In June 2017, its self-consolidated revenue reached 5.104 billion yuan, a monthly increase of 14.34% and an annual increase of 30.63%, setting a new record. With the operation warming up month by month, the second quarter's consolidated revenue reached 13.928 billion yuan, a quarterly increase of 10.02% and an annual increase of 23.06%, setting a new record at the same time, and performing better than market expectations.

Powertech previously used its Japanese subsidiary to publicly acquire a total of 47.84% of the shares of wafer testing plant Tera Probe, pushing the group's total shareholding to 59.44%, and the transaction was completed on June 5. Including Chairman Tsai Dugong, Chief Financial Officer Zeng Xuanzhang, Deputy General Manager of Strategic Business Li Gongfu, and Consultant Iwama Koji, they were also elected as directors at the Tera Probe shareholders' meeting on June 29, obtaining a majority of seats.

Tera Probe specializes in wafer testing of logic ICs, memory and other products, with annual revenue of approximately NT$2 billion. In 2008, it established a joint venture subsidiary, Tera Power, with Powertech in Taiwan. Tsai Du-kung previously pointed out that Tera Power has good operating performance, and the acquisition of Tera Probe will complete Powertech's shareholding and increase its operating contribution to the company.

In addition, Powertech's acquisition of Micron's Akita packaging and testing plant is expected to be completed at the end of July or early August, and will sign a packaging and testing service contract with Micron. Tsai Dugong said that he hopes to establish a complete one-stop packaging and testing supply chain in Japan through the two investment projects, with the goal of surpassing J-Device within three years and becoming the largest packaging and testing plant in Japan.

Powertech has been optimistic about its second quarter operations in its previous earnings conference, and its actual performance exceeded the mid-single-digit growth expected by analysts. Looking ahead, as market demand enters the peak season, demand continues to increase, and with the support of Japanese wafer testing factories Tera Probe and Micron Akita, analysts continue to be optimistic about the future market, and third quarter revenue may set a new high.

On July 5, memory module manufacturer ADATA announced its revenue for June 2017. Benefiting from the continued strength of memory prices and the recovery of solid-state drive (SSD) demand, ADATA's consolidated revenue for June was NT$2.754 billion, an increase of 8.17% from May and 46.47% from the same period in 2016, setting a new record in the past 41 months.

Although June is the traditional off-season for the PC industry, DRAM prices are still strongly supported by the strong growth in demand for servers and cloud applications. ADATA's DRAM shipments in June were still at a high level comparable to May, contributing 53.82% to monthly revenue. In the second quarter of 2017, consolidated revenue rose month by month, with a cumulative consolidated revenue of NT$7.834 billion for the second quarter. The total revenue for the first half of 2017 reached NT$15.837 billion, a significant increase of 59.37% over the same period in 2016.

ADATA said that the revenue of NAND Flash related products, including memory cards and USB flash drives, in June was also the highest in the past three years, accounting for 22.57% of the revenue. The demand for SSDs also rebounded significantly, with sales increasing by more than 30% compared with May. Overall, DRAM accounted for about 56.6% of the revenue in June, and NAND Flash and other products accounted for about 43.4%.

As for the future operation outlook, ADATA said that as the problem of memory shortage continues to ferment, ADATA is optimistic that the demand for memory in the third quarter will continue to grow with the peak season for new products such as servers, personal computers and smartphones. In particular, DRAM prices are expected to continue to be strong. ADATA has maintained good interaction with suppliers for a long time. As it is optimistic that DRAM demand will grow significantly in the second half of the year, the company has actively increased DRAM inventory levels to effectively support customers to seize market opportunities during the peak season.

LG's sales in the second quarter were 14.5 trillion won (about 12.5 billion U.S. dollars), of which operating profit was 664 billion won (about 576 million U.S. dollars). This was a slight decrease from the 14.6 trillion won in the first quarter, but higher than the 14 trillion won in the same period last year, that is, a slight decrease from the previous quarter and a slight increase from the same period last year.

Net profit and detailed revenue data by division will be announced at the end of this month.

The wafer foundry giant UMC also reported revenue of NT$13.099 billion in June, a 4.6% increase from NT$12.512 billion in May. In total, UMC's revenue in the second quarter reached NT$37.537 billion, roughly the same as NT$37.35 billion in the first quarter, but higher than NT$37 billion in the same period of 2016, a growth rate of 1.4%. In total, revenue in the first half of 2017 was NT$74.955 billion, a 4.98% increase from NT$71.4 billion in the same period of 2016, which was also in line with the expectations of legal persons.

UMC said at a recent shareholders meeting that it has made smooth progress in advanced processes in 2017 and has officially entered the 14nm process. In addition, its Xiamen subsidiary Unigroup has also been approved to move to the 28nm process. Thanks to the surge in demand for automotive electronics and fingerprint recognition ICs, the 28nm process is in full swing. In addition, the 14nm process has also been mass-produced and shipped, which will contribute to UMC's revenue contribution in 2017.

In addition, analysts also estimate that UMC's mass production process in 2017 has entered the 14nm process from the 28nm process, resulting in an increase in 14nm wafer shipments in the second quarter compared to the first quarter. Overall, the revenue in the second quarter of 2017 will be the same as the first quarter. After entering the second half of 2017, stimulated by the traditional peak season, UMC's revenue momentum will be demonstrated again.

Nanya Technology announced that its consolidated revenue in May decreased by 4.7% to NT$4.115 billion, but increased by 42.1% compared with the same period last year. The total consolidated revenue in the first five months of this year was NT$20.663 billion, an increase of 27.0% over the same period last year. Analysts estimate that Nanya Technology's revenue in the second quarter will grow by more than 5%. As DRAM prices continue to rise, the gross profit margin continues to rise, and the quarterly operating profit is estimated to reach NT$4-4.5 billion.

Nanya Technology has been disposing of its Micron shares since mid-June. As of June 29, Nanya Technology has sold 12,014,080 Micron shares, accounting for about 21% of its original holdings, and can recognize a profit of about US$167 million, equivalent to about NT$5.1 billion, which will be recorded in the second quarter financial report. Analysts estimate that Nanya Technology's second quarter profit will exceed NT$9 billion, and the net profit per share for the quarter will be between NT$3.3 and NT$3.5, and the net profit per share in the first half of the year will start from NT$4.5.

Nanya Technology still holds 45,766,058 shares of Micron. Based on the recent average share price of Micron, Nanya Technology's potential profit is approximately US$600 million, equivalent to more than NT$18 billion, which can contribute to earnings per share of approximately NT$6.7.

Memory manufacturer Winbond Electronics announced that its consolidated revenue in June reached 3.976 billion yuan, a monthly increase of 4.65%. Not only did it increase by 12.91% compared to the same period last year, it also set a new monthly record in the past 10 years. It also simultaneously pushed up the second quarter's consolidated revenue to 11.411 billion yuan, a quarterly increase of 9.51%, successfully breaking through the 10 billion yuan mark and reaching a single-quarter high in the past 10 years.

Legal persons pointed out that the current simultaneous rise in DRAM, NOR Flash and NAND Flash will drive Winbond's third quarter performance to a higher level.

Winbond has memory production lines such as DRAM, NAND Flash and NOR Flash. From the perspective of DRAM, Winbond's performance can be outstanding because the three major memory products are rising in tandem. Winbond focuses on niche markets and has LPDDR2 and LPDDR3 used in smartphones. It has already won orders for Apple's iPhone 7, which has boosted its performance. As for

NAND Flash, Winbond specializes in the SLC NAND field, which is mainly used in the automotive and industrial control markets. The market is relatively stable and the gross profit margin is also high. As for NOR Flash, major manufacturers have begun to withdraw from low-capacity NOR flash since this year, but market demand continues to increase, becoming the main force driving Winbond's upward attack.

We have gradually entered the peak season for semiconductor shipments. Winbond is expected to benefit from system manufacturers and PC field customers driving product shipments. Winbond's production capacity has been booked by major manufacturers. Once the shipment peak arrives, Winbond's third quarter revenue will have the opportunity to increase by double digits again. Winbond does not comment on the financial figures estimated by legal persons.

Macronix, a non-volatile flash memory manufacturer, announced that its consolidated revenue in June reached 2.424 billion yuan, a monthly increase of 15.94%, a significant increase of 42.65% compared with the same period last year, and the cumulative consolidated revenue in the first half of this year reached 13.172 billion yuan, an annual increase of 28.3%.

Since the beginning of this year, there has also been demand for NOR Flash in AMOLED and integrated touch function panel driver IC (TDDI), so Macronix's NOR Flash production line has also been taken over by major customers. Legal persons pointed out that the New Taiwan dollar exchange rate this quarter is relatively stable compared to the previous quarter. The exchange loss factors that occurred in the previous quarter are expected to have a lower impact this quarter, so there is a chance to maintain a continuous profit level. Macronix does not comment on legal person's estimated financial figures.

As Apple's new iPhone is ready to be launched, Hon Hai's revenue in June returned to the 300 billion yuan mark, reaching 315.14 billion yuan, an increase of 12.61% from 279.846 billion yuan in the previous month, and an increase of 3.32% from 305.011 billion yuan in the same period last year. This is the second time since March this year that the company has seen a double increase in both month-on-month and year-on-year revenue.

Foxconn pointed out that compared with May, revenue in June increased in all three product lines, with communications products seeing the largest increase, followed by consumer electronics and finally computers.

Judging from the performance in the second quarter, the strongest performances were communications products, followed by computer products, and finally consumer electronics products.

The relatively weak performance of consumer electronics during the handover between the old and new models in the second quarter was expected. However, the performance of consumer electronics in June bucked the trend and even outperformed computer products, which was slightly better than market expectations, and seemed to indicate that the handover between the old and new models is nearing its end.

Although Foxconn's revenue recovered in June, its revenue in May was unexpectedly low. Its revenue in the second quarter of this year was NT$917.774 billion, still lower than the NT$922.811 billion in the same period last year, a year-on-year decrease of 0.55%. Under the influence of the off-season effect, the quarterly decrease widened to 5.9%, only retaining the third highest position in the same period in history.

However, compared with the cumulative revenue in the first half of the year, the cumulative revenue in the first half of this year was 1.894375 trillion yuan, a slight increase of 0.73% from 1.880685 trillion yuan in the same period last year.

Foxconn's revenue rose slightly in June, which bodes well for its operations in the second half of the year. According to foreign media reports, Apple's new iPhone, which Foxconn is responsible for the main assembly work, is scheduled to be unveiled in mid-September. Judging from the schedule of the foundry's delivery, the mass production time may fall in mid-July. If the mass production schedule is true, with the support of Apple's 10th anniversary new phone, Foxconn's revenue this year may have the opportunity to widen the gap with last year.

Hon Hai will be ex-rights and dividend on July 13. As the dividend has hit a new high this year, the market is looking forward to its dividend-filling performance.

World Advanced's consolidated revenue in June reached 2.185 billion yuan, a monthly increase of 10.86%. The consolidated revenue in the second quarter was 5.871 billion yuan, a quarterly decrease of 6.26%, which was in line with the company's original estimate of 5.85 billion to 6.25 billion yuan. The company's legal representative pointed out: "World Advanced was affected by customer inventory adjustments in April and May and was unable to deliver a monthly report card of more than 2 billion yuan. This quarter, driven by customer demand, it may have a bright performance."

Benefiting from the rising prices of DRAM and NAND Flash, memory module manufacturer Apacer achieved revenue of NT$871 million in June, setting a new monthly revenue record in , with a monthly growth rate of 11.92% and an annual growth rate of 55.61%.

Driven by the increase in revenue at the end of June, Apacer's second quarter revenue was 2.404 billion yuan, an 11% increase from the 2.164 billion yuan in the first quarter, which performed better than expected. Inspired by the increase in revenue in June, the stock price opened higher today, rising by more than 1 yuan to 40.9 yuan during the session.

Apacer's revenue from January to June this year was 4.568 billion yuan, an increase of 46.44% over the same period last year. Looking forward to the third quarter, as the industry peak season arrives, Apacer's performance is expected to grow further than the second quarter, and this year's profit performance will be better than last year, with full-year earnings per share expected to be more than 4 yuan.

Transcend's revenue in June 2017 was NT$1.71 billion, up 5.6% from the previous month, but down 7.5% from the same period last year. Its revenue in the second quarter was about NT$4.996 billion, down about 12% from the first quarter's NT$5.689 billion. Its revenue in the first half of the year was NT$10.686 billion, down 2.68% from the same period last year.

Looking back at June, Transcend's industrial control products and strategic products are still the focus of operations. The group strength of industrial control products in various regions has played a synergistic role, especially in overseas advanced markets, which have performed well compared with the previous month. Consumer Flash and DRAM shipments are still affected by the shortage of raw materials, and revenue is the same as the previous period.

In terms of product structure, industrial control products accounted for 43.5% of the total revenue in June, strategic products accounted for 18.8%, consumer Flash products accounted for 19.3%, and standard DRAM products accounted for 18.4%.

Looking ahead, the NAND Flash supply gap has not eased, and the DRAM supply situation in the raw material market has been affected by the accident of Inotera's nitrogen system. Transcend will control risks according to market conditions, adjust procurement and pricing strategies, and maintain consistent stable profits. In terms of products, dash cams continue to sell well, and the new DrivePro 130 and DrivePro 110 models were recently released to enrich the dash cam product line.

Apple is expected to release its third-quarter earnings report on August 1.

• Apple's third quarter results for fiscal 2017 are as follows:

• Revenue of $43.5 billion to $45.5 billion;
  

• Gross profit margin is 37.5% to 38.5%;
  

• Operating expenses of $6.6 billion to $6.7 billion;
  

• Other income (expenses) were $450 million;
  

• The tax rate is 25.5%

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