Leading foundry TSMC yesterday (10) announced revenues of 59.95 billion yuan in June, month by 14.5%, for the 15 months to the lowest monthly, annual reduction of 0.6 percent, but for more than three years from April 2012 See the first big surprise of the market.
TSMC’s second-quarter revenue outlook, although in line with the target, but even two months of decline, next Thursday (the 16th) will be the debut of the law say will be more important, will be about the next wave of semiconductor ethnic and TAIEX performance. TSMC is the second quarter cumulative consolidated revenues 2,054.4 billion yuan, quarter by 7.4 percent, reaching 2,040 million median earnings forecast to $ 20.7 billion.
Legal analysis, net revenue in February month by more than 28 percent of the Lunar Spring Festival, June revenue decrease month TSMC the largest since January 2013.
TSMC since June 29 dividend 4.5 yuan since continued at discount status, coupled with the stock market crash through the week, on the 9th and then fell to close at 1.5 yuan to 136.5 yuan, compared with 141.5 yuan reference price ex-dividend trading, fill rest of the road is more distant. In addition, three major corporate continued this week sold 45,100, including foreign selling in excess of 40,000.
Legal view, the operating pressure of the semiconductor industry this year, many manufacturers have begun to revenue decline year over year, especially from May to June, the recession at home was significantly increased, TSMC’s revenue in June also appears rare “recession” for the semiconductor and electronics industry passes him warning.
So far, semiconductor manufacturers, only the ASE, King Yuan electricity and a few packaging and testing plant in June to maintain positive growth in revenue, the upstream IC design industry MediaTek, Novatek Realtek so into recession crisis, SPIL, Qi State force into no exception.
TSMC will be announced next week, France said second-quarter profit, and release the third quarter operating outlook, as representatives of the entire semiconductor TSMC, especially the most upstream of the kinetic energy of the electronics industry, IC design stake upstream and downstream packaging and testing, distributors season performance, seen as an important semiconductor boom fortunes trial balloon.
Lu shares plus the debt crisis turmoil, the second half cast variables, including pen TV plant Asus has downgraded estimates annual notebook shipments, legal view, PC market conditions in the third quarter should not be too optimistic.
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