元器件交易网讯 3月20日消息,据外媒Digitimes报道,近期台湾生产12英寸晶圆产能利用率提高,台湾半导体公司向上修正第一季度业绩。根据预测半导体材料和设备供应商的盈利都会大幅度提高。半导体材料硅片、光刻胶和石英管出货量随着台积电和联电大幅度需求不断增加。
据消息人士透露,台积电在2014年第二季度收入可能提高20%。台湾半导体厂商8-12英寸晶圆的产能利用率提高,联华电子成本将大幅度降低。嘉华利实业获得大量光刻胶订单,有望在2014年第一季度相比去年同期有更好的表现。崇越科技预计3月份该公司的收入超过4560万美元。
(元器件交易网 白玉涛译)
以下为外文:
Semiconductor material and equipment suppliers are poised for brisk sales in the months ahead, buoyed by a number of factors, including an upward revision of Taiwan Semiconductor Manufacturing Company's (TSMC's) first-quarter guidance and high capacity utilization rates at 8- and 12-inch fabs in Taiwan, according to industry sources.
Thanks to a surge in orders from chipset makers including Qualcomm, Broadcom and MediaTek, TSMC now expects its sales to grow 0.8% sequentially compared to a 5-7% drop forecast previously, the sources noted.
TSMC may see its revenues expand 20% sequentially in the second quarter of 2014, the sources estimated.
UMC has also benefited from the ongoing recovery in the semiconductor industry, with the capacity utilization rates of its 8- and 12-inch fabs running high, added the sources.
Semiconductor material distributor Topco Scientific has seen its shipments of silicon wafers, photoresists and quartz tubes to TSMC and UMC increase sharply and is expected to see its March revenues surpass the NT$1.39 billion (US$45.68 million) recorded in January, said the sources.
Fellow distributor Wah Lee Industrial is also expected to perform better in the first quarter of 2014 as compared to a year earlier, buoyed by orders for photoresists used in the 20nm process node and other chemicals, revealed the sources.
Feedback Technology, which distributes equipment and parts for semiconductor and optoelectronics industries, has also enjoyed a rebound in orders for ion implantation materials from Taiwan's top-2 foundry houses, added the sources.
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