According to Gartner, an international research and consultancy firm, global semiconductor revenue will reach 4,551 billion U.S. dollars in 2018, an increase of 7.5% annually, of which the first quarter is expected to show a decline of single digits, the second and third quarters will start to recover and gradually rise, The fourth quarter showed a slight decline in the situation.
TSMC hit a new record high in both revenue and profit last year. After entering this quarter, the company expects the demand related to mining operations to continue its strong performance. However, the seasonality of mobile device products will affect its performance and the overall revenue forecast will be between 84 Between the billion and 8.5 billion U.S. dollars, the quarter-to-quarter decrease in the single-digit percentage, overall the company has the opportunity to grow 10% to 15% this year.
In addition, the performance of UMC slightly increased last year, EPS was 0.79 yuan, the first quarter of this year's operating outlook is flat, legal person believes that the company's profit this quarter may be close to flat, while its capital spending this year, a substantial reduction of advanced process investment, strategy Has turned to consolidate the mature process market.
The performance of the world's advanced small reduction last year, its 8-inch wafer foundry production in short supply, including driver IC, power management, fingerprinting and other needs are its growth momentum.The company estimates consolidated revenue this season will range from 6.2 billion to 66 Between billion.