Second-tier wafer foundry focus on three major business opportunities

The world-leading second-tier foundries and silicon-based silicon have benefited from automotive electronics, fingerprint identification and the influx of MOSFET orders. In the first half of the year, orders were booming and capacity utilization reached full capacity. Industry expects second-quarter results to be expected to challenge double digits growing up.

In the past, the foundry gradually shifted its production capacity to 12 miles, the global capacity of 8.6 tons gradually decreased, and the outsourcing production of international IDM plants has become a trend. This year in the car power management IC, fingerprint identification IC and MOSFET (metal oxides The semiconductor field effect transistors all have double-digit growth, driving the Taiwan factory second-tier wafer foundry performance.

One of the world's advanced companies received orders from foreign manufacturers for IDM production last year, especially for automotive electronics. This year in power management ICs, fingerprint identification ICs will see double-digit growth. The visibility of orders will reach the end of the second quarter. Demand has soared, production capacity is not being demanded, and new production capacity for the fourth wafer fab is being evaluated. Capital expenditure in 2018 is estimated to be 2.1 billion yuan, an increase of 300 million yuan over the previous year.

This year, MOS has benefited from MOSFET and diode market conditions, and its capacity utilization rate has reached full capacity. In the second quarter, it strived to turn profit into profit. In response to the huge market demand, the Silicon Valley plans to use the original monthly capacity of 57,000 6-inch capacity in the third quarter. , Upgraded to 60,000 pieces per month. In addition, SiO2 accelerates the layout of IGBTs (Insulated Gate Bipolar Transistors) and is expected to have a small output in the third quarter.