In the second half of the year, as the smartphone production chain enters the peak season, the demand for related chips such as artificial intelligence, automotive electronics, and the Internet of Things continues to increase, and the supply of power semiconductors such as MOSFETs is in short supply, driving the foundry. The amount of filming has rebounded markedly. The legal person is optimistic about TSMC, UMC, and the world's advanced second-half operations are prosperous. The third-quarter revenue is generally expected to grow by about 10% compared with the second quarter.
UMC announced that its consolidated revenue in June increased by 2.2% to 13.364 billion yuan (NTD, the same below), which was the highest in 8 months. The consolidated revenue in the second quarter increased by 3.6% to 38.852 billion yuan, up 1.9 percent over the same period last year. %, the new high in the sixth quarter. UMC estimated that the second quarter wafer shipments increased by 2~4% compared with the previous quarter, wafer prices were flat, and the second quarter revenue performance reached a high performance target and was better than the market. Legal persons generally expect flat expectations of revenue.
UMC has announced an increase in the 8-inch wafer foundry price, which will be reflected in the third quarter revenue, plus the 12-inch factory 28nm and 14nm and other advanced process capacity utilization rate remains high, Xiamen 12-inch factory orders are strong and The new production capacity continues to open, and the legal person is optimistic that this quarter's revenue will grow by nearly 10% from the previous quarter.
The world's advanced benefited from the 8-year wafer foundry price increase in the first half of the year. The consolidated revenue in June increased by 2.8% to 2.494 billion yuan, continuing the record high monthly revenue, and the second quarter combined revenue growth. 9.7% reached 7.049 billion yuan, a substantial increase of 20.1% over the same period last year, and rewritten the quarterly revenue record high.
The world's advanced forecast is expected to reach between 67 and 7.1 billion yuan in the second quarter. The actual revenue performance has reached the high standard of financial measurement. As the 8-inch wafer foundry capacity is in short supply in the second half of the year, the price continues to be bullish, the world's advanced LCD driver IC, Power semiconductors, power management ICs, fingerprint identification ICs and other orders are fully loaded until the end of the year, and have sufficient silicon wafer sources, which is optimistic about the operation in the second half of the year.
TSMC will hold the 'Zhang Zhongmou Building' unveiling ceremony and announce the second quarter revenue this (10) day. This will be the first time that the founder Zhang Zhongmou returned to TSMC after his retirement, and Zhang Zhongmou's views on the recent US-China trade war and TSMC's market outlook. It is expected to be valued. TSMC expects to hold a law conference on the 19th. It is currently in a silent period. The legal person estimates that the consolidated revenue in June is slightly less than 70 billion yuan, but the second quarter revenue is expected to be between 234 and 235 billion yuan. , the probability of exceeding the standard is high.