Foundry factory affected in the third quarter

Affected by factors such as the adjustment of the end market inventory, the foundry's third quarter was not booming in the third quarter, and the market reported that TSMC recently notified material contractors to reduce orders by more than 10%. The legal person expects that the third quarter revenue will be lower than the previous season's peak season. The standard; the world advanced yesterday also pointed out that the pull of goods in the market is not strong, demand growth has slowed down, and visibility in the third quarter has been low.

Tseng Fancheng, vice chairman of TSMC and the world’s most advanced vice chairman, pointed out yesterday after the world’s advanced shareholders’ meeting that due to the saturation of the mobile phone market and slow sales, the direction of application of the Internet of Things was not specific enough, resulting in a worse overall semiconductor growth this year than last year. , is still in inventory adjustment.

The world’s most advanced orders have been available for visibility in the past few months for approximately two months. The chairman and general manager of the company said that the visibility of the orders placed by the client is very low and the operating conditions in the third quarter are not yet available; After the long holiday, the market pulls the goods and the demand is slowed down. The growth in the third quarter is limited.

TSMC’s estimated revenue for the second quarter decreased by 7% to 8%. The market originally expected to see significant growth during the peak season in the third quarter. However, the market reported that TSMC’s material suppliers, such as silicon wafers, have announced that they will reduce supply by 10% in the next quarter. The above; foreign-funded legal person also expects the semiconductor industry inventory adjustment to extend, large customers Qualcomm orders slowed down, TSMC's third-quarter revenue growth rate of only about 5% or less, but there are expected to reach 8%, both over the same period in previous years increased by more than 10% Is low. With the massive opening of the 16-nanometer FinFET process in the fourth quarter, the legal person said that TSMC’s revenue is expected to increase significantly.