UMC’s November revenue hit a record high in history, and the tight 8-inch foundry capacity will continue for the whole year of next year

On December 9th, the global wafer foundry company UMC released a November revenue bulletin on December 8. UMC’s November consolidated revenue was NT$14.726 billion, a record high for the same period in the past year. In the fourth quarter, UMC estimates that wafer shipments will increase by 1 to 2% compared with the previous quarter, and after some foundry prices have increased, the average dollar price of wafers has increased by 1% compared with the previous quarter.

Due to the reduction in working days and the appreciation of the New Taiwan dollar against the U.S. dollar, UMC announced that consolidated revenue in November decreased by 3.7% from the previous month to NT$14.726 billion, a 6.0% increase from the same period last year, rewriting the record of November’s single-month revenue for the same period in the same period. . In the first 11 months of this year, consolidated revenue was NT$161.533 billion, a year-on-year growth of 19.8%, which was also a record high for the same period in the previous year.

At present, UMC’s orders are well received and the capacity utilization rate has reached full capacity. The 8-inch foundry capacity is tight and prices have risen. After the round foundry price increase, the average dollar price of wafers increased by 1% compared with the previous quarter. The legal person estimates that UMC’s revenue in the fourth quarter will exceed 46 billion yuan and hit a record high. Judging from the revenue performance in October and November, December revenue is expected to reach between 15.5 and 16 billion yuan, setting a single-month revenue. Close to a record high.

Wang Shi, the common general manager of UMC, pointed out in the recent law talks that in the fourth quarter, the trend of working at home and studying at home, and the demand for consumer and computer-related applications will lead to a moderate increase in wafer shipments. In addition, the increase in the silicon content of UMC’s Electronic products for special applications, especially the newly deployed 5G smartphones, Internet of Things (IoT) devices, and other consumer application products will further boost the demand for semiconductors.

Jian Shanjie, joint general manager of UMC, believes that UMC’s orders in the fourth quarter and the first quarter of next year are good. In the long run, the silicon content of 5G smartphones is 2.5 times that of the past. In addition, 5G applications, The rebound in demand for artificial intelligence Internet of Things (AIoT) and automotive electronics is conducive to the growth of the semiconductor market.

Jian Shanjie said that 5G smart phones drive strong orders for power management ICs, and 8-inch foundry production capacity is tight. Order visibility has already been seen next year, and it is estimated that this situation will continue for at least the whole year of next year. Due to structural changes in the foundry industry, 8-inch wafer fabs are seriously under-capacity. UMC has raised its quotations for 8-inch rush orders and new wafers this year, and 8-inch foundry prices will also increase next year. , 12-inch foundry quotations are stable.

 

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