Industry
Num：57
See：36502021-01
21
Taiwan: 8-inch wafer prices continue to rise!
Taiwan Semiconductor Manufacturing Co., or TSMC, is widely known in Taiwan, but UMC, the second largest contract wafer manufacturer, has been the focus of recent trading, with its share price more than doubling in just three months to an 18-year high.
Due to the US sanctions on SMIC, the transfer effect caused by the recent power management IC, TDDI and automotive semiconductor demand recovery, the already tight 8-inch foundling capacity, even more short supply; For UMC, which has a leading position in the 28 nm mature process, it will provide a shot in the arm for its operations. UMC's operating performance and technical capabilities could also give it a share price to rival that of SMC, which returned to the capital markets in early December.
After experiencing this epidemic, Taiwan's strong strength in the global semiconductor industry chain has been further highlighted. It not only has a complete upper, middle and downstream industry chain, but also contributes nearly 20% of the global output value of semiconductors, ranking second in the world. In particular, Taiwan's share of the global foundry market has reached 53.9%. If you add in the 7% share of UMC, the combined share of the two companies in the global foundry market for 12-inch and 8-inch wafers exceeds 60%. Beyond foundry, Taiwan's IC design and packaging and testing industry has also thrived in the past 20 years under the specialization of the industry. According to the forecast of the Institute of Obstetrics and Industry Research Institute, in 2020, the annual output value of IC design will reach $2.84 billion, with an annual growth of 23.1%, which is the second largest output value country outside the United States; And IC sealed test is 800 million US dollars, annual growth of about 10.2%, ranking first in the world.
Wafer foundry has become a weapon in Taiwan
From IC design to foundry to package and test, Taiwan has built an island protector in the semiconductor industry. In particular, in the face of the United States continued to impose sanctions on Chinese semiconductor manufacturers such as SMIC, so as to accelerate the transfer of orders to Taiwan Semiconductor Manufacturing Co., Ltd., UMC and World, and other foundries, but also led to a boom in the downstream sealed testing industry.
This wave of semiconductor industry boom had ever seen, even in the 9 December login force for TSMC chairman frank huang xing ark also said: "the whole chip foundry capacity will continue until after 2022, the reasons include demand growth rate is greater than the capacity growth rate; and including 5 g and artificial intelligence (AI) applications will bring more demand. However, the high cost of building new fabs and it will be at least more than three years, look forward to new capacity is often tight production capacity has reached the client will panic."
Currently, Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) and Samsung Electronics Co., Ltd. (Samsung Electronics Co., Ltd.) are the world's leading wafer foundry manufacturers. However, TSMC is far ahead of its rivals. TSMC's production capacity has been overwhelmed by Apple's orders, including the A14 Bionic chip for the iPhone 12 and iPad Air, as well as the A14X or A14Z chips for the future MacBook and iPad Pro. Moreover, future orders from AMD, Nvidia and Intel will keep its market share above 5% unchanged. No wonder foreign investors are frequently revising TSMC's earnings estimates and price targets for next year and next year.
Besides, TSMC, despite the wafer foundry second brother umc TSMC behind the advanced process in recent years, however, the recent share price under the foreign buying, walked all the way from July after the ex-dividend high, recently came to 4.8, in the eighteenth year of a new high, total market capitalization and reached five hundred billion yuan, to Taiwan shares the tenth largest in the market value of enterprises. The driving force mainly comes from short supply of 8-inch foundry production capacity. The number of 8-inch plants worldwide peaked in 2007, and since then many plants have been closed or transformed into 12-inch plants.
Among the world's top 10 foundries, 33 are in Asia, followed by 15 in Taiwan and seven in mainland China. From the point of view of Taiwan factory, the number of combined power is the largest; At present, UMC has seven eight-inch plants and four 12-inch plants. The capacity of eight-inch plants is about 300,000 pieces per month, which is only lower than TSMC's 500,000 pieces and higher than the 20,000-40,000 pieces in the third place. SMIC, which is subject to U.S. sanctions, ranks fourth in eight-inch capacity, while most of its remaining foundries are 12-inch.
Due to the US sanctions on SMIC, the transfer effect caused by the recent power management IC, TDDI and automotive semiconductor demand recovery, the already tight 8-inch foundling capacity, even more short supply; For UMC, which has a leading position in the 28 nm mature process, it will provide a shot in the arm for its operations. UMC's operating performance and technical capabilities could also give it a share price to rival that of SMC, which returned to the capital markets in early December.
After experiencing this epidemic, Taiwan's strong strength in the global semiconductor industry chain has been further highlighted. It not only has a complete upper, middle and downstream industry chain, but also contributes nearly 20% of the global output value of semiconductors, ranking second in the world. In particular, Taiwan's share of the global foundry market has reached 53.9%. If you add in the 7% share of UMC, the combined share of the two companies in the global foundry market for 12-inch and 8-inch wafers exceeds 60%. Beyond foundry, Taiwan's IC design and packaging and testing industry has also thrived in the past 20 years under the specialization of the industry. According to the forecast of the Institute of Obstetrics and Industry Research Institute, in 2020, the annual output value of IC design will reach $2.84 billion, with an annual growth of 23.1%, which is the second largest output value country outside the United States; And IC sealed test is 800 million US dollars, annual growth of about 10.2%, ranking first in the world.
Wafer foundry has become a weapon in Taiwan
From IC design to foundry to package and test, Taiwan has built an island protector in the semiconductor industry. In particular, in the face of the United States continued to impose sanctions on Chinese semiconductor manufacturers such as SMIC, so as to accelerate the transfer of orders to Taiwan Semiconductor Manufacturing Co., Ltd., UMC and World, and other foundries, but also led to a boom in the downstream sealed testing industry.
This wave of semiconductor industry boom had ever seen, even in the 9 December login force for TSMC chairman frank huang xing ark also said: "the whole chip foundry capacity will continue until after 2022, the reasons include demand growth rate is greater than the capacity growth rate; and including 5 g and artificial intelligence (AI) applications will bring more demand. However, the high cost of building new fabs and it will be at least more than three years, look forward to new capacity is often tight production capacity has reached the client will panic."
Currently, Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) and Samsung Electronics Co., Ltd. (Samsung Electronics Co., Ltd.) are the world's leading wafer foundry manufacturers. However, TSMC is far ahead of its rivals. TSMC's production capacity has been overwhelmed by Apple's orders, including the A14 Bionic chip for the iPhone 12 and iPad Air, as well as the A14X or A14Z chips for the future MacBook and iPad Pro. Moreover, future orders from AMD, Nvidia and Intel will keep its market share above 5% unchanged. No wonder foreign investors are frequently revising TSMC's earnings estimates and price targets for next year and next year.
Besides, TSMC, despite the wafer foundry second brother umc TSMC behind the advanced process in recent years, however, the recent share price under the foreign buying, walked all the way from July after the ex-dividend high, recently came to 4.8, in the eighteenth year of a new high, total market capitalization and reached five hundred billion yuan, to Taiwan shares the tenth largest in the market value of enterprises. The driving force mainly comes from short supply of 8-inch foundry production capacity. The number of 8-inch plants worldwide peaked in 2007, and since then many plants have been closed or transformed into 12-inch plants.
Among the world's top 10 foundries, 33 are in Asia, followed by 15 in Taiwan and seven in mainland China. From the point of view of Taiwan factory, the number of combined power is the largest; At present, UMC has seven eight-inch plants and four 12-inch plants. The capacity of eight-inch plants is about 300,000 pieces per month, which is only lower than TSMC's 500,000 pieces and higher than the 20,000-40,000 pieces in the third place. SMIC, which is subject to U.S. sanctions, ranks fourth in eight-inch capacity, while most of its remaining foundries are 12-inch.
On November 30, semiconductor foundries force at xing ark (declared listed, try to trade for half a year, xing ark is not equal to public) before the public presentation, chairman frank huang said that the current capacity is close to the incredible, customer demand for production capacity has reached panic, forecasts for the second half of next year to the second half of 2022, logic IC, DRAM market is out of stock to the point where can't imagine it.
Mr Huang said Powerchip held 30 per cent of the company and would return to the capital market. "I want to bring the company back and give you an explanation". Power crystal holds more than 30% of the equity of China Hefei crystal, the 12-inch plant is now full of capacity, in order to expand production and capital needs, crystal crystal plans to be listed in Shanghai A shares next year.
LSMC currently has a share capital of 31 billion yuan, revenue of 22.23 billion yuan in the first half of this year, gross profit margin of 25 percent, operating net profit margin of 13 percent, net profit after tax of 2.03 billion yuan, net profit per share after tax of 0.65 yuan, net value per share of 10.3 yuan, but since August, the revenue has continued to grow.
Xie Zaiju, general manager of SMC, said that the company's lagging standard DRAM production technology and weak competitiveness due to the drop in DRAM volume and price in 2019 were the main reason for the loss last year.
Semiconductor before October this year to force revenue structure, logic IC, memory, respectively, 55%, 45%, 47% and 53% year on year, by contrast, because this year for power semiconductor memory industry is not very good, so some capacity has been transferred to the above logic IC, logic IC production next year is expected to continue to increase, as the memory of next year the market back to wen, the memory of the whole business there is expected to stabilize.
For the power crystal stock can not be traded in the market, Huang Chongren said, he hopes to find venture capital industry to invest in power crystal, so that minority shareholders can sell the stock, help minority shareholders to uncover, and get a higher income.
Mr Huang said Powerchip held 30 per cent of the company and would return to the capital market. "I want to bring the company back and give you an explanation". Power crystal holds more than 30% of the equity of China Hefei crystal, the 12-inch plant is now full of capacity, in order to expand production and capital needs, crystal crystal plans to be listed in Shanghai A shares next year.
LSMC currently has a share capital of 31 billion yuan, revenue of 22.23 billion yuan in the first half of this year, gross profit margin of 25 percent, operating net profit margin of 13 percent, net profit after tax of 2.03 billion yuan, net profit per share after tax of 0.65 yuan, net value per share of 10.3 yuan, but since August, the revenue has continued to grow.
Xie Zaiju, general manager of SMC, said that the company's lagging standard DRAM production technology and weak competitiveness due to the drop in DRAM volume and price in 2019 were the main reason for the loss last year.
Semiconductor before October this year to force revenue structure, logic IC, memory, respectively, 55%, 45%, 47% and 53% year on year, by contrast, because this year for power semiconductor memory industry is not very good, so some capacity has been transferred to the above logic IC, logic IC production next year is expected to continue to increase, as the memory of next year the market back to wen, the memory of the whole business there is expected to stabilize.
For the power crystal stock can not be traded in the market, Huang Chongren said, he hopes to find venture capital industry to invest in power crystal, so that minority shareholders can sell the stock, help minority shareholders to uncover, and get a higher income.
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