Electronics

The Taiwan semiconductor factory legal person briefing will be held during the peak season. More than 10 manufacturers will hold the seminar this week. Because the traditional peak season has passed and market variables have increased, the operating outlook of each manufacturer may be different.

Microcontroller (MCU) factory Shengqun will hold an online seminar on the 25th, kicking off the peak season for semiconductor factory seminars this week, followed by Macronix, MediaTek, Faraday, Licheng, UMC, and Pray- KY, Jingce, Liji, Duntai, Realtek and many other semiconductor manufacturers will debut this week.

Jing Hao Ke, ELAN, Novatek, Nuvoton, World Advanced, Phison, Yuanxiang and Liwang will hold a seminar in November.

Observing the operating prospects of DRAM fab Nan Yake and foundry TSMC in the previous law, the supply of foundry capacity continues to be tight, and the quotations are rising. The fourth quarter performance of the foundry is expected to hit a record high. The best performing part of the semiconductor industry in the fourth quarter.

As the traditional peak season has passed and market variables have increased, in addition to China’s power curtailment measures, the epidemic continues to affect the supply chain, and the impact of material shortages is also more severe than expected. This will add variables to the fourth quarter operations of the memory and IC design industry. The high point slipped.

Nan Yake expects that the short-term supply and demand imbalance in the DRAM market will enter a correction period in the fourth quarter. However, due to the low inventory of suppliers, there is still good demand in the market. Between the 2nd and 3rd seasons.

Foreign investment expects that there may be significant differences in the memory market conditions of different applications. The quotation of standard memory for computers may fall by 9% in the fourth quarter, which will be the worst performing market; the price of server memory will drop by about 5%, and the performance of mobile memory may be flat. .

According to Nanya, the demand for commercial computers in the commercial computer market remains robust, and demand for Chromebooks has slowed. The demand for Internet communications and smart speakers continues to grow, and the server, TV and automotive markets may be affected by the shortage of components.

Winbond's niche memory and coded flash memory (NOR Flash) market conditions are still hot, and its performance in the fourth quarter is expected to rise to the next level and continue to set a new record high. Macronix, on the other hand, has already passed the peak of game console customer shipments, and its performance in the fourth quarter may have slipped from its peak in the third quarter.

The panel driver IC factory Duntai expects that as the traditional peak season passes, the overall fourth quarter operations will be more conservative than the third quarter. Foreign investors also expect that the fourth quarter performance of Novatek, the leading panel driver IC manufacturer, will fall from the third quarter.

Realtek's supply of wireless networks, audio chips and network chips is still tight, and foreign investors expect that Realtek's fourth-quarter performance is expected to maintain a high-end level comparable to that of the third quarter.

The legal person said that as future operations will tend to diverge, Taiwan stocks may be dominated by the performance of individual stocks in the future. The information released by the corporate law will be the key to affecting stock price performance and will be the focus of market attention.