Today's hot topics 1.SK Hynix , SK also expressed pessimism about the market 2. Wanghong, Wigang , Huabang Electric and Jinghaoke announced their August revenue 3. TSMC responded that it was cut by major customers: the production capacity remained tight this year 4. It was cut by 20% to 30%! Analysts revealed that Apple rare pre-mass production orders. After the new MacBook Pro01SK Hynix, Samsung also expressed pessimism about the market
According to Taiwan media Economic Daily, , the head of the Korean technology giant Samsung Electronics and Semiconductor Department, Kyung Kye-hyun, warned on the 7th that the market was not good in the second half of this year. So far, there have been no signs of a significant recovery in the market next year. Samsung is currently the most pessimistic manufacturer of semiconductor indicators worldwide.
Samsung semiconductor department covers key businesses such as DRAM, NAND Flash, wafer foundry, and many key semiconductor components research and development and manufacturing, and is a global leader in the two major storage fields of DRAM and NAND Flash. The industry believes that Samsung is pessimistic about the future market and the storage industry is the first to be affected.
The day before, SK Hynix, also a major Korean storage manufacturer, also showed pessimism about the market, believing that the memory market will not improve until 2024 as soon as possible and will rebound by 2025. However, with such a downward trend in the market, SK Hynix still plans to invest 15 trillion won in the next five years to expand a NAND wafer fab in South Korea. ( Click to view details)
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Wanghong, Weigang, Huabang Electric, and Jinghaoke announced their August revenue
Storage Factory Wanghong, Weigang, Huabang Electric, and Jinghaoke announced their August revenues yesterday (7th).
Wanghong's consolidated revenue in August was 3.728 billion ( New Taiwan Dollar , the same below), a monthly increase of 3.4%, and an annual decrease of about 25.6%. The cumulative consolidated revenue in the first eight months was 30.27 billion yuan, an annual decrease of 0.3%. Wanghong expects that as major customers enter the peak season for goods pulling, they are confident that their revenue in the third quarter will be better than that in the second quarter. If the price remains stable and the exchange rate and maintain favorable factors, the gross profit margin estimate in the third quarter will maintain its current performance, and they are optimistic about the growth of revenue in the second half of the year.
weigang's revenue in August was 3.005 billion , a monthly increase of 12.7% and an annual decrease of 6.63%. The cumulative revenue in the first eight months was 24.144 billion yuan, an annual decrease of 7.86%. Weigang believes that although the traditional peak season consumer demand is not as expected due to the impact of the global economic environment, DRAM spot price has approached the bottom in the short term, and the decline is limited. The company's inventory adjustment progress is in line with expectations, and it is expected that gross profit margin will gradually stabilize in the second half of the year.
Huabang Electric's consolidated revenue in August was 7.403 billion , a monthly increase of 0.16% and an annual decrease of 16.03%. The cumulative consolidated revenue in the first eight months was 67.954 billion yuan, an annual increase of 5.41%.
Jinghaoke's consolidated revenue in August was 1.186 billion , an annual decrease of 49.96%. The cumulative consolidated revenue in the first eight months was 12.481 billion yuan, an annual decrease of 20.43%.
3
TSMC responded that it was cut by major customers: the production capacity remained tight this year
Yesterday (7th), the market reported that TSMC faced orders for four advanced process customers such as MediaTek , AMD, Qualcomm , and Nvidia, and planned to close four extreme ultraviolet light (EUV) machines to reduce output.
In response to this, according to the Taiwan media Central News Agency, TSMC stated that it will not comment on market rumors. However, TSMC reiterated the explanation in the second quarter of the legal person briefing, and expected that the production capacity will remain tight throughout 2022 .
TSMC pointed out that although short-term uncertainty brought about by the headwind of the overall economy may continue to exist, the phenomenon of structural increase in semiconductors for long-term demand is still stable.
4
cut 2 to 30%! Analysts revealed that Apple rarely cut orders before mass production. New MacBook Pro
According to Taiwan media "Juheng.com", Tianfeng International Securities analyst Kuo Mingchi tweeted on Wednesday (7th) that Apple rarely cut 20% to 30% of the shipment estimates before mass production of the new 14-inch and 16-inch MacBook Pro, which brings potential structural risks to the high-end ABF (Ajinomoto Build-up Film) carrier board and Mini-LED industry.
Kuo Mingchi believes that Apple rarely cut orders in peak seasons and before mass production of new products, highlighting that the demand for new products is significantly lower than Apple's expectations.
He speculated that the decline in demand for "recession" and "work from home" are the main reasons for Apple's order cuts, and these two negative effects may last at least 6 to 9 months. In addition, Apple's new 14-inch and 16-inch MacBook Pro are only upgraded to the processor, and the "limited new selling points" may also be the reason for the lower than expected demand.
