Although current foundries are facing inventory depletion, Nomura Securities semiconductor analyst Liao Guanghe said that due to the positive effect of internationally integrated component manufacturers (IDM) highly dependent on wafer foundry, the foundry revenue growth in 2012 The rate is expected to reach 17%.
The “Business Times†reported that Liao Guanghe believes that only the most defensive TSMC can continue to hold, while UMC, the world’s advanced, and SMIC are neutral.
Affected by Japan's 311 earthquake and weak consumption, foundry stocks are serious, but Liao Guanghe believes that when the foundry inventory returns to normal levels, it will start to respond to revenue growth in the second quarter of 2012, and improve. Foundry industry long-term investment value.
The “Business Times†reported that Liao Guanghe believes that only the most defensive TSMC can continue to hold, while UMC, the world’s advanced, and SMIC are neutral.
Affected by Japan's 311 earthquake and weak consumption, foundry stocks are serious, but Liao Guanghe believes that when the foundry inventory returns to normal levels, it will start to respond to revenue growth in the second quarter of 2012, and improve. Foundry industry long-term investment value.
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