During the high season of electronic mass production, the demand for smart phones and tablet computers was ignited. In response to the concerns raised by Japan's strong earthquakes, the major chip makers rushed into Wafer TSMC (2330) and UMC in the third quarter, allowing two wafer foundries. Capacity utilization rate will return to near full load in July.
Taiwan Semiconductor Manufacturing Co., Ltd. previously foresees that some of its communications customers in the second quarter were worried about the impact of a strong Japanese earthquake on the semiconductor supply chain. The legal person estimates that the impact of the daily shock on TSMC will be reflected in the revenue in May and June. It is estimated that the utilization rate of TSMC in the second quarter will be around 90%. Recently, a number of legal persons have revised TSMC's net profit after tax to 6.3 yuan per share this year, and target prices have been revised to between 84 and 90 yuan.
Taiwan Semiconductor Manufacturing Co., Ltd. previously foresees that some of its communications customers in the second quarter were worried about the impact of a strong Japanese earthquake on the semiconductor supply chain. The legal person estimates that the impact of the daily shock on TSMC will be reflected in the revenue in May and June. It is estimated that the utilization rate of TSMC in the second quarter will be around 90%. Recently, a number of legal persons have revised TSMC's net profit after tax to 6.3 yuan per share this year, and target prices have been revised to between 84 and 90 yuan.
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