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Semiconductor industry set to explode in H2
Taiwan News, Staff Writer
2014-08-19 01:46 PM

The Taiwan Semiconductor Industry Association (TSIA) forecast Monday that domestic semiconductor industry output in the latter half of the year is expected to increase 16% compared with the first half, powered by the traditional electronics peak season and the release of new Apple and non-Apple products. The industry expects TSMC (2330), ASE (2311), and MediaTek (2454) to lead this second half semiconductor boom.

TSIA released its 2014 Q2 semiconductor industry report Monday. Taiwan’s semiconductor industry output in Q2 totaled NT$551.2 billion for a quarterly growth rate of 16.4%. Output is expected to grow to NT$593.7 billion this quarter and continue growing in Q4 with output in the second half of the year increasing 16% on the first half. Annual growth for 2014 is expected to increase approximately 17.4% year-on-year and beat the global average.

Globally, Q2 semiconductor sales totaled approximately NT$2.48 trillion for a quarterly growth rate of 5.4% and an annual growth rate of 10.8%. Divided into region, sales in the Japanese market totaled approximately NT$267 billion, NT$288 billion in Europe, and approximately NT$1.45 trillion in the Asia Pacific region.

TSIA analysis indicates, global economic recovery this year and brisk demand for mobile devices are driving a flourishing semiconductor industry.

Industry insider analysis indicates, the second half is the traditional peak season of the electronics industry. In addition, relevant chip manufacturing, testing, and packaging for new Apple and non-Apple products are largely monopolized by Taiwan. This is key to significant growth in Taiwan’s semiconductor industry output for the latter half of the year.

Furthermore, positive growth and good performance is expected for the originally bearish notebook and personal computer markets.

Institutional investors expect TSMC, ASE, and MediaTek to take leadership roles in the increase of Taiwan’s semiconductor industry output. TSMC has received orders to produce Apple’s new processor. In addition, IC plays an increasingly important role in the trend of the Internet of Things (IoT) which benefits TSMC the most as the top global IC manufacturer.

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