Reported 8 months ago
According to TrendForce, the semiconductor industry is steadily recovering, with foundry operators coming out of the slump, especially benefiting from the demand for advanced processes, and TSMC is expected to shine. As the industry progresses into the mid-year, the anticipation of China's 618 sales season and the launch of new smartphones by major brands in the second half of the year are driving inventory replenishment and positively impacting foundry capacity utilization rates. TSMC is projected to surpass 100% utilization in the second half of the year, with order visibility extending to 2025. Meanwhile, mature process foundries like UMC and VIS are also expected to see improved capacity utilization rates in the second half of the year, although overall demand remains modest and cost pressures persist. TSMC's competitors are adjusting their strategies to improve revenue performance, and the industry is expected to see moderate growth in the latter half of the year.
Source: YAHOO