Taiwan tus thib 2 Chip Maker Posts 42% Cov nyiaj tau los dhia, Tab sis nws yuav kav ntev npaum li cas?

UMC tau tshaj tawm kev muag khoom nce siab rau lub hli ntawm lub Tsib Hlis, txhawb nqa los ntawm kev thov txuas ntxiv rau nws cov khoom siv hluav taws xob uas siv hluav taws xob siv hluav taws xob thiab cov tsheb niaj hnub. Tab sis cov kws tshuaj ntsuam ceeb toom tias kev lag luam thoob ntiaj teb yuav tsis txhawb nqa qhov kev loj hlob ntawd ntev dua.

Lub tuam txhab, raws li nyob rau hauv Hsinchu, Taiwan, tshaj tawm 42% xyoo-dhau-xyoo dhia hauv nws cov nyiaj tau los ntawm $ 24.4 billion New Taiwan las ($ 820 lab) rau lub hli ntawm lub Tsib Hlis. UMC yog Taiwan tus thib 2 daim ntawv cog lus chip tsim tom qab billionaire Morris Chang TSMC, uas nws tus kheej yog expecting 37% dhia hauv cov nyiaj tau los hauv lub quarter thib ob.

Kev xa tawm los ntawm Taiwan ib txwm muaj kev vam meej ntawm lub ntiaj teb kev xav tau rau cov khoom siv thev naus laus zis, suav nrog cov chips semiconductor, hais tias Darson Chiu, tus thawj coj saib xyuas kev lag luam macroeconomic nrog rau Taiwan Institute of Economic Research xav tank hauv Taipei. Kev sib kis tau txhawb nqa kev xa khoom ntawm cov khoom siv hluav taws xob chip-laden rau cov neeg siv khoom uas nyob hauv tsev thiab xav tau PCs tshiab rau kev sib tham hauv xov tooj thiab kev kawm hauv tsev.

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Kev txiav txim rau automotive chips pab, ib yam nkaus. UMC lub tuam txhab Nyij Pooj tau tshaj tawm thaum lub Plaub Hlis lig tias nws nkag mus rau ib tug deal nrog Toyota-rov qab tsheb-qhov chaw xa khoom Denso los ua cov khoom siv hluav taws xob rau cov tsheb loj hlob sai uas suav nrog cov tsheb hluav taws xob. Kev lag luam automotive semiconductor yuav loj hlob los ntawm $ 35 nphom hauv 2020 txog $ 68 nphom hauv 2026, Taipei-based Market Intelligence & Consulting Institute forecasts.

Kev xa khoom hauv ntiaj teb PC tau yooj yim rau xyoo no thaum cov neeg siv khoom rov qab mus ua haujlwm lossis tsev kawm ntawv, IDC tau qhia hauv ib qho Plaub Hlis nqe lus. Daim ntawv tshaj tawm hais tias kev xa khoom thoob ntiaj teb ntawm desktops, notebooks thiab chaw ua haujlwm tau poob 5.1% hauv thawj peb lub hlis twg.

"Txawm hais tias tej zaum yuav muaj qee qhov kev xa khoom wafer poob qis hauv qee qhov chaw, cov nqi muag khoom nruab nrab tseem tau txais kev txhawb nqa los ntawm cov ntawv cog lus ntev tau muab tso rau hauv qhov chaw thiab nce cov ntsiab lus silicon tuaj yeem txo qhov cuam tshuam ntawm softness hauv qee cov khoom siv semiconductor," hais Nina Turner, Kev tshawb fawb tus thawj coj rau daim ntawv thov semiconductor nrog lub tuam txhab tshawb fawb kev lag luam IDC.

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UMC tsis tau hais txog cov laj thawj tom qab nws cov nyiaj tau los txhua hli, tab sis cov lus qhia tau muab rau hauv lub tuam txhab thawj peb lub hlis twg tshaj tawm cov nyiaj tau los hais tias wafer xa khoom yuav nce 4% mus rau 5% nrog rau qhov nruab nrab muag tus nqi nce ntawm 3% mus rau 4% peb lub hlis twg ntawm lub quarter mus txog rau lub Rau Hli. "Peb tab tom taug kev kom ncav cuag cov lus qhia no, txhawb nqa los ntawm kev thov muaj zog," tus kws tshaj lij ntawm tuam txhab tau hais.

Tab sis cov chipmakers yuav tsis raug mob los ntawm ib qho flatlining ntawm PC khoom xa tuaj, Turner hais. Cov neeg muab khoom siv CPU xws li AMD thiab Intel nrog rau cov tuam txhab nco nco suav nrog Micron thiab Samsung muaj feem cuam tshuam ntau dua, nws hais.

Cov neeg xa tawm ntawm cov kob pov tseg los ntawm kev tsim khoom siv thev naus laus zis tau mus txog "saum toj ntawm lub voj voog" hais tias Liang Kuo-yuan, tus thawj tswj hwm ntawm Yuanta-Polaris Research Institute xav tank hauv Taipei. Nws taw qhia rau S&P Global Taiwan Manufacturing Purchasing Managers 'Index (PMI), ib qho kev ntsuas ntawm cov qauv hauv kev ua haujlwm hauv lub Hoobkas, uas poob rau 50.0 hauv lub Tsib Hlis los ntawm 51.7 hauv lub Plaub Hlis. May kev nyeem ntawv yog qhov tsis muaj zog tshaj plaws hauv 23 lub hlis.

Liang hais tias "Kuv xav tias thaum kawg nws yuav dhau mus rau qhov khoom siv ntau dhau," Liang hais.