Conductor industry generally has a positive view on the second half, including packaging and testing plant in view particularly optimistic, Hutch ASE and silicon products are optimistic about the second half of the operation, the second half of the trading quarter by ASE growth objectives have not changed, but also optimistic about the next silicon products half the kinetic energy; IC design, places Mobile, touch and driver IC industry trend most positive, optimistic phone chips MediaTek smartphone market demand strength, touch IC due to go Yang Win8 laptop penetration, coupled with flat demand-driven and smart phones, but also to support the operating force, the driver IC is to catch the trend to enhance the resolution, operational view positively in the second half to help out there 4K2K market, the kinetic energy related industries in the second half is still expected to have a performance space, the dwarf Under PC-related companies, operating view is more conservative, operations should have to see the PC market to pick up fear warmed situation. Extensive layout for the semiconductor industry, nearly two years most manufacturers will shift the focus to the operation and direction related to mobile devices, including IC design MediaTek success of last year to get into the low-cost smartphone market, trading was heating up, the tablet market this year, aiming to solve Eucalyptus is also eligible for a number of brand plant using, operating outlook can be expected, Dongzuo Mr Tsai optimistic peak effect in the third quarter, driven by the operation will continue to rise, while the market also looking MediaTek will be said again raised at the annual Law Tablet total wafer shipments, stable operating momentum. Overall, semiconductor and mobile devices in the second half of the firms, there is still a lot of operating performance space, with higher contrast and PC manufacturers association, as the PC industry is still in correction phase, with time to market Win8.1 point is the fourth quarter, the market see atmosphere thick, so you want to pick up the relevant operating IC manufacturers, fear still wait.