For global trade, Taiwan's semiconductor companies like the canary in the coalmine.Computers and mobile phones are assembled in mainland China, then shipped to Europe and the United States, the semiconductor is the key material for the production of these products. Semiconductor production situation has become indicative of a leading indicator of the international trade cycle. Capacity utilization began to decline from the second half of 2010, indicating that in the case of weak consumer demand in Europe and America, the global trade recovery is weak,but rebound in the first half of 2012 .Advisory agency, SemiconductorIntelligence said in a recent report that UMC's competitor,capacity utilization of Taiwan Semiconductor Manufacturing Company Limited (TSMC) is also rising. Since semiconductor productions have three months of the commissioning of the preparation phase, which means that the manufacturers expect that demand will be strong. UMC is expected in the second quarter wafer shipments chain will increase from 5% to 15%.It is not entirely accurate to forecast through semiconductor production forecast.In 2008 annual increase in utilization and the subsequent development of the global economic situation does not match.In 2012, the production of semiconductors are drived by launch of a variety of new smart phones and notebook computers in the summer. If the demand for these products did not become a reality, the semiconductor company will be have large inventories at hand. |
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Taiwan's Semiconductor Indicates Recovery Of International T