By the introduction of new regulations impact of GEM delisting, the A-share electronic index fell sharply to 3.4% this week, some of the early strong stock and stocks with a quarterly poor performance had decline. In terms of industry fundamentals, due to last year's global growth of 3.4 percent, this year, the semiconductor foundry market growth is expected to rebound by 12%, which growth is mainly from the field of consumer electronics. Market demand for high-end processes and high-end technology remains unabated, TSMC's 28nm production capacity is expected to be resolved until the fourth quarter of this year. On the other hand, terminal sales bittersweet, Acer plans to reduce the sales of thin the sales this year to 12-20%, or indicates that ultra-thin real heavy volume will be pushed to the fourth quarter.The shipments of mobile phones in the first quarter reveal the smiling of Samsung and Apple, as well as Nokia's lonely, still proposes a focus on the Samsung and the Apple supply chain company. |
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In 2012 Semiconductor Foundry Market Is Expected To Grow 12%