Semiconductor industry bearish operations, layoffs and other news reports for the fourth quarter, leading giant ,Intel , net income per share for the third quarter is $ 0.58, a decrease of 14.3% compared to the same period in 2011, it is estimated at 4th quarter gross margin will fall to 57% , also announced that this season they will cut the production,make outside world know that the PC market has been bad to hopeless interpretation. Semiconductor equipment maker, Applied Materials has announced at third quarter revenue decreased 16% year-on-year to $ 2.34 billion, net income was $ 218 million, also fell sharply compared to the same period in 2011, it is estimated at fourth quarter revenue will reduced by 25 to 40% over the previous quarter; Moreover, Applied Materials announced global layoffs of about 9% of human to reflect conservative views on the market outlook. Semiconductor lithography equipment maker ,ASML also bearish semiconductors for the fourth quarter , especially the strength of PC-related demand also can not be seen, the the memory customers investment handwriting is expected to be slowed down in the next two quarters . For Taiwan factory, TSMC and UMC will express their attitudes this week, which TSMC has previously said semiconductor inventory levels will be adjusted until the first quarter of 2013, the market expects at the fourth quarter of 2012 revenues decline is about 10%; UMC also expected at 4th quarter revenue will fall about single digits. In the memory industry, figures were recently published in September 2012 revenue was 2.461 billion yuan, a growth of 9% over the same period of one year before, a single month of pre-tax and after-tax are loss of 985 million yuan, translated per share tax is a loss of 0.45 yuan, single-quarter revenue is 7.811 billion yuan in the third quarter, pre-tax and after-tax are loss of 3.598 billion yuan, after-tax loss per share is 1.63 yuan. |
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Semiconductor Upstreams Reduce Earnings Forecast