Asia and Global Semiconductor and Tech Research

Andrew Lu

Thematic (Sector/Industry)

<p><em>Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways suggest strengths in foundry, fabless, and display vendors to drive Taiwan semi sales recovery of 17% y/y in June and 8 out 12 vendors reported a beat on 2Q16 sales guidance. Despite the strengths, we saw weaknesses in power amplifier, touch panel, and solar vendors and our semi leading indicator fell to 8% in June 2016 from this year peak of 31% in</em>…</p>

Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways suggest strengths in foundry, fabless, and display vendors to drive Taiwan semi sales recovery of 17% y/y in June and 8 out 12 vendors reported a beat on 2Q16 sales guidance. Despite the strengths, we saw weaknesses in power amplifier, touch panel, and solar vendors and our semi leading indicator fell to 8% in June 2016 from this year peak of 31% in…

Taiwan

Gigasolar Materials Corp. manufactures solar conductive paste to provide solar energy.

Alcor Micro Corp. designs, develops, and markets USB (Universal Serial Bus) controller ICs (integrated circuits).  The Company's products are used in computer peripheral and consumer electronics markets.

Formosa Advanced Technologies Co., Ltd. provides IC Assembly, IC testing and DRAM module services.

Formosa Advanced Technologies Co, Ltd. (8131 TT)

Holtek Semiconductor Inc. develops and manufactures integrated circuit (IC) products. The Company's products include microcontrollers, and other peripheral devices in the communication, remote control, computer peripheral, and memory industries.

Gallant Precision Machining Co., Ltd. designs, manufactures and markets machinery equipment. The Company's products include automatic dejunk and trim systems, dejunk and trim die sets, automatic forming and singulation systems, forming and singulation die sets, automatic laser marking systems, laser marking die sets and related parts.

Anpec Electronics Corporation designs and manufactures analog and mixed signal integrated circuits (ICs).  The Company's products include audio amplifier ICs, linear regulator ICs, Hall magnetic sensor ICs, and liquid crystal display (LCD) driver ICs.

Etron Technology, Inc. develops, manufactures and markets fabless memories. The Company's products include synchronous dynamic random access memory(SDRAM), synchronous graphics random access memory(SGRAM), wide bus fast page mode(FPM), extended data out(EDO) DRAM, and high speed synchronous and asynchronous static random access memory(SRAM).

TSEC Corporation is a solar company. The Company manufactures crystalline solar cells and modules and runs solar power plant and construction.

Materials Analysis Technology Inc provides material analysis and physical failure analysis for the microelectronics industry, including electrical failure analysis and ESD testing services. The company also delivers R&D technical consultancy and intellectual properties management services.

Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.

MegaChips Corporation manufactures and markets Large-Scale-Integration (LSI) circuits and digital monitoring systems.  The Company's products are used in video games and other electronics.

Zhejiang Sunflower Light Energy Science & Technology LLC develops, produces and sells photovoltaic products. The Company manufactures crystalline silicon photovoltaic solar cells, wafers, modules and other related solar energy parts.

D.I Corporation manufactures semiconductor testing devices, such as burn-in systems, burn-in boards, and wafer probing machines.

EGing Photovoltaic Technology Company Ltd. manufactures solar energy equipment. The Company produces mono crystalline and polycrystalline solar modules.  EGing sells its products in Germany, Spain, Italy, the Czech Republic, Australia, South Korea and South Africa.

SunPower Corporation is an integrated solar products and services company that designs, manufactures and markets high-performance solar electric power technologies.

AEM Holdings Limited designs and manufactures semiconductor manufacturing equipment and related tooling parts and precision machining of components for semiconductor industry.  The Company also manufactures and distributes electronics, engineering, chemical and related products. AEM provides engineering services.

CEVA, Inc. is the licensor of DSP cores and integrated applications to the semiconductor industry.  The Company markets CEVA DSPs, CEVA-Xpert Open Framework Environment, and CEVA-Xpert Applications.  CEVA's products are used in various devices each year.

Changzhou Almaden Stock Company Limited develops the technology for photovoltaic glass and coating materials, produces and sells photovoltaic glass coating. The Company's main product is anti-reflective solar glass.

BOE Varitronix Limited designs, manufactures, and sells small-to-medium sized LCDs (liquid crystal displays) and related products. The Company offers displays for dashboards, clock, rear seat, power meter, washing machines, ovens, blood glucose meters, dental instruments, and label printers. BOE Vanitronix markets its products worldwide.

Jilin Sino-Microelectronics Co., Ltd. manufactures a variety of semiconductor devices for the manufacturers of television sets, telecommunication equipment, computer hardware, and automation machinery.  The Company's products include power transistors for televisions and power saving lights, discharge tubes, and integrated circuit boards.

Jilin Sino Microelectronics Co., (600360 CH)

Land Mark Optoelectronics Corporation is a supplier in GaAs and InP based epitaxial wafers for optical communication, industrial application, and special-purpose usage. The Company specializes in using the MOVPE (or MOCVD) reactors for epitaxial growth of compound semiconductor material.

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Land Mark Optoelectronics (3081 TT)

Points from Taiwan Semi/Tech 2Q Sales

Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...

Andrew Lu

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