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…

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>The SIA commented today on the impact to US semiconductor makers of sanctions against Russia</li>
<li>Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales</li>
<li>The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk</li>
</ul>


The SIA commented today on the impact to US semiconductor makers of sanctions against Russia
Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales
The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk


Taiwan

United Microelectronics Corporation designs, manufactures, and markets integrated circuits (ICs) and related electronic products.  The Company's main products are consumer electronic ICs, memory ICs, personal computer peripheral ICs, and communication ICs.

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United Microelectron Sp Adr (UMC US)

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

Ukraine Invasion's Semiconductor Impact

How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...

Jim Handy

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