The Sino-US trade war not only disrupted the layout of science and technology plants, but also shocked the semiconductor market. The upstream wafer-generation industrialist, TSMC, admitted that Huawei had suffered "resistance", which slowed down the expansion of Nanjing plant. However, it is expected to meet the bill of lading in the sealing and testing industry.
The legal person pointed out that, overall, Taiwan's advanced packaging performance will still be affected under the impact of terminal, but in the traditional wire rack packaging beneficiary switchback effect, it is expected that sealers will be less affected.
Huang Shuike, General Manager of Closed Testing Plant, said at the shareholders'meeting recently that Huawei's orders did not decrease, but increased, in view of the impact of the Huawei ban. The main reason is that Huawei will stock up ahead of time under uncertain factors.
Despite Huawei's increasing orders, Huangshui still worries that if Sino-US trade continues, suppliers will have to divide into two delivery systems, which will not only greatly reduce the efficiency of company management, but also reduce global terminal demand. Semiconductor industry is unavoidable, and the whole world will indeed enter the "freezer".
The legal person also expects that due to the Sino-US trade war effect, Nanmao, the sealing and testing plant, will also take over the American Memory Factory Transfer Order, including some packaging orders such as DRAM and Flash.
The United States plans to levy a full 25% tax on the remaining mainland Chinese goods of about $300 billion, entering a 90-day buffer period, but the semiconductor industry has felt the precursor of freezing. According to the report of Yongqi Industrial Research Institute, the global wafer OEM output in the first quarter of this year will decline 16% compared with the same period last year, to $14.62 billion. Although TSMC is the champion, accounting for 48.1%, its revenue in the first quarter has declined by 11.8% annually, which is affected by reduced global demand.
Liao Zhehong, manager of Allianz Taiwan Science and Technology Fund, said that Taiwan stocks could continue to shake to the bottom before the news of insufficient confidence in technology stocks in the market, seasonal pressure and waiting for a public hearing of $300 billion on June 17 to meet the G20 Sichuan Symposium at the end of June was clear.
In the electronic part, Liao Zhehong said that 5G, the Internet of Things and so on still have a long-term growth trend. In the development of 5G, sustainable attention will be paid to the opportunities brought by the development of 5G base stations and 5G terminals, including copper foil substrates, ABF carriers, heat dissipation, chips, antennas and detection.