According to Taiwan media reports, the foundry UMC held a legal person briefing yesterday (29). Benefited from the surge in orders for 28/22 nanometer foundries such as wireless networks and panel driver ICs, the capacity utilization rate increased to 98 in the second quarter. % Of the full load level, 28nm revenue accounted for a significant increase.
UMC estimates that wafer shipments and average US dollar prices in the third quarter were the same as the previous quarter, and the number of 28/22 nanometer chip designs finalized significantly increased, and production capacity continued to be fully loaded. In addition, UMC said that in the second half of the year, 28/22 nanometer production capacity is in short supply. This year's capital expenditure has increased by nearly 70% compared with last year to US$1 billion. It will be used to invest and substantially expand the 28/22 nanometer production capacity of Tainan's 12-inch Fab 12A.
At the same time, the industry predicts that UMC’s third-quarter revenue will reach between NT$44 and 44.5 billion. Due to the increased proportion of 28-nanometer revenue, the industry’s gross profit margin and operating profit still have a chance to be better than the second quarter.