Focusing on the key news of Taiwan stocks before the market, Mask pointed out that the increase in customer demand for new cases has led to strong orders. In the second half of the year, revenue is expected to grow quarter by quarter, and there is even an opportunity to increase prices; the inventory level of the semiconductor industry has risen, including Licheng, Wenmao, Chihara, etc., have lowered their forecasts for the third quarter. The following are the important financial news that you must watch today (27).
Photomask customers have increased revenue in the second half of the year, and there is still a chance to increase prices quarter by quarter
Taiwan mask (2338-TW) Yesterday (26th) held an interim meeting. General Manager Chen Lidun said that with the loosening of wafer fab capacity, customers have more demand for new cases, which has led to a boom in mask orders, and with new production capacity in place, revenue is expected to be Growing quarter by quarter, the overall price will remain high-end, and there is even an opportunity to increase the price.Read the full article…
Electronics industry faces inventory correction, major manufacturers have lowered their Q3 outlook
The packaging and testing factory Licheng (6239-TW) held yesterday (26), saying that due to factors such as inflation, it revised its outlook for quarterly revenue growth this year. CEO Xie Yongda said that due to many external uncertainties, it is expected that the revenue in the third quarter will be flat or a positive or negative increase or decrease by a few percentage points compared with the second quarter, but the annual revenue and profit will still grow sustainably.Read the full article…
GaAs wafer foundry stable (3105-TW) Yesterday (26th) held a law meeting. Looking forward to the third quarter, Wen Mao believes that, except for optical communication applications, the overall operation is still sluggish, mainly due to the adjustment of Android smartphone inventory and the impact of the overall environment. Quarterly revenue is estimated to fall by another 24-26% compared with the second quarter, and gross profit margin will also be dragged down by the reduction in capacity utilization, which is estimated to fall below 30%, reaching regarding 21-23%.Read the full article…
ASIC Factory Faraday (3035-TW) Yesterday (26) held the law conference, general manager Wang Guoyong said that despite the fluctuations in the global external environment, the benefit of mass production momentum is quite strong, which can offset the impact of the reinvestment in Arteli due to the decline in MCU demand, maintaining full Annual revenue growth exceeded the target of 60%, and third-quarter revenue is expected to decline by low single digits.Read the full article…
Wanghong Lu Zhiyuan: Revenue in the second half of the year grows quarter by quarter, NOR Flash does not see dark clouds
Memory Factory Macronix (2337-TW) Yesterday (26th), the general manager Lu Zhiyuan said that the current utilization rate is still full, and the revenue in the second half of the year will be higher than the previous quarter. “It’s just a question of how high it is.” In the third quarter, prices in some areas of NOR are even expected to rise.Read the full article…
Taiwan Bank Management College 10-year A customer 84.47 million yuan, the Financial Supervisory Commission fined 14 million yuan
The Financial Supervisory Commission said yesterday (26) that the bank surnamed Lizhuan, Suao Branch of Taiwan Bank, misappropriated customer funds for 10 years, and the amount involved was 84.47 million yuan. Paragraph 7 of Article 129 stipulates that a heavy fine of 14 million yuan will be imposed on the Bank of Taiwan.Read the full article…
The worst first half in the history of the insurance industry!Property and Casualty lost 46.9 billion yuan, and the net value of life insurance evaporated by nearly 1.5 trillion yuan
The Financial Supervisory Commission announced yesterday (26) that, affected by the surge in claims for epidemic prevention policies, the property and casualty insurance industry experienced negative pre-tax profit and loss for the first time last month. As of the end of June, the loss widened once more. The accumulated loss in the first half of the year reached 46.9 billion yuan, breaking history. record. In the first half of the year, the net worth of the life insurance industry also dropped by 1.4667 trillion yuan, not only the net worth halved from the same period last year, but also the largest reduction in the same period in history.Read the full article…
Epidemic prevention policy claims exceeded 30 billion 8 property insurance companies applied for nearly 10 billion major reserve backflush
Claims for epidemic prevention policies have expanded once more. The Insurance Bureau announced yesterday (26) that from today (2022) to July 25, the amount of epidemic prevention insurance claims has exceeded 30 billion yuan, reaching 31.945 billion yuan, and the number of claims is 867,400; A total of 8 property insurance companies applied for the reversal of major reserves, with a total amount of 9.94 billion yuan.Read the full article…
