AMD
AMD Qualcomm has no CEO status Q1 makes US$1.61 billion According to foreign media reports, AMD's interim CEO Thomas Seifert said in a conference call after the financial statements on Thursday that the company’s selection of CEO is still in progress, but not Will quickly determine the CEO's candidate.
AMD announced in January this year that the company’s president and CEO, Dirk Meyer, has resigned and withdrew from the board of directors. AMD said that the company’s chief financial officer, Thomas Seifert, will serve as interim CEO. The company will set up a committee to find new CEO candidates. AMD had confidence in creating more value for shareholders at that time. It said in a statement: "This will require the company to achieve substantial growth, establish market dominance, and obtain substantial profits. We believe that the change of leadership at this time will enhance the company's ability to achieve these goals."
In the past three months, AMD has not had a permanent CEO as the world's second largest manufacturer of PC microprocessors. When an analyst asked in a conference call how AMD’s CEO’s selection process progressed, Thomas Seifert replied, “This is the job of the company’s board of directors, so this is not a topic discussed by management. I think that our chairman of the board of directors It has become clear that finding a suitable candidate is more important than appointing a CEO at a specific time. The company board is very satisfied with the progress of the current CEO selection process."
AMD today released its financial report for the first quarter of fiscal 2011. According to the report, AMD’s revenue in the first quarter was US$1.61 billion, up 2% year-on-year; net profit was US$510 million, an increase of 98% from US$257 million in the same period of last year.
AMD Q2 net profit of 61 million U.S. dollars turned losses year-on-year AMD today released its financial report for the second quarter of fiscal year 2011. The report shows that AMD's revenue for the second quarter was $1.574 billion, down 5% from $1.653 billion in the same period of last year; net profit was $61 million, compared to a net loss of $43 million in the same period last year.
In the second quarter of fiscal 2011, sales of AMD Computing Solutions Group was US$1.207 billion, compared to US$1.212 billion in the same period of last year; operating profit was US$142 million, and operating losses for the same period last year were US$128 million. AMD Graphics' sales was US$367 million, compared to US$440 million in the same period of last year; operating losses were US$7 million, and operating profit for the same period last year was US$33 million. AMD's other divisions had zero sales, which was US$1 million in the same period last year; operating losses were US$30 million, and operating losses for the same period last year were US$36 million.
SMIC's first-quarter revenue of 370.6 million US dollars SMIC's second-quarter revenue of 350 million US dollars, down 6% year-on-year
CFO Zeng Zonglin said: “In the financial performance of the second quarter, sales revenue fell to RMB 352,400, a quarter-on-quarter decrease of 4.9%. The decline was due in part to the transition of our customers to 65nm and 45nm technologies, to a greater extent The reason is unexpected customer plan change, including some customers skipping 65nm technology to directly develop 45nm technology, and one customer abandoning its low-end baseband business.In spite of these changes, we will continue to introduce new 65nm tape, customers It also promised to cooperate with us on 45/40nm products, which will make a favorable contribution to sales revenue next year.
Looking forward to the third quarter, in addition to the sudden change of customers' products, the overall demand from domestic and foreign customers was lower than expected due to the weak end-consumption market and high inventory. All of the above factors adversely affected sales revenue in the third quarter of 2011. It is not yet possible to effectively forecast demand in the fourth quarter, and the uncertainties in global economic development have also increased its variables. We are also unable to predict that there will be any increase in customer demand as a result of the rebirth and long holidays, so we are still cautious about the overall outlook for the second half of 2011."
TSMC’s Q1 earnings report continued to focus on the first-quarter financial report on computer and mobile phone estimates, with consolidated revenue of NT$105.38 billion (NTD, the same below) and net profit after tax of RMB36.28 billion. The results are still bright. However, TSMC revised down its market growth estimates for computers, mobile phones and consumer electronics products this year, but stressed that this year's 20% growth in performance will remain unchanged.
Taiwan Semiconductor Manufacturing Co. Chairman Zhang Zhongmou said that although the second quarter operation was slightly affected by the Japanese earthquake and the global economic growth may not be as expected, the global semiconductor growth forecast for this year will be reduced from 7% to 4%, but TSMC’s revenue will increase by 20% annually. No change, this year is still a good year.
Zhang Zhongmou confirmed yesterday that since TSMC customers are Apple suppliers, TSMC has indirectly penetrated into the Apple iPhone supply chain and is expected to extend the cooperation to 28nm technology. Zhang Zhongmou said at the law that "Apple sells one mobile phone each time. TSMC can make profits of about 6 to 7 US dollars."
Due to the earthquake in Japan, impacting part of the supply chain, TSMC expects the second quarter communications industry to decline. The second quarter revenue forecast is expected to increase by 3-5% during the quarter, slightly lower than the seasonal average quarterly growth of previous years by 7-8%, however, TSMC expects The impact of the daily shock on the demand is mostly in the third quarter, and it may be clearer that the third quarter outlook will be in July.
Zhang Zhongmou is optimistic about the growth of smart phones and tablet PCs. TSMC’s internal forecasts indicate that these two products will continue to grow in 2015. However, exchange rate changes will have a significant impact on TSMC this year. Since 100% of TSMC’s revenue is denominated in U.S. dollars, it is affected by the appreciation of the Taiwan dollar.
According to TSMC, the consolidated revenue in the first quarter was 105.3 billion yuan, with an annual growth rate of 14.3%, after-tax net profit of 36.28 billion yuan, and an annual growth rate of 7.8%. In the first quarter, the gross margin was 49%, the operating profit rate was 37.2%, and the post-tax net profit rate was 34.4%.
TSMC Chief Financial Officer He Limei pointed out that in the second quarter, if the exchange rate of NT$29.03 was calculated, TSMC’s consolidated revenue was estimated to be between NT$10,910 million and NT$5%.
TSMC Q2 Consolidated Revenue NT$110.51 Billion, Gain 4.9% Quarterly
The leading foundry of wafer foundry TSMC (2330) announced its Q2 financial report at a meeting held recently. The consolidated revenue for the quarter was NT$110.51 billion, a quarter increase of 4.9%, and continued to hit a new high in a single quarter. Cumulative after-tax profit in the first half of 2011 was 72.377 billion yuan and the EPS was 2.79 yuan. It is estimated that Q3 revenue will decline by nearly 6% to 8%, gross margin will maintain 40%, and Q4 operation will rebound.
Taiwan Semiconductor Manufacturing Co. chairman Zhang Zhongmou said that due to the slowing global economic growth, declining market demand, coupled with the increase in inventories after the earthquake, resulting in a weaker second half economy than expected in the first half, the global foundry growth rate will reach only 7%, It is estimated that the Q3 consolidated revenue will be reduced by 6% to 8%, which is between 1,020 and 100.4 billion yuan. Looking ahead to the Q3 product line, it is expected that industrial-related products will grow, communication products will decline, and computer and consumer products will decline even more. The utilization rate of 12-inch, 8-inch and 90- and 65-nm process capacity will also be lower. However, Q4 operations will recover.
TSMC's Q2 revenue of 40nm revenue accounts for 26% of wafer sales, 65nm process revenue accounts for 29% of wafer sales in the quarter, and two advanced process wafer sales reach all season wafers. 55% of the sales amount.
At present, TSMC 28nm is in the leading position in the wafer foundry industry, including large-scale customers such as AMD, NVIDIA, and Qualcomm, all of which have completed the design (tape-out). ), And began to discuss with TSMC in the second half of the film plan, but due to the poor market conditions of Q3, the outlook for operations in the second half of 2011 is bound to be affected.
Hynix chip price falls Hynix Q1 profit sharply reduces demand for personal computer (PC) slowdown, resulting in semiconductor chip prices fell sharply, Hynix semiconductor profit fell sharply in the first quarter compared to the same period last year, the first quarter profit over the same period last year Recession 66%. However, better than market expectations and optimistic outlook for the second quarter, the stock price rose after the opening bell on Thursday.
Hynix, the world's second-largest memory chip manufacturer, announced that its first-quarter revenue was 2.8 trillion won, which was better than market expectations of 2.6 trillion won. The operating profit was 323 billion won (2.998 US dollars), which was better than the 280 billion won expected in the market and 294 billion won in the previous quarter, but it was far behind the 724 billion won in the same period last year. The net profit was 274 billion won, which was better than the market's expected 219 billion won. In the first quarter, net profit slipped to 273.5 billion won (US$254 million). In contrast, the net profit for the same period last year was 808.1 billion won. The average forecast of 9 analysts that have converged in the past 28 days is 355.6 billion won.
The company's headquarters in Ichon, South Korea, said through a statement today that Hynix pointed out that in addition to falling chip prices, they also faced many global economic uncertainties caused by the turmoil in the first quarter of the Middle East.
Analyst Lee Min Hee (transliteration) pointed out that Japan's 311 strong earthquake caused tight supply of chips, which may help Hynix to recover its profits this season.
Lee Min-hee said before the financial report: “Compared with the same period of last year, the price of chips has fallen significantly. After a strong earthquake in Japan, prices have rebounded recently and will begin to reflect the performance of the second quarter.†Hynix Thursday morning after the earnings report was released The stock price rose 1.8%.
Hynix first quarter DRAM chip prices fell 13% from the previous quarter, shipments increased by 15% from the previous quarter. The price of NAND chips was the same as that of the previous quarter. Shipments increased by 15% from the previous quarter.
Due to the hindrance of local industry supply after the 311 earthquake in Japan, Hynix expects chip demand to rebound in the second quarter. DRAM chip shipments in the second quarter will have room for growth in the low single-digit percentage, and DRAM chip prices are expected to appear in the middle The percentage increase in the number of digits. Hynix estimates that the price of DRAM chips will increase by about 5% (mid-single digit percent) this quarter, and shipments will have moderate growth of 1-4%. In terms of NAND flash memory, reflecting strong demand for mobile devices such as smartphones and tablet PCs, shipments in the second quarter are forecast to increase by 30%, and prices may experience a decline in the median single digit percentage. The total annual capital expenditure this year is about 3.4 trillion won.
At 9:07 am Taipei time, Hynix shares rose 2.2% to 3,4,650 won.
Hynix Q2 net profit decreased by 34% year-on-year to US$448 million
According to foreign media reports, the official name of the world's second-largest computer memory is internal memory, so as to distinguish it from external memory. It is physically installed inside the computer and is usually installed on the motherboard, so it is called memory. Its role is to temporarily store the data that the processor needs to process or the processed result. The visible memory is the working space of the computer processor. It is a temporary storage area where the program and data that the processor runs must reside in. It is a very important part of the computer. [Full Story] The financial report released by Hynix Semiconductor, a chip maker today, revealed that the company’s second-quarter net profit was US$448 million, a decrease of 34% from the same period of last year, due to the decline in PC sales due to the decline in PC sales.
Hynix's second-quarter net profit was 473 billion won (approximately 448 million U.S. dollars), a decrease of 34% from 718.7 billion won in the same period of last year. However, the company’s second-quarter net profit was higher than analysts’ expectations. Earlier, the average forecast of 21 analysts surveyed by Bloomberg was Hynix's second-quarter net profit of 417.8 billion won. Due to the declining demand for consumer electronics products, the profits of Hynix and Micron Technology, the world's largest manufacturer of computer memory chips, fell into a dilemma. Hynix stated that chip sales may remain weak in the third quarter because the global economic slowdown and the debt crisis in Europe will lead consumers to postpone the consumption of electronic products.
"The third quarter is expected to be quite sluggish," said Im Jeong Jae, a fund manager at Shinhan BNP Paribas Asset Management. “In July, chip prices will continue to fall.†Hynix’s operating profit for the second quarter was 446.9 billion won, a decrease of 56% from the same period last year; second-quarter sales were 2.76 trillion won, a decrease of 16% from the same period last year.
Intel expects the benchmark DDR3 2G DRAM price to drop by 30% in the second quarter, according to data from Dramexchange Technology, Asia’s largest chip spot trading service provider. According to market research firm IDC and Gartner, global PC shipments grew less than expected in the second quarter due to the economic downturn and the shift in consumer spending to smartphones and tablets.
Shin Hyun Joon, an analyst at Seoul-based Dongbu Securities Co., said in a research report released on July 5 that demand for chips will continue from personal computers to mobile products and server server servers in the network environment. A high-performance computer that runs corresponding application software to provide online users with shared information resources and various services. The English name is called Server. [Full Story] Transferred, DRAM chip sales for servers used this year may increase by 77%, while mobile device chip sales will increase by 88%. Intel, the world’s largest chip maker, yesterday predicted that due to the upgrading of corporate computers and the expansion of emerging markets, the company’s revenue for the third quarter may reach US$14 billion, which is higher than the analyst’s previous estimate of US$13.5 billion.
Price pressure However, Seoul Securities Company NH Investment & Securities Co. Analyst Seo Won Seok said that chip supply for mobile devices and servers may exceed demand growth, which will reduce profit margins. Hynix said that as of the end of the second quarter, about 70% of its DRAM products were for non-PC products. However, Park Seong Hwan, head of Hynix's investor relations team, said at the company’s earnings conference call today that “the price pressure on the non-PC DRAM chip market is also increasing.â€
Hynix shareholders headed by Korea Exchange Bank are seeking to sell Hynix's entire or part of the shares. Korean telecom operators SK Telecom and STX Group have already submitted initial offers. If the sale is completed, the transaction may be the largest share sale of Korean technology companies since 1999. According to data provided by Bloomberg, in 1999 Hynix acquired Hyundai Microelectronics Co for 2.56 trillion won. Most of the shares.
Philips launches Q1 earnings report and TPV revives TV business Philips' Q1 net income fell to EUR 138 million in 2011, a reduction of EUR 63 million from Q1 in 2010, free cash flow out of EUR 615 million, EBITDA (EBITA) 437 million euros, accounting for 8% of the current quarter's sales; nominal sales of 5.3 billion euros, an increase of 6%. Among them, Philips Lighting achieved a moderate single digit sales growth driven by the LED business.
Japan's earthquake disaster has an impact on Philips' revenue and supply chain. Philips plans to set up a dedicated team to mitigate the related consequences and risks, and will also accelerate the medium-term development and promote profitability as the current focus of Philips' work.
In addition, Philips announced that it will establish a joint venture with TPV Technology Co., Ltd. Philips will have a 30% share and will continue its Philips TV business. Under the agreement, Philips will receive deferred purchase prices and brand licensing revenues, and the company expects that the costs resulting from the separation of operations will have an impact on Philips' short-term revenue.
Philips Q2 Turns from Profit to Losses and Launches 2 Billion Euros of Treasury Stocks Planners Philips Electronics NV (PHIA-NL) (PHG-US) announced earnings on Monday (18th), netting losses of 1.34 billion euros in the second quarter (1,890 million U.S. dollars), due to lack of market sentiment, and write-down assets worth 1.4 billion euros.
In the same period last year, Philips profited 259 million euros.
Revenue also slipped from 5.35 billion euros in the second quarter of last year to 5.21 billion euros. The Philips camp was less profitable than the analysts had previously estimated 5.31 billion euros and 59.5 million euros.
The company’s chief executive, Frans van Houten, pointed out that the unsatisfactory financial performance is mainly due to short-term operational challenges, weak market demand, and the impact of write-downs on balance sheet assets.
Houten also warned that the current operational risks are still high and the global economic situation is not clear. Therefore, in the short term, corporate performance may not be able to improve.
The company also announced the launch of a 2 billion euro treasury stock buyback plan.
Qualcomm QUALCOMM Q1 net profit of 1.17 billion US dollars increased by 39% year-on-year
Qualcomm’s fiscal first-quarter revenue was US$3.35 billion, a year-on-year increase of 25%; net profit was US$1.17 billion, a year-on-year increase of 39%.
Qualcomm’s US GAAP revenue in the first fiscal quarter was US$3.35 billion, a year-on-year increase of 25% and a 13% increase from the previous quarter. It also exceeded Wall Street analyst expectations of US$3.2 billion; net profit was US$1.17 billion, a year-on-year increase of 39%. , an increase of 35% QoQ; operating profit of US$1.11 billion, a year-on-year increase of 26% and a month-on-month increase of 33%; diluted earnings per share of US$0.71, a year-on-year increase of 42%, a month-on-month increase of 34%; an effective tax rate of 12%; operating cash flow It was US$48 million, a decrease of 96% year-on-year; the capital return to shareholders was US$309 million, which equals a diluted dividend of US$0.19 per share.
In the first quarter of Qualcomm’s non-US GAAP accounting for share-based compensation expenses and some taxes, revenue was US$3.35 billion, a year-on-year increase of 25% and a year-on-year increase of 13%; net profit was US$1.35 billion, an increase of 29% over the same period of last year. The economic growth rate was 22%; the operating profit was 1.42 billion baht, a year-on-year increase of 25%, and the growth rate was also 25%; the diluted earnings per share was 0.82 US dollars, an increase of 32% year-on-year, an increase of 21%; the effective tax rate was 19%; The flow of more was US$127 million, a drop of 90% from the same period last year.
As of the end of the first quarter, Qualcomm held a total of 19.1 billion U.S. dollars in cash, cash equivalents and convertible bonds, and it was 18.4 billion U.S. dollars at the end of the fourth quarter of fiscal year 2010. As of the end of the first quarter of fiscal year 2010, it was 18.9 billion U.S. dollars.
Performance Outlook:
Due to the increase in wireless chip sales, Qualcomm raised its full-year revenue forecast for non-US GAAP in fiscal year 2011 to US$13.6 billion to US$14.2 billion, exceeding the previous forecast of US$12.4 billion to US$13 billion; Profits will reach between $2.91 and $3.05, exceeding the previous forecast of $2.63 to $2.77; earnings for the full fiscal year meeting US GAAP will reach $13.6 billion to $14.2 billion, exceeding the previous forecast of $12.4 billion. To 13 billion US dollars; diluted earnings per share will reach between 2.32 to 2.46 US dollars, more than previously expected 2.08 to 2.22 US dollars.
Qualcomm also expects non-GAAP revenue to reach US$3.45 to US$3.75 billion in the fiscal second quarter of fiscal year 2011; diluted earnings per share will reach US$0.77 to US$0.81; in line with US GAAP Revenue for the second quarter is expected to reach between US$3.45 billion and US$3.75 billion; diluted earnings per share will reach between US$0.50 and US$0.54.
Freescale Freescale Finance: Last year, a net loss of $1 billion in Q1, a loss of $150 million in Q2 earnings, and a loss of 168 million in financials show that Freescale lost $168 million in the second quarter, compared to a loss of $538 million in the same period last year. In the second quarter, Freescale’s revenue was $1.22 billion.
Freescale predicts that the third quarter revenue will be 1.19 billion to 1.22 billion US dollars, lower than the average analyst estimate of 1.23 billion. The company expects the automotive, industrial and mobile phone chip business will appear a decline.
AMD Qualcomm has no CEO status Q1 makes US$1.61 billion According to foreign media reports, AMD's interim CEO Thomas Seifert said in a conference call after the financial statements on Thursday that the company’s selection of CEO is still in progress, but not Will quickly determine the CEO's candidate.
AMD announced in January this year that the company’s president and CEO, Dirk Meyer, has resigned and withdrew from the board of directors. AMD said that the company’s chief financial officer, Thomas Seifert, will serve as interim CEO. The company will set up a committee to find new CEO candidates. AMD had confidence in creating more value for shareholders at that time. It said in a statement: "This will require the company to achieve substantial growth, establish market dominance, and obtain substantial profits. We believe that the change of leadership at this time will enhance the company's ability to achieve these goals."
In the past three months, AMD has not had a permanent CEO as the world's second largest manufacturer of PC microprocessors. When an analyst asked in a conference call how AMD’s CEO’s selection process progressed, Thomas Seifert replied, “This is the job of the company’s board of directors, so this is not a topic discussed by management. I think that our chairman of the board of directors It has become clear that finding a suitable candidate is more important than appointing a CEO at a specific time. The company board is very satisfied with the progress of the current CEO selection process."
AMD today released its financial report for the first quarter of fiscal 2011. According to the report, AMD’s revenue in the first quarter was US$1.61 billion, up 2% year-on-year; net profit was US$510 million, an increase of 98% from US$257 million in the same period of last year.
AMD Q2 net profit of 61 million U.S. dollars turned losses year-on-year AMD today released its financial report for the second quarter of fiscal year 2011. The report shows that AMD's revenue for the second quarter was $1.574 billion, down 5% from $1.653 billion in the same period of last year; net profit was $61 million, compared to a net loss of $43 million in the same period last year.
In the second quarter of fiscal 2011, sales of AMD Computing Solutions Group was US$1.207 billion, compared to US$1.212 billion in the same period of last year; operating profit was US$142 million, and operating losses for the same period last year were US$128 million. AMD Graphics' sales was US$367 million, compared to US$440 million in the same period of last year; operating losses were US$7 million, and operating profit for the same period last year was US$33 million. AMD's other divisions had zero sales, which was US$1 million in the same period last year; operating losses were US$30 million, and operating losses for the same period last year were US$36 million.
SMIC's first-quarter revenue of 370.6 million US dollars SMIC's second-quarter revenue of 350 million US dollars, down 6% year-on-year
CFO Zeng Zonglin said: “In the financial performance of the second quarter, sales revenue fell to RMB 352,400, a quarter-on-quarter decrease of 4.9%. The decline was due in part to the transition of our customers to 65nm and 45nm technologies, to a greater extent The reason is unexpected customer plan change, including some customers skipping 65nm technology to directly develop 45nm technology, and one customer abandoning its low-end baseband business.In spite of these changes, we will continue to introduce new 65nm tape, customers It also promised to cooperate with us on 45/40nm products, which will make a favorable contribution to sales revenue next year.
Looking forward to the third quarter, in addition to the sudden change of customers' products, the overall demand from domestic and foreign customers was lower than expected due to the weak end-consumption market and high inventory. All of the above factors adversely affected sales revenue in the third quarter of 2011. It is not yet possible to effectively forecast demand in the fourth quarter, and the uncertainties in global economic development have also increased its variables. We are also unable to predict that there will be any increase in customer demand as a result of the rebirth and long holidays, so we are still cautious about the overall outlook for the second half of 2011."
TSMC’s Q1 earnings report continued to focus on the first-quarter financial report on computer and mobile phone estimates, with consolidated revenue of NT$105.38 billion (NTD, the same below) and net profit after tax of RMB36.28 billion. The results are still bright. However, TSMC revised down its market growth estimates for computers, mobile phones and consumer electronics products this year, but stressed that this year's 20% growth in performance will remain unchanged.
Taiwan Semiconductor Manufacturing Co. Chairman Zhang Zhongmou said that although the second quarter operation was slightly affected by the Japanese earthquake and the global economic growth may not be as expected, the global semiconductor growth forecast for this year will be reduced from 7% to 4%, but TSMC’s revenue will increase by 20% annually. No change, this year is still a good year.
Zhang Zhongmou confirmed yesterday that since TSMC customers are Apple suppliers, TSMC has indirectly penetrated into the Apple iPhone supply chain and is expected to extend the cooperation to 28nm technology. Zhang Zhongmou said at the law that "Apple sells one mobile phone each time. TSMC can make profits of about 6 to 7 US dollars."
Due to the earthquake in Japan, impacting part of the supply chain, TSMC expects the second quarter communications industry to decline. The second quarter revenue forecast is expected to increase by 3-5% during the quarter, slightly lower than the seasonal average quarterly growth of previous years by 7-8%, however, TSMC expects The impact of the daily shock on the demand is mostly in the third quarter, and it may be clearer that the third quarter outlook will be in July.
Zhang Zhongmou is optimistic about the growth of smart phones and tablet PCs. TSMC’s internal forecasts indicate that these two products will continue to grow in 2015. However, exchange rate changes will have a significant impact on TSMC this year. Since 100% of TSMC’s revenue is denominated in U.S. dollars, it is affected by the appreciation of the Taiwan dollar.
According to TSMC, the consolidated revenue in the first quarter was 105.3 billion yuan, with an annual growth rate of 14.3%, after-tax net profit of 36.28 billion yuan, and an annual growth rate of 7.8%. In the first quarter, the gross margin was 49%, the operating profit rate was 37.2%, and the post-tax net profit rate was 34.4%.
TSMC Chief Financial Officer He Limei pointed out that in the second quarter, if the exchange rate of NT$29.03 was calculated, TSMC’s consolidated revenue was estimated to be between NT$10,910 million and NT$5%.
TSMC Q2 Consolidated Revenue NT$110.51 Billion, Gain 4.9% Quarterly
The leading foundry of wafer foundry TSMC (2330) announced its Q2 financial report at a meeting held recently. The consolidated revenue for the quarter was NT$110.51 billion, a quarter increase of 4.9%, and continued to hit a new high in a single quarter. Cumulative after-tax profit in the first half of 2011 was 72.377 billion yuan and the EPS was 2.79 yuan. It is estimated that Q3 revenue will decline by nearly 6% to 8%, gross margin will maintain 40%, and Q4 operation will rebound.
Taiwan Semiconductor Manufacturing Co. chairman Zhang Zhongmou said that due to the slowing global economic growth, declining market demand, coupled with the increase in inventories after the earthquake, resulting in a weaker second half economy than expected in the first half, the global foundry growth rate will reach only 7%, It is estimated that the Q3 consolidated revenue will be reduced by 6% to 8%, which is between 1,020 and 100.4 billion yuan. Looking ahead to the Q3 product line, it is expected that industrial-related products will grow, communication products will decline, and computer and consumer products will decline even more. The utilization rate of 12-inch, 8-inch and 90- and 65-nm process capacity will also be lower. However, Q4 operations will recover.
TSMC's Q2 revenue of 40nm revenue accounts for 26% of wafer sales, 65nm process revenue accounts for 29% of wafer sales in the quarter, and two advanced process wafer sales reach all season wafers. 55% of the sales amount.
At present, TSMC 28nm is in the leading position in the wafer foundry industry, including large-scale customers such as AMD, NVIDIA, and Qualcomm, all of which have completed the design (tape-out). ), And began to discuss with TSMC in the second half of the film plan, but due to the poor market conditions of Q3, the outlook for operations in the second half of 2011 is bound to be affected.
Hynix chip price falls Hynix Q1 profit sharply reduces demand for personal computer (PC) slowdown, resulting in semiconductor chip prices fell sharply, Hynix semiconductor profit fell sharply in the first quarter compared to the same period last year, the first quarter profit over the same period last year Recession 66%. However, better than market expectations and optimistic outlook for the second quarter, the stock price rose after the opening bell on Thursday.
Hynix, the world's second-largest memory chip manufacturer, announced that its first-quarter revenue was 2.8 trillion won, which was better than market expectations of 2.6 trillion won. The operating profit was 323 billion won (2.998 US dollars), which was better than the 280 billion won expected in the market and 294 billion won in the previous quarter, but it was far behind the 724 billion won in the same period last year. The net profit was 274 billion won, which was better than the market's expected 219 billion won. In the first quarter, net profit slipped to 273.5 billion won (US$254 million). In contrast, the net profit for the same period last year was 808.1 billion won. The average forecast of 9 analysts that have converged in the past 28 days is 355.6 billion won.
The company's headquarters in Ichon, South Korea, said through a statement today that Hynix pointed out that in addition to falling chip prices, they also faced many global economic uncertainties caused by the turmoil in the first quarter of the Middle East.
Analyst Lee Min Hee (transliteration) pointed out that Japan's 311 strong earthquake caused tight supply of chips, which may help Hynix to recover its profits this season.
Lee Min-hee said before the financial report: “Compared with the same period of last year, the price of chips has fallen significantly. After a strong earthquake in Japan, prices have rebounded recently and will begin to reflect the performance of the second quarter.†Hynix Thursday morning after the earnings report was released The stock price rose 1.8%.
Hynix first quarter DRAM chip prices fell 13% from the previous quarter, shipments increased by 15% from the previous quarter. The price of NAND chips was the same as that of the previous quarter. Shipments increased by 15% from the previous quarter.
Due to the hindrance of local industry supply after the 311 earthquake in Japan, Hynix expects chip demand to rebound in the second quarter. DRAM chip shipments in the second quarter will have room for growth in the low single-digit percentage, and DRAM chip prices are expected to appear in the middle The percentage increase in the number of digits. Hynix estimates that the price of DRAM chips will increase by about 5% (mid-single digit percent) this quarter, and shipments will have moderate growth of 1-4%. In terms of NAND flash memory, reflecting strong demand for mobile devices such as smartphones and tablet PCs, shipments in the second quarter are forecast to increase by 30%, and prices may experience a decline in the median single digit percentage. The total annual capital expenditure this year is about 3.4 trillion won.
At 9:07 am Taipei time, Hynix shares rose 2.2% to 3,4,650 won.
Hynix Q2 net profit decreased by 34% year-on-year to US$448 million
According to foreign media reports, the official name of the world's second-largest computer memory is internal memory, so as to distinguish it from external memory. It is physically installed inside the computer and is usually installed on the motherboard, so it is called memory. Its role is to temporarily store the data that the processor needs to process or the processed result. The visible memory is the working space of the computer processor. It is a temporary storage area where the program and data that the processor runs must reside in. It is a very important part of the computer. [Full Story] The financial report released by Hynix Semiconductor, a chip maker today, revealed that the company’s second-quarter net profit was US$448 million, a decrease of 34% from the same period of last year, due to the decline in PC sales due to the decline in PC sales.
Hynix's second-quarter net profit was 473 billion won (approximately 448 million U.S. dollars), a decrease of 34% from 718.7 billion won in the same period of last year. However, the company’s second-quarter net profit was higher than analysts’ expectations. Earlier, the average forecast of 21 analysts surveyed by Bloomberg was Hynix's second-quarter net profit of 417.8 billion won. Due to the declining demand for consumer electronics products, the profits of Hynix and Micron Technology, the world's largest manufacturer of computer memory chips, fell into a dilemma. Hynix stated that chip sales may remain weak in the third quarter because the global economic slowdown and the debt crisis in Europe will lead consumers to postpone the consumption of electronic products.
"The third quarter is expected to be quite sluggish," said Im Jeong Jae, a fund manager at Shinhan BNP Paribas Asset Management. “In July, chip prices will continue to fall.†Hynix’s operating profit for the second quarter was 446.9 billion won, a decrease of 56% from the same period last year; second-quarter sales were 2.76 trillion won, a decrease of 16% from the same period last year.
Intel expects the benchmark DDR3 2G DRAM price to drop by 30% in the second quarter, according to data from Dramexchange Technology, Asia’s largest chip spot trading service provider. According to market research firm IDC and Gartner, global PC shipments grew less than expected in the second quarter due to the economic downturn and the shift in consumer spending to smartphones and tablets.
Shin Hyun Joon, an analyst at Seoul-based Dongbu Securities Co., said in a research report released on July 5 that demand for chips will continue from personal computers to mobile products and server server servers in the network environment. A high-performance computer that runs corresponding application software to provide online users with shared information resources and various services. The English name is called Server. [Full Story] Transferred, DRAM chip sales for servers used this year may increase by 77%, while mobile device chip sales will increase by 88%. Intel, the world’s largest chip maker, yesterday predicted that due to the upgrading of corporate computers and the expansion of emerging markets, the company’s revenue for the third quarter may reach US$14 billion, which is higher than the analyst’s previous estimate of US$13.5 billion.
Price pressure However, Seoul Securities Company NH Investment & Securities Co. Analyst Seo Won Seok said that chip supply for mobile devices and servers may exceed demand growth, which will reduce profit margins. Hynix said that as of the end of the second quarter, about 70% of its DRAM products were for non-PC products. However, Park Seong Hwan, head of Hynix's investor relations team, said at the company’s earnings conference call today that “the price pressure on the non-PC DRAM chip market is also increasing.â€
Hynix shareholders headed by Korea Exchange Bank are seeking to sell Hynix's entire or part of the shares. Korean telecom operators SK Telecom and STX Group have already submitted initial offers. If the sale is completed, the transaction may be the largest share sale of Korean technology companies since 1999. According to data provided by Bloomberg, in 1999 Hynix acquired Hyundai Microelectronics Co for 2.56 trillion won. Most of the shares.
Philips launches Q1 earnings report and TPV revives TV business Philips' Q1 net income fell to EUR 138 million in 2011, a reduction of EUR 63 million from Q1 in 2010, free cash flow out of EUR 615 million, EBITDA (EBITA) 437 million euros, accounting for 8% of the current quarter's sales; nominal sales of 5.3 billion euros, an increase of 6%. Among them, Philips Lighting achieved a moderate single digit sales growth driven by the LED business.
Japan's earthquake disaster has an impact on Philips' revenue and supply chain. Philips plans to set up a dedicated team to mitigate the related consequences and risks, and will also accelerate the medium-term development and promote profitability as the current focus of Philips' work.
In addition, Philips announced that it will establish a joint venture with TPV Technology Co., Ltd. Philips will have a 30% share and will continue its Philips TV business. Under the agreement, Philips will receive deferred purchase prices and brand licensing revenues, and the company expects that the costs resulting from the separation of operations will have an impact on Philips' short-term revenue.
Philips Q2 Turns from Profit to Losses and Launches 2 Billion Euros of Treasury Stocks Planners Philips Electronics NV (PHIA-NL) (PHG-US) announced earnings on Monday (18th), netting losses of 1.34 billion euros in the second quarter (1,890 million U.S. dollars), due to lack of market sentiment, and write-down assets worth 1.4 billion euros.
In the same period last year, Philips profited 259 million euros.
Revenue also slipped from 5.35 billion euros in the second quarter of last year to 5.21 billion euros. The Philips camp was less profitable than the analysts had previously estimated 5.31 billion euros and 59.5 million euros.
The company’s chief executive, Frans van Houten, pointed out that the unsatisfactory financial performance is mainly due to short-term operational challenges, weak market demand, and the impact of write-downs on balance sheet assets.
Houten also warned that the current operational risks are still high and the global economic situation is not clear. Therefore, in the short term, corporate performance may not be able to improve.
The company also announced the launch of a 2 billion euro treasury stock buyback plan.
Qualcomm QUALCOMM Q1 net profit of 1.17 billion US dollars increased by 39% year-on-year
Qualcomm’s fiscal first-quarter revenue was US$3.35 billion, a year-on-year increase of 25%; net profit was US$1.17 billion, a year-on-year increase of 39%.
Qualcomm’s US GAAP revenue in the first fiscal quarter was US$3.35 billion, a year-on-year increase of 25% and a 13% increase from the previous quarter. It also exceeded Wall Street analyst expectations of US$3.2 billion; net profit was US$1.17 billion, a year-on-year increase of 39%. , an increase of 35% QoQ; operating profit of US$1.11 billion, a year-on-year increase of 26% and a month-on-month increase of 33%; diluted earnings per share of US$0.71, a year-on-year increase of 42%, a month-on-month increase of 34%; an effective tax rate of 12%; operating cash flow It was US$48 million, a decrease of 96% year-on-year; the capital return to shareholders was US$309 million, which equals a diluted dividend of US$0.19 per share.
In the first quarter of Qualcomm’s non-US GAAP accounting for share-based compensation expenses and some taxes, revenue was US$3.35 billion, a year-on-year increase of 25% and a year-on-year increase of 13%; net profit was US$1.35 billion, an increase of 29% over the same period of last year. The economic growth rate was 22%; the operating profit was 1.42 billion baht, a year-on-year increase of 25%, and the growth rate was also 25%; the diluted earnings per share was 0.82 US dollars, an increase of 32% year-on-year, an increase of 21%; the effective tax rate was 19%; The flow of more was US$127 million, a drop of 90% from the same period last year.
As of the end of the first quarter, Qualcomm held a total of 19.1 billion U.S. dollars in cash, cash equivalents and convertible bonds, and it was 18.4 billion U.S. dollars at the end of the fourth quarter of fiscal year 2010. As of the end of the first quarter of fiscal year 2010, it was 18.9 billion U.S. dollars.
Performance Outlook:
Due to the increase in wireless chip sales, Qualcomm raised its full-year revenue forecast for non-US GAAP in fiscal year 2011 to US$13.6 billion to US$14.2 billion, exceeding the previous forecast of US$12.4 billion to US$13 billion; Profits will reach between $2.91 and $3.05, exceeding the previous forecast of $2.63 to $2.77; earnings for the full fiscal year meeting US GAAP will reach $13.6 billion to $14.2 billion, exceeding the previous forecast of $12.4 billion. To 13 billion US dollars; diluted earnings per share will reach between 2.32 to 2.46 US dollars, more than previously expected 2.08 to 2.22 US dollars.
Qualcomm also expects non-GAAP revenue to reach US$3.45 to US$3.75 billion in the fiscal second quarter of fiscal year 2011; diluted earnings per share will reach US$0.77 to US$0.81; in line with US GAAP Revenue for the second quarter is expected to reach between US$3.45 billion and US$3.75 billion; diluted earnings per share will reach between US$0.50 and US$0.54.
Freescale Freescale Finance: Last year, a net loss of $1 billion in Q1, a loss of $150 million in Q2 earnings, and a loss of 168 million in financials show that Freescale lost $168 million in the second quarter, compared to a loss of $538 million in the same period last year. In the second quarter, Freescale’s revenue was $1.22 billion.
Freescale predicts that the third quarter revenue will be 1.19 billion to 1.22 billion US dollars, lower than the average analyst estimate of 1.23 billion. The company expects the automotive, industrial and mobile phone chip business will appear a decline.
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