Leading foundry, Taiwan Semiconductor Manufacturing Company (2330) launches Ex-drama today, yesterday, shares firstly keeps 110 yuan barrier. Securities experts said that this year will be double-digit growth of the semiconductor industry, with strong demand for foundry TSMC second quarter revenue is expected to grow more than 10%, the market is optimistic about the stock have the opportunity to fill the bearing of the road ahead. Timing into the third quarter, TSMC will not only release June sales, but also the talks at second quarter would come soon, legal pointed to trends in foundry, TSMC 2nd, 3rd quarter growth momentum is still very strong despite previous price slowdown due to the emergence of Foreigners buy back, but on this year's estimated earnings per share (EPS) point 7.2 yuan, the current price earnings ratio is still upped space. TSMC's consolidated revenue in May is of 51.7 billion yuan, a record for two consecutive months, a single month record high, the main benefit is still strong demand for 28 nm, especially in the high-pass (Qulcomm) and MediaTek (2454) filled with 28-nanometer process, making the product average price (ASP) can continue pulled. Legal said according to preliminary forecast of TSMC on second quarter earnings, revenues from 1540 to 156,000,000,000 yuan threshold is expected to easily reach, coupled with TSMC forecast second quarter revenue growth of 16 to 17.5 percent, far better than the market expected quarter by 6%, analyzing trends remain unchanged in June sales, the opportunity to continue working with highs. Merrill Lynch Asia-Pacific technology industry research department He Haoming (DanHeyler) that TSMC will be better than last year, this year's operational structure is expected to be further improved profitability year after TSMC not only from South Korea Samsung (Samsung) grabbed the hands of Apple (Apple) product orders, next year can continue to win at least 15% of Apple's orders.
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