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Unimicron, Nan Ya 4Q19 Revenues to Grow on ABF SubstratesOctober 15, 2019 | Digitimes
Estimated reading time: Less than a minute
Taiwan-based Unimicron and Nan Ya PCB have both seen revenues for the third quarter of 2019 reach high levels thanks to robust shipments of ABF substrates, and the growth momentum is expected to persist into the fourth quarter of the year.
Unimicron's third-quarter revenues rose by 7.3% on year to NT$22.95 billion ($749.47 million), the second highest-ever quarterly level, and its January-September revenues soared 8.53% on year to NT$59.96 billion.
For Nan Ya, the networking application segment has also absorbed the largest portion of its ABF substrate shipments, with chipmakers Broadcom and HiSilicon among its major clients for such substrates. Nan Ya saw its revenues for the quarter surge by 6.49% from a year earlier to NT$8.43 billion, the highest quarterly level in five years, and revenues for the first nine months of the year gained 5.88% to reach NT$22.32 billion.
TrendForce’s research indicates a dynamic third quarter for the global foundry industry, marked by an uptick in urgent orders for smartphone and notebook components.
TrendForce reports a pivotal shift in the NAND Flash market for 3Q23, primarily driven by Samsung’s strategic decision to reduce production.
Global semiconductor revenue is projected to grow 16.8% in 2024 to total $624 billion, according to the latest forecast from Gartner, Inc. In 2023, the market is forecast to decline 10.9% and reach $534 billion.
Jabil expects this inventory rebalancing to continue into its second fiscal quarter and as a result anticipates revenue for the second quarter to be in the range of $7.0 billion - $7.6 billion.
International Data Corporation (IDC) has upgraded its Semiconductor Market Outlook by calling a bottom and return to growth that accelerates next year.