Mediatek Only Rising Chip Firm

Advanced Semiconductor Engineering (ASE) reported consolidated April revenues of NT$20.2 billion ($621 million) in April, down 14.1% MoM and 8.2% YoY. The firm has predicted an increase in its IC ATM (assembly test and material) unit, but expects a slowdown in demand for system-in-package (SiP) to continue to negatively affect performance in Q2.

Mediatek‘s April revenues totalled NT$23 billion ($707 million): a rise of 7.9% MoM and 52.3% YoY. The firm said that an increase in smartphone demand was the reason for this. Year-to-date revenues reached NT$78.9 billion ($2.4 billion), up 26% from last year. Mediatek expects revenues in Q2 to grow between 24% and 32% QoQ, with smartphone and tablet chip shipments reaching a combined total of 135 million – 145 million units. However, gross margin is forecast to fall to 33.5% – 36.5%.

TSMC‘s revenues fell 8.5% MoM and 11.3% YoY, to NT$66.8 billion ($2.1 billion). Year-to-date revenues totalled NT$270.3 billion ($8.3 billion), down 9.1% YoY.

United Microelectronics (UMC) achieved revenues of NT$10.8 billion ($332 million) in April, down 17.3% YoY. Year-to-date revenues fell 10.9% YoY, to NT$45.2 billion. The company expects its capacity utilisation to reach 87% – 89% in Q2, compared to 82% now.