半导体三强法说会运营聚焦 市场关注最新财报、汇率冲击、后续展望

Group 1: Industry Overview - Major semiconductor companies are set to hold earnings calls, including foundry companies like UMC and testing interface provider Chroma, as well as chip giant MediaTek, focusing on recent financial results, the impact of the TWD exchange rate, and future market outlook [1][2] - UMC's June consolidated revenue reached NT$44.7 billion, showing a month-on-month increase of 26% and a year-on-year increase of 9%, outperforming last year's figures [1] - Despite the increase in shipments, UMC's Q2 revenue decreased to NT$116.9 billion, a quarter-on-quarter decline of approximately 2.1%, primarily due to a 12% appreciation of the TWD against the USD [1] Group 2: Company-Specific Insights - MediaTek's Q2 consolidated revenue was NT$1503.6 billion, reflecting a quarter-on-quarter decrease of 1.9% but a year-on-year increase of 18.1%, marking the third-highest quarterly performance in history [2] - MediaTek's cumulative revenue for the first half of the year reached NT$3036.8 billion, with a year-on-year growth of 16.4% [2] - UMC will discuss its latest financial performance and operational outlook for Q3 and the full year during its earnings call, addressing concerns about wafer shipment momentum and capacity utilization [2] Group 3: Technological Developments - Chroma has introduced several advanced testing solutions, including a high-speed 112Gbps PAM4 probe card and PCIe 6 test boards, to meet the evolving needs of global chip design clients as the industry approaches the traditional peak season in Q3 [3]