晶圆厂，有急单

Core Viewpoint - The company anticipates moderate growth in revenue in the second half of the year, with a healthy overall growth outlook for the year despite uncertainties related to tariffs and currency fluctuations [1][2]. Group 1: Financial Performance - In May, the company's consolidated revenue was approximately 3.55 billion, a decrease of 3.38% month-over-month and a decrease of 0.56% year-over-year [1]. - For the first five months of the year, consolidated revenue reached approximately 19.17 billion, reflecting a year-over-year increase of 15.57% [1]. - The company's net profit after tax for Q1 was approximately 2.41 billion, representing a quarter-over-quarter increase of 30.7% and a year-over-year increase of 89.8%, marking a nine-quarter high [1]. Group 2: Market Conditions and Customer Demand - The company has observed a "dulling" effect of tariff uncertainties, with customers showing strong demand and placing urgent orders, particularly in the automotive, industrial, and consumer electronics sectors [2]. - Despite the challenges posed by tariffs, customer orders from IDM and IC design companies have increased, indicating a positive market outlook [2]. Group 3: New Facility Developments - The construction of the 12-inch fab in Singapore is progressing well, with production expected to begin in Q1 2027, potentially ahead of schedule [3]. - The company plans to move equipment into the facility in Q4 and anticipates producing samples for customers in the second half of 2026 [3]. - There is significant interest from customers regarding the new facility, and recruitment for the plant is proceeding smoothly, attracting global talent [4].