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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
Jing Ji Ri Bao· 2025-07-26 22:41
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]
金十整理:盘点新台币史上5次大幅波动 从广场协议到特朗普2.0
news flash· 2025-05-05 08:10
3. 2015年台湾出口下滑:2015年台湾地区出口大幅下跌,经济增长放缓,新台币兑美元汇率从31.6一度 贬值至33.8,贬值约6.96%。 4. 2020年新冠疫情爆发:台湾地区经济环境发生变化,新台币从30.10一度升至28.67,升值幅度达 4.7%。 1. 1985年美国广场协议:美国为解决贸易赤字问题,通过广场协议迫使亚洲货币升值。新台币从1985年 初36升至1988年28水平。 2. 1997年亚洲金融危机:亚洲金融危机爆发,新台币兑美元汇率从27.5贬至年末32.6,该年整体呈贬值 趋势。 金十整理:盘点新台币史上5次大幅波动 从广场协议到特朗普2.0 5. 2025年美元走跌影响:受美国衰退担忧及台湾寿险业因持有大量美元资产敞口,近期集体对冲操作引 发资金流动。新台币兑美元一度升破30大关。 ...