Chong Yue silicon rally set into a three-year growth in terms of

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Semiconductor production capacity is tight, wafer foundry capacity utilization forecast to remain high until Q3, so that tight silicon supply, from the 4th quarter of 2009, a slight price increase test the water temperature after the first quarter of 2010 rise about 5% , the first two quarter rally is established, the more lead in worship shout up into a ~ 2, in the silicon prices, as well as injected into the systems engineering orders, expected revenues in 2010 compared with 2009 is expected to grow into a 3.

Chong Yue pointed out that as silicon wafer pricing in 2009 by the financial turmoil, fell below 100 U.S. dollars per unit price, so silicon wafer since the 4th quarter of gestation in 2009 prices, rise about 5% in the first quarter of 2010, the current per films offer about 110 to 120 U.S. dollars, but in early 2009 of 140 U.S. dollars with some gaps, continued tight in the semiconductor production capacity, the first two quarters have been identified another 10 ~ 20%.

According to Semiconductor Equipment Materials International Industry Association (SEMI) statistics, due to the financial crisis in 2009, making the industry dramatically cut capital spending and to restructure its fab operations to cope with the impact of the economy in 2009, a total of 27 worldwide wafer fab closure , including 11 eight-inch wafer fabs and one advanced 12-inch wafer fabs, coupled with the industry in response to cuts in equipment spending to hit economy, but also makes the inclusion of the global total in 2009 wafer production capacity fell to 1,540 million units per month crystal yen (about when the 8-inch wafers).

DIGITIMESResearch is expected in 2010, first quarter benefited from a global communication, computer, consumer electronics market demand in the terminal the first two quarter of 2010, compared to the previous quarter, there are different growth rate is predicted before the four largest foundries work out the amount of film will continue to increase.

Outlook 2010, the Tsung Vietnam pointed out that silicon prices will have a positive contribution to revenues, another part consists of Keelung and Pali works projects will gradually accounted for, the relative growth is greater on the whole, annual growth in the semiconductor industry, calculation, estimated in 2010 compared with 2009 revenue is expected to grow into a 3.

Chong has always been more of the silicon wafer in order to TSMC and UMC wafer foundries such as its main customer, in 2009 in the DRAM factory and some gains, and entering the park, Inotera, etc. The proportion of the past, foundry customers 8 Cheng, DRAM into account two has now pulled up to 7:3.

Chong revenue 831 million yuan more in February than in January contrarian growth of 3.51%, the annual growth of 85%, since the knot in February monthly operating margin was 1.03 billion, slightly higher than in January by 2.26%, with an average gross margin of 12.39 %. Accumulated before the February revenues 1.634 billion yuan, the annual growth of 85%, the cumulative operating margin of 2.09 billion, an average gross profit margin was 12.79%.

Look at the proportion of revenues from 2009 to semiconductor products to agent-based silicon wafer and solar wafers, while including photoresists, quartz apparatus, slurry, etc., accounting for 67% of sales, engineering, accounts for 11%, Solar and LED projects include solar cells and LED lights, etc., about the proportion of 9.5%, electronic products account for about 10.7%.

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