After September, the boom in the electronics industry has improved significantly

The latest data show that last week, the price index for electronic components was 105.02 points, slightly down 0.04%. Among them, electronic components rose 0.82%, and discrete devices slightly fell 0.12%. The IC remains stable, with MCUs, connectors, amplifiers, and CPUs rising. Capacitor prices rose significantly, rising by 1.68%. The news we got said that at present, some downstream customers have stepped up their efforts to purchase products, and the boom in the electronics industry has begun to rebound. It is expected that the global electronics industry will usher in an accelerated rise after September.

After a dismal operation in July and August, the electronics industry finally saw the light. According to the information we got, TSMC (the world's largest professional integrated circuit manufacturing company) said at the internal meeting last week that the company’s Netcom and mobile phone chip customers have begun to pull goods, IDM plant (integrated semiconductor component manufacturers) such as Freescale Carl et al. also expanded the order of analog ICs. TSMC confirmed that the overall capacity utilization rate will rebound in September, revenue will increase significantly from October, and the outlook for the fourth quarter will turn positive. The performance is expected to rebound.

In addition, TSMC chairman Zhang Zhongmou recently said that since the third quarter from the foundry has begun to feel the pressure of inventory adjustment, but the inventory level is not too high, is expected to complete the inventory adjustment in the third quarter, TSMC's fourth quarter capacity utilization Both the rate and gross profit margin will be better than the third quarter.

At the same time, we received news that the “12th Five-Year” energy-saving and environmental protection industry development plan will be published as soon as possible in September 2011, among which the plans for semiconductor lighting will soon be published, and LED standards and energy-saving indicators may be stipulated. Purchasing policies and incentives for subsidies, and trying to increase the popularity of LED lighting products, industrial lighting, commercial lighting is expected to be included in the scope of government subsidies. This will also greatly increase the boom of related electronic products.