The capacity is tight, UMC (2303) shares continued to strengthen. According to the International Association of Semiconductor Materials Industry (SEMI) released the latest data, in May North American semiconductor equipment manufacturers book to bill ratio (B / B value) is 1.08, is standing for five consecutive months of a long and short boundaries above ,analysts pointed out this means that the semiconductor industry continued to boom in the recovery track, UMC certainly have a positive impact; on the other hand, to observe the same field of TSMC shares to maintain high volatility, industry trends can also be seen positively. On the development of the company concerned, the recent addition to the UMC to get into high-end manufacturing process, and Thang alliance cut IPs (IP) market, tighter catching tight capacity 8-inch wafer opportunities. Taiwan Semiconductor UBS Securities' chief analyst, Cheng Zhenghua said that this year a variety of smart handheld devices have been put forward, driven, IC demand tight, 8-inch wafer fab will be the target beneficiaries.
