Recently, employment fairs in various parts of the country are in full swing, including AUO (2409) and UMC (2303), which have released more than 1,000 job vacancies. It is obvious that the industry boom will recover, and it is necessary to recruit and recruit troops in response to the trend of Internet of Things and AI. Operational optimism is expected.
AUO's fourth-quarter profit and good profit forecast for the whole year, the fourth quarter after-tax net profit exceeded the global panel leader LG Display (LGD) more than 2 times, reaching 4.2 billion yuan, and the annual after-tax net profit It reached 32.36 billion yuan, an annual increase of more than 3 times, and earnings per share (EPS) of 3.36 yuan hit a decade high.
AUO said that with the average size of TV panels, it is estimated that the global demand for panels will increase by 6 to 8% this year. Therefore, even if the production capacity of the plant is gradually opened, the effective capacity supply will be considered under the consideration of yield and learning curve. Growth is still limited, and the industry's supply and demand are in a balanced state throughout the year.
UMC's revenue in January increased by 23.5% month-on-month and 4.14% year-on-year. It rushed to the fourth highest in history and performed quite well. In addition to the full capacity of the 8 å‹ factory, the growth of revenue is mainly due to the continuous increase in shipments of Xiamen wafer fabs in the mainland. Currently, the monthly production capacity is 16,000 pieces, and more diversified logic and special technologies are developed on the basis of 28nm process to meet Customer demand and market share have also been boosted.
The Integrated Component Manufacturers (IDM) shut down its own old fabs and commissioned them to become a future trend. According to statistics, more than 90 wafer fabs around the world were shut down or changed in use between 2009 and 2017, making it possible for wafer foundries such as UMC to benefit directly.
The wafer foundry's revenue this season is not bearish, UMC expects that this quarter's capacity utilization rate will remain 90%, wafer shipments will increase by 2 to 4%.
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Chassis weight: 4.5kg
Weight of chassis with fan: 5.5kg
Size:500*400*180mm
Multi graphics card case custom case
Motherboard bit: compatible with standard ATX motherboard
Hard disk bit: a 3.5-inch hard disk or a 2.5-inch hard disk
Power bit: ATX power installation size
Standard fan: 4 sets of 12038 fans,
Graphics card bit: supports up to 5 330mm long graphics cards
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