Global semiconductor industry boom picked up inventory still need to be cautious

According to Taiwan media reports, according to Bloomberg information (Bloomberg) reported that the semiconductor industry association (SIA) quoted the World Semiconductor Trade Statistics (WSTS) data show that the second quarter of 2005 (Q2) global semiconductor sales reached $53 billion 939 million, compared to Q1 fell by 2.1%, but still higher than the same period in 2004 0.8%. The report shows that the first half of the 2005 global semiconductor sales totaled $109 billion 40 million in size, than the first half of the 2004 increase of 6.5%, in addition to the second half of 2005 economic recovery, so this year, zero growth that has collapse of itself.

According to market research firm Advanced Forecasting latest report shows that, in view of the global semiconductor boom continue to rise, although in 2005 as a whole, is still showing a slight growth, but in 2006 Q1 will be the turning point in the global semiconductor market. Analyst Rosa Luis pointed out that the boom signals have emerged, including wafer shipments increased, capacity utilization improved, as well as the slow increase in the order of semiconductor equipment, are showing signs of prosperity. In addition, the WSTS statistics, Advanced Forecasting forecast strong market demand in 2006, will be expected to exceed the supply side of the capacity, in 2006 Q1 will be the seller's market. However, the financial times of London (FT) reported that although the semiconductor industry association said on 2005 the semiconductor market growth of 6.5%, but analysts Moshe Handelsman warned, do not expect strong growth in the first half, the second half of the market directly to infer growth of inference unabated especially lately; the terrorist activities and the effect of the total oil prices sharply rising the factors, even in the second half of the traditional peak season, the excessive increase of inventory results, the bitter taste of fear will be overcapacity.