元器件交易網訊 3月20日消息，據外媒Digitimes報道，近期臺灣生產12英寸晶圓產能利用率提高，臺灣半導體公司向上修正第一季度業績。根據預測半導體材料和設備供應商的盈利都會大幅度提高。半導體材料硅片、光刻膠和石英管出貨量隨著臺積電和聯電大幅度需求不斷增加。
據消息人士透露，臺積電在2014年第二季度收入可能提高20％。臺灣半導體廠商8-12英寸晶圓的產能利用率提高，聯華電子成本將大幅度降低。嘉華利實業獲得大量光刻膠訂單，有望在2014年第一季度相比去年同期有更好的表現。崇越科技預計3月份該公司的收入超過4560萬美元。
（元器件交易網 白玉濤譯）
以下為外文：
Semiconductor material and equipment suppliers are poised for brisk sales in the months ahead, buoyed by a number of factors, including an upward revision of Taiwan Semiconductor Manufacturing Company's (TSMC's) first-quarter guidance and high capacity utilization rates at 8- and 12-inch fabs in Taiwan, according to industry sources.
Thanks to a surge in orders from chipset makers including Qualcomm, Broadcom and MediaTek, TSMC now expects its sales to grow 0.8% sequentially compared to a 5-7% drop forecast previously, the sources noted.
TSMC may see its revenues expand 20% sequentially in the second quarter of 2014, the sources estimated.
UMC has also benefited from the ongoing recovery in the semiconductor industry, with the capacity utilization rates of its 8- and 12-inch fabs running high, added the sources.
Semiconductor material distributor Topco Scientific has seen its shipments of silicon wafers, photoresists and quartz tubes to TSMC and UMC increase sharply and is expected to see its March revenues surpass the NT$1.39 billion (US$45.68 million) recorded in January, said the sources.
Fellow distributor Wah Lee Industrial is also expected to perform better in the first quarter of 2014 as compared to a year earlier, buoyed by orders for photoresists used in the 20nm process node and other chemicals, revealed the sources.
Feedback Technology, which distributes equipment and parts for semiconductor and optoelectronics industries, has also enjoyed a rebound in orders for ion implantation materials from Taiwan's top-2 foundry houses, added the sources.
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