Yipin Lin Wenbo: Q1 is not pessimistic for semiconductor boom

IC packaging and testing plant Xiaopin (2325) Chairman Lin Wenbo rarely attends political occasions. Regarding the view of the economy, he believes that the first quarter will be the bottom of the semiconductor industry boom this year and the bottom of this wave of economic corrections. The market outlook will not need to be overly pessimistic. .

Lin Wenbo and UMC’s (2303) Honorary Vice Chairman Xuanzhi wisely held a press conference today to publicly support the 92 consensus. Lin Wenbo pointed out after the media interview that the economic and industrial economy of Europe and the United States has already bottomed out and is expected to be gradually lauded. From conservative to optimistic.

In addition, Lin Wenbo also pointed out that the Chinese market demand is expected to continue to grow, he expects the first quarter will be the bottom of the semiconductor industry boom this year, it will also be the bottom of this wave of economic correction.

Lin Wenbo expects that this year's industrial boom season will remain insignificant. He is optimistic that the semiconductor industry in Taiwan is expected to continue to grow.

The recent inclusion of Sun Moonlight (2311) and Liancheng (6239) invariably locked up the development of the low-footprint packaging market. In response, Lin Wenbo said that the fakes will continue to focus on mid- and high-end markets, and will actively invest in wafer-level packaging, FC CSP packaging and other markets.

In addition, counterfeit products in the fourth quarter of last year combined revenue of 15.71 billion yuan, a decrease of 3.8% from the previous quarter, slightly better than the law will be expected, cumulative total annual revenue of 61.237 billion yuan, a year-on-year reduction of 4.1%.

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