Globalfoundries divestment of its Singapore fab to VIS is expected to have a direct impact on its 1Q20 revenue (see GloFo sells MEMS business, fab to Taiwan's Vanguard). Meanwhile UMC is expected to see quarterly gains in its capacity utilization rate, in turn registering a minor QoQ increase in 1Q20 revenue due to gains in capacity utilization rate and new clients for its Japanese wafer fab.
SMIC is benefitting from increasing demand in the domestic Chinese market for CMOS image sensors, power management ICs, fingerprint sensors, TrendForce said.
PSMC and VIS both profited from the increased demand for CMOS image senses and display driver ICSs and from clients' increased stocking. VIS' revenues will include those generated from its Singapore-based Fab 3E, purchased from GlobalFoundries.
However, as the pandemic rolls across Europe and the United States it will dent the economy and diminish the global market's purchasing and this is expected to be impact 2Q20.
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