Sun Moonlight's capacity utilization rate to the second half

The Group's consolidated revenue for the month of the month (2311) was RMB 15.607 billion, and the revenue for the packaging and testing business was RMB 10.464 billion, which was 2.1% lower than last December, in line with market expectations. Sun Moonlight is optimistic about the orders for this year's package and test. As IDM continues to expand its orders, Riyueguang believes that this quarter's revenue is expected to be equal to the previous quarter without considering the reduction of working days and the appreciation of the NT. The rate is expected to be fully loaded into the second half of the year.

Riyueguang is optimistic about the semiconductor market in 2011. In the first quarter, it did not feel that there was a seasonal off-season effect. If it is seen from the shipment and capacity utilization rate, it is comparable to the fourth quarter of last year. Including Texas Instruments, Freescale, Numonyx, and other IDM plants, this year it has actively expanded its orders for the sun, moon, and moon, and the moonlight of the Lunar New Year holiday can only be started overtime. The orders are fully loaded in March. It seems that the second quarter is also the production capacity. Utilization rate is full.

Last week, Taiwan stocks plunged. Sun, Moon, and Moon stocks were also back in synchrony. Last Friday, the stock price fell by 1 yuan to close at 33.1 yuan and 38,590 turnovers. From the perspective of the technology line type, the stock price of the sun, moon and moon has returned to the quarterly survey line and a large number of districts at the end of November last year. The KD indicator has also been revised and entered the oversold zone. Therefore, as long as the broader market stabilized, the legal person believes that the sun and moon light is expected to rebound.