Global semiconductor manufacturers SK Hynix / Xilinx / Texas Instruments / Intel have successively announced Q1 revenue and Q2 revenue forecasts. Among them, in addition to the lower-than-expected Xilinx Q1 revenue, SK Hynix and Texas Instruments ’Q1 revenue was lower than the same period last year, but still higher than the original Q1 revenue estimate, and was less affected by the COVID-19 epidemic. However, Texas Instruments revised its revenue forecast for the second quarter, and it can be speculated that the COVID-19 epidemic has significantly impacted the semiconductor industry in Q2 this year.

As a chip supplier to Apple and Huawei, SK Hynix's profit fell by 41%, but compared with the original conservative estimate due to the epidemic, it greatly exceeded expectations. The profit from January to March was 800 billion won (US $ 6.49), higher than the 447 billion won estimated by Refinitiv SmartEstimate, but far lower than the 1.4 trillion won in the same period last year.

Xilinx's Q1 revenue is between US $ 660 million and US $ 720 million, lower than analysts' forecast of US $ 7.388 and revenue of US $ 849.6 million in the same period last year. Xilinx did not provide annual revenue estimates for the uncertainties caused by the restricted epidemic. The Texas Instruments Q1 surplus was US $ 1.24 per share, which was more than US $ 1 expected by the market. Revenue fell by 7% to US $ 333 million, still higher than the estimated US $ 317 million. Texas Instruments expects Q2 revenue to be lower than Wall Street ’s expectations, at US $ 1.04 per share, 64 cents in earnings, and revenues between US $ 2.61 billion and US $ 3.19 billion.

Intel admits that the demand for data centers by companies and government departments is slowing, and has doubts about the prosperity of the second half of the year. In addition, Broadcom and TSMC are cautious about the boom in the second half of the year.