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TSMC to build solar fab in $3.8B capex plan

8/10/2010 04:25 PM EDT
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mark.lapedus
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re: TSMC to build solar fab in $3.8B capex plan
mark.lapedus   8/11/2010 6:41:41 PM
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I admire TSMC's efforts in LEDs and solar. I just don't understand TSMC's business model in these segments. It will sell LEDs under its own brand name. My guess it will sell a TSMC-branded solar panel. There are too many LED and solar makers in the market. I doubt TSMC will stand out-or win-in these markets. My guess: They are aiming their wares for the huge China market. Thoughts out there?

resistion
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re: TSMC to build solar fab in $3.8B capex plan
resistion   8/11/2010 11:08:55 AM
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What is tsmc's business model for solar or led? There is no foundry library associated with these.

yalanand
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re: TSMC to build solar fab in $3.8B capex plan
yalanand   8/11/2010 9:42:31 AM
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TSMC is very smart...they are moving into areas which will be the key business growth in future like LED, solar etc.

Dave.Dykstra
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re: TSMC to build solar fab in $3.8B capex plan
Dave.Dykstra   8/10/2010 5:10:41 PM
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The new solar capability should come as good news for the solar industry as it should lead to reduced pricing of components. Ultimately this should be good for the consumer as it should lead to better pricing of energy and easier ability to "go solar" at the home level. Of course it will be awhile before the fab comes on-line, but I suspect there will be some interesting industry impact prior to that as companies attempt to build market share and get long term contracts in place.

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