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TSMC's August sales show low growth

9/10/2010 12:07 PM EDT
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goafrit
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re: TSMC's August sales show low growth
goafrit   9/11/2010 6:20:57 PM
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TSMC growth shows that manufacturing does not give any gain these days. With all the activities going in TSMC, the kind of revenues they generate is too small to the efforts they put. I think they will come up if the market and economy improve.

GREAT-Terry
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re: TSMC's August sales show low growth
GREAT-Terry   9/11/2010 4:48:16 PM
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Will the decline of computer market finally hurt the growth of the whole semiconductor industry? I also wonder if the communication market can keep on growing in the coming quarters.

Baolt
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re: TSMC's August sales show low growth
Baolt   9/11/2010 1:11:29 AM
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If we pay attention to speech of CFO Linda Ho, http://tinyurl.com/25z3khd, she is mentioning expected flat Q3 results "Relative to the second quarter, the consumer and communication segments in the third quarter will increase while the computer segment will decline slightly" Their fab-tool spendings were slightly increased at an of Q4-09, on the other hand at end of Q1 we see a peak at spendings meaning the capacity would be ready at Q3,~Q4 latest. There is the reality of boom of the sales globaly at Q3 (tnx to Xmas), so all in all they get prepared for end of year. Until all boosts were due to demand boom in semi market for 2010. We shouldnt forget about current allocation, LT problems at each semicon companies, again caused by lack of capacity and clear view of demand. Many clients suffered/suffering for delayed supply caused by lack of capacity. All these delayed orders will be booked to Q3~4 results. From the other side we have lots of planned reveals at consumer and com. segment which would effect Q4 sales. Besides there is a concencus that worsening economic conditions wont let semicon market to break a new record.

KB3001
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re: TSMC's August sales show low growth
KB3001   9/10/2010 11:54:57 PM
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Could you elaborate on your observations, Baolt? Do you think it's a sign of a protracted weak or even no growth in the market, or just a blip?

Baolt
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re: TSMC's August sales show low growth
Baolt   9/10/2010 11:28:04 PM
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Suprise, suprise! After long production lines, and lots of customers to pushy for parts, on other side very discreet admins to spend $s on capacity at dawn time of market. Indeed they announced huge spendings on new giga-fabs however with new fabless trend there is still more & more space. Besides i'm sure Q3,~4 will be higher than expected levels, yet its a good sign, booming semi market wont make extraordinary top record

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