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Foundry spending could lead to oversupply

2/7/2011 11:38 PM EST
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DrQuine
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re: Foundry spending could lead to oversupply
DrQuine   2/9/2011 12:46:19 PM
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It seems not long ago we were hearing about automobile production lines being shut down because of parts shortages; now we're hearing warnings of forthcoming foundry over capacity. Surely it must be possible to predict demand well enough to have adequate but not excessive capacity to manage the normal fluctuations in demand.

the_floating_ gate
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re: Foundry spending could lead to oversupply
the_floating_ gate   2/8/2011 4:55:23 PM
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I believe Morris Chang explained that capital intensity relative to technology is NOT linear. I suggest IC Insights transforms the capex $ into installed capacity (by technology). TSMC is just beginning to capture sales @28nm and as everybody knows that technology is critical for supermobile applications.

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