Embedded Systems Conference
Breaking News
News & Analysis

Foundry spending could lead to oversupply

2/7/2011 11:38 PM EST
2 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
DrQuine
User Rank
Author
re: Foundry spending could lead to oversupply
DrQuine   2/9/2011 12:46:19 PM
NO RATINGS
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
User Rank
Author
re: Foundry spending could lead to oversupply
the_floating_ gate   2/8/2011 4:55:23 PM
NO RATINGS
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.

Flash Poll
April 2015 Cartoon Caption Contest: The Mighty Hamster
April 2015 Cartoon Caption Contest: The Mighty Hamster
Of all the exhibits in the Pre-Apocalypse Era Museum, Breek was always in awe of the unearthed details and true-to-scale reproduction of a technological creation space that the long gone humans had once inhabited.
149 comments
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed