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TSMC's Sales Stay Strong in August

9/10/2013 10:05 AM EDT
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daleste
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Good news
daleste   9/11/2013 9:46:40 PM
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When the biggest foundary has growth, the industry can't be doing too bad.  This may be a lot of small fabless companies building for Christmas.

Peter Clarke
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Re: Good news
Peter Clarke   9/12/2013 6:07:01 AM
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That is the tradtional pattern.

Across the whole of the industry that produces a sequential rise in Q3 of about 8 percent as an average over the last 10 years -- with 4Q tending to be flat with Q3, followed by a fall of a few percent in Q1.

However, I am hearing that the mobile device supply chain is so fast to market that the peak for that sector is moving in to Q4 for that part of the consumer industry.

This might tend to push down the seasonal sequential rise in Q3 and raise up the sequential growth in Q4. So that chips get bought, assembled in product, boxed and shipped and on to shelves in less than a quarter. That may still leave foundries upstream of that.

Is anyone else seeing an effect from smartphones and tablet computers on buying seasonality? 

 

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