Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
mark.lapedus
User Rank
Rookie
re: Foundry capacity glut seen in '11
mark.lapedus   1/19/2011 5:57:00 PM
NO RATINGS
Dean Freeman, an analyst with Gartner, sees foundry oversupply in 2012. HSBC sees late 2011. If demand softens, watch out! (Sorry for the headline Dan. I will try harder.)

sranje
User Rank
Manager
re: Foundry capacity glut seen in '11
sranje   1/12/2011 8:50:40 PM
NO RATINGS
Mark, Dan is correct. Plus - there is an interesting angle - DRAM oversupply (and resulting low price) tends to open new applications - this will drive logic ICs... An important question is - just how much will TSMC's revenues grow in 2011? Do we hear 20%+ -- 2011 looks like another double-digit IC growth year.

krisi
User Rank
CEO
re: Foundry capacity glut seen in '11
krisi   1/12/2011 6:26:13 PM
NO RATINGS
Glut in 2011??? We just had a boom in 2010 with foundry capacity being used at 110%. This makes little sense. Once you buy the equipment it takes a while to have it installed and have it running. Maybe in 2013...Kris

ScottenJ
User Rank
Rookie
re: Foundry capacity glut seen in '11
ScottenJ   1/12/2011 3:35:22 PM
NO RATINGS
I agree with Daniel. I have a detailed capacity demand forecast model I run and factoring in increased capacity next year I expect utilization to dip below 90% in Q1 due to seasonal factors and then spend the year of the year in the mid-nineties.

dnenni
User Rank
Rookie
re: Foundry capacity glut seen in '11
dnenni   1/12/2011 6:46:09 AM
NO RATINGS
I don't see how 2011 CAPEX's translate to a foundry capacity glut in 2011. 2-3 years from now maybe but not immediately after the announcement. That is a horrible title Mark.

Bhola_#1
User Rank
Rookie
re: Foundry capacity glut seen in '11
Bhola_#1   1/12/2011 1:00:45 AM
NO RATINGS
Does foundry plays a big role in company profit margin?

Warren3
User Rank
CEO
re: Foundry capacity glut seen in '11
Warren3   1/11/2011 9:54:58 PM
NO RATINGS
GF's capex plans are still only 2/3 of TSMC's; interesting will be if/how Samsung responds.



Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Recommended Reads From the Engineer's Bookshelf
Max Maxfield
2 comments
I'm not sure if I read more than most folks or not, but I do I know that I spend quite a lot of time reading. I hate to be idle, so I always have a book or two somewhere about my person -- ...

Aubrey Kagan

Have You Ever Been Blindsided by Your Own Design?
Aubrey Kagan
37 comments
I recently read GCHQ: The uncensored story of Britain's most sensitive intelligence agency by Richard J. Aldrich. The Government Communication Headquarters (GCHQ), Britain's equivalent of ...

Martin Rowe

No 2014 Punkin Chunkin, What Will You Do?
Martin Rowe
2 comments
American Thanksgiving is next week, and while some people watch (American) football all day, the real competition on TV has become Punkin Chunkin. But there will be no Punkin Chunkin on TV ...

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
15 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...