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.
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
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.
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