Breaking News
Comments
Oldest First | Newest First | Threaded View
docdivakar
User Rank
Author
re: TSMC sees Q4 profit squeezed, lowers 2012 capex
docdivakar   1/18/2012 10:17:14 PM
NO RATINGS
Not a cheerful message to start the new year! @Peter Clarke: what is TSMC's plausible explanation for the margin erosion? (...fourth quarter revenue decreased 4.9 percent while net income decreased 22.5 percent). I did not see any major TSMC announcements on Capex investments in Q4 2011 so I am a bit surprised about the net income drop. What is also noteworthy is their statement on "...trailing edge geometries accounted for 41 percent of wafer revenues..." seems to me that many TSMC clients are postponing migration to advanced nodes. MP Divakar

PV-Geek
User Rank
Author
re: TSMC sees Q4 profit squeezed, lowers 2012 capex
PV-Geek   2/12/2012 2:43:08 AM
NO RATINGS
Trailing edge geometries have always accounted for the bulk of wafer revenues. It's the classic technology adoption life cycle curve. I do think that the early adopters may be getting smaller. You need a very high volume product to afford to go out early in the new technology nodes. But because the volumes are high, from the foundry side of things,it may make up for the fewer number of early adopters.



Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Radio
NEXT UPCOMING BROADCAST

What are the engineering and design challenges in creating successful IoT devices? These devices are usually small, resource-constrained electronics designed to sense, collect, send, and/or interpret data. Some of the devices need to be smart enough to act upon data in real time, 24/7. Are the design challenges the same as with embedded systems, but with a little developer- and IT-skills added in? What do engineers need to know? Rick Merritt talks with two experts about the tools and best options for designing IoT devices in 2016. Specifically the guests will discuss sensors, security, and lessons from IoT deployments.
Like Us on Facebook
Special Video Section
LED lighting is an important feature in today’s and future ...
05:27
The LT8602 has two high voltage buck regulators with an ...
05:18
The quality and reliability of Mill-Max's two-piece ...
01:34
Why the multicopter? It has every thing in it. 58 of ...
Security is important in all parts of the IoT chain, ...
Infineon explains their philosophy and why the multicopter ...
The LTC4282 Hot SwapTM controller allows a board to be ...
This video highlights the Zynq® UltraScale+™ MPSoC, and sho...
Homeowners may soon be able to store the energy generated ...
The LTC®6363 is a low power, low noise, fully differential ...
See the Virtex® UltraScale+™ FPGA with 32.75G backplane ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...