Breaking News
Comments
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)
Like Us on Facebook
Special Video Section
5G LTE is on the way. These systems will require more ...
Protecting sensitive electronic circuitry from voltage ...
09:45
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Watch as a web server authenticates or rejects a water ...
Protecting sensitive electronic circuitry from voltage ...
Power can be a gating factor in success or failure of ...
Get to market faster and connect your next product to the ...
00:44
See how microQSFP is setting a new standard for tomorrow’s ...
The LTC3649 step-down regulator combines key features of a ...
Once the base layer of a design has been taped out, making ...
In this short video we show an LED light demo to ...
The LTC2380-24 is a versatile 24-bit SAR ADC that combines ...
In this short video we show an LED light demo to ...
02:46
Wireless Power enables applications where it is difficult ...
07:41
LEDs are being used in current luxury model automotive ...
With design sizes expected to increase by 5X through 2020, ...
01:48
Linear Technology’s LT8330 and LT8331, two Low Quiescent ...
The quality and reliability of Mill-Max's two-piece ...