Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
rick merritt
User Rank
Author
re: Morris Chang cuts forecast, sees stall coming
rick merritt   7/23/2012 5:31:11 PM
NO RATINGS
That ka-ching you hear is the TSMC register ringing up high profit 28nm sales

goafrit
User Rank
Author
re: Morris Chang cuts forecast, sees stall coming
goafrit   7/20/2012 7:38:35 PM
NO RATINGS
It will remain like that until after November. Watch out, they want to sink this ship to send a message. I cannot understand why markets are flattening with the type of earnings we are seeing.

bmccleanicinsights
User Rank
Author
re: Morris Chang cuts forecast, sees stall coming
bmccleanicinsights   7/20/2012 5:33:10 PM
NO RATINGS
TSMC is still likely to show about 15% growth in 2012, not bad for an IC market expected to increase at a low single-digit rate. Interesting to note that, because of the way TSMC defines its "capacity," the company ran at a 102% utilization rate in 2Q12! There may be a lot of speculation about Apple using TSMC as a foundry in the future but at this point, TSMC doesn't have much capacity to allocate to Apple.

Peter Clarke
User Rank
Author
re: Morris Chang cuts forecast, sees stall coming
Peter Clarke   7/20/2012 4:53:12 PM
NO RATINGS
We've only just ended one inventory correction cycle and it turns out that in Q2 and Q3 inventory was and will be going back up! Hence the necessity for a "correction" in Q4/Q1. Meanwhile at the leading-edge node Qualcomm can't get enough chips! That's the semiconductor market for you.

rick merritt
User Rank
Author
re: Morris Chang cuts forecast, sees stall coming
rick merritt   7/20/2012 4:15:36 PM
NO RATINGS
Intel, AMD, TSMC, everyone is painting a similar picture: Markets are going flat. Ugh!



Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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
The LTC®6363 is a low power, low noise, fully differential ...
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 ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
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 ...