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
Manager
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
Rookie
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
Blogger
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!



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Rishabh N. Mahajani, High School Senior and Future Engineer

Future Engineers: Don’t 'Trip Up' on Your College Road Trip
Rishabh N. Mahajani, High School Senior and Future Engineer
6 comments
A future engineer shares his impressions of a recent tour of top schools and offers advice on making the most of the time-honored tradition of the college road trip.

Max Maxfield

Juggling a Cornucopia of Projects
Max Maxfield
20 comments
I feel like I'm juggling a lot of hobby projects at the moment. The problem is that I can't juggle. Actually, that's not strictly true -- I can juggle ten fine china dinner plates, but ...

Larry Desjardin

Engineers Should Study Finance: 5 Reasons Why
Larry Desjardin
41 comments
I'm a big proponent of engineers learning financial basics. Why? Because engineers are making decisions all the time, in multiple ways. Having a good financial understanding guides these ...

Karen Field

July Cartoon Caption Contest: Let's Talk Some Trash
Karen Field
151 comments
Steve Jobs allegedly got his start by dumpster diving with the Computer Club at Homestead High in the early 1970s.

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

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