Embedded Systems Conference
Breaking News
Comments
Oldest First | Newest First | Threaded View
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!

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.

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.

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.

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



Most Recent Comments
Stargzer
 
Or_Bach
 
Stargzer
 
Doug_S
 
Gustavo Litovsky
 
Gustavo Litovsky
 
Pablo Valerio
 
Stargzer
 
Stargzer
Radio
NEXT UPCOMING BROADCAST
Why Connect a Car?
May 11, 1pm EDT Monday
Overview: Battle-hardened veterans of the electronics industry have heard of the “connected car” so often that they assume it’s a done deal. But do we really know what it takes to get a car connected and what its future entails? Join EE Times editor Junko Yoshida as she moderates a panel of movers and shakers in the connected car business. Executives from Cisco, Siemens and NXP will share ideas, plans and hopes for connected cars and their future. After the first 30 minutes of the radio show, our listeners will have the opportunity to ask questions via live online chat.
Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Special Video Section
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 ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...