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rick merritt
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re: Morris Chang cuts forecast, sees stall coming
rick merritt   7/20/2012 4:15:36 PM
Intel, AMD, TSMC, everyone is painting a similar picture: Markets are going flat. Ugh!

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re: Morris Chang cuts forecast, sees stall coming
goafrit   7/20/2012 7:38:35 PM
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.

Peter Clarke
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re: Morris Chang cuts forecast, sees stall coming
Peter Clarke   7/20/2012 4:53:12 PM
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.

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re: Morris Chang cuts forecast, sees stall coming
bmccleanicinsights   7/20/2012 5:33:10 PM
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.

rick merritt
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re: Morris Chang cuts forecast, sees stall coming
rick merritt   7/23/2012 5:31:11 PM
That ka-ching you hear is the TSMC register ringing up high profit 28nm sales

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