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de_la_rosa
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re: TSMC sales fall steeply, as predicted
de_la_rosa   1/11/2013 2:40:03 PM
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In 2011 TSMC invested heavily in switching technology nodes from 40nm to 28nm. This figure of 16% drop of profit is an improvement of year before of 22% drop, shows they are already recovering. Now waiting for EUV or Ebeam for 14nm node for next big slump.

Peter Clarke
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re: TSMC sales fall steeply, as predicted
Peter Clarke   1/11/2013 10:16:49 AM
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@Robotics Developer You are right that foundry sales normally drop sequentially in December. However. in TSMC's case over the last ten years that has typically been by single-digit percentage rather than a double-digit percentage.

Robotics Developer
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re: TSMC sales fall steeply, as predicted
Robotics Developer   1/11/2013 1:06:06 AM
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I would think that lowered December sales makes sense given the timing and manufacturing lead times. December sales are too late for Christmas and too early for spring/summer consumer spending. If I was guessing I would think that Feb/March would be much better months for sales if the consumer markets hold on or are expected to grow for 2013. This



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