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Tom Murphy
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Re: Slowing down
Tom Murphy   8/12/2013 10:03:01 PM
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I agree Daleste. While the same may have slowed from June, a one-month change isn't really reflective of y-o-y growth.  Still there are forecasts from the industry's sales to fall by 40-50% by a year from now.  I'm not seeing the foundation of those forecasts with reports like this.

daleste
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Re: Slowing down
daleste   8/12/2013 9:53:04 PM
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Up 20% year on year is pretty good.  I'm not sure what the UMC numbers have to do with the headline of TMC results.

Tom Murphy
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Slowing down
Tom Murphy   8/12/2013 5:22:33 PM
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This really isn't much of a surprise. As previously reported by EET's Peter Clarke, TSMC announced last month that "third-quarter sales are set to be up between 3.3 and 5.2 percent from Q2."   So month one was down from June. I suspect we'll see slightly stronger numbers for August and September



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