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docdivakar
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re: TSMC raises capex to record $8.5 billion, pulls in 20-nm
docdivakar   4/30/2012 10:05:54 PM
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TSMC's nearly 30% net profitability is impressive these days in the hardware industry! I am not at all surprised to see 65-nanometer accounting for 26 percent... not all the products need advanced tech nodes. Further, I would suspect the older technology nodes are also the ones with higher profit margins with better yields. MP Divakar

MAVERICK230
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re: TSMC raises capex to record $8.5 billion, pulls in 20-nm
MAVERICK230   4/30/2012 6:43:05 AM
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This is good sign for the fab industry and increased capex only reiterates that TSMC is looking aggressive again after it downsized earlier.

_hm
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re: TSMC raises capex to record $8.5 billion, pulls in 20-nm
_hm   4/29/2012 2:07:32 PM
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Yes, that is very encouraging sign. Also, Apple may have supported this investment for future Apple processors and other ICs. Development of 20nm will be very challenging.

daleste
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re: TSMC raises capex to record $8.5 billion, pulls in 20-nm
daleste   4/28/2012 7:20:02 PM
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We are seeing good signs from the industry. I guess we are back to an upturn.

wilber_xbox
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re: TSMC raises capex to record $8.5 billion, pulls in 20-nm
wilber_xbox   4/27/2012 1:39:25 PM
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Increased capital expenditure can only mean positive outlook.



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