Seriously..this could be important for your financial future, Mr. Smarty Pants. I knew they used TSMC and Charter...but I'm still not sure(remember) what % to each and which products. I do know as I posted on Friday that TSMC's capacity utilization has gone from 110% to approx 50%. I realize many other fabless players use TSMC and Charter...but my point is BUSINESS IS WAY SLOW DUDE ACROSS THE BOARD! Has the bottom fallen out of BRCM's bread and butter biz and should we expect a 50% decline in orders for a SEVERAL quarters??????????? YOU COULD!! So you better dig hard to find this info before I do and put it up in BOLD!! :-)
10kwizard.com
WE DEPEND ON TWO INDEPENDENT FOUNDRIES TO MANUFACTURE SUBSTANTIALLY ALL OF OUR
CURRENT PRODUCTS, AND ANY FAILURE TO OBTAIN SUFFICIENT FOUNDRY CAPACITY COULD
MATERIALLY AND ADVERSELY AFFECT OUR BUSINESS.
10kwizard.com
our orders on the basis of our customers' purchase orders, and TSMC and
Chartered can allocate capacity to the production of other companies' products
and reduce deliveries to us on short notice. It is possible that foundry
customers that are larger and better financed than we are, or that have
long-term agreements with TSMC or Chartered, may induce our foundries to
reallocate capacity to them. Such a reallocation could impair our ability to
secure the supply of components that we need. Although we primarily use two
independent foundries, most of our components are not manufactured at both
foundries at any given time and some of our products may be designed to be
manufactured at only one. Accordingly, if one of our foundries is unable to
provide us with components as needed, we could experience significant delays in
securing sufficient supplies of those components. Any of these delays would
likely materially and adversely affect our business, financial condition and
results of operations. We cannot assure you that any of our existing or new
foundries would be able to produce integrated circuits with acceptable
manufacturing yields. Furthermore, our foundries may not be able to deliver
enough semiconductor devices to us on a timely basis, or at reasonable prices |
