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Non-Tech : Kirk's Market Thoughts

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Gottfried

To: Gottfried who wrote (1009)	4/2/2014 12:46:10 PM
From: Kirk ©	1 Recommendation Read Replies (1) of 26763

TSMC capacity booked to the end of 3Q14 Cage Chao, Taipei; Steve Shen, DIGITIMES [Wednesday 2 April 2014] The production capacity of Taiwan Semiconductor Manufacturing Company (TSMC) has been booked through the end of the third quarter of 2014 thanks to orders from handset solution and PC chip vendors, according to industry sources. The planned roll-outs of new smartphones by brand handset vendors and the upcoming 4G services in China have pushed chipset solution vendors to place wafer start orders at TSMC, the sources noted. Consumer IC suppliers are also placing short lead-time orders at TSMC as demand from downstream and end-market device makers is likely to pick up soon, added the sources. As a result, TSMC's 8- and 12-inch fabs are currently operating at 100% and over 90% of their capacity, respectively, said the sources, adding that the foundry's 20nm and 28nm production lines are fully occupied by orders for smartphone and tablet solutions. DIGITIMES Before Going to Press (2014-04-02) digitimes.com

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