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Technology Stocks : Atmel - the trend is about to change -- Ignore unavailable to you. Want to Upgrade?


To: tech101 who wrote (13361)4/16/2004 1:15:38 PM
From: Ian@SI  Respond to of 13565
 
youlu,

TSMC is saying they are running utilization 105% (Any one knows how?)

You'd have to ask TSMC to get a precise answer. Subject has been discussed on the AMAT NO POLITICS thread a few times.

Basically, available capacity is used for calculating utilization and would exclude things such as down time due to Preventive Maintenance, Maintenance, planned down time for holidays or other purposes; and may even exclude device idle time while awaiting wafers to be processed.

When actual utilization exceeds theoretical available capacity, then numbers greater than 100% are seen. e.g. Don't do PM as scheduled could be one factor allowing 105% utilization. Downside is that if the machine fails, the fab may lose capacity for a whole line, produce defective wafers or other equally bad results...



To: tech101 who wrote (13361)4/16/2004 6:41:05 PM
From: brushwud  Respond to of 13565
 
ATML has fabs and could sell their capacity, and may eventually sell the fabs at a decent price and become fabless.

That would be like AT&T or GE changing from manufacturing into a bank or something (whoops, that already happened!). But for Atmel to become fabless would be an incredible change of strategic direction. I wouldn't bet on anything like that so long as they have any officers named Perlegos.