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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (24772)	12/14/2010 10:42:04 PM
From: etchmeister	Respond to of 25522

Today it's J.P. Morgan ... you "control" Intel - you "control" the SOX. Something must have been gone "sour"...slam, slam, slam (BTW I always thought the US having a lot of top notch fabless chip makers should have an U.S. based foundry - it's very ironic that OPEC is funding (a good portion) of Global Foundries - and NOT the Bush tax cuts - LOL) TSMC sees influx of orders from IDMs, says paper Printer friendly Related stories Comments Email to a friend Latest news Advertisement Commercial Times; Jessie Shen, DIGITIMES [Tuesday 14 December 2010] Taiwan Semiconductor Manufacturing Company (TSMC) has seen its IDM clients increase orders since the fourth quarter of 2010, according to a Chinese-language Commercial Times report. In addition to demand for 65nm and below processes, the foundry also landed an influx of orders for 0.13-micron and other mature processes from the IDM sector, the paper said. TSMC will likely allocate about 10% of the company's overall capex to expand its capacity for mature processes in 2011, the paper indicated, without naming its source. TSMC has revealed it will allocate US$5.8 billion in capex for its foundry business, of which about 79% would be used to expand its 65/40/28nm technology capacity and 13% for mainstream processes. The company has not yet announced its total capex budget for 2011.