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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (1345)	6/5/2014 12:45:57 PM
From: Gottfried	2 Recommendations Recommended By 3bar Kirk © Respond to of 26728

How the Recession Reshaped the Economy, in 255 Charts By JEREMY ASHKENAS and ALICIA PARLAPIANO JUNE 5, 2014 nytimes.com you can tell which jobs gained and which ones lost. Pet services and nail salons are among the winners, although low paid

To: Jerome who wrote (1345)	6/5/2014 2:25:37 PM
From: PJr	Read Replies (1) \| Respond to of 26728

"it will be up to the states to take charge of the problem and the solution" I'd like that solution to be applied pretty much across the board! The Feds have little business being involved in most of the things that they successfully mishandle. <G> Pat

To: Jerome who wrote (1345)

6/11/2014 10:16:23 AM

From: Kirk ©

Respond to of 26728

Accelerating annual growth for TSMC.... nice!

TSMC revenues down in May, but 2Q14 performance in line with expectations
Josephine Lien, Taipei; Steve Shen, DIGITIMES [Wednesday 11 June 2014]
www.digitimes.com/news/a20140611PD202.html

Taiwan Semiconductor Manufacturing Company (TSMC) has announced revenues of NT$60.79 billion (US$2.03 billion) for May, a decrease of 1.8% from the previous month but an increase of 17.4% from a year earlier. Accumulated revenues for the January-May period totaled NT$270.89 billion, increasing 15.5% from a year ago.

TSMC's June revenues are expected to drop slightly from May's, but second-quarter revenues will still be able to reach NT$180-183 billion as expected, according to an industry estimate.

A high base posted in April contributed to the slight sequential decline in revenues in May, said industry sources, adding that TSMC's second-quarter performance has been in line with expectations.

Products rolled out by its 28nm process are expected to account for 30% of TSMC's total sales in 2014, while the 20nm process technology is expected to contribute up to 20% to total revenues by year-end 2014, the sources noted.

TSMC: Consolidated revenues, Jan 2014 - May 2014 (NT$m)
Month	Sales	M/M	Y/Y	YTD	Y/Y
May-14	60,789	(1.8%)	17.4%	270,892	15.5%
Apr-14	61,887	23.9%	23.6%	210,103	14.9%
Mar-14	49,956	6.7%	13.2%	148,215	11.7%
Feb-14	46,829	(9%)	13.7%	98,259	10.9%
Jan-14	51,430	3.5%	8.4%	51,430	8.4%

*Figures are consolidated
Source: TSE, compiled by Digitimes, June 2014