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"Unfortunately, with all electronics sectors showing stronger than seasonal demand, wafer rationing is amongst us."
Nice analysis - more at: http://danielnenni.com/2010/04/27/tsmc-conference-call-is-a-6-5-on-the-richter-scale/
Tuesday, May 18, 2010
"TSMC Conference Call is a 6.5 on the Richter Scale" - Daniel Nenni
"TSMC continues to drive the economic recovery with impressive Q1 numbers and an even more impressive Q2 and Q3 outlook. TSMC is my economic bellwether due to its diverse customer base and shear volume of consumer electronics silicon. The big surprise in the 1 hour Q1 conference call is a new Giga Fab (#15) ground breaking this year for added 40nm and 28nm production. This is TSMCs 3rd Giga Fab which can produce 100,000+ wafers per month. So the TSMC strategy is clear, economies of scale, out produce your competitors and prepare for a wafer price war like no other."
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