subject: TSMC capital spending 5.0 billion purchase of equipment costing thaw - TSMC foundry - the electronics industry [print this page] TSMC capital spending 5.0 billion purchase of equipment costing thaw - TSMC foundry - the electronics industry
4 major chip customers such as large, full increase in Q2 orders, making the long-frozen TSMC planning procurement of equipment, and finally the recent thaw! See more exciting information
As TSMC, including mobile phones, wireless, graphics and FPGA (FieldProgrammableGateArray) and other 4 main Chip Customers, all orders to increase in Q2, making the long TSMC freezing equipment procurement plan, and finally the recent thaw! TSMC recent generous cost more than NT 5 billion yuan to purchase new equipment, factory equipment, estimated capital expenditure in 2009 accounted for about one tenth. In addition, TSMC following the purchase of equipment to the promos, the recent rumors that the focus turned to second-hand equipment purchase PSC, however, both TSMC and PSC does not clarify the matter.
TSMC's major clients, including Nvidia (NVIDIA), Broadcom (Broadcom), Qualcomm (Qualcomm), and Altera divergent expansion of capacity in Q2 orders, the intensity increased in Q1 20 compared to 30%, TSMC power to determine the overall capacity utilization from the original 50% to 60% advance, if the customer orders continued strength of the first three quarter capacity utilization rate of 70% is not a problem. With the fierce vexation customer orders, not only for human TSMC production line back round the system, leaving a long freeze TSMC capital spending plans, once again moving.
Is worth noting that, due to TSMC capital expenditure is long-term investment, unless the fundamentals are better identified, TSMC should not easily change in capital spending plans, TSMC capital spending in 2008 about 18 million, a conservative estimated that 2009 will be taken down at least 2 percent, equipment manufacturers more pessimistic forecast may only be about 10 billion dollars. However, the recent series of the TSMC Semiconductor Equipment original equipment purchase the more than NT 5 billion yuan, almost more than TSMC in 2009 capital spending one tenth.
Semiconductor upstream IC Clients that this wave of rush orders is mainly wireless communications products, including mobile phone baseband chip, WiFi, and from Netbook-top boxes and digital home (STB), LCD TV (LCDTV) and graphics chips, FPGA chips used in 3G communications and so the strongest demand, coupled with TSMC has been wielding the harder prices 10 to 15% price reduction program, do pay to attract customers, encourage customers to vote in large pieces in Q2, reconstruction channel inventory, making TSMC 12-inch plant capacity has strained the situation there.
In the procurement of used equipment, TSMC shot of relief following the promos, to ProMOS procurement of equipment, the recent trade rumors TSMC and PSC are also negotiating to sell used equipment case, both parties have to evaluate the operation of fixed assets, However, in view of the rumors, TSMC did not clarify the matter, PSC said that DRAM will now watch out, for the time being not considered to be punishment device.
Equipment industry that the current expansion of production capacity for wafer fabs, purchasing equipment, is a good point, because equipment manufacturers operating mostly falls low, low orders of frequent occurrence, the bargaining power of buyers relative strength, while DRAM factory for spare capacity is also eager to sell off cheap, in the past been regarded as the most expensive equipment, if after all this time can be a good time to buy low.
In addition, TSMC to rush into the car Electronic Market, announced 0.18-micron embedded Flash process in place, not only fully prepared to show its production capacity and advanced process technology, the process for the mature market is actively developing more value-added technology platforms and applications.
