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2010 Semiconductor Recovery

2010 Semiconductor Recovery
by Daniel Nenni on 12-31-2009 at 8:00 pm


Any questions? Christmas was good for electronics and the start of a prosperous semiconductor New Year. Semiconductor inventories are low and demand is increasing around the world. Remember, there are 1,338,612,968 people in China that will need mobile internet devices and the stimulus money is gushing over there. There are… Read More


UMC vs GLOBALFOUNDRIES

UMC vs GLOBALFOUNDRIES
by Daniel Nenni on 11-11-2009 at 11:31 pm

TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?

UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered  Read More


TSMC UMC Lead Semiconductor Recovery – Record Year in 2010

TSMC UMC Lead Semiconductor Recovery – Record Year in 2010
by Daniel Nenni on 11-09-2009 at 11:37 pm

TSMC posted its best net profit in a year for Q309, saying demand for chips across all applications improved. Third-quarter sales fell a modest 3.3% year over year to $2.76 billion, but increased 21% from the previous quarter. Earnings per American Depositary Share (ADS) were flat when compared to 2008, but 25% above the second … Read More