Look at the 2015 TSMC monthly revenues with YoY Change. They are all over the map:
[table] cellpadding="4" style="width: 100%"
|-
| align="center" | Jan.
| align="center" | 87,120
| align="center" | 69.4%
|-
| align="center" | Feb.
| align="center" | 62,645
| align="center" | 33.8%
|-
| align="center" | Mar.
| align="center" | 72,269
| align="center" | 44.7%
|-
| align="center" | Apr.
| align="center" | 75,330
| align="center" | 21.7%
|-
| align="center" | May
| align="center" | 70,155
| align="center" | 15.4%
|-
| align="center" | Jun.
| align="center" | 59,955
| align="center" | -0.6%
|-
| align="center" | Jul.
| align="center" | 80,953
| align="center" | 24.7%
|-
| align="center" | Aug.
| align="center" | 67,038
| align="center" | -3.2%
|-
[/table]
Where are the A9 wafers? Compare that to 2014 where you can clearly see the A8 wafers kick in:
[table] cellpadding="4" style="width: 100%"
|-
| align="center" | Jan.
| align="center" | 51,430
| align="center" | 8.4%
|-
| align="center" | Feb.
| align="center" | 46,829
| align="center" | 13.7%
|-
| align="center" | Mar.
| align="center" | 49,956
| align="center" | 13.2%
|-
| align="center" | Apr.
| align="center" | 61,887
| align="center" | 23.6%
|-
| align="center" | May
| align="center" | 60,789
| align="center" | 17.4%
|-
| align="center" | Jun.
| align="center" | 60,344
| align="center" | 11.7%
|-
| align="center" | Jul.
| align="center" | 64,925
| align="center" | 24.6%
|-
| align="center" | Aug.
| align="center" | 69,279
| align="center" | 25.8%
|-
| align="center" | Sept.
| align="center" | 74,846
| align="center" | 35.1%
|-
| align="center" | Oct.
| align="center" | 80,736
| align="center" | 55.9%
|-
| align="center" | Nov.
| align="center" | 72,275
| align="center" | 63.0%
|-
| align="center" | Dec.
| align="center" | 69,510
| align="center" | 39.9%
|-
| align="center" | Total
| align="center" | 762,806
| align="center" | 27.8%
|-
[/table]
Again, we will know the truth from the Q3 conference call.
[table] cellpadding="4" style="width: 100%"
|-
| align="center" | Jan.
| align="center" | 87,120
| align="center" | 69.4%
|-
| align="center" | Feb.
| align="center" | 62,645
| align="center" | 33.8%
|-
| align="center" | Mar.
| align="center" | 72,269
| align="center" | 44.7%
|-
| align="center" | Apr.
| align="center" | 75,330
| align="center" | 21.7%
|-
| align="center" | May
| align="center" | 70,155
| align="center" | 15.4%
|-
| align="center" | Jun.
| align="center" | 59,955
| align="center" | -0.6%
|-
| align="center" | Jul.
| align="center" | 80,953
| align="center" | 24.7%
|-
| align="center" | Aug.
| align="center" | 67,038
| align="center" | -3.2%
|-
[/table]
Where are the A9 wafers? Compare that to 2014 where you can clearly see the A8 wafers kick in:
[table] cellpadding="4" style="width: 100%"
|-
| align="center" | Jan.
| align="center" | 51,430
| align="center" | 8.4%
|-
| align="center" | Feb.
| align="center" | 46,829
| align="center" | 13.7%
|-
| align="center" | Mar.
| align="center" | 49,956
| align="center" | 13.2%
|-
| align="center" | Apr.
| align="center" | 61,887
| align="center" | 23.6%
|-
| align="center" | May
| align="center" | 60,789
| align="center" | 17.4%
|-
| align="center" | Jun.
| align="center" | 60,344
| align="center" | 11.7%
|-
| align="center" | Jul.
| align="center" | 64,925
| align="center" | 24.6%
|-
| align="center" | Aug.
| align="center" | 69,279
| align="center" | 25.8%
|-
| align="center" | Sept.
| align="center" | 74,846
| align="center" | 35.1%
|-
| align="center" | Oct.
| align="center" | 80,736
| align="center" | 55.9%
|-
| align="center" | Nov.
| align="center" | 72,275
| align="center" | 63.0%
|-
| align="center" | Dec.
| align="center" | 69,510
| align="center" | 39.9%
|-
| align="center" | Total
| align="center" | 762,806
| align="center" | 27.8%
|-
[/table]
Again, we will know the truth from the Q3 conference call.
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