Again, my economic bellwether is TSMC, and judging by the first half, 2010 will go down as one of the most profitable years the semiconductor industry has ever seen. In the 2[SUP]nd[/SUP] quarter the foundries again posted record breaking wafer shipments, revenues, and profits. 3[SUP]rd[/SUP] quarter foundry financials should… Read More
It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More
In a previous blog, Black Friday and the Predicted Semiconductor Shortages, I reported that total semiconductor manufacturing capacity is shrinking as older fabs close and new ones ramp up even slower than expected, resulting in a record reduction of total wafer capacity and silicon allocation starting in 2010. DRAM shortages… Read More
