T had been reported by Macquarie Capital that Q Qualcomm, MediaTek, Xilinx, and Nvidia have reduced the orders of second quarter for TSMC. Consequently, the rise rate of wafer shipment while in the second quarter will slip in order to 5 percent from earlier expectation 10-12 percent.It turned out agreed by Lv Dongfeng who will be a semiconductor analyst of Goldman Sachs. But is this order adjustment resulted that hot sale Louis Vuitton Albatros Toiletry Bag Terre M93091 Fashion Bags Louis Vuitton Bags of smartphone and tablet squeezes feature phone and NB, or both phone and pc tablet decline. That depends.
According to Liu of Mcquarie, Qualcomm recently reduced orders of baseband chip for feature phone for TSMC, however the requirement for mobile phone and tablet SOCs has not been much affected.On top of that, MediaTek and Xilinx are successively reducing the estimated requirement for wafer for your reason of softening terminal demand and inventory correction.Regarding Nvidia, furthermore, it decreases wafer orders for CPU chip set resulting from gradual lost of market share, said Liu.
Therefore, Liu anticipated how the TSMC?S rate of growth of wafer volume will drop to five percent from earlier estimate of 10-12 percent. Lv pointed out that presently TSMC?s clients reduce orders mainly on phone, pc tablet, 2G handsets with 10-15 percent on account of an excessive amount production capacity in past 12-18 months.
What?s more, based on Lv?s understanding, MediaTek Louis Vuitton Associe GM Noir N58034 Fashion Bags Louis Vuitton Bags s wafer shipment while in the second quarter for TSMC and UMC were built with a slight drop as opposed to previous quarter. In terms with Xilinx, the of both second and third quarter was slipped down. This is deemed the initial order adjustment because the adjustment of PC and consumer products demand while in the third quarter of 2010.
Therefore, Liu anticipated how the TSMC?S rate of growth of wafer volume will drop to five percent from earlier estimate of 10-12 percent. Lv pointed out that presently TSMC?s clients reduce orders mainly on phone, pc tablet, 2G handsets with 10-15 percent on account of an excessive amount production capacity in past 12-18 months.
What?s more, based on Lv?s understanding, MediaTek Louis Vuitton Associe GM Noir N58034 Fashion Bags Louis Vuitton Bags s wafer shipment while in the second quarter for TSMC and UMC were built with a slight drop as opposed to previous quarter. In terms with Xilinx, the of both second and third quarter was slipped down. This is deemed the initial order adjustment because the adjustment of PC and consumer products demand while in the third quarter of 2010.
For that reason, if you will see adjustment for communication orders next year, and also surprised. The related integrated circuit is CD4055BE.
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