It absolutely was reported by Macquarie Capital that Q Qualcomm, MediaTek, Xilinx, and Nvidia have reduced the orders of second quarter for TSMC. Consequently, the increase rate of wafer shipment in the second quarter will slip to 5 percent from earlier expectation 10-12 percent.It turned out agreed by Lv Dongfeng that's a semiconductor analyst of Goldman Sachs. But is this order adjustment resulted that hot sale of smart phone and tablet squeezes feature phone and NB, or both smartphone and pc tablet decline.Louis Vuitton Associe GM Terre N58034 Fashion Bags Louis Vuitton BagsThat will depend.
As outlined by Liu of Mcquarie, Qualcomm recently reduced orders of baseband chip for feature phone for TSMC, even so the interest on touch screen phone and tablet SOCs isn't much affected.On top of that, MediaTek and Xilinx are successively decreasing the estimated interest on wafer for that reason of softening terminal demand and inventory correction.With regards to Nvidia, furthermore, it decreases wafer orders for CPU chip set because of gradual lost of market share, said Liu.
Therefore, Liu anticipated which the TSMC?S growth rate 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 mobile phone, tablet computer, 2G handsets with 10-15 percent on account of a lot production capacity in past 12-18 months.
What?s more, in accordance with Lv?s understanding, MediaTek?s wafer shipment from the second quarter for TSMC and UMC has a slight drop than the previous quarter. In terms with Xilinx, the quantity of both second and third quarter was slipped down. This can be thought to be the first order adjustment considering that the adjustment of PC and consumer products demand inside the third quarter of 2010.As a result, if there will be adjustment for communication Louis Vuitton Associe PM Noir N58039 Fashion Bags Louis Vuitton Bags orders this year, it won't be surprised. The related integrated circuit is CD4055BE.
Therefore, Liu anticipated which the TSMC?S growth rate 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 mobile phone, tablet computer, 2G handsets with 10-15 percent on account of a lot production capacity in past 12-18 months.
What?s more, in accordance with Lv?s understanding, MediaTek?s wafer shipment from the second quarter for TSMC and UMC has a slight drop than the previous quarter. In terms with Xilinx, the quantity of both second and third quarter was slipped down. This can be thought to be the first order adjustment considering that the adjustment of PC and consumer products demand inside the third quarter of 2010.As a result, if there will be adjustment for communication Louis Vuitton Associe PM Noir N58039 Fashion Bags Louis Vuitton Bags orders this year, it won't be surprised. The related integrated circuit is CD4055BE.
No comments:
Post a Comment