Monday, 25 July 2011

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That it was reported by Macquarie Capital that Q Qualcomm, MediaTek, Xilinx, and Nvidia have reduced the orders of second quarter for TSMC. Consequently, the development rate of wafer shipment inside second quarter will slip in order to 5 percent from earlier expectation 10-12 percent.It had been agreed by Lv Dongfeng who's going to be a semiconductor analyst of Goldman Sachs. But is this order adjustment resulted that Louis Vuitton Bassano GM M54022 Fashion Bags Louis Vuitton Bags hot sale of touch screen phone and tablet squeezes feature phone and NB, or both mobile phone and tablet PC decline. That depends.
In line with Liu of Mcquarie, Qualcomm recently reduced orders of baseband chip for feature phone for TSMC, even so the sales of phone and tablet SOCs had not been much affected.Additionally, MediaTek and Xilinx are successively lowering the estimated demand for wafer for the reason of softening terminal demand and inventory correction.Regarding Nvidia, you'll find 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 in order to 5 percent from earlier estimate of 10-12 percent. Lv remarked that presently TSMC?s clients reduce orders mainly on touch screen phone, tablet PC, 2G handsets with 10-15 percent because of an excessive amount of production capacity in past 12-18 months.
What?s more,
according to Lv?s understanding, MediaTek?s Louis Vuitton Bassno MM M54032 Fashion Bags Louis Vuitton Bags wafer shipment within the second quarter for TSMC and UMC experienced a slight drop as opposed to previous quarter. In terms with Xilinx, the of both second and third quarter was slipped down. This can be considered to be the very first order adjustment because the adjustment of PC and consumer products demand in the third quarter of 2010.
As a result, if you'll encounter adjustment for communication orders next year, it certainly won't be surprised. The related integrated circuit is CD4055BE.

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