40 nm and 28 nm are in short supply,which become focus of market, since the mobile device built-in ARM applications processor and 3G/4G baseband have strong demand for chips, IvyBridge processor of Intel and Trinity platform will be listed in this season, which will also stimulate the sales of graphics chip and the the Netcom chip, the industry assesment, even if TSMC, UMC raised the capital expenditure, the production capacity of 40 nm and 28 nm before 4th quarter could not be solved.Smart phones and tablet PCs are still the center of gravity of this year, NewiPad was in short supply, Samsung's new generation of flat panel, GalaxyTab2 and intelligent machine GalaxyS3 will also be launched recently,iPhone5 of Apple will be launched in the second half, which has driven Nokia, Motorola, Sony, LG and other manufacturers to introduce new products.IvyBridge of will be launched at the end, Trinity platform also starts sales in the middle May,a new computer processor will lead to a new wave of old upgrade requirements.To meet the strong demand 40 nm and 28 nm from computer and mobile device chip, capital spending of TSMC this year will be greater than last year, equipment manufacturers estimate the opportunity to watch the record high $ 7.5 billion. The rated capital expenditures of UMC is $ 2,000,000,000, which may also be increased to more than $ 2.2 billion. |
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TSMC And UMC Are Over Production Before The First Quarter