josiahsuarez
09-06-09, 06:44 AM
http://www.eetimes.com/news/latest/showArticle.jhtml;jsessionid=E4TZIZ2PQ4QHVQE1GHPSK HWATMY32JVN?articleID=219501118
'Checks with TSMC lead us to believe 3Q guidance of plus 20 percent could move to around 25 percent with computing/graphics leading, followed by communications and then consumer,'' said C.J. Muse, an analyst with Barclays Capital, in a new report based on company visits in Taiwan this week.
TSMC reported consolidated revenue of NT$74.21 billion ($2.24 billion) and net income of NT$24.44 billion ($738 million) in the second quarter. Year-over-year, second quarter revenue decreased 15.8 percent, while net income decreased 15 percent. Compared to first quarter of 2009, second quarter results represent an 87.9 percent increase in revenue, and an increase of 1,467.9 percent in net income.
Meanwhile, on the process side, the company continues to make progress on the leading-edge, especially at the 40-nm node. ''40-nm appears now to be ramping well for 4Q after earlier challenges,'' Muse said. ''We believe improved mix may enable firmer 4Q '09 ASPs.''
As reported, TSMC initially experienced low 40-nm yields. Now, the company's 40-nm yields are improving to a large degree, he indicated.
'Checks with TSMC lead us to believe 3Q guidance of plus 20 percent could move to around 25 percent with computing/graphics leading, followed by communications and then consumer,'' said C.J. Muse, an analyst with Barclays Capital, in a new report based on company visits in Taiwan this week.
TSMC reported consolidated revenue of NT$74.21 billion ($2.24 billion) and net income of NT$24.44 billion ($738 million) in the second quarter. Year-over-year, second quarter revenue decreased 15.8 percent, while net income decreased 15 percent. Compared to first quarter of 2009, second quarter results represent an 87.9 percent increase in revenue, and an increase of 1,467.9 percent in net income.
Meanwhile, on the process side, the company continues to make progress on the leading-edge, especially at the 40-nm node. ''40-nm appears now to be ramping well for 4Q after earlier challenges,'' Muse said. ''We believe improved mix may enable firmer 4Q '09 ASPs.''
As reported, TSMC initially experienced low 40-nm yields. Now, the company's 40-nm yields are improving to a large degree, he indicated.