TSMC Wafer Allocation and Design Migration
August 13, 2009
In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: TSMC realized a 17.9% jump from June, UMC a 6.97% jump. In difficult economic times the strong get stronger, as TSMC definitely has, as the 2009 market share data will definitely show.
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