Friday, March 2, 2012
Taiwan Semiconductor Manufacturing Company (TSMC) has enjoyed strong demand for sub-40nm node technologies tightening capacity for the advanced processes, according to industry sources.
The foundry has also seen rising orders for some of its mature processes used to produce mainly analog and LCD driver ICs.
Wireless-communications chip vendors have fully booked up TSMC's capacity for sub-40nm processes, the sources observed. Capacity is expected to remain tight throughout the first quarter of 2012, the sources said.
In addition, TSMC has recently landed brisk orders for voice and audio ICs from local and overseas fabless firms, which are already in a race to secure the foundry's 6- and 8-inch capacity, sources at Taiwan's designers indicated.
In fact, TSMC's 6-inch fab dedicated to process analog and LCD driver ICs has been running at full capacity since late February, with shipment delivery times to customers being extended to more than 12 weeks, the sources pointed out.
LCD driver IC suppliers are also anticipated to start pulling in orders later in the first quarter, which will further tighten TSMC's capacity for mature processes, the sources said.
By: DocMemory
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