http://www.digitimes.com/NewsShow/Article.asp?datePublish=2002/04/01&pages=PR&seq=201
For all those wondering how the semiconductor industry will fare this year, perhaps the world's two biggest foundries (TSMC and UMC) can shed some light.
According to the Economic Daily News, UMC has landed an order with TI (Texas Instruments) for .13-micron contract manufacturing, despite the fact that TI has had TSMC capacity for quite a while. Perhaps this indicates that TI doesn't find that TSMC can fill all its orders, meaning that TI is getting more business.
nVidia joins the good news for increased growth in the semiconductor industry this year when they recently mentioned in this interview that UMC is a possible candidate to insure nVidia has acceptable GPU capacity in the coming months. Xbox orders have also been considered.
In addition, TSMC in recent months has reported better than expected earnings, and plans on reporting substantially better financial results in 2002 compared to 2001. nVidia's XBox orders as well as increasing orders for nForce chipsets stemming from a recent Compaq contract last month will also help TSMC, not to mention nVidia.
Also consider that AMD's contract with UMC to produce .13-micron Athlon XP's at UMC's 300mm Fab in Taiwan further indicates that semiconductor companies are expecting much better results for 2002 than last year's horrific turnout.
And lastly, the DRAM market is also feeling quite the same way as the rest of the semiconductor market, with Samsung and debt ridden Hynix being just a few of the DRAM corp's that are expecting a huge comeback in 2002. Most DRAM companies have raised expections for this year due to Intel?s change of preference in DRAM technology, namely cheaper DDR SDRAM modules, which OEMs have been ordering like crazy in recent months.
For all those wondering how the semiconductor industry will fare this year, perhaps the world's two biggest foundries (TSMC and UMC) can shed some light.
According to the Economic Daily News, UMC has landed an order with TI (Texas Instruments) for .13-micron contract manufacturing, despite the fact that TI has had TSMC capacity for quite a while. Perhaps this indicates that TI doesn't find that TSMC can fill all its orders, meaning that TI is getting more business.
nVidia joins the good news for increased growth in the semiconductor industry this year when they recently mentioned in this interview that UMC is a possible candidate to insure nVidia has acceptable GPU capacity in the coming months. Xbox orders have also been considered.
In addition, TSMC in recent months has reported better than expected earnings, and plans on reporting substantially better financial results in 2002 compared to 2001. nVidia's XBox orders as well as increasing orders for nForce chipsets stemming from a recent Compaq contract last month will also help TSMC, not to mention nVidia.
Also consider that AMD's contract with UMC to produce .13-micron Athlon XP's at UMC's 300mm Fab in Taiwan further indicates that semiconductor companies are expecting much better results for 2002 than last year's horrific turnout.
And lastly, the DRAM market is also feeling quite the same way as the rest of the semiconductor market, with Samsung and debt ridden Hynix being just a few of the DRAM corp's that are expecting a huge comeback in 2002. Most DRAM companies have raised expections for this year due to Intel?s change of preference in DRAM technology, namely cheaper DDR SDRAM modules, which OEMs have been ordering like crazy in recent months.
