HR Reporting Software

According to Taiwan media reports, the experts  expected, due next year, TSMC bullish IDM (integrated device manufacturing) plant expansion commissioned foundry, TSMC is likely to rise again at the end of this year's capital expenditure budget to 2.5 billion ~ 30 billion U.S. dollars.

TSMC to spend money expansion is not soft, as optimistic about next year's expansion of IDM works commissioned by OEM, and following the advanced 65-nanometer production technology in short supply, TSMC announcement this year to obtain a total investment of equipment and plant such as the amount of more than 70 billion NT yuan (about 2.1 billion to 2.2 billion U.S. dollars), rated for 2.3 billion U.S. dollars this year, capital expenditures have almost been exhausted. Industry insiders estimate that TSMC is likely to rise again at the end of this year's capital expenditure budget to 25 billion to three billion U.S. dollars or more, and next year's capital expenditure may be adjusted upwards to 3.5 billion to 40 billion U.S. dollars.

Although the market for chip foundries in the fourth quarter and next year's first quarter orders are still concerns, but like TSMC to spend money like water expansion action is completely contrary to equipment manufacturers is expected, and Taiwan Semiconductor Manufacturing Company continued to application of at least materials, KLAC (KLA Tencor), the power of science and technology pioneer, Tokyo (Tokyo Electron), Esko Moore (ASML) and other equipment factory, a big buyer of 45/40 nano-devices, hope by the end of monthly production capacity of up to 35000 more than the size.

If, according to TSMC, since the announcement in April to obtain the equipment and plant services and other expenses the amount of people indeed breathtaking, the whole amount of investment has more than 700 million Taiwan dollars, equivalent to approximately U.S. 2.1 billion to 2.2 billion U.S. dollars. As TSMC by the end of July in France said they would before this year's capital expenditure budget will be raised 2.3 billion U.S. dollars, this point of view, TSMC at the end of France that it would inevitably again in overweight, equipment manufacturers forecast, capital Expenditure is expected to reach 2.5 billion to 2.8 billion U.S. dollars, and orders in the first quarter of next year if the estimate is not weak, but also may point of view three billion U.S. dollars.

Of course, TSMC will be so positive expansion, seems to imply that the 45/40 nm orders received soft, because it has been mass production at TSMC's customers, including programmable logic devices (FPGA) Plant Altera (Altera) , graphics chip duo Ying Hill & Knowlton (NVIDIA) and the AMD / ATI, and commissioned the production TSMC 16-core processor Sun system, Rainbow Falls and so on.

In addition, the end of the year, including Qualcomm (Qualcomm), Marvell, NetLogic chip manufacturers such as mobile phones and China Netcom, some 45/40 nanometer chips will also be finalized to complete the design (tape-out), since the mass production of cast films of next year. More importantly, part of Intel's Atom commissioned by TSMC foundry core system-on-chip, will begin production at the end of the first quarter of next year, next year will be eaten by a large number of TSMC's 45 nm advanced process capacity.