A Goldman Sachs report says that in the medium term, TSMC will be affected by the recent earthquake that took place in Japan. It will mainly find new suppliers, until the Japanese factories redémarrent.À short term, the smelter will not be affected. It has large enough inventory to meet immediate demand.
However, medium and long terms, TSMC can not count on Tokyo Electron Limited, one of its major suppliers. It has, indeed, suffered significant damage that will slow production at TSMC and expansion projects at its plants 300. If alternative suppliers are unsatisfactory, he may have to convert some of its channels in 40 nm 65 nm to focus on the new chips.
However, medium and long terms, TSMC can not count on Tokyo Electron Limited, one of its major suppliers. It has, indeed, suffered significant damage that will slow production at TSMC and expansion projects at its plants 300. If alternative suppliers are unsatisfactory, he may have to convert some of its channels in 40 nm 65 nm to focus on the new chips.
- TSMC says 2011 sales growth target remains to be 20 pct (16/03/2011)
- Today earthquake/ tremblement de terre (11/03/2011)
- UPDATE 1-TSMC says 2011 sales growth target remains at 20 pct (16/03/2011)
- TSMC says Feb sales up 8.8 pct on year (10/03/2011)
- Apple tapping TSMC for A5 production at expense of Samsung - Report (09/03/2011)
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