16-08-2014, 12:04 PM
Worldwide Smartphone Shipments Edge Past 300 Million Units in the Second Quarter; Android and iOS Devices Account for 96% of the Global Market, According to IDC
14 Aug 2014
FRAMINGHAM, Mass. August 14, 2014 – The worldwide smartphone market reached a new milestone in the second quarter of 2014 (2Q14), moving past the 300 million unit mark for the first time in its history. According to final data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 301.3 million smartphones worldwide in 2Q14, up 25.3% from the 240.5 million units shipped in the second quarter of 2013........................................
http://www.idc.com/getdoc.jsp?containerId=prUS25037214
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TSMC 4Q14 production capacity almost fully booked
Cage Chao, Taipei; Steve Shen, DIGITIMES [Thursday 14 August 2014]
Taiwan Semiconductor Manufacturing Company (TSMC) has informed Taiwan-based IC design houses that its production capacity for the fourth quarter of 2014 is almost fully booked, and urged vendors which are short of production capacity to book wafer orders in advance, according to industry sources.
While the supply of wafers at TSMC is tight for the third quarter, the nearly sold-out wafer production for the fourth quarter at TSMC has placed most IC design houses in a dilemma as to whether they should queue up at TSMC for capacity...............................
http://www.digitimes.com/news/a20140814PD214.html
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TSMC July sales hit new high
2014/08/08 18:35:13
Taipei, Aug. 7 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chip maker, hit a new monthly high for sales in July that analysts attributed to solid demand for chips crafted with TSMC's advanced technology....................
http://focustaiwan.tw/news/aeco/201408080026.aspx
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TSMC Approves $3bn Capex
14th August 2014
TSMC’s board has passed a resolution to “approve appropriations of US$3,054.7 million for expansion of advanced capacity, conversion of certain logic capacity to specialty technologies, building and facility installation as well as capacity setup for advanced packaging and assembly, and fourth quarter 2014 R&D capital appropriations and sustaining capital appropriations.” If this is new capex spend, which it looks like, then it will take TSMC’s capex to $13 billion this year ahead of the $11.5 billion being spent by Samsung and the $11 billion being spent by Intel..........................................
See more at: http://www.electronicsweekly.com/manneri...FgeqN.dpuf
________________________________________________________________________________________________________________
450mm Development Status Reports from SEMIcon West 2014
http://www.semi.org/en/node/50891?id=highlights
(vested)
14 Aug 2014
FRAMINGHAM, Mass. August 14, 2014 – The worldwide smartphone market reached a new milestone in the second quarter of 2014 (2Q14), moving past the 300 million unit mark for the first time in its history. According to final data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 301.3 million smartphones worldwide in 2Q14, up 25.3% from the 240.5 million units shipped in the second quarter of 2013........................................
http://www.idc.com/getdoc.jsp?containerId=prUS25037214
________________________________________________________________________________________________________________
TSMC 4Q14 production capacity almost fully booked
Cage Chao, Taipei; Steve Shen, DIGITIMES [Thursday 14 August 2014]
Taiwan Semiconductor Manufacturing Company (TSMC) has informed Taiwan-based IC design houses that its production capacity for the fourth quarter of 2014 is almost fully booked, and urged vendors which are short of production capacity to book wafer orders in advance, according to industry sources.
While the supply of wafers at TSMC is tight for the third quarter, the nearly sold-out wafer production for the fourth quarter at TSMC has placed most IC design houses in a dilemma as to whether they should queue up at TSMC for capacity...............................
http://www.digitimes.com/news/a20140814PD214.html
________________________________________________________________________________________________________________
TSMC July sales hit new high
2014/08/08 18:35:13
Taipei, Aug. 7 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chip maker, hit a new monthly high for sales in July that analysts attributed to solid demand for chips crafted with TSMC's advanced technology....................
http://focustaiwan.tw/news/aeco/201408080026.aspx
________________________________________________________________________________________________________________
TSMC Approves $3bn Capex
14th August 2014
TSMC’s board has passed a resolution to “approve appropriations of US$3,054.7 million for expansion of advanced capacity, conversion of certain logic capacity to specialty technologies, building and facility installation as well as capacity setup for advanced packaging and assembly, and fourth quarter 2014 R&D capital appropriations and sustaining capital appropriations.” If this is new capex spend, which it looks like, then it will take TSMC’s capex to $13 billion this year ahead of the $11.5 billion being spent by Samsung and the $11 billion being spent by Intel..........................................
See more at: http://www.electronicsweekly.com/manneri...FgeqN.dpuf
________________________________________________________________________________________________________________
450mm Development Status Reports from SEMIcon West 2014
http://www.semi.org/en/node/50891?id=highlights
(vested)