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Taiwan Semiconductor Manufacturing Company Limited Message Board

semi_equip_junkie 169 posts  |  Last Activity: 3 hours ago Member since: Feb 16, 2012
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  • Basically Intel provides a top notch engine but it needs to subsidize the drive gear (transmission yadayada) to make this a race car -

    It brings along with it, at least over the course of 2014, a higher bill of materials. And that's independent from the SOC cost. It's the power management subsystem, it's the motherboard that it goes on, it's the memory solution, those kinds of things. And so, we're providing some contra revenue to offset that bill of material delta over the course of 2014.

    Now, as we said, we're doing value engineering with our customers and our partners. And so we're bringing down that bill of material over the course of 2014 independent of any changes to our SOC.

    Reading the transcript - just as expected - memory management (3D) will play major role going forward

  • our "Intel expert" so happy - OMG
    was Covello in the call ...did he ask stupid questions or did not show up at all
    as I said some time ago - GS already turned coat
    just keep shorting the hell out it.....

  • semi_equip_junkie semi_equip_junkie Apr 14, 2014 11:52 PM Flag

    there some idiots on this board that spend the majority of their lifes here but Nenni is probably the most stupid individual I ever encountered in silicon world - the timing of his "book" is awesome

  • Extreme Stress for Existing Foundry/Fabless Model

    Dr. Roawen Chen, senior vice president of global operations at Qualcomm, will provide the keynote talk at The ConFab 2014 this year. The event will be held June 22-25 at The Encore at The Wynn in Las Vegas.

    In his talk, Dr. Chen, will describe how the increased performance and the rapid shift from traditional handsets to consumer computing device post a number of manufacturing and supply chain challenges for fabless chip makers. He says the scale of the challenges also creates an “extreme stress” for the existing foundry/fabless model to defend its excellence in this dynamic landscape. In this talk of “what’s on our mind?” he will deliberate on a number of headwinds and opportunities.

    In his role at Qualcomm, Roawen oversees the worldwide operations and supply chain, silicon and package technology, quality/reliability, and procurement functions for the Qualcomm semiconductor business. He has overall responsibility for driving the global integrated fabless strategy and execution.

    Roawen is an experienced leader in all aspects of semiconductor operations and supply chain management with a solid background in leading large-scale fabless operations. In addition to his strong technical depth, he has proven experience in building close supplier and vendor relationships and executing to support customer demand and product development. Prior to Qualcomm, Roawen was Vice President of Manufacturing Operations at Marvell Semiconductor in Santa Clara, California. During his more than 12 years at Marvell, Roawen held a variety of leadership roles, including Vice President and General Manager of the Communications and Computing business unit and Vice President and General Manager of the Connectivity business unit. He has also served in management roles in Marvell’s Foundry Operations and Manufacturing Technology groups.

    Prior to Marvell, Roawen held technical positions at TSMC-USA and Intel. He earned a bache

  • Reply to

    I don't read Ashraf anymore.

    by twobitlouie Apr 14, 2014 11:59 AM
    semi_equip_junkie semi_equip_junkie Apr 14, 2014 1:33 PM Flag

    yup - he has to produce one blurb after the other ...
    They have that "penny per click" tabloid feel to them
    well put

  • semi_equip_junkie semi_equip_junkie Apr 14, 2014 1:11 AM Flag

    why are Americans so passive standing up against Wallstreet?

  • Reply to

    Forgive em Lord, 4 they know not what they do

    by marcopubio Apr 10, 2014 12:39 AM
    semi_equip_junkie semi_equip_junkie Apr 10, 2014 2:09 PM Flag

    old man - why are you always blahblahing about the past?
    I don't give a rat's #$%$ about the past

  • semi_equip_junkie by semi_equip_junkie Apr 9, 2014 10:51 PM Flag

    February semiconductor sales up 11.4 percent compared to last year

    The Semiconductor Industry Association (SIA) today announced that worldwide sales of semiconductors reached $25.87 billion for the month of February 2014, an increase of 11.4 percent from February 2013 when sales were $23.23 billion. This marks the industry’s largest year-to-year increase in more than three years. Global sales from February 2014 were 1.5 percent lower than the January 2014 total of $26.26 billion, reflecting normal seasonal trends. Regionally, sales in the Americas increased by 18 percent compared to last February. All monthly sales numbers are compiled by WSTS and represent a three-month moving average.

    “The trend lines remain positive for the global semiconductor industry, which has followed record revenues in 2013 with an encouraging start to 2014,” said Brian Toohey, president and CEO, Semiconductor Industry Association. “The Americas market continues to demonstrate impressive growth, while sales in Asia Pacific and Europe also increased substantially year-to-year, and the Japanese market continued its recent rebound.”

    Regionally, year-to-year sales increased in the Americas (18 percent), Asia Pacific (12 percent), and Europe (9.6 percent). Sales decreased slightly in Japan (-0.2 percent), but February marked the region’s smallest year-to-year decrease since August 2012. Sales fell across all regions compared to the previous month, as February sales historically are lower than January sales due to seasonal trends.

    “The U.S. semiconductor market has been a key driver of global market growth over the last year, and policymakers in Washington can help maintain this momentum by enacting measures that remove obstacles to continued growth,” Toohey continued. “One such obstacle is America’s dysfunctional immigration system, which was revealed again this week when scarce H-1B visas were rapidly claimed by employers. Lawmakers should recognize that outdated immigration policies hampe

  • Reply to

    End of the day sell off

    by itakebackmyapology Apr 9, 2014 3:06 PM
    semi_equip_junkie semi_equip_junkie Apr 9, 2014 10:17 PM Flag

    End of the day sell off

    Here it comes...
    you still have not learned when to shut your mouth - doof wie Stulle

  • semi_equip_junkie semi_equip_junkie Apr 9, 2014 10:11 PM Flag

    Are you kidding me - that's only 80 to 100k shares per day - I love it.
    That high short interest is becoming a nice fat juicy target - wouldn't surprise me GS is "doing God's work" LOL

  • Reply to

    Shorts winning again

    by itakebackmyapology Apr 8, 2014 2:29 PM
    semi_equip_junkie semi_equip_junkie Apr 8, 2014 3:58 PM Flag

    Covello's problem is that he burned all the bridges - it's is becoming increasingly obvious that 20nm and less puts tremendous pressure on ARM foundries.
    A good deal of the results we are seeing today were initiated by P.O. - would you agree?
    IMO Covello's argument that capex is too high is only a "straw man" - He probably knows he's wrong but they have incredible "money power" - but I think some of the hedgies that jumped on GS/Covello's train are starting to defect ....
    would not surprise me GS assigning a new analyst to Intel - the relationship between Intel and Covello is completely in the toilet.

  • semi_equip_junkie by semi_equip_junkie Apr 7, 2014 3:38 PM Flag

    But Taiwan Semiconductor Manufacturing is troubled in the long-term, by softer mobile demand and competion from Intel (INTC) and Samsung Electronics (SSNLF). Intel got into the foundering business last year. Here is Bernstein again:

    Although we’ve turned more positive about Taiwan Semiconductor Manufacturing’s short-term prospects, our long-term view remains unchanged. We continue to worry about the softening mobile demand, ballooning advanced technology cost and competitive pressure from Intel and Samsung.

    Although we’ve turned more positive about Taiwan Semiconductor Manufacturing’s short-term prospects, our long-term view remains unchanged. We continue to worry about the softening mobile demand, ballooning advanced technology cost and competitive pressure from Intel and Samsung.

    TSM sees competition from Intel as well as from ARM foundries.
    Samsung loosing Apple will pull back all the business that was given to TSMC - downright amazing TSMC is above 20

  • semi_equip_junkie semi_equip_junkie Apr 7, 2014 3:26 PM Flag

    OMG why Nenni never responded - you follow equips and you know which direction the wind is blowing - most Intel anals have a hard time to "connect" to the capex aspect.
    And FWIW Covello follows equipment stock which tells me he is lying - lots of shorts still live in the past and GS leveraged that attitude - GS turned coat along time ago

  • semi_equip_junkie by semi_equip_junkie Apr 7, 2014 3:21 PM Flag

    what a lame duck - I asked him specifically about this
    TSMC’s capital intensity is 43% this year, significantly higher than other leading-edge manufacturers. If Intel gains share within TSMC’s top 10 customer base, this could force TSMC to lower its capital investment, fall off the leading edge, and not transition to lower-cost 450mm manufacturing. In our view, this would allow Intel to lengthen its manufacturing lead, consolidate the industry’s leading-edge manufacturing base, and drive a higher multiple for its stock. In terms of model sensitivity, the foundry market is expected to represent a $65 billion TAM by 2016. Of TSMC’s top 10 customers, we believe Intel has the highest probability to secure foundry business from Apple, Broadcom, and Marvell over the next two years. If Intel garners foundry business from one to all of the aforementioned customers, Intel’s foundry share could range from 3% to 10%, equating to an incremental revenue opportunity of $2 to $7 billion, and an EPS contribution of $0.13 to $0.45.

  • semi_equip_junkie semi_equip_junkie Apr 3, 2014 9:24 PM Flag

    Good - officially the end of the common platform I suppose - there will be fierce competition among ARM foundries - none the ARM foundries will gather the critical mass to move to 450mm...
    Intel is an excellent longterm hold

  • semi_equip_junkie by semi_equip_junkie Apr 3, 2014 5:02 PM Flag

    Options on an FPGA Hardware Acceleration of Monte Carlo Simulation for Option Pricing. Using Field Programmable Gate Arrays (FPGAs) to accelerate financial derivative ...

  • semi_equip_junkie semi_equip_junkie Apr 3, 2014 4:58 PM Flag

    Yup
    in case you wonder who is shelling out several thousand of $ for a bleeding, leading FPGA chip - the flash boys

  • semi_equip_junkie by semi_equip_junkie Apr 3, 2014 1:19 PM Flag

    GS probably turned coat a long time ago -

  • Reply to

    Multiple Uplifting Forces Building For WINTEL

    by mega.hurts Apr 2, 2014 7:06 PM
    semi_equip_junkie semi_equip_junkie Apr 2, 2014 9:54 PM Flag

    Now W8.1 will run in just 1GB RAM
    maybe stupid question - but why/
    Less bloated SW?
    I think this is quite remarkable

  • semi_equip_junkie semi_equip_junkie Apr 2, 2014 2:05 PM Flag

    What's amusing is that Office for iPad costs about $100 a year and the iPad owner must pay every year to keep it going.
    it's ridiculous - typed on my T 100 -so far I never detached the display - not once

TSM
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