Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.
Robust Growth At TSMC and UMC
Notwithstanding the gloomy views of WSTS, SIA and most of the analysts, those thermometers of the industry’s health, the foundries, are showing robust growth figures.
TSMC had sales of $1.73 billion in May – a slight rise on April’s $1.7 billion – 17% up on May 2012. April 2013 had been 23.5% up on April 2012.
TSMC’s sales from January to the end of May were $7.9 billion – up 23% from $6.4 billion in the January to May 2012 period.
UMC, the No.3 foundry, had May sales of $361 million – up 5% on April’s $336 million. UMC’s January to May sales were $1.6 billion- up 4.17% on the same period last year.
Last month, TSMC said it expected a 25% growth year this year. That may have something to do with it starting to crank out Apple processors but, even with the Apple effect, TSMC’s prospects put into question the anaemic 2% growth figures for the 2013 market currently being bandied about.Tags: foundries, foundry, health, processors, thermometers