SI
SI

 Technology Stocks | It's Different This Time!


Previous 10 
From: etchmeister1/6/2012 2:52:12 PM
   of 546
 

TSMC kicks-off 2012 with equipment purchase spree
05 January 2012 | By Mark Osborne | News > Wafer Processing

Popular articles Voltaix names Peter Smith as CEO - 09 November 2011 Sematech Litho Forum: Sematech mulling multi-beam mask writer effort - 12 May 2010 TSMC hosts 2008 Green Forum on ‘green’ factories - 31 October 2008 Oberai discusses Magma’s move into solar PV yield management space - 29 August 2008 TSMC honors suppliers at annual Supply Chain Management Forum - 03 December 2008
Perhaps semiconductor equipment suppliers are offering January sales like the retail trade as the largest foundry in the world; TSMC has gone on spending spree over the last few weeks. Purchase orders have been placed ASML, Applied Materials, Novellus, KLA-Tencor and Tokyo Electron (TEL) that add-up to one of its strongest capital equipment spending periods in the last 12-months.

Total purchases have already topped US$217 million, with over US$100 million going to ASML for lithography equipment via 2 separate purchase orders.

The second largest beneficiary was Applied Materials with two separate purchase orders worth over US$40 million.

Then TEL received orders from TSMC valued at US$30 million. Metrology specialist, KLA-Tencor received orders valued at US$16.8 million, the smallest amount within this early year spree, while Novellus Systems had orders placed from TSMC worth approximately US$20.9 million.

Update

As the first full-week of January, 2012 closes, TSMC finished off the week with a further two purchase orders totalling approximately US$42.93 million, bringing recent capital spending to around US$260 million.

The latest orders were placed with Gold Stone Development Company, a supplier of process material, process chemical, process gases and gas handling equipment for the semiconductor industry from companies such as Parker Hannifin and Veriflo to the tune of US$16.57 million.

The other order and the second for the week was placed with KLA-Tencor, worth approximately US$25.96 million, bring the metrology firms orders from TSMC for the week to around US$42.76 million and the second biggest beneficiary, after ASML for new orders.

Update 2

TSMC also squeezed in another batch of equipment purchases valued at US$24.54 million and placed with Applied Materials. This week’s spending spree has been taken to over US$284 million.


fabtech.org 




Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: etchmeister who wrote (538)1/6/2012 3:08:08 PM
From: Sam   of 546
 
How does fabtech know these things? What company makes their POs public knowledge? How does that make sense?

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Sam who wrote (539)1/6/2012 3:27:36 PM
From: etchmeister   of 546
 
They have to report it in TW - just like they report monthly sales in TW.
There was a Dutch poster "Niek" (ASML board) who kept track of it - he provided a link on how to do it.
I did it a couple times several years ago - occasionally you find a blurb in Digitimes in reference of equipment purchases by TW companies.
They only disclose the $ amount - no specifics about what $ was spent for

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

From: etchmeister1/6/2012 3:41:07 PM
   of 546
 
To: niek who wrote ( 1671)4/22/2009 8:55:34 AMFrom: niek Read Replies (1) of 1792 TSMC promissed to invest.
Well, they did.
According to a filing yesterday at the Taiwan Stock Exchange:

TSMC ordered ‘A batch of machinery equipment’ from:

Novellus, worth $ 16.9 million
KLA-Tencor, worth $ 16.4 million
Applied Materials, worth $ 60.2 million and
ASML, worth $ 28.3 million, or € 21.9 millio

Share Recommend | Keep | Reply | Mark as Last Read

To: etchmeister who wrote (540)1/6/2012 3:45:04 PM
From: Sam   of 546
 
Thanks. I didn't know that.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Sam who wrote (542)1/11/2012 10:41:32 AM
From: etchmeister   of 546
 
NAND versus Logic - it's like Ale versus Lager.
They both use identical ingredients - the only difference is Ales use top fermenting yeast and Lagers use bottom fermenting yeast and you end up with two completely types/flavors of beer.

The ROI is driven by the large Level 3 (L3) caches that allow workloads to stay on chip instead of going to DRAM.
The cache ("memory portion") is very different from the logic portion but both are integrated into one chip.
Perhaps I am completely wrong but it's like integrating the "controller portion" directly into a NAND memory chip.

Share Recommend | Keep | Reply | Mark as Last Read

From: The Ox8/15/2012 10:12:02 PM
   of 546
 
Do we know if anything happened to Cary?

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: The Ox who wrote (544)8/15/2012 11:12:19 PM
From: Sam   of 546
 
He got pissed at Kirk and I think Don as well and left SI in a huff.

I don't know if its anything more than that.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: Sam who wrote (545)8/16/2012 10:00:02 AM
From: The Ox   of 546
 
Thanks, Sam!

Share Recommend | Keep | Reply | Mark as Last Read
Previous 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.