http://danielnenni.com/2009/11/09/tsmc-umc-lead-semiconductor-recovery-record-year-in-2010/ Silicon Valley Blog Thu, 11 Mar 2010 23:02:53 +0000 http://wordpress.com/ hourly 1 http://danielnenni.com/2009/11/09/tsmc-umc-lead-semiconductor-recovery-record-year-in-2010/#comment-627 Dan Nenni Mon, 09 Nov 2009 22:47:28 +0000 http://danielnenni.com/?p=3512#comment-627 The revenue mix is in the quarterly presentation materials from TSMC and UMC. There is a hyper link to the graphs. Not sure where FPGA fits, I will ask when I am in Taiwan next week. The revenue mix is in the quarterly presentation materials from TSMC and UMC. There is a hyper link to the graphs. Not sure where FPGA fits, I will ask when I am in Taiwan next week.

]]> http://danielnenni.com/2009/11/09/tsmc-umc-lead-semiconductor-recovery-record-year-in-2010/#comment-626 Matt Rhodes Mon, 09 Nov 2009 21:09:24 +0000 http://danielnenni.com/?p=3512#comment-626 Dan, do you have a reference on the revenue mix by application? It should be noted that it is quite different than the revenue mix by application in the semiconductor industry overall, where computer is a much larger percentage (>50% source: Semico Research Corp). Not surprising as INTEL and memory revenue to computer don't go through foundry. The result would be cell phone comprises the bulk of communication and set-top, DVD and TV the bulk of consumer. I'm more interested, however, as to how the FPGA slice is counted, do you think it is in "Other". Dan, do you have a reference on the revenue mix by application? It should be noted that it is quite different than the revenue mix by application in the semiconductor industry overall, where computer is a much larger percentage (>50% source: Semico Research Corp). Not surprising as INTEL and memory revenue to computer don’t go through foundry. The result would be cell phone comprises the bulk of communication and set-top, DVD and TV the bulk of consumer. I’m more interested, however, as to how the FPGA slice is counted, do you think it is in “Other”.

]]>