Taiwanese foundry TSMC is reporting a big increase in short lead time orders for handset chips, telecop products and GPUs. DigiTimes writes the foundry has returned to almost full production, and that orders for the second quarter are up 10-30 percent sequentially.
One of the snips of the article reveals NVIDIA has placed 30 percent more GPU orders for the quarter, and that foundry rival UMC has also restored production at its fabs:
Handset chipmakers Texas Instruments (TI) and Qualcomm have increased their second-quarter orders by 10-15%, the sources said. Meanwhile, Altera has placed 10% more orders for the coming quarter, as demand for field-programmable gate arrays (FPGAs) is rising amid China's deployment of 3G networks.
North America's switch to digital TV broadcasting has led to a substantial number of orders for network solutions, the sources noted. The foundry service provider also secured 30% more graphics chip orders from Nvidia for the quarter.
Rival United Microelectronics Corporation (UMC) has also restored production at its fabs, having received better-than-expected orders from IC design houses for the second quarter, indicated the sources.