With both Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) announcing plans to hike their capex budgets for 2010 to expand 12-inch wafer capacity, industry sources are worried that the expansion projects at the world's two largest wafer foundry companies may result in overcapacity at 12-inch fabs.
TSMC and UMC expansions may lead to overcapacity
Posted on Friday, February 05 2010 @ 0:30 CET by Thomas De Maesschalck