The wafer blows Capex-Lite wind for the worker Moore law of wavering
Continue the assembly factory of integration (IDM) Change to take route Fab-lite, the wafer also begins to blow ' Capex-Lite ' wind for the factory! Taiwan Semiconductor Manufacturing Co. declares just it will be large that cuts 2008 capital expenditure, the jointly signed circular telegram will be also expressed 2008 the capital expenditure will be reduced notably, the external world predicts the expenditure damping of 2 of capital will be up to 2~3 and succeed. What merits attention is, Chairman Hu GuoQiang of jointly signed circular telegram points out on the 31st, the advanced craft has already been taken the place of (skipping-node) Phenomenon, jump over 1 period of generation, purchase until the product of new generation comes out, but this form technological to look around to advanced person; If the supply range follows the Moore law, but not increased by 40% synchronously every year the demand, the market will certainly reduce to the wafer demand.
Because the oil price runs high, the secondary housing loan shade has not been removed, such great environmental uncertainties as consumer's confidence has been insufficient, the wafer takes the place of worker's advanced craft productivity and supplies and already exceeds customer's demand ahead of time, wafer capital step on the brake promptly by expenditure in 2008 confusingly for factory! Taiwan Semiconductor Manufacturing Co., jointly signed circular telegram both mention simultaneously, the capital expenditure has already been supported to increase requiredly in 2008 in 2007, Israel 2,600 million, jointly signed circular telegram reach low to mark, come on, watch by 1 billion only 2007 such as Taiwan Semiconductor Manufacturing Co., make an investment in the intersection of logic and advanced craft and 12 the intersection of factory and the intersection of productivity and construction already in advance, the capital expenditure needn't be so more generous at all in 2008; The capital expenditure will also reduce about 600 million dollars to hit the core world in 2008.
Hu GuoQiang even bright speech, needn't acquire and develop the time-base machine (litho Scanner) a little again in 2008 ,0 at present. 13 microns of processing equipments but direct diversion will find the method to promote productivity to the expensive apparatus at the same time to craft of 65 nanometers. Taiwan Semiconductor Manufacturing Co., also applies ink to paper having apparatus productivity and rate of returns of investment actively, very conservative as to adding the apparatus newly. Because Taiwan Semiconductor Manufacturing Co., uniting the TV university to cut the set tactics of the capital expenditure, trader intimidates the apparatus really not far in severe winter, no wonder Taiwan Semiconductor Manufacturing Co. will hold supplier's conference of equipment and materials in the near future, in order to pacify the upstream supplier carefully.
In fact, come, watch great environment, crude oil price reach a new high constantly, even Zhang Zhongmou, Chairman of Taiwan Semiconductor Manufacturing Co., predict the end of the year possible hurricane to every the intersection of barrel and 100 dollars, will stimulate level of 120 dollars that the alternative energy source holds up one's head to reach; Cai LiXing, total executive chairman of Taiwan Semiconductor Manufacturing Co., points out, though although the American-European increase in GDP has phenomenon of easing up, but the growth rate of emerging nation still has a good prospect; But on the other hand, U.S.A. secondary housing loan coherent to expand, commit the pressure and does not relieve for consumer's confidence index yet in shade and oil price, the variable is still great in the future. Hu GuoQiang represents, the external world has since 5%~20% of the prediction the semi-conductive growth rate of 2008, but the customer has already released and guarded the message to the jointly signed circular telegram ahead of time.
What merits attention is, including 2008 capital expenditure that Taiwan Semiconductor Manufacturing Co., jointly signed circular telegram and middle core fall sharply confusingly, not only 12 inches of advanced craft productivity of factory in 2007 of representative run before the demand, represent even more that intimidated the excess of supply over demand in advanced craft, cause prices to glide, the profit to shrink, and then let the wafer forced to adopt ' controlling capital expenditure ' or ' Capex-Lite ' tactics for the factory.
Hu GuoQiang points out, the advanced craft had already taken the place of the phenomenon, had already jumped over for 1 generation now, customer wait for of new generation product come out, carry on productivity purchase again, this form technological to look around to advanced person; He emphasizes, if the supply range follows the Moore law, but not increased by 40% synchronously every year the demand, the market will certainly reduce to the brilliant round demand.