TSMC and UMC utilization climbing on rush orders
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Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) both have seen utilization rates grow to 50-60% at some of their fabs, sources at the companies have indicated.
TSMC recently lifted its guidance for the first quarter of 2009, mainly buoyed by rush orders. The pure-play foundry’s utilization rate has from 45% to 50%, though the company is still in danger of recording its first quarterly loss in 20 years, according to the sources. UMC recently enjoyed improving capacity utilization at part of its 8- and 12-inch fabs, with the utilization rate climbing to 60%, indicated the sources. The foundry posted a narrower revenue drop sequentially in February.
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