Bad Q3 for Taiwan foundries

Q3, traditionally the industry’s strongest quarter, will not be a good quarter for the Big Three Taiwanese foundries, reports Digitimes Research.

The combined revenues of TSMC, UMC and VIS (Vanguard International Semiconductor) will be 0.8% down q-o-q and 3.7% down y-o-y.

Q3 revenues are expected to be $8.03 billion compared to Q2’s $8.09 billion snd the $8.33 billion of Q3 2014.

The turndown would have been worse were it not for a rise in ASPs due to an increase in the proportion of advanced (sub45nm) processes in the the mix.

Digitimes notes that TSMC started to record 16nm revenues for the first time in Q3.

david manners

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