TSMC and UMC are offering discounts on 40nm and 60nm wafers starting in Septemer, according to The Taiwan Economic News.
Despite high capacity utilization in the first half (TSMC reported it's fab utilization rate as 102%in Q2), Morris Chang has warned that orders will fall in the second half.
TSMC's utilization rates are said to have started to decrease in August and are forecasted to be 95% in Q3 and 80-85% in Q4.
UMC's fab utilization rate may, it is predicted, fall to below 80% in Q4.
40nm and 60nm account for over half TSMC's revenues.
Source:
http://www.electronicsweekly.com/Articles/2012/08/03/54280/tsmc-umc-offering-discounts-for-h2-wafers.htm
