The foundries are doing solidly well so far this year. Both TSMC and UMC are up on last year.
No.1 foundry TSMC had February sales of $1.38bn which was 13% down on January but 21.5% up on February 2012.
TSMC’s Jan/Feb sales total $2.966bn up 29% on Jan/Feb 2012.
TSMC’s January sales of $1.6bn were 37% up on January 2012. TSMC’s December sales were up 20% on December 2011 at $1.26bn.
TSMC had Q4 revenues of $4.5bn for a profit of $1.4bn. Revenue was 25% up on Qa2011 and profit was up 32% on Q4 2011.
For Q1 2013, TSMC expects revenue to be between $4.38bn and $4.45bn.
UMC, the world’s third largest silicon foundry, had a sales dip in February but is still running faster than this time last year.
So far this year, UMC has had revenues of $607m which is 5% up on the Jan/Feb 2012 sales of $579m.
UMC had a month-on-month 13.4% sales dip in December with December 2012 sales of $270m.
UMC's November revenues were $310m and its October revenues were $319m.
