TSMC, UMC see excess capacity and inventory in 3Q, sources say
Hardware Brief

TSMC, UMC see excess capacity and inventory in 3Q, sources say

Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) internally project excess capacity in their 0.35- to 0.18-micron CMOS production in the third quarter and expect their blank wafer inventories will not be fully digested until after the end of the third quarter, according to sources.

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