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Tuesday, April 29, 2008

Taiwan Semiconductor (TSM) looks fine

Taiwan Semiconductor, useful as a bellwether proxy for the semi industry overall, met consensus expectations and guided slightly better. They expect video game platforms up, handsets flat and PCs down next quarter. TSM also elected to pull out of the stand-alone NAND manufacturing business but said they will still pursue embedded opportunities as customers demand NAND incorporated into their other designs. They expect wafer pricing to firm going forward.

No suggestion or position here in Taiwan Semi, just glancing at the overall demand environment through their lens.

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