by SemiMarketTrends | Feb 24, 2018 | Forecasts
MediaTek _ Incremental Cuts to Wafer Starts for P23 and P30 at TSM Driving TSM’s 16nm Utilization Rates Lower Key Takeaways: MediaTek likely reduced wafer-in volumes on the P23 and P30 application processors in 1Q18 from ~46K to ~42K on the P23 and from ~30K to ~26K...
by SemiMarketTrends | Feb 22, 2018 | Trends
Application Processors builds YTD forebodes a likely inventory correction (total unit build numbers estimates, wafer builds, companies involved below) Companies: Apple, Qualcomm, MediaTek, Hisilicon, Spreadtrum, Pinecone AP supply chain pipeline inventory is 2-3...
by SemiMarketTrends | Jan 11, 2018 | Forecasts
TSM’s utilization rate outlook by node; 7nm and 16nm outlook is up, while 10nm outlook declines Companies: TSM, Mediatek, Spreadtrum, Hisilicon, QCOM 10nm capacity is being transformed towards 7nm nodes starting January 16nm (including 12nm) should have strong...
by SemiMarketTrends | Oct 31, 2017 | Forecasts
The following views and opinions are based upon SemiMarketTrends’ ongoing research: Mediatek is keenly focused on the developing smartphone market in India, where estimated smartphone coverage is still ~46%, vs. China, for example, where smartphone penetration is...
by SemiMarketTrends | Oct 30, 2017 | Forecasts
The following views and opinions are based upon SemiMarketTrends’ ongoing research: Key Takeaways: TSMC’s 16nm process is still the main technology being used by Mediatek for P20+P30 Mediatek is likely evaluating Global Foundry as a second source for 16nm products...
