Industry Expert Blogs

SICAS (Semiconductor Industry Capacity Statistics) has released its 3Q 2011 data, available through the SIA at: SICAS data . Beginning with 2Q 2011 the SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United Microelectronics Corporation (UMC). TSMC and UMC are the two largest foundries, with 2010 revenues of $13.3 billion and $4.0 billion, respectively. Losing these companies has caused a major disruption in SICAS data and makes comparison of the 2Q 2011 and 3Q 2011 data with previous quarters invalid in most categories. However TSMC and UMC release information on wafer capacity in their quarterly financial releases. Adding the reported TSMC and UMC data to the SICAS data results in total IC data which is more comparable to prior quarters.

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